Services

What we
deploy.

AI strategy and enablement for all businesses. Productized AI for trades & home services, property management, and CRE owner-operators.

Trades & Home Services

Built for trades and home services.

For GC operators, HVAC, plumbing, electrical, and roofing contractors running $5M–$20M+.
Automate the manual. Compound the advantage.

01

AI Receptionist

An AI agent answering inbound across voice, SMS, and web — 24/7. Missed calls get a text back inside 60 seconds. Every lead booked direct to your calendar.

— Includes
24/7 voice agent for inbound calls
SMS and webchat coverage
Automatic missed-call recovery
Direct calendar booking

Customer Operations

The customer-facing side of the business on a single platform. Intake, pipeline, scheduling, dispatch, and reviews — with AI workflows compounding on top.

— Includes
Unified customer pipeline
Automated scheduling & dispatch
Estimate-to-booking workflows
Two-way SMS & email at scale

Operator Intelligence

The operational intelligence layer for the trades operation. AI agents reading across pipeline, jobs, team, and revenue — drafting briefings, surfacing change, and getting sharper with every cycle.

— Includes
AI-drafted weekly briefings
Self-improving feedback loops
Trades-specific KPIs & benchmarks
Team and service-line performance

Quote Recovery

When a quote sits unsigned, AI reads the deal and writes a personal follow-up that references the actual job. Sequenced over days. Stops on reply.

— Includes
Deal-aware follow-up content
Multi-day sequence cadence
Auto-stop on customer reply
CRM integration & reporting

Customer Reactivation

Past customers segmented by service, recency, and season. AI personalizes the re-engagement. Old jobs become recurring revenue.

— Includes
Service-aware segmentation
Seasonal & recency triggers
Personalized SMS & email outreach
Closed-loop attribution

Review Generation

When a job closes, AI drafts the review request — with the local SEO keywords that move the operator up the map pack.

— Includes
Job-aware request drafting
Local SEO keyword integration
Multi-platform request routing
Response monitoring & alerts

Property Management & Owner-Operators

Built for property management and owner-operators.

For third-party property managers, family offices, and owner-operators running multi-property portfolios. AI deployed across tenant operations, lease administration, and the portfolio read.

02

Tenant Support Agents

AI agents answering tenant inbound 24/7 — across maintenance, leasing, and billing. Routine items resolved. Urgent ones escalated with full context.

— Includes
24/7 tenant inbound across channels
Smart categorization & routing
Emergency escalation logic
Leasing inquiry capture

Service Workflows

Work orders intake automatically. Vendor dispatch coordinated. Status updates flow back to tenants without your team relaying them.

— Includes
Automated work order intake
Vendor dispatch coordination
Tenant status communications
PMS integration (AppFolio, Yardi)

Lease Abstraction

AI reads every lease, amendment, and addendum into structured data — escalations, options, exclusivity, and key terms — with confidence-flagged human review.

— Includes
Lease, amendment, & addendum processing
Structured data extraction
Confidence-flagged human review
PMS push or clean-abstract delivery

Critical Date Monitoring

Every extracted lease date into a living timeline with proactive alerts at 120, 90, 60, and 30 days. Draft communications generated in advance.

— Includes
Living timeline of every event
Tiered alerts at 120/90/60/30 days
Pre-drafted communications
Owner / asset manager visibility

COI Tracking

Vendor and tenant insurance certificates monitored continuously. Lapses flagged before they happen. Renewal requests sent automatically.

— Includes
Continuous COI monitoring
Pre-lapse renewal automation
Coverage requirement validation
Liability exposure dashboards

Portfolio Intelligence

The operational intelligence layer for your portfolio. AI agents reading across PMS, leasing, and financials — drafting reports, surfacing change, and getting sharper with every cycle.

— Includes
AI-drafted owner & investor updates
Self-improving feedback loops
Cross-system intelligence
Anomaly & change detection

AI Strategy & Enablement

Built for everyone.

For operators across every industry. AI deployed inside the operation — what's running today, what comes next, and a partner that keeps it all dialed in.

03

AI Chief of Staff

Your executive intelligence layer. AI agents reading across CRM, finance, ops — surfacing what matters, learning your priorities, getting sharper with every cycle.

— Includes
AI-drafted executive briefings
Self-improving feedback loops
Reasoning across CRM, finance, ops
Custom cadence (daily, weekly, ad-hoc)

AI Support Agents

Customer-facing chat across web, SMS, and email. Trained on your business. Handles support, qualification, and booking. Escalates what matters.

— Includes
Multi-channel deployment
Trained on your business knowledge
Smart escalation with context
Booking, qualification, & routing

AI Enablement

Your AI partner, not your AI vendor. We embed inside your operation, activate AI as you're ready, and keep tuning what's running.

— Includes
Foundation & orchestration build
Activation across business functions
Ongoing tool evaluation & tuning
Training & team enablement

How We Deploy

The stack we run on.

No single-vendor lock-in. We pick the right model and the right platform for the work — and integrate directly into the systems your team already runs.

— AI Providers

Anthropic, OpenAI, Google, and others as the work demands. We pick the right model for the job, not a single vendor.

— Automation Platforms

Make.com, n8n, and custom orchestration. The execution layer that runs workflows in production.

— Agent Frameworks

Open-source orchestration and agent execution frameworks — selected and combined to fit the operation.

— Direct Integration

API work into the systems your team already runs — CRM, ERP, PMS, ticketing, billing, and the rest of your stack.

Start with a conversation.

We'll give you a direct read on where and how we can help.