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AI Implementation

You don't need an AI team. You need it built for you.

We find the work that slips through, connect the software you already run, and build agents with permissions, testing and a dashboard included. You don't need to understand AI, and you keep ServiceTitan, Jobber, Tekmetric and your books.

General contractor and carpenter reviewing plans inside a framed house

What the project includes

A defined implementation. Then Managed AI Operations if you want us to keep the system reliable after it is live.

01

Audit the work that slips

Thirty minutes on how work actually moves, not a six-week discovery. Your software, repetitive tasks, follow-up that depends on memory, reports rebuilt by hand, stalled jobs your board already shows. You leave with a ranked map: what is worth automating, what is not, and what a first build could look like. No obligation to build.

02

Design the system

Which agents, which software, what they may do without a person, what needs approval. Cloud, private hardware, or a mix, chosen to fit the work, not a vendor’s pitch. A secure dashboard is part of the same design, not a later upsell.

03

Connect and build

Official APIs first. Then approved integrations, webhooks, and MCP where a vendor supports them. Controlled browser automation only when there is no usable API and the work still has to happen. Agents are built around the one or two workflows we agreed on, not dozens at once.

04

Test, deploy, train

We set permissions, test on real files, and train the people who will work next to the agents. We do not flip a switch on Friday and disappear. Managed AI Operations is optional once the system is live: monitoring, connector upkeep, and improvements as the business changes.

How we actually do the work

Audit first. Keep the systems of record. Ship one or two paths. Include the board. Leave a person on the work that needs a person.

  1. 01

    Start with the audit, not a proposal from a brochure

    We cannot price a serious build from a website form. The audit is how we see your software, the work that slips, and whether we can actually connect to it. If we cannot help, we say so.

  2. 02

    Keep the systems of record

    ServiceTitan, Tekmetric, Jobber, AccuLynx, PestPac, QuickBooks, whatever you already run stays. We connect to it. We do not migrate you onto a Cortex database and hope your techs follow.

  3. 03

    Ship one or two workflows, then the next

    Estimate follow-up and the daily summary beat a plan for dozens of agents. The people who still own the customer have to trust the first one. Then we add the next job.

  4. 04

    Include the dashboard in the same build

    Agents watch the work. The dashboard shows the owner what went wrong, the numbers, and which system they came from, without rebuilding the morning from five logins. It is not a separate product.

  5. 05

    Leave a person on the work that needs a person

    Pricing on messy jobs. Angry customers. Anything you would not trust a new hire to do on day one without a manager. Extra capacity, not a new org chart.

Implementation

How a Cortex build actually gets installed.

Audit the paths. Connect the stack. Deploy one agent. Prove it with your team before anything auto-sends.

cortex@build · deploy
paths.mdstack.mdfirst-job.mddeploy.log
$ █

without cortex · someone still has to remember to look

with cortex · the layer watches, drafts, and waits for you

The sequence

Audit. Design. Build. Deploy. Manage.

01 · Audit

Map where AI belongs.

We find the work that slips through in the software you already run. No lesson in how AI works. Highest-value jobs first. You don't have to understand the models.

02 · Design

Design the system.

Which agents, which systems, what they may do automatically, and what requires a person.

03 · Build

Connect and build the agents.

CRM, field software, accounting, ads, calendar, phone. Your systems of record stay. Agents work across them. The dashboard ships in the same build.

04 · Deploy

Test with your team.

Permissions, testing, and training for the people who work next to the agents. A person approves what matters.

05 · Manage

Keep the system reliable.

Models change. APIs change. Your business changes. We keep the agents, integrations, and workflows working as intended.

What this looks like when we install it

Detail Driven is the named deployment. The HVAC and roofing examples are how we usually start in those trades, based on work we map in audits, not invented ROI.

Detail Driven · implementation

Four shop types. Four boards. One environment.

The problem
Repair in Tekmetric. Collision in CCC ONE. Detailing and glass on their own boards, books, and ads. Someone still walked each board, chased declined work, and hoped the ads had booked cars.
What we build
Data collectors and connections into the software they already paid for. CCC through a local EMS export they already knew how to create. We do not scrape private databases. Agents on follow-up, monitoring, and reporting. One secure dashboard across operations, marketing, finance, and the shops. Dedicated Linux on site. Cloud when a job actually needs a stronger model.
Why this way
A single SaaS login cannot be the system of record for four different trades. The honest build is: keep the software each shop already runs, put agents on the work between systems, and give the owner one picture in the morning.

Example first workflow · HVAC

Unsold installs before memberships, before a voice agent, before a rewrite.

The problem
Replacement quotes aging in ServiceTitan. The salesperson is on installs. Memberships are a later problem. Callbacks are a later problem. The first leak is the estimate that nobody owned.
What we build
Audit how quotes turn into booked jobs. Connect to the field software and CRM we can actually reach. The agent drafts follow-up from the job file. The salesperson gets a list. Every outcome is logged. Memberships and the morning report come next, scoped in writing, not promised as a bundle.
Why this way
HVAC operators get sold “AI for the whole company.” The company does not have a whole-company problem on day one. It has an unsold-install problem. We build for that, then we talk about the rest.

Example first workflow · roofing

Storm files go cold in AccuLynx while production is on the roof.

The problem
Leads, supplements, production, and collections are four stories. The storm window is short. Follow-up drowns first. Jobs that are done on the roof sit uncollected because nobody can tell what the file is missing.
What we build
The first agent usually handles old leads and quiet files, not a new CRM. Agent watches AccuLynx or JobNimbus for estimates past the window and jobs that are produced but not collected. A person still talks to the adjuster.
Why this way
Roofing software is already a project file. What it does not do is make sure someone follows up while the crew is on a storm. We do not replace AccuLynx. We watch the file.

How we scope the work

Keep your systems of record

We connect to the software you already run. Availability is confirmed in the audit. If a vendor will not give us a usable interface, we say so instead of putting their logo on a slide.

Start with one or two paths

Estimate follow-up and the daily operating summary beat a forty-agent fantasy. The first path has to be trusted by the people who still own the customer.

Priced around the actual implementation

Every deployment is different. Pricing is based on the systems involved, number and complexity of workflows, infrastructure, and level of ongoing management. Most clients begin with a defined implementation project followed by optional Managed AI Operations.

Questions operators actually ask

How long does a first implementation take?

A first set of agents can land in weeks. A broader system takes longer. You see a scoped plan after the audit, not before. We will not quote a date from a homepage.

Do you replace ServiceTitan, Tekmetric, or Jobber?

No. Those stay the system of record. Cortex works across them. If a vendor will not give us a usable interface, we say so in the audit instead of pretending.

What does it cost?

Most clients begin with a defined implementation project, then optional Managed AI Operations. Range depends on the systems involved, number and complexity of workflows, infrastructure, and ongoing management. We scope after we have seen the work.

Find out what AI could take off your plate.

Start with a free 30-minute audit. You don't need to understand AI. We'll show you what's worth building into the software you already run, and what isn't.