Win the work
Keep leads, estimates, and renewals moving.
Respond faster, preserve context, surface the next action, and keep open revenue visible until it is resolved.
Vertical AI for home service businesses
Sage Foundry builds a focused family of managed AI applications for HVAC, plumbing, electrical, roofing, and related trades—from the first customer call through the job, quote, follow-up, closeout, and ongoing service relationship. SiteQuote is our first product in that vertical.
One vertical. Multiple high-value workflows. Human approved and managed after launch.
The home-service operating cycle
Respond to demand, qualify the opportunity, schedule the right visit, and keep estimates moving.
Carry customer and property context into the work, then capture findings, evidence, and next steps.
Move quotes, approvals, handoffs, closeout requirements, equipment records, and warranties forward.
Keep follow-up, maintenance opportunities, renewals, and customer history visible over time.
One vertical. Connected workflows.
Home service businesses do not run in one screen. Demand begins on phones and websites, moves through scheduling and job preparation, changes at the customer site, and continues through quotes, follow-up, closeout, equipment history, warranties, and future service.
Win the work
Respond faster, preserve context, surface the next action, and keep open revenue visible until it is resolved.
Run the job
Carry customer, property, schedule, equipment, job, evidence, and approval details through the work.
Finish and retain
Keep quotes, handoffs, closeout, warranties, maintenance opportunities, and future service from falling through gaps.
Our first product in the vertical
SiteQuote helps service contractors quote work before the technician leaves the site. It turns voice notes, photos, and visit evidence into an editable customer-ready quote, then applies company guardrails so trusted technicians can send qualifying work while exceptions route to review.
On-site quote workflow
One path from field evidence to a customer-ready quoteThe technician records a voice note, photos, observations, and recommended work while the job is fresh.
The application turns field context and pricing into an editable, customer-ready quote.
Trusted techs send clean quotes; unusual work routes to review; unresolved evidence stays locked.
The vertical product model
We are not building disconnected custom projects. The product strategy is to reuse home-service context and operating patterns—customers, properties, jobs, equipment, quotes, approvals, follow-up, and closeout.
Land narrowly
SiteQuote starts by turning jobsite evidence into an approved quote before the technician leaves.
Reuse the foundation
Customer, property, job, equipment, quote, approval, and ownership patterns should not be rebuilt for every product.
Expand adjacently
Lead response, scheduling handoffs, quote follow-up, renewals, equipment records, warranties, and closeout are natural extensions.
Operate for the long term
Hosting, monitoring, support, security, and controlled improvement remain part of the product experience.
Built for home service operators
The value is not a smarter chatbot. It is lower coordination cost, higher consistency, and clearer control across the work that connects owners, office teams, dispatchers, technicians, managers, and customers.
Less rework
Reduce the retyping, summarizing, and back-and-forth required to turn field activity into customer-ready action.
More consistency
Help every job follow a dependable path without relying on someone to remember every detail.
Human control
Keep operators accountable for consequential decisions without making them prepare every artifact by hand.
The company
We are focused on the operating lifecycle of home service businesses, starting with HVAC and adjacent trades. These companies share a repeatable system: demand enters through phones and websites, moves through scheduling and the jobsite, and continues through estimates, completion, follow-up, maintenance, and long-term customer care.
Sage Foundry combines product engineering, AI systems, and more than 25 years of combined AI and automation experience to build software around that specific operating environment.
Trust by design
Customers, jobs, estimates, equipment records, notes, photos, pricing, and operating rules should remain customer-controlled. AI can prepare and accelerate work without becoming an unreviewable decision maker or a new data trap.
AI prepares work and recommendations while people retain judgment over consequential actions.
Private customer and workflow records are not sold, brokered, or used to train models.
Workspace-scoped records and explicit data policies make responsibility visible inside the product.
Hosting, backups, monitoring, support, and maintenance remain part of the operating model.
Build with Sage Foundry
Selected owners and operators receive $100 for completing a workflow research session. The strongest-fit participants may receive priority product access and up to 12 months of complimentary pilot use while actively testing and providing feedback.
Design partner program
The paid research session and longer design partnership are separate. Applying does not guarantee selection, payment, or product access.