Custom AI Solutions

Custom AI Systems Built Around Your Business

Advanced workflows, integrations, dashboards, and automations built around unique business needs.

Custom workflow: North-region leads
v3 · Active
Trigger
New lead from Meta Ad
1
AI step
Qualify · scope · budget signal
2
Branch
Kitchen? → Team A · Bath? → Team B
3
Automation
Send SMS + create CRM record
4
Integration
Push to QuickBooks · sync calendar
5
Custom AI overview

When the standard platform is not enough

For teams with unusual operations, custom job types, or existing systems that need to stay in place, we build tailored workflows on top of Connect.

Custom workflows

Multi-branch logic, conditional routing, and human review steps.

Industry-specific automations

Built for niche trades, service categories, or regulated work.

Third-party integrations

Accounting, ERP, field-service, and legacy systems.

Internal process automation

Payroll prep, subcontractor coordination, procurement.

Custom dashboards

Owner and ops views tailored to how you actually run the business.

Custom lead routing

Distribute leads across teams, regions, or brands by rules you define.

Special AI agents

Agents trained on your voice, your scope, and your process.

Structured data extraction

Turn photos, PDFs, and calls into clean records automatically.

Multi-brand support

Run several brands or divisions from one connected backend.

Example use cases

What custom actually looks like

Case

Multi-brand contractor group

Three brands, one backend. Leads route to the right brand's inbox with matching auto-replies and CRM tags.

Case

Insurance restoration

Custom intake for claim-driven work, adjuster coordination, and photo-based scope extraction.

Case

Commercial + residential split

Separate pipelines and follow-up cadences for commercial and residential jobs, running side by side.

Case

Field-note automation

Voice notes from the job site are transcribed, structured, and pushed into the estimate as line items.

Case

Subcontractor coordination

Auto-dispatch to preferred subs based on job type, availability, and location.

Case

Owner dashboard

One custom view combining pipeline, cash, crew utilization, and marketing performance.

Benefits

Why teams commission custom builds

Keep existing accounting and ERP systems in place
Automate work that does not fit a generic template
Support multiple brands from a single command center
Route leads by geography, service, or sales team
Turn field notes into structured CRM data automatically
Give owners a dashboard tuned to their real KPIs
Get started

Discuss a Custom Build

Bring us your workflow - we'll show you what's possible on top of Connect.