Owner
Gets a daily summary and is the only one who can change the rules.
HVAC, plumbing, electrical, and more
Your AI Workforce, Built Around
Your AI Workforce, Built Around
Your Business.
We learn how your shop runs, set up AI agents that work alongside your team, and run it all privately on a server in your building. Your customer data never leaves.
We help you build your agent workforce, coach you, and provide support. You manage them and control the action. We are here for you when you need us.
Our mission: help your business become independent, owning your AI, your data, and your processes instead of renting them from big software companies.
Three steps
How we build your AI workforce
We go through your business and figure out what you need. Then we set up agents that work with the people you already have, inside your own Forge system.
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Step 1: Assess your business.
We learn how your shop runs and where work piles up.
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Step 2: Build human + agent procedures.
We write how agents hand work to your people, who approves what, and when something goes to a person. Nothing reaches a customer without your team's OK.
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Step 3: Structure your agent team.
We decide which agents talk to which, and what each one can see. The marketing agent never sees payroll. Every handoff is logged.
An example
An agent team for a home service shop
One way to set it up. Your agents follow the work your shop actually does. Arrows are handoffs. A person approves anything that reaches a customer.
Dispatcher
Prepares routes and tech assignments.
Customer
Drafts texts, follow-ups, and review replies.
Sales
Follows up on unsold estimates and membership renewals.
Books
Answers bookkeeping questions and flags unpaid invoices. The only agent that sees financials.
Office manager
Approves routes, customer texts, and sales follow-ups before anything reaches a customer.
Owner
Reviews the daily summary and the unpaid-invoice flags from Books.
Customer, Sales, and Dispatcher drafts wait for the office manager. Books is the only agent that sees financials, and those flags go to the owner.
On hardware you own
Why it stays private
Your customer data stays on a server in your building.
Agents work from your prices and procedures, not generic internet advice.
They work alongside the software you already run.
There are no per-user AI fees.
After it is running
You run it. We back you up.
Your team manages the agents and stays in control. We coach you, keep the system healthy, and are here when you need us.
Year one: hands-on management and coaching
- We coach your team as you learn to run your agents day to day.
- We install model updates and new workflows.
- We keep integrations like ServiceTitan working. On the pilot, ServiceTitan access stays read-only.
- We back up your agent setup.
- We adjust your agent team as your business changes: new hires, new services, a second location.
Year two and beyond: monitoring
- We monitor your server to make sure it stays healthy.
- We keep its virus protection and security updates current.
- You can still call us any time you need help.
Your customer data stays on your server. Our management connection only sees system health and setup, never customer records.
In their own words
What tech leaders are saying about owning your AI
If you believe that the information that you have is critically important, you cannot use these services the way that they're currently offered… You need to stand up your own sovereign solution… your own hardware, and then… your own models.
It's like if I sold you a database and said, 'Hey, the data you put into your database is not yours, and it's mine.' How would you feel about it?
You don't even need data centers to do 90% of what you can do with AI. You can download it on your computer for free today.
Quotes are from public podcast interviews. The speakers are not affiliated with and do not endorse Forge Onsite.
Done for you
What's included
- A look at how your shop runs, and where agents can help
- Your agent team, built and structured
- Procedures for how agents work with your people
- The server in your building
- Staff training
- Monitoring, model updates, and new workflows
- Backups of your agent setup
- Support from a real person
Guardrails
What it won't do
- It won't replace your techs.
- It won't send anything to a customer without your team's OK.
- It won't hand your customer data to an outside AI company.
- Our management connection won't read customer records.
Straight answers
FAQ
Do the agents act on their own?
They draft and prepare work. Anything that reaches a customer waits for your staff to approve it. Your people still decide what goes out the door.
What happens if I stop the service?
You keep the server and your data. Both stay in your building.
Is it as smart as ChatGPT?
Not for everything. It's built for your shop's everyday work, and on those focused tasks it holds up well. It's also honest when it doesn't know something.
Does it work with ServiceTitan, Housecall Pro or Jobber?
It works from the reports you export from ServiceTitan, Housecall Pro, or Jobber. The ServiceTitan pilot is read-only. Forge looks at that data where your provider allows it, then drafts the next step for your team to review and enter. It does not write back into ServiceTitan.
What if the internet goes down?
It runs on your office network, so it keeps working.
Who can use it?
Only people on your office network who have an account.
What does it cost?
That depends on the size of your shop and what you want the agents to do. Book a call and we'll give you a straight number.