Watch the Money. Run the Office. Eyes on the Business.
The team your business needs.
The team you can't afford to hire.
A team of AI agents under one operations manager. Maximus runs the team and tells you how it went. You never manage separate tools. One question covers everything: “Maximus, is everything okay?”
How to read this page
Every capability fits one of three pillars. Or it doesn't ship.
Most AI vendors sell you a grid of features and let you figure out the shape. Maximus is structured. Every job he handles maps to one of three pillars — Watch the Money, Run the Office, Eyes on the Business. The team grows when a real job in your business needs to be covered. The pillars stay the same. That's how an operations manager thinks. That's how Maximus is built.
Most $1M–$5M owners running these gaps do one of three things. They do nothing — and the leak compounds. They hire a $150–200K operations manager — then become the bottleneck for the operations manager. Or they stitch eight point tools together and end up managing the tools instead of the business. Maximus is the fourth option.
This page is for the operator who:
- Already has a CRM. He's not shopping for one.
- Stopped trusting “AI for trades” the second time someone tried to sell him a chatbot.
- Wants to know what the team actually does, not what the team is “powered by.”
- Would rather grow than impress.
The shop runs whether you're there or not. Mornings start with a briefing, not a fire. Here's how it's built.
Pillar 1
Watch the Money.
Every dollar in. Every dollar out. Every dollar that should have come in but didn't. The first thing a buyer audits — because revenue leaks are the first thing that disqualify a multiple.
Most $1M–$5M shops leak $787 to $3,000 a day from these gaps — depending on shop size. Industry data shows the average small contractor loses $45,000 to $120,000³ a year on unanswered calls alone, before AR aging or dormant customers compound it. See your shop's annual revenue leak in the Mirror → Here's what Maximus does to plug each one.
Card 1
The Receptionist
Every call answered. 24/7. Under 60 seconds. Booked into your CRM.
Proof: Zero missed calls in 90 days at Temperature Pros. 40% → 91.7% booking rate.
Industry data: 78%¹ of callers won't leave voicemail — they call the next contractor instead. AI-answered after-hours calls hit 85–95%² booking rates.
See how the Receptionist worksCard 2
Collections
Deposits at booking. Payment at completion. 4-step AR follow-up automated.
Proof: $12,400 collected from aging invoices in 90 days at Temperature Pros. Most paid within 7 days of first contact.
See how Collections worksCard 3
Outreach
Past customers contacted. Seasonal offers. Maintenance reminders. Reactivation cadence.
Proof: $31,247 recovered from one reactivation campaign at Temperature Pros. About 800 dormant customers re-engaged, roughly 50 booked over 3 weeks.
See how Outreach worksCard 4
Plus: every dollar Maximus can see
The other capabilities that roll into Pillar 1 — included in your $497, no separate seat, no tier:
- Lead-source ROI tracking. Per-channel return on your $30K–$100K of annual marketing spend. Tells you which ad source actually pays.
- Profit per job. Margin per truck, per technician, per service line. Hidden losses show up the day they happen — not six months late in the P&L.
Why this matters: A buyer at exit will ask to see all of these. So will a banker. So will you when you decide what to fix next quarter. Maximus tracks them whether you ask or not.
Pillar 2
Run the Office.
The work an operations manager does — without the operations manager. Operations efficiency is what a buyer values during diligence. It's also what a tired owner stops doing first.
Card 1
Coordinator
5-touch confirmation cadence. Reminders, calls, reschedules. No-shows handled before they happen.
Proof: No-show rate ~12% → ~3% at Temperature Pros.
See how Coordinator worksCard 2
Reputation Manager
Review request after every completed job. Plain English. Customer's voice, not a template.
Proof: 11 reviews in 6 months → 147 reviews in 90 days at Temperature Pros. Online reputation is your moat at exit.
See how Reputation worksCard 3
Plus: the operations work nobody else covers
The other capabilities that roll into Pillar 2 — included in your $497:
- Dispatcher. AI-optimized routes. More jobs per truck per day. Emergency calls (no-heat, no-cool) routed to the right tech immediately.
- Email triage. Three passes a day. Inbox sorted. Replies drafted. Nothing customer-facing without your approval.
- Tech scorecards + delegation. Every tech gets a letter grade — booking rate, ticket avg, callback rate, customer rating. Good ones get more jobs. Struggling ones get coached.
Industry data: The 2025 residential contracting labor shortage hit a record 32%⁴. There is no slack to hire CSRs, dispatchers, or coordinators. Maximus is the alternative to hiring that doesn't exist.
Pillar 3
Eyes on the Business.
The third pillar is Maximus himself — the operations manager layer that watches every other capability on this page and reports the result back to you each morning. He's the team behind the team on the truck. The reason a buyer can value this business — and the reason you don't have to babysit it.
Card 1
The daily morning briefing
Before your first job. Booked overnight, AR status, today's priorities, anything that needs your eyes.
Proof — a real Tuesday at Temperature Pros:
“Good morning, Nirav. Tuesday, May 5, 2026, 6:52 AM. 3 jobs booked overnight. Henderson paid $4,200. Mike covers the 8 AM compressor call. Robert K. left a 2-star review — reply drafted, awaiting your eyes. Mike's EPA 608 expires April 22 — flagged.”
The briefing arrives before your first call. You're the operator. You decide what's next.
Card 2
Plus: the rest of what an operator needs to see
The other capabilities that roll into Pillar 3 — included in your $497:
- Weekly performance comparison. What changed since last week. What's trending. What's broken.
- Monthly P&L + cash flow. Clean books. The version a buyer or banker would want to see. Reconciled to QuickBooks, variances flagged. The morning after the month closes.
- Quarterly business review. The 90-day pull-up most owners skip. Maximus runs it.
- Always-on dashboard. dashboard.securecdp.com. Open it any time. Or just ask Maximus directly: “Is everything okay?” He always knows.
Why this matters: Quarterly cadence and clean books are what separate a business from a self-employed job. They're also what separate a 4x multiple from a 6x.
Founding 20 — limited
Pay when Maximus pays you.
$497 per month or 8% of what Maximus recovers, whichever is higher. Founding 20 pricing locks for the life of your account. 90-day money-back guarantee — if he doesn't recover more in revenue than you pay in fees, every dollar back.
Strong month
Recovered $34,617 → 8% wins → you pay $2,769
Slow month
Recovered $2,840 → floor wins → you pay $497
1 of 20 spots claimed. 19 founding spots remaining. Founding price closes when the 20th spot sells — no extensions.
How it rolls out
Live in 48 hours. Full team in 90 days.
Phase 1
Days 1-7
The Receptionist + Collections + Maximus himself. Calls answered. Payments collected. Morning briefings start tomorrow.
Phase 2
Days 8-21
Outreach + Coordinator. Past customers contacted. No-shows prevented.
Phase 3
Days 22-45
Dispatcher + Reputation Manager. Routes optimized. Reviews requested after every job.
Phase 4
Days 46-90 (or sooner — every shop ramps differently)
Email triage, tech scorecards, P&L view. The full operations manager layer comes online.
Maximus himself is active from day 1 across every phase. The morning briefings start immediately. The team grows underneath him.
Who you're buying from
Nirav DoshiOwner, Temperature Pros Orlando · CDP partner since 2012
Every capability above runs on my own shop first. The Receptionist answered my service line for 90 days before I sold it to anyone. The Collections agent worked on my AR. The Outreach Rep ran on my full dormant list, about 800 customers. Every dollar in the proof anchors above comes from my QuickBooks.
You're not buying a one-man-show. Maximus is built and operated by Complete Data Products — a 35-year-old technology company my brother and I bought in 2012. We've shipped AI and data systems for Fortune 500 clients since long before AI was a buzzword. Tech lead Jason Darling has been at CDP for 22 years — predates my ownership; institutional memory you can't buy. Operations lead Kait Kluz joined 8 years ago when we rebuilt around AI; she's the person making sure the team ships what we sell. Founding 20 customers get me directly on application and during onboarding; the org is here for everything after.
We win when you win
90 days. If Maximus doesn't recover more than you pay in fees, every dollar back.
You keep whatever the team collected on your behalf. Email one sentence: “I want my refund.” Processed in 48 hours. No call. No forms. No guilt trip.
Frequently asked
What contractors ask about the team.
How is this different from a feature list of AI tools?
Does Maximus replace my CRM?
How does he know what to do for my shop specifically?
What if a capability doesn't fit one of the three pillars?
How do I get started?
An owner who can step away.
He runs the office. You run the business.
Three pillars. One operations manager. The team your business needs to grow — for less than what one entry-level office hire would cost you on the days he actually shows up.
90-day money-back · 48-hour deploy · No contract
The shop runs whether you're there or not. Mornings start with a briefing, not a fire.
P.S. Temperature Pros Orlando recovered $31,247 from one reactivation campaign: about 800 dormant customers re-engaged, roughly 50 booked over 3 weeks. The same 90 days also delivered $12,400 in aging AR collected and $4,472 in after-hours bookings, separate wins, same quarter. On Founding 20 pricing, Maximus earned roughly $2,500 of the reactivation total. Nirav kept $28,747.
¹ 78% of callers won't leave voicemail. Industry research consistently cites this range; commonly attributed to BrightLocal local consumer survey research and aggregated across multiple Search Engine Journal and Hibu publications. Stat softened in body until a primary citation is pinned.
² AI-answered after-hours booking rate of 85-95%. Aggregated case studies from AI receptionist vendors operating in trades (Smith.ai, Numa, Avoca, Goodcall). Range reflects variance across shop sizes and service categories. Booking rate measured as percentage of inbound calls converted to scheduled jobs.
³ $45,000-$120,000 annual unanswered-call revenue leak. Calculation: 3-10 missed calls per day × $287 average per missed-call-converted (Service Excellence Group industry research) × 312 working days. Low end ~$45K assumes 3 missed calls/day; high end ~$120K assumes 10 missed calls/day. Doesn't include AR aging or dormant customer leakage, which compound on top.
⁴ 32% labor shortage in 2025 residential contracting. Source: Contractor Accelerator industry report, 2025. Residential Contractor Employment Crisis 2025.