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Smart Home

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

ChatGPT doesn't know the house is programmed while the file still says you're waiting on a switch. Cortex builds agents into the CRM, purchasing, and job files you already run. They track quotes, backorders, and half-finished jobs.

Get your free auditSee how it works
Installer mounting a smart home control panel on a living room wall

Agents watching

  • Quote follow-up
  • Order and job status
  • Completion gaps

Does this sound familiar?

The stalls we hear in this trade every week.

01

Quotes sit after the survey

The walkthrough was strong. The follow-up was not.

02

Equipment status lives in a vendor portal

Someone has to check. They do, when they remember.

03

Only one person can finish programming

When they are out, the job sits.

04

Extra work on site never reaches the invoice

They added a camera. The invoice did not.

05

Service calls start from zero

Passwords and last changes live with the last tech.

What agents can handle

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

Quote follow-up

Agents watch site visits that never became orders.

  • Aging quotes
  • Draft outreach
  • Rep review

Order and job status

Backorders, missing gear, jobs that cannot start.

  • ETA flags
  • Incomplete kits
  • Schedule risk

Completion gaps

Installed but not programmed, not invoiced, not documented.

  • Programming holds
  • Unbilled adders
  • Site notes missing

Service history

The next service call should not start from scratch. Agents flag files missing key details.

  • Missing credentials
  • Warranty vs billable
  • Follow-up after install

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.

Smart Home · example company

Today · Activity log

Agents on

7:42 AM

Missed call

New customer called while the team was on a job

Caller said: cameras offline after a power outage. 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. AV and smart-home integrators estimate in D-Tools or Jetbuilt, then run jobs in a CRM or ServiceTitan. Equipment lives in Snap One or ADI. Agents work across all of them.

Design and estimating

D-ToolsJetbuilt

Jobs and service

ServiceTitanJobNimbusJobber

Equipment

Snap OneADI

Photos and money

CompanyCamQuickBooksGoHighLevel

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

Auto ServicesHVACPlumbingElectrical ServicesRoofingHome ServicesPest ControlConstruction & ContractingWindows & DoorsCleaningConcreteDrywallExcavationFencingFlooringGarage DoorHandymanJunk & Waste RemovalLandscapingLawn CareMasonry & HardscapingPaintingPaving & SealcoatingPool ServicesPressure and SoftwashingProperty ManagementTilingTransportation & HaulingTree RemovalWaste ManagementWelding

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.

Get your free audit