Built for the software and workflows your industry actually uses.
Automotive shops don't operate like HVAC companies. HVAC companies don't operate like roofers. We build around the systems, workflows, and bottlenecks specific to your industry.
Your shop-management software already knows which ROs are aging, which work was declined, which customers haven't received an update, and how the day is loading up. The problem is that someone still has to remember to look. Cortex connects AI agents to your existing shop systems so they can continuously watch those workflows, prepare the next action, and alert your team when human judgment is needed.
Dispatch software has the schedule. Memberships live in a spreadsheet. Unsold installs sit in inboxes. We connect agents to your FSM, CRM, and ads so estimates, membership visits, and callbacks get watched without adding another coordinator.
Emergency work blows up the day. Booked jobs slide. After-hours invoices wait until Monday. We connect agents to dispatch, CRM, and the phone so missed calls, bumped jobs, and follow-up are watched while techs stay on the wrench.
Estimating, permits, and change orders live in inboxes. We connect agents to estimating tools, job files, and email so stalled bids, inspection dates, and verbal extras get caught before they become margin problems.
Leads, insurance files, production, and collections are four stories. We connect agents to CRM, estimating, and the job file so aged estimates, supplement status, and jobs that are on the roof but not collected get watched.
Garage, lawn, restoration, multi-trade. The day runs on calls and one person's memory. We connect agents to CRM, scheduling, and the phone so leads, job status, and invoices are watched without making the owner the integration.
Recurring services, one-time jobs, and callbacks compete for the same trucks. We connect agents to routing, CRM, and billing so overdue customers, cancelled accounts, and missed stops are caught before the ants come back.
Estimating, production, subs, and billing do not share a picture. We connect agents to the job file, email, and accounting so aged bids, missing change orders, and closeout paperwork get watched.
Surveys, equipment orders, programming, and service calls are four pipelines. We connect agents to CRM, purchasing, and the job file so quotes, backorders, and half-programmed houses get watched.
Lead, measure, factory, install, and final collection do not share a picture. We connect agents to CRM, ordering, and the schedule so stale quotes, factory slips, and unsigned completions get watched.