What We Deploy
The AI stack for
service-industry portfolios.
Six core systems. Each one tied to a measurable EBITDA outcome. Deployed in weeks, not months.
AI Voice Agent
Never miss a call. Never lose a booking.
Replaces your answering service entirely. Our AI voice agent answers every call 24/7, books appointments directly into your dispatch system, handles emergency triage, qualifies leads, and sends instant text confirmations — all without a human CSR.
- 98.4% inbound call answer rate
- After-hours booking: 31% → 71%
- Integrated with ServiceTitan, RingCentral, and major dispatch platforms
- Live in 4 weeks
Lead Qualification AI
Stop wasting your sales team on tire kickers.
AI scores every inbound lead in real time and routes hot prospects to your sales team in seconds — with a full dossier. Cold leads enter automated nurture. Your team stops spending 40% of their time on unqualified inquiries.
- Lead response time: 4.2 days → 11 minutes
- Qualified lead ratio: 45% → 78%
- Native Salesforce, HubSpot, and GoHighLevel integration
- Hot lead alerts via SMS and email
Scheduling Automation
Zero-touch dispatch. Zero scheduling gaps.
Processes appointment requests from voice, web, and email. Auto-schedules based on technician skills, location, and availability. Sends reminders and enables one-tap rescheduling — eliminating 2–3 hours of daily manual dispatch per location.
- Instant text and email confirmations
- 24-hour and 2-hour automated reminders
- Multi-location and multi-branch support
- One-tap rescheduling via SMS
CRM & Pipeline Automation
Your CRM should work for you, not the other way around.
Full Salesforce, HubSpot, and GoHighLevel integrations with automated lead scoring, follow-up sequences, and pipeline analytics. Capture leads from every channel — web, phone, email, WhatsApp, Instagram — into one unified pipeline.
- Multi-channel lead capture: 6+ sources
- Automated follow-up sequences across SMS, email, and chat
- Full pipeline visibility and conversion tracking
- AI-powered contact enrichment
PE Performance Dashboard
One number. Monthly AI-attributable EBITDA.
Real-time EBITDA impact reporting built for operating partners and portfolio CEOs. Every AI metric tied to a financial outcome — not vanity tech stats. IC-ready reporting that makes your operating partner look good to the partners.
- Live EBITDA contribution view
- Revenue capture, cost savings, and pipeline metrics
- IC-ready reporting with sensitivity analysis
- Portfolio benchmarking across companies
Workflow & Back-Office AI
Automate the admin. Free your team for revenue work.
Contract generation, review workflows, ticketing automation, and knowledge base AI trained on your portfolio company's documents. Reduce admin overhead across every location without adding headcount.
- E-sign ready contract generation and storage
- Smart ticket routing and resolution
- AI knowledge base trained on your documents
- Post-service review generation workflow
Ready to See the EBITDA
Impact Across Your Portfolio?
Start with a $15K AI Readiness Assessment. 30-45 days. One portfolio company. A prioritized roadmap with projected EBITDA impact — formatted for your investment committee.
No commitment required. NDA available on request.