IS‑Opts.ai
The operating system for your home service business.
One platform that runs the whole company — money, service, projects, purchasing, customers, marketing, and people — so leadership sees everything, teams follow through on everything, and nothing falls through the cracks.
What IS‑Opts.ai is
Most home service companies run on a patchwork: a field-management system here, spreadsheets there, email threads for approvals, sticky notes for follow-ups, and a monthly financial package that arrives too late to act on. The owner ends up being the integration — carrying the whole picture in their head.
IS‑Opts.ai replaces that patchwork with one connected platform. It gives every leader — owner, GM, service manager, controller, department head — a live view of their part of the business, and it gives the whole company shared workflows for the things that make or lose money: collecting cash, paying vendors, following up on estimates, buying materials right, keeping customers, and keeping good people.
Think of it as the operating system underneath the business. The tools your teams already use for booking and dispatching keep doing their jobs — IS‑Opts.ai sits across all of it, turning daily activity into visibility, follow-through, and better decisions.
One platform, eight business functions, one leadership view
Executive Visibility & Control
The layer across everything — how leadership runs the company- Role-based dashboards
- Leadership reporting
- Exception alerts
- Operational scorecards
- Pulse business analytics
- Team performance visibility
- Workflow accountability
- Cross-department coordination
Financial Control
- CFO dashboard
- Accounts payable
- Receipt & bill inbox
- Accounts receivable
- Cash visibility
- Approvals & audit readiness
Service Operations
- Service command center
- Tech performance
- Estimate follow-up
- Agreements & memberships
- Revenue recovery
- Reactivation & reviews
Construction Management
- Project management
- Estimating & job costing
- Change orders
- Field progress forms
- Job photo & video record
- Closeout & margins
Purchasing & Warehouse
- Vendor portal
- PO generator with live pricing
- Material tracking to jobs
- Price lookup tool
- Auto truck replenishment
Customer Experience
- Call center dashboard
- Engage inbox — text, email, reviews, payments
- AI front door — after-hours answering & booking
- Abandoned-call capture
- Membership scheduling
- Escalation tool
- Review generator
Marketing & Growth
- Marketing attribution
- True-revenue ad feedback
- Retargeting workflows
- Estimate capture & close
- Website case studies
People & Culture
- Culture Hub & team feed
- Learning management
- Reviews & growth plans
- Scoreboards & rewards
Assets & Fleet
- Asset & vehicle records
- Checkout & tracking
- Maintenance tracker
- GPS visibility
What's inside each function — and what it does for you
Financial Control
Owner · Controller · CFOKnow your cash position every morning, move every bill and invoice through a controlled process, and never get surprised by month-end again.
Modules & capabilities
- CFO dashboard — cash, AR, AP, and margin in one view
- Accounts payable workflow — bills captured, routed, and approved
- Receipt & bill inbox — snap a receipt or forward an invoice and it lands in the approval queue on its own
- Accounts receivable platform — aging, collections, follow-up
- Cash visibility — what's coming in, what's going out, when
- Financial reporting — clean numbers without the scramble
- Approvals & exception handling — nothing pays without sign-off
- Audit readiness — every dollar has a paper trail
What the owner gets
- Stronger cash control and fewer missed payments
- Faster approvals — no more chasing signatures
- Better vendor relationships from paying right, on time
- Cleaner financial visibility, fewer manual bottlenecks
Service Operations
Service Manager · Dispatch · GMA command center for the daily service business: who's where, how they're performing, which estimates are dying on the vine, and which customers need saving.
Modules & capabilities
- Service Manager — the daily operations command center
- Dispatch & schedule visibility — the board at a glance
- Technician performance tracking — close rates, revenue, callbacks
- Estimate follow-up — open quotes worked until they close
- Membership & maintenance visibility — recurring revenue protected
- Agreements manager — memberships and service agreements sold, renewed, and tracked end to end
- Revenue recovery engine — aging estimates, lapsed members, and missed calls turned back into booked work
- Technician mobile app — schedule, job info, forms, and photos in the field, online or off
- Service recovery workflows — unhappy customers caught early
- Review generation — great visits become public reviews
- Reactivation & cross-sell — dormant customers brought back
- Call-to-job performance — booked calls become sold work
What the owner gets
- Tighter control of daily operations
- Higher technician productivity and close rates
- More recovered revenue from follow-up that actually happens
- Stronger recurring-revenue retention
Construction Management
PM · Estimator · Field Lead · ControllerProjects run on the same rails as service: estimated right, tracked daily from the field, costed in real time, and closed out with margin intact.
Modules & capabilities
- Project management — every job's status, budget, and next step
- Fast Fields — field forms and daily reporting from the job site
- Estimator — consistent, priced-right proposals
- Job costing — actuals against estimate, live
- Change orders — scope changes captured and billed, not absorbed
- Field progress tracking — the office sees what the field sees
- Job photo & video record — every site visit documented, searchable, and tied to its job
- Approvals & submittals — decisions documented and on time
- Schedule coordination — crews, materials, and milestones aligned
- Closeout workflows — punch lists, docs, and final billing done
- Project financial visibility — margin known before it's gone
What the owner gets
- Better project control, fewer missed details
- Tighter job costing and margin protection
- Office and field working from the same picture
- Faster project execution and cleaner closeouts
Purchasing & Warehouse
Purchasing · Warehouse · FieldBuy the right material at the right price every time — with vendor pricing and part numbers loaded into the platform, so a PO is accurate the moment it's written.
Modules & capabilities
- Vendor portal — one front door for your vendors
- PO generator — exact vendor pricing and SKUs built in
- Live catalog sync — current vendor pricing and product descriptions flow into ServiceTitan and Sage automatically
- Material tracking on POs — every order tied to its job or project
- Price lookup tool — best-price checks before you buy
- Auto truck replenishment — vehicle stock reordered from vendors automatically
What the owner gets
- Less waste, better purchasing decisions
- Materials on hand — fewer job delays
- Tighter inventory control on trucks and shelves
- Stronger leverage in vendor negotiations
Customer Experience
Call Center · CSRs · Customer CareEvery call answered or recovered, every membership customer reminded, every escalation handled — and every happy customer asked for a review.
Modules & capabilities
- Call center dashboard — booking rates and KPIs tracked daily
- Engage inbox — calls, texts, emails, reviews, and payments in one conversation view per customer
- AI front door — after-hours and overflow calls answered professionally and booked automatically
- Abandoned-call capture — missed calls chased before they're lost
- Membership reminders & scheduling — maintenance visits booked on time
- Call-type opportunity scores — daily KPIs by call type, so the team works the highest-value calls
- Customer service escalation tool — complaints owned, tracked, resolved
- Review generator — reputation built visit by visit
What the owner gets
- More professional communication, better follow-through
- Fewer dropped balls with real customers
- Stronger reviews and reputation
- Higher satisfaction and retention
Marketing & Growth
Owner · Marketing LeadMarketing you can hold accountable: every dollar of ad spend traced to real revenue, and every open estimate worked automatically until it closes.
Modules & capabilities
- Marketing attribution — which campaigns actually produce revenue
- True-revenue ad feedback — real job revenue pushed into Google and Bing so campaigns optimize on profit, not clicks
- Retargeting workflows — past customers and warm leads re-engaged
- SMS & email estimate capture — open estimates followed up and closed
- Website case studies — finished projects packaged into website showcases that sell the next job
What the owner gets
- Clear marketing accountability, better return on ad spend
- Stronger lead conversion
- Smarter growth decisions
- More value from the customer base you already own
People & Culture
HR · Managers · Every EmployeeThe company's home base for its people: how the team communicates, learns, celebrates wins, and grows — plus the HR structure to develop and hold onto them.
Modules & capabilities
- Culture Hub — social-style company feed plus team messaging
- Learning management — training built in, progress tracked
- Field & office content tools — job-site photos and videos become shareable content
- Event calendar — company life in one place
- Scoreboards & dashboards — performance visible to the whole team
- Rewards & baseball cards — recognition that people actually see
- Org chart — who does what, always current
- Performance reviews & growth plans — development on a schedule
- Goal tracking — company, team, and personal goals aligned
- Corrective action manager — issues handled consistently and documented
What the owner gets
- A stronger culture people don't want to leave
- Faster onboarding and better-trained teams
- Performance conversations backed by real numbers
- Recognition and accountability in the same system
Assets & Fleet
Fleet · Warehouse · ControllerEvery vehicle, tool, and piece of equipment accounted for — where it is, who has it, what it's worth, and when it needs service.
Modules & capabilities
- Asset & vehicle management — the full register of what you own
- Balance-sheet alignment — asset schedules that match the books
- Library-style checkout — tools signed out and signed back in
- Maintenance tracker — service due before breakdowns happen
- GPS visibility — where the fleet is, right now
What the owner gets
- No more walking tools and mystery losses
- Vehicles maintained on schedule, not after failure
- Asset records that match the financials
- A fleet you can see and manage in real time
One customer's journey through the platform
The functions aren't eight separate products — they're stages of the same business workflow. Follow a single job through the company and every part of the platform touches it:
…and Executive Visibility watches the whole chain — every dashboard, every exception, every scorecard — then Marketing re-engages the customer and the cycle runs again.
That connection is the point. When purchasing knows what service sold, materials are on the truck. When finance sees what projects committed, cash never surprises you. When marketing sees what finance collected, ad dollars chase real revenue instead of clicks. And when leadership sees all of it in one place, managing stops being detective work.
What changes for the business
Cash, jobs, materials, and people managed through defined workflows — not memory and hallway conversations.
Margin visible while the job is running, not discovered at month-end when it's too late to fix.
Live dashboards and exception alerts replace waiting on reports. Leadership acts today on today's numbers.
Follow-ups, approvals, reorders, and reminders happen automatically — the platform does the remembering.
Every call, estimate, membership, and complaint has an owner and a next step. Customers feel the difference — and say so in reviews.
Every team sees its scoreboard. Performance conversations run on shared numbers, not opinions.
Stop being the integration between your own systems. Run the business from one place.
IS‑Opts.ai grows with the company — start with the functions that hurt most, add the rest as you're ready. Every module you turn on makes the others more valuable, because they all share the same view of the business.
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