The platform built for the trades.
Dispatch faster. Estimate better. Collect sooner. Built for HVAC first, with more trades on the way — the businesses that keep the world running.
Replaces ServiceTitan · Jobber · the tools around them — at a fraction of the cost.
Free 14-day trial · Up and running in 5 minutes · Cancel anytime
Who It's Built For
HVAC first. More trades coming.
Every field service business has the same core problems: estimates that take too long, dispatching that runs on text messages, invoices that don't get paid, and tools that cost a fortune. CortexaOS solves all of it — built deep for your specific trade.
Flat-rate pricebook + dispatch + maintenance agreements
Replaces ServiceTitan. Flat-rate pricebook with Good/Better/Best options, dispatch board, maintenance agreements and a customer equipment portal — all included.
Roofing · General Contractor · Pool Builders · Landscaping · Auto Repair
We are opening CortexaOS one trade at a time, so each one is ready before it goes on sale.
Revenue Per Truck, Per Tech, Per Day
Good/Better/Best pricing gives every customer a premium option to choose. Combined with Katherine answering calls you would have missed, one upsold job can cover the month.
Every Pain Point Solved
The problems we fix on day one.
We mapped every friction point across field service — then built the solution into the platform.
📋Estimates & Pricebooks
3 problems fixed →
▶
Estimates & Pricebooks
3 problems fixed →
- Estimates written by hand or in Excel that take an hour eachAI Good/Better/Best estimates generated in under 90 seconds from your pricebook
- Technicians quoting different prices for the same jobFlat-rate pricebook enforces consistent pricing across every tech in the field
- Leaving money on the table by not offering premium optionsGood/Better/Best automatically upsells at the point of sale — customers choose their own price point
📅Scheduling & Dispatch
4 problems fixed →
▶
Scheduling & Dispatch
4 problems fixed →
- Dispatch managed via text message and sticky notesVisual dispatch board with job assignments, tech location, and status — one screen
- Emergency calls at midnight going to voicemailKatherine can answer every call 24/7, flags the emergency, and alerts you or puts the caller straight through to your phone
- Double-booked crews and wasted windshield timeThe dispatch board suggests which tech should take each job, by skill and workload
- Customers calling to ask when their tech is arrivingAutomated "on my way" texts sent before the customer even thinks to ask
📄Job Documentation
3 problems fixed →
▶
Job Documentation
3 problems fixed →
- Field reports written on paper and lost before office sees themMobile field reports submitted from the job site, instantly in the system with photos
- Change orders verbal and never documentedDigital change orders signed on-site — eliminates disputes and protects margin
- No record of what was done on a job three months agoComplete job history with photos, notes, parts used, and tech signatures — searchable forever
💰Cash Flow & Collections
4 problems fixed →
▶
Cash Flow & Collections
4 problems fixed →
- Invoices sitting unpaid for 60+ daysAutomated collection sequences — polite reminders escalate automatically until paid
- Cash flow surprises that hit out of nowhereAI CFO forecasts 90-day cash position based on open jobs, signed contracts, and AR aging
- No idea which jobs are actually profitableJob costing dashboard shows actual vs. estimated labor and materials on every job
- Technicians collecting cash and it not making it to the officeMobile payment collection with instant reconciliation — cash, card, and financing in one flow
Real Product
A Good/Better/Best estimate in 90 seconds.
ServiceTitan charges $150/month extra for Pricebook Pro. CortexaOS includes flat-rate Good/Better/Best pricing — and generates the estimate by AI in under 90 seconds.
$4,850
• Carrier 14 SEER2 3-ton unit
• Standard air handler
• 1-year parts & labor warranty
• Basic thermostat
$6,450
• Carrier 17 SEER2 3-ton unit
• Variable-speed air handler
• 5-year parts & labor warranty
• Smart WiFi thermostat
$8,200
• Carrier Infinity 21 SEER2
• Infinity variable-speed AH
• 10-year parts + 5-yr labor
• Infinity touch control + IAQ
AI Recommendation Note
For a price-sensitive customer, lead with Better — the warranty value story often closes at this price point. Best is ideal if they mention allergies or ask about indoor air quality.
Export Options
Send to customer via SMS link · PDF for on-site presentation · E-sign directly from the estimate · Auto-log to CRM on approval
The Platform
Every tool your trades business needs.
One login. One platform. Everything your field operation needs to run — from first call to final invoice.
Flat-Rate Pricebook
Good/Better/Best pricing built in. ServiceTitan charges $150/mo extra for this. We include it. Every tech quotes the same price. Every job closes at full margin.
AI Estimate Generator
Enter the job scope and get a fully itemized, flat-rate estimate in under 90 seconds. With Good/Better/Best options that close on the spot.
Dispatch Board
Visual drag-and-drop dispatch. Assign jobs to techs, track their location, update job status — one screen for your entire day.
Katherine — AI Receptionist
Can answer every call 24/7. Takes emergency requests at 2am and alerts you or transfers the call. Books visits into your calendar. Billed per minute.
Field Reports & Photos
Techs submit job reports from their phone. Photos, notes, materials used, and customer signature — instantly in your system.
Change Order Management
Digital change orders approved on-site. Eliminates scope disputes, protects your margin, and creates a paper trail for every dollar.
Job Costing Dashboard
See actual vs. estimated labor and materials on every job, in real time. Know which work makes you money before you finish the next one.
AI Follow-Up Sequences
Automated follow-up on unsold estimates, service agreement renewals, seasonal tune-up campaigns, and AR collection — all running without you.
Company Brain
Your AI team learns your business — service area, crew sizes, typical job types, key customers. Every AI response knows your operation.
AI Marketing Suite
Seasonal campaigns, Google review requests, neighborhood targeted offers after a nearby job, and referral programs — automated.
AI Boardroom (Quarterly)
Your AI CFO, CMO, and COO review your season — revenue per truck, close rate trends, top tech performance — and deliver a written strategic memo.
The AC dies at 2am in July.
Katherine handles it.
Emergency service calls don't wait for business hours. Katherine can answer every call 24/7, spots the emergency, and alerts you or puts the caller straight through to your on-call phone.
When a heat wave hits, the phone does not stop. Katherine picks up, asks about the system, books the visit into your open times, and logs every call to your CRM — while your competitor's line goes to voicemail.
< 10 seconds
Response time
24/7/365
Available
$0.30/min
Starter price
100 minutes
Free trial minutes
Thanks for calling Summit Heating & Air. I'm Katherine, an AI assistant, and this call is recorded. How can I help?
Our AC just stopped and it's 92 degrees inside. We have a newborn. Can someone come tonight?
I'm sorry — with a baby in the house I'm treating this as an emergency. Is it the outdoor unit, the indoor unit, or the thermostat that's stopped?
The outside unit isn't running at all.
Got it. I'm putting you through to our on-call technician now. If the line drops, he has your number and will call you straight back.
Flagged urgent
Call transferred to on-call phone · Owner alerted · Call summary saved · CRM logged
Replace Your Stack
Stop paying for software your team barely uses.
Most trades businesses pay for a pile of tools that weren't built to work together. CortexaOS replaces the whole stack.
ServiceTitan Pro
HVAC, plumbing, field service
Jobber
Landscaping, field service
QuickBooks + marketing tools
All trades
Old stack total
$933/mo
CortexaOS Field
Everything replaced. One login. One bill.
$149–$399/mo
Plus Katherine per minute, if you use her
Still on ServiceTitan or Jobber? CortexaOS also works as an intelligence and AI layer on top of your existing tools.
Real Outcomes
From the trades businesses running on it.
“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.”
Matt Guice
Owner @ Homeland Roofing
Pricing
Less than one truck payment. More than every tool combined.
Every tier includes the full platform — pricebook, dispatch, field reports, CRM, job costing, and the HVAC suite. Katherine is billed per minute.
Founding Operator Program
Founding ClassFounding Operators are the businesses that shaped CortexaOS. Joining early earns you more than a locked rate — you get direct access to the founding team, your workflows influence the product roadmap, priority support, and recognition as part of the platform's founding class. Every new AI specialist, every new vertical, every new feature: included at your founding rate.
The earliest customers build the best companies.
Salesforce. HubSpot. ServiceTitan. All started here.
A real commitment — both ways.
Sign annual and lock in today's founding rate for up to 3 years — guaranteed no price increases. Cancel before any renewal date and owe nothing beyond the current term. The lock applies to annual plans only. We hold the price. You hold the exit. That's what a real partnership looks like.
Starter
1 seat · Full access
Billed annually — $1,788/year
Save $50/mo vs regularFull platform. One seat. Perfect for solo operators and new businesses.
- 1 user seat
- Full AI Executive Team (CFO, CMO, COO + 150+ AI specialists)
- HVAC industry suite
- Company Brain — persistent AI context
- Project Manager, CRM & Pipeline
- AI Call Coach & Approval Queue
- 70+ built-in apps — invoices, campaigns, SOPs & more
- Katherine AI Voice Agent — $0.30/min (pay per minute)
- Pooled AI token budget
- 14-day free trial · 30-day money-back guarantee
Operator
Up to 5 seats
Billed annually — $2,999.88/year
Save $50/mo vs regularThe full AI executive team for growing businesses. Up to 5 seats.
- Up to 5 user seats
- Everything in Starter
- Katherine AI Voice Agent — $0.25/min (pay per minute)
- Multi-user collaboration & shared Company Brain
- Team-level AI token budget (5× pool)
- Role-based access & approval workflows
- Cross-team AI Daily Briefings
- Expense reports & business approvals
- Priority support
Team
Up to 10 seats
Billed annually — $4,788/year
Save $100/mo vs regularBuilt for established teams running complex, multi-department operations.
- Up to 10 user seats
- Everything in Operator
- Katherine AI Voice Agent — $0.20/min (pay per minute)
- Advanced cross-department analytics
- Custom specialist configurations
- White-label client reporting
- 10× AI token budget pool
- Dedicated onboarding session
- Priority support
Katherine AI Voice Agent
Included on All Plans100 free minutes in your trial — no credit cardKatherine can answer your calls 24/7 as your business, qualify callers, and book appointments into your calendar. She knows the questions your trade needs asked — for an HVAC shop she spots the emergencies, asks about the system, and never quotes a price. Billed per minute on every plan.
Just need Katherine? She is sold on her own for $49/mo with 150 minutes included, then $0.30/min — 7-day free trial, card required. See Katherine →
SMB Enterprise
Up to 100 SeatsFor larger teams and multi-location businesses. Custom pricing, dedicated account management, advanced integrations, and a direct line to the CortexaOS team. We build the implementation around you.
Includes onboarding, training, custom specialist configuration, and priority escalation paths. Katherine AI Voice Agent: contract pricing per minute.
Consulting, Training & Integration Pack
Add-OnFull integration setup, hands-on training, and dedicated consulting time with the CortexaOS team. We configure the platform for your industry, migrate your existing data, train your team, and make sure you're getting full value from day one. Everything included — one flat price.
Founding Operator Terms — How It Works
Sign an annual plan and your founding rate is locked for up to 3 consecutive years. Your price does not increase during that time — even as we raise rates for new customers and add new verticals, specialists, and capabilities.
The terms are straightforward: cancel before any annual renewal date and owe nothing beyond the current term. No lock-in penalties, no exit fees. We earn your renewal by delivering value — every year, every feature, same price.
The businesses that build on CortexaOS early are the ones that win their markets. That's the program.
Every plan includes the full platform
Plans differ in seats, Katherine's per-minute rate and support. Add-ons such as Allison and the consulting pack are billed separately.
- Cortexa CEO — unified AI command center
- 150+ AI specialists (CFO, CMO, COO, Legal, HR & more)
- Company Brain — persistent AI business context
- CRM + Pipeline management
- Project Manager with phases, costs & client portal
- AI Call Coach — real-time sales guidance
- 70+ built-in apps (invoices, campaigns, proposals, SOPs & more)
- Automated Workflows & AI Daily Briefings
- Approval Queue & Outbox
- Pooled AI token budget — shared across your team
- 14-day free trial, no credit card required
- 30-day money-back guarantee
Security
Your customer data is locked down.
All customer data encrypted at rest and in transit via TLS 1.3.
Preparation in progress.
Office staff, techs, and managers each see only what they need.
Every action on your account — who changed what and when.
Full refund if CortexaOS doesn't deliver clear value in 30 days.
Techs submit field reports, photos, and e-signatures from their phone — no app install required.
Your trades business runs on execution. So does this.
Estimates in 90 seconds. Emergency calls answered at 2am. Jobs documented, invoiced, and collected.
One platform. Every tool. Starting at $149/month.
Start Free — No Card Required