Three AI agents handle your operations, sales, and finances — so you can stay on the tools while the business runs itself.
Built for commercial field service — HVAC · Electrical · Plumbing · Property Maintenance · Facility Management
Max, Lex, and Finn are purpose-built AI agents that each own a specific part of your business — working autonomously, around the clock, so nothing falls through the cracks.
Max runs the day-to-day. He dispatches your techs, monitors every job in the field, flags problems before they escalate, and keeps your whole operation moving without you managing it.
Lex never lets a call go unanswered or a lead go cold. She answers calls 24/7, books jobs on the spot, runs outbound follow-up campaigns, and turns every quote into a converted job.
Finn watches every dollar. He tracks job margins, forecasts your cash flow, flags overdue invoices, estimates your tax liability, and makes sure you always know where the business stands financially.
Most trades business owners spend 15+ hours a week on admin, dispatch, chasing payments, and trying to understand their numbers. That's time you should be on the tools — or growing the business.
You're on a job when another client calls. They move on to a competitor. Lex answers every call 24/7, books the job on the spot, and sends a confirmation — while you stay focused on the work.
Managing 5 techs across 10 jobs manually means constant calls, missed updates, and your best people sitting idle. Max dispatches intelligently, tracks every job in real time, and flags issues before they become problems.
Month-end arrives and you're not sure if you made money or lost it. Which jobs were profitable? What's coming in next month? Finn tracks every dollar and gives you a clear financial picture — updated daily.
Lex answers every inbound call using natural-sounding AI, qualifies the lead, books the job into your calendar, and sends a confirmation — all in real time, even when your team is on the tools.
Max gives every technician a simple mobile app to clock in, work through their job checklist, capture before/after photos, record parts used, and collect a digital signature — all synced back to the dashboard instantly.
Max sees your whole operation — who's available, who's en route, who's overdue. He assigns jobs based on skills and location, tracks every tech in real time, and surfaces problems before your clients ever notice them.
Finn crunches your jobs, invoices, and expenses overnight and surfaces 14 business-critical metrics in plain English. Cash flow, job margins, slow payers, tax estimate — updated daily, no accountant needed.
"We manage 12 techs across three sites. Before Vera, dispatch was a full-time job just sending texts and chasing updates. Now Max handles it — I see everything in one screen and my techs actually show up prepared."
"Lex has been a game-changer. We were losing quotes constantly because follow-up fell through the cracks. Now she follows up on every single one, automatically. Our conversion rate went from 34% to 61% in two months."
"Finn showed me that my smallest jobs were actually losing money once I factored in travel and materials. We restructured our pricing and our margins jumped. I'd never have figured that out from a spreadsheet."
Tell Vera about your business — your services, your rates, your team, and your location. Connect your calendar. Max, Lex, and Finn get briefed automatically and are ready to work within the hour.
Max starts dispatching your techs. Lex takes over your phones and starts following up on every open quote. Finn maps your cash flow and flags the first issues your business needs to fix. They don't wait to be asked.
Every morning you see a clear summary of what your agents handled overnight — calls answered, jobs booked, invoices chased, cash position updated. You make the decisions. They do the work.
Start with a demo. We'll show you exactly how Max, Lex, and Finn would work in your business.
Operations and finance agents. Dispatch, field app, job management, invoicing, and financial insights.
Book a demoAll three agents. Add Lex's voice AI, outbound campaigns, and full sales automation to the Essentials stack.
Book a demoFor multi-location operations, facility management companies, and large commercial contractors.
Contact us
All plans include a complimentary setup and onboarding session. No long-term contracts — cancel with 30 days' notice.
Not sure which plan fits? Talk to us — we'll give you an honest recommendation.
Your clients' data, your invoices, and your financial records are encrypted at rest and in transit. We never sell your data or use it to train models.
Book a 30-minute demo. We'll show you exactly how Max, Lex, and Finn would run your business — no slides, just your real numbers.