For owners who run their business from a truck and need a chief of staff
He runs your morning briefing, triages your email, and knows your numbers better than you do.
Maximus is your AI chief of staff. He starts your day with what matters, ends it with how you did, and handles the details in between.
What your day looks like with Maximus
Morning briefing (delivered before you start your first job)
- → Jobs booked overnight and today's schedule at a glance
- → Revenue per truck this week vs last week
- → Outstanding AR and any invoices that need attention
- → New reviews received — with calls already scheduled for anything under 4 stars
- → Customer issues flagged for your attention
- → Payments collected yesterday
- → Projects and deadlines coming due
- → Your priorities for the day, ranked
Email triage (morning, noon, and end of day)
- → Scans your inbox and surfaces only the emails that matter
- → Pre-drafts responses for your review — approve, edit, or discard
- → Three check-ins per day: morning, noon, end of day
- → You spend 5 minutes reviewing what used to take 45
End of day recap
- → How the day went: jobs completed, revenue collected, calls handled
- → What changed since this morning
- → Tomorrow's preview so you go home with a clear head
Proactive relationship management
Under-4-star review recovery
When a customer leaves less than 4 stars, Maximus automatically schedules a call between you and that customer. You hear what went wrong directly. Most contractors never follow up on bad reviews. You will.
Anniversary outreach with promo
On every client's anniversary, Maximus schedules a personal call from you with a small thank-you promo. This turns one-time customers into lifetime customers. No other contractor does this.
Delegate work to your team
Maximus communicates with every member of your team via phone, email, and text. You tell Maximus what needs to happen. He makes it happen. No more chasing people down or sending follow-up texts from the truck.
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Phone
Maximus calls your team members directly. Leaves voicemails. Follows up if no answer.
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Text
Quick updates, schedule changes, job details. Text one person or your entire team at once.
✉️
Detailed instructions, reports, follow-ups. Maximus drafts, you approve, he sends.
How it works
→ "Text Mike about the Henderson compressor job Monday"
→ "Email Kait the Q1 invoice summary"
→ "Call Derek and tell him about the ride-along tomorrow"
→ "Text all techs that the meeting moved to 9 AM"
→ "Have the Outreach Rep contact all churn-risk accounts this week"
Every delegated task is tracked. You see who was contacted, how, when, and whether they confirmed. No task falls through the cracks.
Weekly, monthly, and quarterly analysis
Weekly report
This week vs last week. Revenue, jobs completed, close rate, AR collected, reviews received, revenue per truck. Delivered every Friday afternoon.
Monthly P&L and cash flow
Revenue, expenses, net profit, cash in, cash out, accounts receivable aging. Trends vs previous month. Delivered on the 1st.
Quarterly business review
Quarter-over-quarter trends. Seasonal patterns. Agent ROI breakdown. Revenue per agent. Recommendations for next quarter's priorities.
Technician performance scorecards
Every week, Maximus scores each tech on close rate, average ticket, on-time percentage, callback rate, and reviews. Letter grades A through D. You see who is carrying the business and who needs coaching — without spending hours reviewing call logs.
"Mike closed 78% this week at a $412 avg ticket with zero callbacks. Derek closed 52% at $287 with 82% on-time. Derek needs ride-alongs."
Profit per job analysis
Revenue is vanity. Profit is sanity. Maximus calculates profit per job type by factoring in parts cost, labor hours, and drive time. You see which jobs make money and which ones are losing it — even if they look busy on the schedule.
"Your AC installs average $2,960 profit at 42% margin. Maintenance tune-ups are losing money at -7% when drive time is included. Consider bundling tune-ups with upsell inspections."
Customer churn risk scoring
Maximus flags customers who have not used your service in 12+ months, had a complaint, or left under 4 stars. Red, yellow, green risk scores. Connected directly to the Outreach Rep — one click queues a reactivation campaign for at-risk accounts.
"You have 47 customers at risk of churning. 12 are high-value averaging $2,800/year. The Outreach Rep can contact all 47 this week."
Lead source ROI
Maximus tracks every lead source — Google LSA, Angi, Facebook, referrals, organic — and calculates the real ROI. Leads generated, cost per lead, conversion rate, revenue per source. You see exactly where to spend more and where to cut.
"Google LSA: 4.4x ROI. Angi: 0.9x — underwater. Shift $500/month from Angi to LSA for approximately 13 additional leads."
Equipment age and upsell triggers
Maximus tracks customer equipment install dates. When a unit approaches end-of-life, Maximus flags it and suggests scheduling an efficiency check. This is how $400 service calls become $8,000-$15,000 installs.
"Kim Residence has a 16-year-old Lennox XC21. Average lifespan is 15-20 years. Estimated replacement value: $12,000. Schedule an efficiency check?"
Google Maps ranking by city
Every week, Maximus checks your Google Maps ranking for your primary keyword in every city you service. You see where you rank, whether you went up or down, and how much revenue each city generates. When a ranking drops, Maximus tells you why and what to do about it.
Weekly ranking report
Your ranking for "HVAC repair [city]" in every city you service. Position 1-3, 4-7, 8+. Green when you go up, red when you drop. Maximus connects ranking changes to review volume, so you know exactly what moved the needle.
Revenue by city
How much revenue each city generated this week vs last week. You see which cities are growing and which are declining. Maximus recommends where to focus marketing spend and where to request more reviews.
"You moved up to #2 in Winter Park and revenue jumped 15%. Kissimmee dropped to #3, revenue down 10%. Recommend targeting 2-3 reviews from recent Kissimmee customers to reclaim #2."
How it gets delivered
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Email digest
Clean summary in your inbox at the times you choose.
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SMS summary
Key numbers texted to you. Read in 30 seconds from the truck.
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Voice briefing
Maximus calls you and reads the briefing. Hands-free while you drive.
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Dashboard
Real-time dashboard with all metrics, trends, and action items.
What Maximus includes
We win when you win.
90 days. If Maximus does not recover more than you pay in fees, every dollar back.
You keep whatever the agents collected. Email one sentence: "I want my refund." Processed in 48 hours. No call. No forms. No guilt trip.
Read the full guarantee →Frequently asked questions
What data does Maximus pull from?
When do the briefings arrive?
Can Maximus actually call me with the briefing?
How does the review recovery work?
What does the P&L look like?
Is this in every tier?
P.S. — Most contractors spend 2 hours a day on admin — checking email, reviewing numbers, following up on reviews, chasing invoices. Maximus does all of it before your first cup of coffee.