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Home Services

You don't have to learn how to use AI in your home service company. We build it into the software you already run.

Using ChatGPT on your phone isn't AI in your business. Cortex builds agents into the CRM, scheduling, and phone you already run. They watch leads, job status, and invoices, so you stop being the one who connects everything.

Service technician talking with a homeowner at her front door

Agents watching

  • Lead follow-up
  • Job problems
  • Past customers and reviews

Does this sound familiar?

The stalls we hear in this trade every week.

01

Leads live in the inbox

Someone will get to them. After the last job.

02

Dispatch is a group chat

The only record of the day is a text thread.

03

Invoices go out late

Work is done. Cash waits.

04

Nobody watches reviews or ads

Until something goes wrong in public.

05

No morning summary

The owner rebuilds the day from memory.

What agents can handle

Examples. Your list comes from the audit, not a template.

Lead follow-up

Agents watch new leads and open quotes.

  • Unanswered leads
  • Draft outreach
  • Rep review

Job problems

Late, unassigned, or unbilled jobs.

  • Schedule gaps
  • Completion flags
  • Customer updates

Past customers and reviews

Win back old customers. Ask happy ones for reviews.

  • Lapsed list
  • Review alerts
  • Ask-for-review drafts

Owner briefing

One summary instead of five logins.

  • Today's board
  • Cash unbilled
  • Exceptions

A day with Cortex

What a day looks like with agents on

An example day. The agents work inside your phone line, CRM, field software and books. Anything that spends money or makes a promise waits for a person.

Home Services · example company

Today · Activity log

Agents on

7:42 AM

Missed call

New customer called while the team was on a job

Caller said: garage door stuck halfway open. Agent texted back, got the address, and booked the 10:30 slot.

Done

9:15 AM

Estimate #2041 · $8,400

No reply from the customer in 3 days

Agent wrote a follow-up in your voice. It goes out when you tap approve.

Waiting for your OK

11:30 AM

Review

Job closed, customer happy

Agent sent the review request with a link to your Google profile.

Done

2:10 PM

Job #3318 · $2,480

Marked complete, but no invoice in QuickBooks

Agent flagged it to the office so it gets billed today.

Sent to your team

6:00 PM

Daily summary

Your end-of-day report

6 jobs booked, 2 estimates waiting on you, $2,480 to invoice. Sent to your phone.

Done

Example activity. Every action is logged, and you choose what agents can do without asking.

Built around the software you already use.

Examples of systems we commonly evaluate for integration. Garage, lawn, restoration, multi-trade. Most of these companies already run Jobber, Housecall Pro, or ServiceTitan. Marketing and reviews are extra tabs.

Field service

JobberHousecall ProServiceTitanWorkiz

CRM and reputation

GoHighLevelPodiumBirdeye

Phone and ads

CallRailGoogle AdsGoogle My BusinessMetaTikTok

Money

QuickBooks

Named tools are examples we see in this trade, not a certified integration list. What we can connect depends on APIs, vendor access, and the audit. We do not replace these systems.

How we set it up

Audit, design, build, test, then keep it running. Your existing software stays in place.

  1. 01
    Audit

    Understand the operation

    Software stack, repetitive paths, follow-up that depends on memory.

  2. 02
    Design

    Design the system

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

  3. 03
    Build

    Connect and build

    Agents around those paths, connected to the tools you already use.

  4. 04
    Deploy

    Test with your team

    Permissions, approvals, testing.

  5. 05
    Manage

    Keep it reliable

    Monitoring, connectors, improvements.

Other industries we serve

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.