Missed calls are lost revenue
Someone was on a job. The voicemail sits. The lead called the next company.
Plumbing
You can paste a plumbing question into ChatGPT. It still won't see the voicemail, the bumped job, or the unbilled after-hours ticket. Cortex builds agents into your dispatch, CRM, and phone. They catch the follow-up nobody owns while your techs stay on the wrench.

Agents watching
The stalls we hear in this trade every week.
Someone was on a job. The voicemail sits. The lead called the next company.
The emergency took the truck. The customer finds out in the driveway.
The work got done. The invoice did not.
Water-heater age, drain history, maintenance. It lives in the tech's head.
Every problem rings one phone.
Examples. Your list comes from the audit, not a template.
Agents watch the phone and CRM so every missed call gets a follow-up.
Bumped jobs and customers nobody called get flagged.
Open estimates, memberships, and past customers in one list.
What broke yesterday, what is open today, what is still unbilled.
A day with Cortex
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.
Plumbing · example company
Today · Activity log
7:42 AM
Missed call
New customer called while the team was on a job
Caller said: water heater leaking in the garage. Agent texted back, got the address, and booked the 10:30 slot.
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.
11:30 AM
Review
Job closed, customer happy
Agent sent the review request with a link to your Google profile.
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.
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.
Example activity. Every action is logged, and you choose what agents can do without asking.
Examples of systems we commonly evaluate for integration. Plumbing companies run the same kind of field service tools as HVAC, plus a phone line that never stops ringing. We connect to what is already on the trucks and in the office.
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.
Audit, design, build, test, then keep it running. Your existing software stays in place.
Software stack, repetitive paths, follow-up that depends on memory.
Which agents, which systems, what they may do, and what requires a person.
Agents around those paths, connected to the tools you already use.
Permissions, approvals, testing.
Monitoring, connectors, improvements.
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.