Pillar 3 · AI Operating Systems

Custom AI for home service operators, built around your CRM.

Voice receptionists that book into Jobber and ServiceTitan. RAG-powered call summaries. Multi-step booking agents that handle the 80% of calls your team shouldn't have to. We build contextualized AI on top of your CRM, calendar, email, and analytics — so your team focuses on clients, and the system does everything else.

200+
Daily autonomous actions
6
Platforms integrated
25h
Saved per person / week
Zero
Manual data entry
The Method

Bottom-up, not top-down

Most AI consultants drop a chatbot on top of your existing mess. We rebuild from the foundation — creating a contextualized intelligence layer that compounds with every interaction.

01CONTEXTUALIZE

Build the Intelligence Base

Aggregate your historical data, transcripts, documents, and institutional knowledge into a centralized AI context layer.

02INTEGRATE

Connect Your Tools

Plug directly into your existing stack — Salesforce, HubSpot, Google Workspace, Slack, Tableau, Stripe — so the AI can read and write autonomously.

03DELIVER ROI

Solve the Biggest Bottleneck

Tackle your single highest-friction workflow first to prove instant, measurable time savings within the first week.

04EVOLVE

Scale Continuously

1-2 new capabilities per month. The system compounds intelligence over time — every interaction makes it smarter.

Capabilities

What goes inside your AIOS

Not chatbots. Not dashboards. Fully autonomous pipelines that eliminate manual work.

Post-Call Automation

Call ends. Transcript analyzed. CRM filled. Follow-up drafted. Onboarding plan updated. Zero manual steps.

AI Co-Pilot Apps

Custom web applications with embedded AI that understands your clients, data, and workflows. Ask questions in plain English.

Portfolio Intelligence

Daily automated scans across your client base. Proactive outreach to at-risk accounts. Meeting prep delivered before you ask.

Deep Integrations

Salesforce, HubSpot, Google Workspace, Slack, Tableau, Zoom, QuickBooks — connected into a single autonomous loop.

Onboarding Systems

Purpose-built for teams managing clients at scale. Session tracking, health scoring, milestone management, and escalation.

Self-Improving Loops

Every interaction deepens client profiles. Prep gets sharper. Outreach gets more contextual. Intelligence compounds over time.

Platforms We Work With

The AI layer is only useful if it actually talks to your CRM

Generic AI isn’t the moat — the integration is. We build voice agents, RAG indexes, and multi-step automations that read and write directly to the platform you already run on.

What a Typical Engagement Looks Like

Twelve weeks to a working AIOS, then ongoing

Custom AI for home service is not a 2-week build. Here’s what a real engagement looks like — kickoff to retainer.

Weeks 1-2
Discovery + architecture

We shadow operations, audit your current stack (Jobber/ServiceTitan/HCP + everything bolted on), and design the AI layer. You get a written architecture doc with cost projections, latency targets, and fallback paths for every AI call.

Weeks 3-6
First capability live

We build and ship the highest-ROI capability first — usually the AI receptionist or a post-call summarizer. It runs on real traffic by Week 6, with human-in-the-loop approval gates so nothing customer-facing goes out unsupervised in the early days.

Weeks 7-12
Layer in capabilities 2-4

Each subsequent capability gets built on top of the same context layer. Booking agents, RAG over historical jobs, proactive outreach to at-risk accounts. By Week 12 most operators are running 3-4 production AI surfaces.

Ongoing retainer
Evolve continuously

1-2 new capabilities per month, plus monitoring, model upgrades, and tuning. The system gets smarter with every interaction — by month 6, prep, outreach, and call handling are noticeably sharper than month 1.

Want to see what this looks like end-to-end? Read the KAOS autonomous agent case study — 200+ daily autonomous actions, 25 hours/week saved per specialist, running in production every day.

Investment

Three ways to engage

Start with a low-risk audit. Scale into a build. Stay supported as the system evolves.

START HERE
AIOS Discovery Audit
$5,000 – $10,000
One-time · 2 weeks · Remote
  • Workflow shadowing & mapping
  • Tool & integration audit
  • Top 3-5 automation targets identified
  • Detailed automation roadmap
  • ROI projection with time savings
  • Go / no-go recommendation
RECOMMENDED
BUILD + RETAIN
Hybrid AIOS Build
$5,000 setup + $2,500–$5,000/mo
Ongoing retainer · 1-2 new capabilities per month
  • Core AIOS solving your #1 bottleneck
  • CRM, calendar, email, analytics integration
  • Instant ROI on first workflow — Week 1
  • Monthly retainer: new automations each cycle
  • System evolves with your business
  • Your AI architect, ongoing
PREMIUM
White-Glove Install
$15,000 – $75,000
Full build · 1-12 weeks · In-person fly-out option
  • Full custom AIOS — end-to-end build
  • Optional in-person multi-day intensive
  • Complete architecture & deployment
  • Team training & enablement sessions
  • Full documentation & handoff
  • 3-month post-launch support included
Who This Is For

Operators drowning in tools, not customers

Multi-truck home-service operators

10-50 trucks across HVAC, plumbing, electrical, garage door, or restoration. Missing 25-40% of after-hours calls. Dispatch is buried in CRM data entry.

"We're losing leads to voicemail every night."

High-call-volume trades

Locksmith, garage door, junk removal, water restoration — call volume is the bottleneck and a human-only intake desk doesn't scale past a certain truck count.

"Half our growth ceiling is intake bandwidth."

Operators tired of generic AI add-ons

You've tried the "AI features" baked into your CRM. They're fine for the easy 80%. The remaining 20% is your business — and that's where custom AI actually moves the needle.

"Generic AI doesn't know my business."
FAQ

What operators ask before building

What does an AI voice receptionist actually do for a home service business?+

It picks up calls 24/7, asks the same intake questions your best dispatcher would, qualifies the lead against your service area + service catalog, books the appointment directly into Jobber/ServiceTitan/Housecall Pro/Workiz, and texts the caller a confirmation. For the calls it can't handle (complex commercial jobs, edge cases, frustrated existing customers) it escalates to a human within 30 seconds. Most operators we deploy this for see missed-call rates drop from 25-40% to under 5%, with no after-hours staff cost.

Can the AI book appointments directly into Jobber or ServiceTitan?+

Yes — that's table stakes for the build to be useful. We hit the platform API directly: create the customer record (or match an existing one by phone), check real-time tech availability against your dispatch board, hold the slot, and write the job back with all the intake notes. ServiceTitan's API is the most permissive, Jobber's is solid, Housecall Pro and Workiz have a few gaps we work around with a hybrid API + email-parse approach. We'll tell you on the discovery call exactly what your platform supports.

What happens when the AI can't answer a question?+

Three escalation paths, configured by you. (1) Live transfer — for inbound calls during business hours, the AI bridges to a human dispatcher mid-call with full context already passed. (2) Callback queue — for after-hours or when staff is unavailable, the AI books a callback slot and texts the customer a confirmed time. (3) Hard handoff — for high-stakes situations (water leak, emergency repair), the AI skips qualification and connects immediately. The "guardrails" are configured during the build, not bolted on later.

Is this HIPAA or PIPEDA compliant?+

For most home-service work, neither applies — you're not handling protected health information or sensitive personal records beyond standard customer contact data. For the cases that do touch compliance regimes (medical-adjacent home care, anything with payment data beyond Stripe/Square tokenization), we run the AI layer through a self-hosted n8n + a private Anthropic deployment with no training opt-in. We document data flow, retention, and BAA paths in the architecture doc before any code ships.

What does a typical retainer engagement look like?+

After the initial $5,000 setup + first capability ($5k-$10k), most operators land on a $2,500-$5,000/month retainer for 6-12 months. Inside that retainer: 1-2 new AI capabilities per month, monitoring + alerting on the existing surfaces, prompt + model tuning as Anthropic ships new models, and a standing weekly check-in. Most clients exit the retainer in months 9-12 once the system is stable and their team can handle ongoing tuning in-house.

How is this different from a basic chatbot or "AI feature" in my CRM?+

Three differences. (1) Custom over canned: native AI features in Jobber, HCP, and ServiceTitan are good for the 80% case but useless for whatever's actually unique about your operation — we build for your unique 20%. (2) Multi-step over single-turn: a chatbot answers one question; our agents complete workflows (book the job, confirm with the customer, notify dispatch, log everything to the CRM). (3) Context-aware over stateless: the AI reads your job history, customer notes, and price book as context, so its answers reflect your actual business, not generic advice. The KAOS case study on the Work page is a real example of all three.

How much does it cost to actually run the AI in production?+

Depends on volume and which models. For a typical home-service operator running an AI receptionist + post-call summarizer + a booking agent on Jobber, monthly Anthropic + Voyage embeddings + infrastructure costs run $200-$800/mo at the volumes we see (200-2,000 calls/month). We architect the build with cost ceilings — if a single conversation crosses a threshold, the system caps it and falls back to a cheaper model or a human. The retainer covers the integration cost; the AI inference cost is passed through transparently.

Need something smaller to start?

Custom AI is the right call when you need surfaces no off-the-shelf tool covers. If you’re not there yet, our home service automation builds ($2k-$5k) handle review requests, lead routing, and follow-ups in 4 weeks — and most operators get to most of their hours-saved goal without ever needing the AI layer.

See Automate

What is your team doing manually that a system should handle?

Book a free 30-minute call. No pitch — just an honest look at whether an AIOS makes sense for your operation.

Book an AIOS Audit