As of November 2026, 18 of the 19 trade software tools we checked ship at least one AI feature, but only four (QuickBooks Online, Jobber, GoHighLevel and CompanyCam) offer an official connector for ChatGPT and Claude, and seven answer phone calls with AI. Most still leave follow-up, exceptions and approvals to the office.
We built this from each vendor's own product pages, help centers, pricing pages and press releases, read between November 1 and November 3, 2026. Where a vendor has announced a feature but not shipped it, we say so. Where a vendor doesn't publish a price, we say that too.
Which trade software tools have AI? The short answer
Most of them now do, but the depth varies a lot. Four tools let you connect ChatGPT or Claude to your own data with an official connector, seven answer calls with AI, and seven don't publish what their AI costs.
| Tool | Category | AI phone answering | AI assistant on your data | Official ChatGPT or Claude connector | AI prices published |
|---|---|---|---|---|---|
| QuickBooks Online | Accounting | No | Yes (Intuit Intelligence) | Yes: ChatGPT plugin and Claude connector | Partly |
| Jobber | Field service | Yes (Receptionist, $29 a month add-on) | Yes (Jobber AI, beta) | Yes: ChatGPT and Claude, all plans | Yes |
| ServiceTitan | Field service | Yes (AI Virtual Agent, early access) | Yes (Atlas) | No (Zapier or API) | No |
| Housecall Pro | Field service | Yes (CSR AI, paid add-on) | Yes (Analyst AI) | No (Zapier or Max-plan API) | Partly |
| Tekmetric | Auto repair | Yes (Receptionist, $99 a month early access) | No (Ask Tek covers repair questions) | No (approved API app) | Partly |
| Shopmonkey | Auto repair | Yes (Concierge, $149 a month) | No | No (API and webhooks) | Yes |
| CCC ONE | Collision repair | Not listed | No | No (CCC Secure Share) | No |
| AccuLynx | Roofing | No | No | No (Zapier or API) | Yes (included) |
| JobNimbus | Roofing | Yes (AssistAI, separate subscription) | In beta (Scout, Analytics AI) | No (Zapier or API) | No |
| Xactimate | Insurance estimating | No | No (line-item advisor) | No for Xactimate (Claude connector covers XactRestore and XactRemodel) | Yes (XactAI) |
| PestPac | Pest control | Not native (partner tools) | Rolling out (Ask WAIve) | No (API on Enterprise) | No |
| FieldRoutes | Pest control | No | Announced (Command Center, beta Q1 2027) | No (API) | No |
| GoHighLevel | CRM and marketing | Yes (Voice AI) | Yes (Ask AI) | Yes: official MCP server for ChatGPT and Claude | Yes |
| AppFolio | Property management | Announced (Receptionist Performer) | Yes (Realm-X Assistant) | Claude only (Realm-X connector) | Partly |
| Buildium | Property management | Not listed | Help-only assistant; agents in Lumina AI Workforce | No (Open API on Premium) | Partly |
| Buildertrend | Construction | No | No | No (no public API listed) | No |
| Procore | Construction | No | Yes (Deep Search Agent) | No (MCP server planned) | No |
| CompanyCam | Job photos | No | No (AI reports and summaries) | Yes: official MCP server for ChatGPT and Claude | Yes |
| Google Business Profile | Local listing | No | Yes, inside Gemini (Business Profile app) | No ChatGPT connector (Gemini app built in) | Yes (free) |
What we found across 19 tools
- AI is now standard, not a premium add-on. 18 of 19 tools list AI you can use today. FieldRoutes' is announced for 2027, and PestPac's data assistant is still rolling out.
- Phone answering is the most common AI job. Seven tools answer calls with AI, priced from a $29 a month add-on (Jobber) to unpublished (ServiceTitan, Housecall Pro's call answering, JobNimbus).
- Official ChatGPT and Claude connectors are still rare. Only QuickBooks Online, Jobber, GoHighLevel and CompanyCam ship one. AppFolio's works with Claude only, Verisk's covers XactRestore and XactRemodel rather than Xactimate, and Procore says its MCP server is planned.
- Prices are often missing. ServiceTitan, CCC ONE, JobNimbus, PestPac, FieldRoutes, Buildertrend and Procore don't publish what their AI costs; you get a number from a sales call.
- Built-in AI stays inside its own system. Each tool's AI works on that tool's records. None of them follows a job across your phone system, field software and books, which is where most dropped work happens.
What does each tool's AI do?
Each section below lists every AI feature the vendor names, what it does, and the plan, price and status the vendor states. Features marked rule-based are automations the vendor does not describe as AI.
QuickBooks Online
Yes. QuickBooks Online includes Intuit Intelligence, a chat assistant plus separate AIs for accounting, payments, customers, projects, finance, payroll, sales tax and business tax. Which ones you get depends on your plan, from Simple Start at $38 a month to Advanced at $340 a month at list price as of November 2026. Our QuickBooks Online AI integration guide covers how an outside agent works with it.
| Feature | What it does | Plan, price and status |
|---|---|---|
| Intuit Intelligence chat | Answers questions from your company data, finds transactions, builds reports, explains why a number changed, and sets up custom automations such as reminders, duplicate-bill flagging and recurring reports | Plans Intuit lists: QuickBooks Online plans and Intuit Accountant Suite; the companion view is for primary and company admins |
| AI bank transaction suggestions | Suggests matches and categories with confidence signals, and suggests vendors using generative AI on the bank description | Plans Intuit lists: All QuickBooks subscriptions |
| Accounting AI | Groups confident transactions as Ready to post, auto-posts some payroll and Bill Pay items, and sends one link to collect missing details | Plans Intuit lists: Essentials and up |
| AI-powered reconciliation and report insights | Reads uploaded bank statements, explains reconciliation issues, and reviews the Balance Sheet and P&L for possible errors | Plans Intuit lists: Plus, Advanced, Intuit Enterprise Suite |
| Payments AI | Suggests payment methods, reminder schedules and late fees, drafts invoice emails and reminders, and fills invoices from documents | Plans Intuit lists: US Essentials, Plus, Advanced, Intuit Enterprise Suite |
| Customer AI | Finds and follows up with leads and helps with proposals | Plans Intuit lists: Listed under Plus on the pricing page |
| Project Management AI | Auto-creates projects and allocates costs, and tracks projects from budget to profit | Plans Intuit lists: Listed under Advanced on the pricing page |
| Finance AI | A performance summary with forecasts and recommendations, exportable to PDF | Plans Intuit lists: Advanced, Intuit Enterprise Suite |
| Payroll AI | Collects employee information and runs payroll, bringing in a payroll manager for confirmations and approvals | Plans Intuit lists: Payroll Core, Elite and Premium appear in the overview's product list |
| Sales Tax AI | Suggests sales tax categories for items and checks for inconsistencies before you file | Plans Intuit lists: Simple Start and up per the help article; the pricing page lists the pre-filing check under Plus |
| Business Tax AI | Suggests possibly missed deductions and, on Essentials, estimates quarterly payments | Plans Intuit lists: Deductions listed under Simple Start, quarterly estimates under Essentials |
| AI-assisted cash flow forecast | A 13-week forecast built from 18 months to 2 years of history | Plans Intuit lists: Intuit Enterprise Suite |
Jobber
Yes. As of November 2026 Jobber includes Jobber AI chat and voice on all plans, an AI Receptionist ($29 a month add-on or included in Plus), AI quote drafting, a Rewrite button, AI review replies in Marketing Suite and an AI Custom Report Builder on Plus, and its Teammate AI agent is in beta. Our Jobber AI integration guide covers how an outside agent works with it.
| Feature | What it does | Plan, price and status |
|---|---|---|
| Jobber AI Voice and Chat | Answers questions about your clients, quotes, jobs, invoices and team, gives business advice, writes marketing text, and takes actions in your account | Plan or price: All plans. Actions and business questions are for admin users only.; Status: Beta |
| Receptionist | Answers calls, texts and website chats 24/7, books visits, creates requests, takes messages and escalates urgent calls | Plan or price: $29 a month add-on with 30 conversations, $0.79 per extra conversation; unlimited on Plus; Status: Available |
| Receptionist Companion | Listens during calls you take yourself and drafts quotes or schedules visits in the background | Plan or price: Not published; Status: Coming soon |
| Draft for me and automatic quote drafting | Drafts a quote from a request's details, your quote templates and past quotes, for you to review | Plan or price: Automations depend on plan; not priced separately; Status: Available |
| Suggested automations | Recommends automations, such as auto-drafting quotes, based on how you work | Plan or price: Included; Status: Available |
| Rewrite | Turns a message you've typed into a clearer, more polished reply with one click | Plan or price: Included; Status: Available |
| Custom Report Builder | Builds a report from a plain-language description, across jobs, clients, quotes, invoices and timesheets | Plan or price: Plus plan, admins only; Status: Available |
| Recommendations | Business advice on growth and efficiency based on your data | Plan or price: Included; Status: Available |
| AI review replies and competitor insights | Drafts a reply to each Google review and gives AI insights on up to 10 competitors | Plan or price: Part of Marketing Suite: $99 a month add-on, included in Plus; Status: Available |
| Jobber Teammate | An AI agent with a morning Daily Digest, an Action Board that starts work for you, and routines you teach it once | Plan or price: Not published; Status: Beta, early access from September 23, 2026 |
| ChatGPT and Claude connectors | Lets ChatGPT or Claude read your Jobber data and create requests, clients and quotes | Plan or price: Core, Connect, Grow and Plus; Status: Available since September 25, 2026 |
ServiceTitan
Yes. As of November 2026 ServiceTitan's AI, branded Titan Intelligence and Atlas, includes the AI Virtual Agent for call booking, Field Pro recordings and summaries, Dispatch Pro, AI-drafted estimate and work summaries and Pricebook Pro recommendations; many features are Pro products or previews, and no AI prices are published. Our ServiceTitan AI integration guide covers how an outside agent works with it.
| Feature | What it does | Plan, price and status |
|---|---|---|
| Atlas (core) | Chat that answers questions from ServiceTitan data, and the Help Center chatbot | Product or plan: Core product, all customers; Status: Available |
| Atlas in mobile | Technicians ask about customer history, jobs, invoices, equipment and memberships | Product or plan: Core; on by default for technician roles; Status: Available |
| Atlas in Field Pro | Equipment documents, troubleshooting, calculators and diagnostic tests, replacement parts | Product or plan: Field Pro; Status: Available |
| Atlas in office roles | Opportunity spotting, campaign recommendations, capacity rule help, CSR answers, invoice review | Product or plan: Varies; Status: Marked "coming soon" on the Atlas page; Accounting, Marketing Pro, Contact Center Pro and Sales Coach in Private Preview |
| Atlas in Marketing Pro | Ranks campaign ideas (unsold estimates, expiring memberships), drafts the email, walks you through launch | Product or plan: Marketing Pro; Status: Help page dated July 2026; listed in Private Preview on the Atlas page |
| Atlas in Adaptive Capacity | Writes capacity rules from plain language, such as "after 5 PM only No Cool and No Heat jobs" | Product or plan: Account configuration required; Status: Available by request |
| Atlas mobile app | Business performance and key metrics for owners | Product or plan: ServiceTitan Max; Status: Private Preview |
| Atlas as an agent | Runs reports, writes custom queries, builds rule-based workflows, delegates tasks | Product or plan: Max customers first; Status: Closed alpha for admins, pricing not set (October 2026) |
| AI Virtual Agent | Answers calls, books, reschedules and confirms jobs against capacity, transfers to a live CSR | Product or plan: Listed under Pro products; Status: Voice settings page marks it Early Access |
| Virtual Agent unsold estimate follow-up | Texts customers about open estimates and sends an approval link | Product or plan: Core, Pro and Max listed; Status: Residential service and replacement, US and Canada (September 2026) |
| Field Pro | Records visits, writes summaries and scorecards, Re-Engage ranks open opportunities and drafts follow-ups | Product or plan: Field Pro (Standard and Advanced); Status: Available |
| Titan Intelligence work summaries | Writes a work summary from work performed logs | Product or plan: Account configuration; Status: Available |
| Titan Intelligence estimate summaries | Drafts estimate names and summaries in the Field Mobile App | Product or plan: Permission per role; Status: Available (April 2026) |
| Dispatch Pro | Assigns jobs by job requirements, technician skills, drive time and capacity | Product or plan: Dispatch Pro; Status: Available |
| Pricebook Pro | Smart Start, Smart Recommendations, Price Insights and bulk actions powered by Titan Intelligence | Product or plan: Pricebook Pro; Status: Available |
| Daily Logs summaries | AI summaries of daily field activity for project managers | Product or plan: Project management; Status: Announced Fall 2025 |
Housecall Pro
Yes. As of November 2026, Housecall Pro includes an AI Team on every plan (CSR AI website chat, Analyst AI, Coach AI, Marketing AI and Help AI), sells CSR AI 24/7 call answering as an add-on with no published price, and has added Accountant AI and AI postcards. Its Pipeline follow-ups and review requests are rule-based automations, not AI. Our Housecall Pro AI integration guide covers how an outside agent works with it.
| Feature | What it does | Plan, price and status |
|---|---|---|
| CSR AI (calls) | Answers calls 24/7, books, reschedules and cancels jobs and estimates, escalates, summarizes each call | Plan: Paid add-on; Price: Not published; Launched or dated: Booking added in the spring 2025 release |
| CSR AI (website chat) | Answers your website chat bubble, can book jobs, hands off to a person | Plan: All plans; Price: Included; Launched or dated: Listed in the February 2026 release |
| CSR AI (text answering) | Two-way texts with new customers after a qualifying call | Plan: CSR AI users; Price: Not published; Launched or dated: In alpha as of November 2026 |
| Analyst AI | Turns a question about your data into a report you can save | Plan: All plans; Price: Included; Launched or dated: Reporting-page button in fall 2025 |
| Coach AI | Growth, pricing and hiring guidance in chat | Plan: All plans; Price: Included; Launched or dated: Part of the AI Team |
| Marketing AI ("Write it for me") | Drafts emails, campaigns, service descriptions, review replies, invoice messages and estimate descriptions | Plan: All plans; Price: Included; Launched or dated: Estimate and invoice drafting in fall 2025 |
| Help AI | Answers questions about using Housecall Pro | Plan: All plans; Price: Included; Launched or dated: Part of the AI Team |
| Accountant AI | Answers accounting questions from your books, transactions and reports | Plan: Not stated; Price: Not published; Launched or dated: February 2026 release |
| AI Postcards | Writes and targets direct-mail postcards to neighborhoods | Plan: Not stated; Price: Not published; Launched or dated: Fall 2025 release |
| Job summary "refine it for me" | Listed with no description | Plan: Not stated; Price: Not published; Launched or dated: May 2026 release |
Tekmetric
Yes. As of November 2026, Tekmetric has four AI features: Tekmetric Receptionist, which answers missed calls and books appointments ($99 a month early access pricing); DVI Quick Capture, which writes inspection findings from photos and voice notes on the Scale plan; Ask Tek inside Tekmetric Repair Guide; and AI-generated Google review responses. The first three opened in early access on November 3, 2026. Our Tekmetric AI integration guide covers how an outside agent works with it.
| Feature | What it does | Plan, price and status |
|---|---|---|
| Tekmetric Receptionist | Answers calls the team can't, books onto the Tekmetric schedule, answers shop questions, screens spam, queues callbacks with a summary | Who can get it: Early access for shops on RingCentral through Tekmetric Phones and using Online Booking; general availability planned for Q1 2027; Price: 30-day free trial, then $99 a month (introductory early access pricing) |
| DVI Quick Capture | Assigns a technician's photos, video and voice notes to inspection tasks and writes customer-ready findings for the tech to approve | Who can get it: Eligible shops on the Scale plan only; Price: No added cost through the end of 2026; 2027 pricing not decided |
| Ask Tek in Tekmetric Repair Guide | Plain-language questions about a repair, common causes for a concern, labor time suggestions from real Tekmetric repair orders | Who can get it: Shops with at least 25% of repair orders on eight European makes; Price: Free 30-day trial; price not published |
| AI-generated review responses | Drafts a reply to a Google review that you edit and post | Who can get it: Tekmetric Marketing users with Google connected; Price: Part of Tekmetric Marketing, $345 a month per shop |
Shopmonkey
Yes. As of November 2026, Shopmonkey has three AI features: Concierge, an AI phone assistant launched in October 2026 that answers calls and books appointments ($149 a month, or included in the $349 a month CRM Essentials bundle); an AI Suggested Response for Google reviews in Reviews Manager; and AI Smart Replies in Message Center. Our Shopmonkey AI integration guide covers how an outside agent works with it.
| Feature | What it does | Plan, price and status |
|---|---|---|
| Concierge | AI phone assistant: answers calls, books, reschedules or cancels appointments, answers shop questions, transfers calls, creates follow-ups | Plan or price: $149 a month ($134 billed annually) as an add-on, or included in CRM Essentials at $349 a month ($314 annually); Launched: Early access September 2026; launched October 2026 |
| AI Suggested Response (Reviews Manager) | Drafts a public reply to a Google review that you edit and post | Plan or price: Reviews Manager is $99 a month ($89 annually) as an add-on; Google Reviews Manager is included in Genius; Launched: Not stated |
| AI Smart Replies (Message Center) | Suggests replies in customer text and email threads, on web and in the mobile app | Plan or price: Plan not stated; Launched: On mobile from July 2026; web date not stated |
CCC ONE
Yes. As of November 2026, CCC ONE includes AI-powered estimating that pre-populates estimate lines from photos of vehicle damage, with repairers setting their own confidence thresholds and human estimators approving the final estimate, and mobile invoice scanning (launched April 2026) that uses AI to match parts invoice lines to repair orders for CCC Repair Workflow users at no additional cost. CCC says more than 4,000 collision repairers use its AI solutions. Our CCC ONE AI integration guide covers how an outside agent works with it.
| Feature | What it does | Plan, price and status |
|---|---|---|
| AI-powered estimating (photo-based) | Pre-populates estimate lines from damage photos; shop sets confidence thresholds; human estimator approves | Who gets it: CCC ONE Estimating users; packages not published; Cost listed: Not published |
| AI estimate jumpstart in the mobile app | Starts an estimate with AI from the CCC ONE mobile app | Who gets it: CCC ONE Estimating users; packages not published; Cost listed: Not published |
| Mobile invoice scanning | Photograph a parts invoice; AI extracts part numbers, quantities and prices and matches them to the repair order | Who gets it: CCC Repair Workflow users; Cost listed: No additional cost |
AccuLynx
Yes, but only one named AI feature as of November 2026: Lead Intelligence, launched in April 2023, which uses AI and third-party data to give each lead a Lead Rank showing how likely the homeowner is to buy. AccuLynx says it is included for all users at no additional cost; AccuLynx's site lists no AI receptionist, AI assistant, AI estimating or AI reporting feature. Our AccuLynx AI integration guide covers how an outside agent works with it.
| Feature | What it does | Plan, price and status |
|---|---|---|
| Lead Intelligence (Lead Rank) | Scores each lead and prospect on its likelihood to convert, using AI and third-party data | Plan and price: All users, no additional cost; Launched: April 11, 2023; AI?: Yes |
| Automation Manager | Sends emails or texts, or assigns tasks, when a job, milestone, order or financing event happens | Plan and price: Free feature in AccuLynx; Launched: Not stated; AI?: No, rule-based |
| Automated text notifications | Texts contacts on job events and milestone changes from a local number | Plan and price: Not stated on the page; Launched: Not stated; AI?: No, rule-based |
| ReportsPlus and DataMart | Pre-built and custom reports, scheduled report emails; DataMart sends company data to BI tools | Plan and price: Add-ons, prices not published; Launched: DataMart: Fall 2025; AI?: No |
JobNimbus
Yes. As of November 2026 JobNimbus has AssistAI, an AI phone agent sold as its own subscription that books appointments or takes messages; Scout, an in-app AI assistant that creates and updates records, in closed beta; and Analytics AI, a plain-language report query tool in early access through NimbusLabs since August 2026. JobNimbus does not publish prices for any of them.
| Feature | What it does | Plan, price and status |
|---|---|---|
| AssistAI | Answers forwarded calls, books appointments or takes messages, creates tasks or notes in JobNimbus | Availability: Available; set up from the Marketing tab; Price: Separate subscription; monthly fee plus per-number and per-minute costs, amounts not published |
| Scout | In-app assistant: creates and updates jobs, contacts, tasks, notes and photos, sends texts and emails, checks job status | Availability: Closed beta with a waitlist; Price: Not published |
| Analytics AI | Ask a question about the business in plain language and get an answer from the Analytics data | Availability: Early access in NimbusLabs since August 5, 2026; Price: Not published |
| AI Material Order Import | Named by JobNimbus as an early access feature; no detail published | Availability: Early access in NimbusLabs; Price: Not published |
Xactimate
Yes. Verisk's XactAI add-on brings four AI features into Xactimate as of November 2026: Sketch Scan (a walk-through becomes a connected floor plan), a plain-language line-item advisor, automatic photo labeling, and XactRebuild (mitigation estimates converted to rebuild estimates, a Pro feature). XactAI's introductory price is $29 per user per month billed annually, and XactGen Roofing, which generates roofing line items, is listed as coming soon.
| Feature | What it does | Plan, price and status |
|---|---|---|
| Sketch Scan | Walk the space with a mobile device and get a connected floor plan | Plan and price: XactAI add-on; Status: Available |
| Line-item advisor | Plain-language line-item recommendations while you estimate | Plan and price: XactAI add-on; Status: Available |
| Photo labeling | Labels and describes photos automatically | Plan and price: XactAI add-on; Status: Available |
| XactRebuild | Converts mitigation estimates into rebuild estimates | Plan and price: Pro; included in Xactimate Pro subscriptions; Status: Available |
| XactGen Roofing | Generates roofing line items from roof measurement data and estimate context, launched from Sketch | Plan and price: Not published; Status: Coming soon, early access by request |
PestPac
Yes. As of November 2026 PestPac's Communication Center offers AI-powered summaries of customer conversations, and WorkWave is rolling out WAIve: Ask WAIve for plain-English questions about your data, WAIve Teammates agents announced for release through 2026, and Wavelytics Decision Intelligence, which flags high-value skips and cancellations. PestPac lists no AI receptionist or AI booking agent. Our PestPac AI integration guide covers how an outside agent works with it.
| Feature | What it does | Plan, price and status |
|---|---|---|
| AI summaries in the Communication Center | AI-powered summaries and insights for every customer interaction across texts, email and web chat | Status as of November 2026: Listed as a current feature; Plan or price: Not stated; Customer Communications appears on the Professional and Enterprise plan lists |
| Ask WAIve | Ask questions about your PestPac data in plain English, with chart suggestions, inside PestPac's role permissions | Status as of November 2026: WorkWave's pages give different timing: Q2 2026, "Coming in Q3" and "in development"; Plan or price: Not stated |
| WAIve Teammates | Specialized agents that carry out multi-step back-office work, with the customer keeping final approval | Status as of November 2026: Announced January 2026 for release through the year, starting Q2 2026; no individual agents named; Plan or price: Not stated |
| Wavelytics Decision Intelligence | An Intelligence Hub with an AI snapshot of overnight changes, scorecards, leaderboards, and a Problems view that flags high-value skips, cancellations and callback trends | Status as of November 2026: Announced February 2026; marked "Coming Soon" on the Wavelytics page; Plan or price: Not stated |
| Predictive Intelligence | Uses history to model trends and warn about issues such as callback spikes | Status as of November 2026: Announced; no date given; Plan or price: Not stated |
FieldRoutes
As of November 2026, FieldRoutes' AI is mostly announced rather than shipped: its Atlas-powered Command Center, which answers questions about your business and builds dashboards, starts beta in the first quarter of 2027, and a revenue retention model and intelligent dispatch for same-day cancellations are described as upcoming. Its routing, reminders and trigger rules are rule-based automation, not AI. Our FieldRoutes AI integration guide covers how an outside agent works with it.
| Feature | What it does | Plan, price and status |
|---|---|---|
| Command Center for FieldRoutes (Atlas-powered) | Ask questions about your business, build and share dashboards by role, and get alerts when a metric changes | Status as of November 2026: Beta customers begin Q1 2027; broader release planned for the first half of 2027; Plan or price: Not stated |
| Revenue retention model | Surfaces signs a customer may cancel and explains the signals behind the churn risk | Status as of November 2026: Announced as upcoming at Ignite 2026; Plan or price: Not stated |
| Intelligent dispatch | Recommends how to fill same-day openings when cancellations happen | Status as of November 2026: Announced as upcoming at Ignite 2026; Plan or price: Not stated |
GoHighLevel
Yes. As of November 2026, GoHighLevel (HighLevel) includes Conversation AI for texts and chat, Voice AI for phone calls, Reviews AI for review replies, Managed Agents, AI workflow actions, Ask AI and Content AI. The main agents are sold through the AI Employee plans at $50 (Growth) or $97 (Unlimited) a month per sub-account, or billed pay-per-use. Our GoHighLevel AI integration guide covers how an outside agent works with it.
| Feature | What it does | Plan, price and status |
|---|---|---|
| Conversation AI | Answers texts and chats, qualifies leads, books appointments. Modes: Off, Suggestive, Auto-Pilot. | AI Employee Growth: 1,000 responses; AI Employee Unlimited: Unlimited (fair use); Pay-per-use rate: By model tokens |
| Voice AI | Answers inbound calls and places outbound calls, books, transfers, updates contacts | AI Employee Growth: 100 minutes (inbound, outbound and widget combined); AI Employee Unlimited: Unlimited (fair use); Pay-per-use rate: $0.045/min voice engine plus speech (from $0.015/min), or $0.10 to $0.20/min all-in for speech-to-speech models, plus phone charges |
| Reviews AI | Suggests or automatically posts review replies; Drip Mode works through old unanswered reviews | AI Employee Growth: Unlimited (fair use); AI Employee Unlimited: Unlimited (fair use); Pay-per-use rate: $0.01 per AI reply sent |
| Managed Agents | Agents built from a plain-language description that act on CRM records (formerly Super Agents) | AI Employee Growth: 100 runs; AI Employee Unlimited: 1,000 runs; Pay-per-use rate: By model tokens |
| Prompt Optimizers (Conversation and Voice) | Test a copy of your bot against simulated chats or calls and suggest prompt changes | AI Employee Growth: 500 messages / 100 minutes; AI Employee Unlimited: Unlimited (fair use); Pay-per-use rate: Same as the product |
| Workflow AI Actions | Decision Maker, Intent Detection, Summarize Text and Translate steps in workflows | AI Employee Growth: Not included; AI Employee Unlimited: Not included; Pay-per-use rate: $0.01 per execution |
| AI Agent workflow action | A workflow step that plans and runs multi-step tasks with tools you choose | AI Employee Growth: Not included; AI Employee Unlimited: Not included; Pay-per-use rate: Premium action plus model tokens |
| GPT Powered by OpenAI action | Runs an OpenAI model as a workflow step | AI Employee Growth: Not included; AI Employee Unlimited: Not included; Pay-per-use rate: By model tokens |
| Agent Studio (flow agents) | Visual builder for older flow-based agents | AI Employee Growth: Not included; AI Employee Unlimited: Not included; Pay-per-use rate: Pay-per-use on every plan |
| Ask AI, AI Studio, Creator Studio | In-app assistant; conversational site and page builder; media creation | AI Employee Growth: High usage; AI Employee Unlimited: Unlimited (fair use); Pay-per-use rate: Per session or by tokens |
| Content AI | Writes text and images for social posts, blogs and emails | AI Employee Growth: Unlimited (fair use); AI Employee Unlimited: Unlimited (fair use); Pay-per-use rate: Not listed |
| Funnel and Website AI, Email AI, Calendar AI, Layout AI, Knowledge Base, Workflow AI Builder | Builder helpers, a store of approved business facts for the bots, and building workflows from a plain-language request | AI Employee Growth: Free (fair use); AI Employee Unlimited: Free (fair use); Pay-per-use rate: Free for everyone |
AppFolio
Yes. As of November 2026, AppFolio's AI is called Realm-X: the Realm-X Assistant and Messages are on every plan, Realm-X Flows is on Plus and Max, and Realm-X Performers are AI agents for leasing inquiries, maintenance requests, resident questions, accounting and incoming calls. AppFolio has also offered a Realm-X connector for Anthropic's Claude since June 2026.
| Feature | What it does | Plan, price and status |
|---|---|---|
| Realm-X Assistant | Answers questions about your portfolio in plain language, builds reports, charts and PDF tables, and drafts and sends messages to groups of residents, translated into more than 60 languages | Plan: Core and up; When: Announced October 2024, after a beta from June 2024 |
| Realm-X Messages | An inbox that sorts resident communications and helps draft quick, personalized replies | Plan: Core and up; When: October 2024 |
| Realm-X Flows | Workflow automation with templates such as rent collection, delinquencies, lease renewals, lead nurturing, unit turns and listing and un-listing units | Plan: Plus and Max; When: October 2024 |
| Realm-X Leasing Performer | Answers prospects by email, text and phone, schedules tours and logs leads in Leasing CRM | Plan: Not stated on the pricing page; When: Announced June 2025; phone calls added June 2026 |
| Realm-X Maintenance Performer | Replies to residents, analyzes photos, troubleshoots, prioritizes emergencies and dispatches work, including to the Lula Vendor Network; AI-Guided Self-Help walks residents through simple fixes | Plan: Not stated; When: Announced June 2025; self-help added Summer 2026 |
| Realm-X Resident Messenger Performer | Answers resident questions about rent, payments, lease terms and renewals from your policies and data, and brings in staff when it can't answer | Plan: Not stated; When: Generally available June 2026 |
| Realm-X Accounting Performer | Imports and codes invoices, routes them for approval, flags mismatches for the close, and produces budget forecasts | Plan: Bill entry and financial close on Plus; budgeting on Max; When: Announced June 2026 |
| Realm-X Receptionist Performer | Answers incoming calls, handles simple questions and routes other calls to a person or another Performer | Plan: Not stated; When: Announced September 2026 |
| New Realm-X | Handles multi-step work, remembers context, and builds workflows and dashboards from a prompt | Plan: All plans; When: September 2026 |
| Assistant Advanced Capabilities and Scheduled Actions | Plans and carries out workflows from chat under supervision (beta); schedules when Assistant actions run | Plan: Plus and Max; When: Summer 2026 |
| Realm-X connector for Claude | Lets Claude ask Realm-X to analyze data and run work inside AppFolio | Plan: Core read; Plus and Max read and write; When: June 2026 |
| ID Verification for Showings | AI-powered fraud detection, document checks and selfie matching before self-guided tours | Plan: Not stated; When: Summer 2026 |
Buildium
Yes. As of November 2026, Buildium's AI is Lumina AI: a help-only AI Assistant, Write with Lumina for drafting messages, AI Bill Scan, AI summaries and the Lumina AI Workforce, five agents for leasing, maintenance, accounting, resident experience and business operations. Buildium says all current Lumina AI features are included on Premium (from $420 a month), and the AI Workforce is a paid add-on on other plans.
| Feature | What it does | Plan, price and status |
|---|---|---|
| AI Assistant (Buildium Assistant) | On-demand help with Buildium policies, processes and troubleshooting, surfaced in context. The pricing page labels it "Help Only." | Plan: Essential and up ("Buildium's AI Assistant" is in the Essential highlights) |
| Write with Lumina | Drafts owner emails, tenant texts and announcements, and adjusts tone and length | Plan: Growth highlights list "AI-enhanced Communications"; all Lumina features are on Premium |
| AI Bill Scan | Reads emailed or uploaded invoices and fills in vendor, date, total and line items to create bills | Plan: Premium (all current Lumina features) |
| AI Summarization | Summarizes tasks and communications; part of the Business Operations Agent | Plan: Premium (all current Lumina features) |
| Lumina AI Workforce | Five agents that handle routine work and flag issues (see the next table) | Plan: Included with Premium, or a paid add-on on other plans |
| AI Settings page | One place to choose which AI features run | Plan: Wherever Lumina is enabled |
Buildertrend
Yes. As of November 2026, Buildertrend lists five built-in AI features: Client Updates, which drafts homeowner summaries from daily logs, schedules, change orders and invoices; Bill Capture, which pulls vendor details, line items and cost codes from bills; Page Naming for plan sets; Selections, which pulls product data from supplier links; and Submittals. Buildertrend says its AI is part of the platform, with no separate AI subscription.
| Feature | What it does | Plan, price and status |
|---|---|---|
| Client Updates | Drafts a client summary from daily logs, schedule items, change orders and invoices; you edit and share through the Client Portal | Launched: June 2025 |
| Bill Capture | Extracts vendor details, line items and cost codes from bills and receipts inside Bill Pay | Launched: With Bill Pay, February 2026 |
| Page Naming (AI Plans) | Auto-names and organizes uploaded plan sets and slip-sheet revisions | Launched: Featured September 2026 |
| Selections | Pulls product data from a supplier URL so you can edit and review it | Launched: Listed on the AI page, no date given |
| Submittals | Scans specs and plan sets, generates the submittal log and runs reviews through an approval workflow | Launched: Featured September 2026 |
Procore
Yes. As of November 2026, Procore AI includes a library of 20 pre-built agents (such as Deep Search, RFI, Submittal Review, Daily Log and Contract Review) sold in three Digital Coworker packages, Starter, Pro and Enterprise, plus Agent Studio for custom agents and the Procore AI Go voice app in open beta. Procore does not publish AI prices, and its agents draft work for a person to review and approve.
| Feature | What it does | Plan, price and status |
|---|---|---|
| Deep Search Agent | Answers questions across specs, drawings, RFIs and submittals, with citations | Availability: All Digital Coworker packages |
| RFI Agent | Drafts pre-populated RFIs for review | Availability: All packages |
| Submittal Review Agent | Checks submittals against specs and contracts and flags gaps | Availability: All packages |
| Daily Log Agent | Turns field photos, emails, video and voice into daily logs | Availability: All packages |
| Contract Review Agent | Checks contracts and drawings against your benchmarks and flags conflicts | Availability: All packages |
| 15 more library agents | Bid leveling, schedule, financial, safety, photo and drawing analysis, meeting minutes and more | Availability: Pro and Enterprise |
| Agent Studio | Build custom agents around your own procedures | Availability: Enterprise only |
| Skills | Teach Procore AI your processes with plain-language prompts or SOP documents | Availability: Rolling out from August 2026 |
| Procore AI Go | Voice questions and spoken answers from project data on the jobsite | Availability: Open beta, North America |
CompanyCam
Yes. As of November 2026, CompanyCam lists AI Reports, AI Checklists, AI Captions, AI Recaps, AI Summary, AI Tracking and AI Translations, which turn job photos and voice notes into reports, checklists, captions and updates. CompanyCam says AI features are included on Crew, Scale and Enterprise; its pricing page lists 10 AI credits on Core, 100 on Crew and unlimited on Scale.
| Feature | What it does | Plan, price and status |
|---|---|---|
| AI Reports | Builds a shareable report from your voice and photos, with quick export | Not stated in the feature list |
| AI Checklists | Turns spoken observations into a hands-free checklist | Not stated in the feature list |
| AI Captions | Adds photo captions from your voice | Not stated in the feature list |
| AI Recaps | Timeline-style progress recaps built from notes and photos | Not stated in the feature list |
| AI Summary | Summarizes a group of photos into an editable document; CompanyCam cites 50 photos in one click | Not stated in the feature list |
| AI Tracking | Recaps and to-dos based on what did or didn't happen on the project | Not stated in the feature list |
| AI Translations | Translates comments and conversations in the app | Not stated in the feature list |
Google Business Profile
Yes. As of November 2026, Google Business Profile has an AI-powered business description writer, a Google Business Profile app inside the Gemini web app that can draft review replies, create posts and update hours, Product Studio for AI product images (US merchants), and an experimental menu-from-photo tool for food businesses. It does not answer customers, request reviews or follow up on leads for you.
| Feature | What it does | Plan, price and status |
|---|---|---|
| AI-powered business description | Suggests a description from your profile and website; you edit and save | Who can use it: Select regions and languages, owners 18 and older; Cost listed: None listed |
| Google Business Profile app in Gemini | Reads and updates your profile, drafts review replies, creates posts, shows performance | Who can use it: Owners or managers of exactly one verified profile, personal Google Account; Cost listed: None listed on the help page |
| Product Studio for Business Profile | Generates product scenes and backgrounds for product photos | Who can use it: US merchants; full features need a Merchant Account; Cost listed: No charge |
| Menu from a photo | Builds a menu from a photo of your menu | Who can use it: Food and drink businesses only; Cost listed: None listed |
How to use this comparison
- Start with what you already pay for. Find your software in the table and turn on the AI features your plan includes before buying anything new.
- Check the gaps, not the features. List the jobs that still slip: calls after hours, estimates nobody follows up, invoices that age. If your software's AI doesn't cover them, that is where an outside tool or agent helps.
- Ask about price and data before you sign. For tools that don't publish AI prices, get the number and the data terms in writing.
- Keep a person on anything that sends, pays or changes a record. Every vendor here that describes approvals puts a person in that loop, and so should you.
Where Cortex fits
Cortex builds AI agents that work inside the software in this table, alongside its built-in AI rather than instead of it. Each agent has one job, its own login with only the access that job needs, and a person approves anything that sends, pays or changes a record. The free AI Operations Audit starts with the software you already run and tells you which job to hand an agent first. See integrations for the systems we connect to.
