Cortex for operations
Busy is expensive. Stop losing the jobs you already had.
Cortex answers missed calls, follows up on every estimate, catches jobs that stall or never get billed and sends you one briefing every morning. Inside your CRM, field software and books.
- Free 30-minute audit
- Keep the software you have
- You approve what matters
What we set up
Everything that slips between your software, picked up by AI.
The audit decides which of these come first. Your CRM, field software and books stay where they are. Agents draft, and a person approves anything that commits the company.
Win work
- Missed calls The call you didn't catch still gets a first response.
- Speed to lead Form fills get a reply before they go cold.
- Lead qualification Tire-kickers get filtered. Real work gets to a person.
- Estimate follow-up Quotes that went out still get a second touch.
- Declined work The recommendation was logged. The follow-up was not.
- Customer reactivation Past customers are a list. Right now they are a hope.
- Web and chat leads The site is collecting work. Someone still has to answer it.
Run the shop
- Stalled jobs What did not move today.
- Dispatch and schedule The gap between the calendar and the street.
- Parts and materials Ordered vs on site vs on the board.
- Permits and approvals HOA, city, and utility approvals stall a crew more than weather.
- Change orders and extras The extra was in the foreman's head.
- Punch and closeout The job looks done. The file is not.
- Daily owner briefing Your Sunday report, built overnight.
Get paid
- Unbilled work Work happened. The file did not.
- Invoice reminders Nobody chases the last payment.
- Deposits and finals Sold, not collected. Installed, not closed.
Stay in the loop
- Customer updates The customer used to find out in the driveway.
- Booking confirms Unconfirmed appointments sit on the calendar like they are real.
- Warranty and callbacks A leak, a comeback, a six-month text to the owner.
How it runs
From the first call to the paid invoice.
- 01
Answer every lead
A call at dinner, a form at midnight, a text on a Sunday: answered, sorted, and the real jobs handed to your team.
- 02
Follow up on every estimate
When a quote goes quiet, the follow-up is already written in your voice. Your team just hits send.
- 03
Catch what slips
Jobs that stall overnight and finished work that never got billed get flagged before the customer has to call.
- 04
One briefing every morning
What came in, what's stuck and what needs you, so you're not holding it all together at 9 p.m.
Nothing goes out without your say. Approve every message, only the big ones, or let the routine work run on its own.
The Cortex 90-day guarantee
Win more estimates in 90 days, or we refund you in full.
It starts with a free 30-minute audit. We walk through your calls, estimates, jobs and invoices and show you exactly where work is slipping and what we'd fix first. The guarantee and its conditions are on the audit page.