Customer Stories
Real Businesses.
Real Results.
CortexaOS is launching with HVAC, with more trades coming. Here is what the businesses already running on it say.
Featured Story
“Every tool I need for my company is fully built in. I am saving over $500 per month on services and a ton of time! Automation makes my small team very powerful — faster quoting, better oversight, improved close rate.”
MG
Matt Guice
Owner · Homeland Roofing · Boca Raton, FL
Results
Monthly savings$500+/mo
Tools replacedJobNimbus · Salesforce · Roofscope
Team impactSmall team, enterprise power
Before CortexaOS vs. After
What a typical HVAC business pays for separately, and what replaces it in CortexaOS.
Before — Multiple Tools
After — CortexaOS
Field-service software (ServiceTitan, Jobber)
✓ Dispatch, flat-rate pricebook, maintenance agreements
Answering service
✓ Katherine, AI receptionist — billed per minute
Scheduling links (Calendly)
✓ Built-in online booking
CRM (Salesforce, HubSpot)
✓ Included — full CRM + pipeline
E-signatures (DocuSign)
✓ Included — e-signatures
Email marketing (Mailchimp)
✓ Included — campaigns and sequences
Expense tool
✓ Included — expenses and approvals
Seven logins, seven bills
From $149/mo, plus Katherine per minute
Everything in one subscription
One subscription for the platform. Katherine is billed per minute, and add-ons are billed separately.
AI CRM
Project Manager
E-Signatures
Expense Management
HR & Scheduling
Marketing Automation
150+ AI specialists
Audit Logs
40+ integrations
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