Top Builder AI is eight self-learning agents that install on top of the ServiceTitan, Procore, or Buildertrend you already run, plus your QuickBooks. It does not replace your field software. It runs the back office those tools were never built to automate: the money, the materials, the people, and the paperwork. Every dollar and hour you see is computed by tested code, not guessed by a chatbot, so the numbers are exact and you can audit every one.
Full platform walkthrough
Top Builder AI sits in the gap between the field software you run and the books you close. Here is exactly what it does once it is connected.
Connect your ServiceTitan or Procore account and your QuickBooks. The agents pull the jobs, time, invoices, and material costs you already track. Nothing changes in how your crews and office work day to day. You keep running the tools you run now.
Workforce, Financial, Inventory, Booking, Routing, Documents, Collections, and Pricebook each watch their corner of the business and write up exactly what to do next. Booking answers calls around the clock. Routing tightens the day's drive time. Collections chases the money that is sitting in aging.
Open any agent run and you see the figure, where it came from, and the math behind it. The AI writes the plain-English explanation, but it is structurally blocked from changing a single number. It cannot hallucinate a dollar amount, because it never touches the calculation.
Set each agent to Off, Approve-first, or Auto. Approve-first means nothing happens until you click yes. Every action is logged and reversible, so you can undo anything. Your shop's data stays walled off and never trains another contractor's agents.
The 3D Org view shows every person grouped by department and which agents each one can use. Managers grant and revoke that access right on the sphere. Finance and HR stay walled off from the rest. It updates itself as people are hired and let go.
Two modeled scenarios for a representative HVAC contractor running ServiceTitan and QuickBooks. Both are illustrative benchmarks built from published 2026 industry data, not results from a named client.
This shop looked healthy on paper. The trucks were booked, revenue was up, and the company P&L closed somewhere around 6 percent net most months, right at the residential HVAC median. The problem was that nobody knew which jobs made that money and which ones lost it until the books closed weeks later. Margin was a month-end surprise, not a daily number.
Three leaks ran underneath the surface. First, job costing happened after the fact. ServiceTitan held the field data and QuickBooks held the financial truth, but the two were reconciled by hand long after the crew left the site, so a job that ran over on labor or pulled extra parts only showed up as a thinner number on a report nobody read in time to act. Second, the flat-rate pricebook was stale. Material costs had climbed 12 to 18 percent since 2023 and parts were rising 5 to 10 percent a year, but the book had not kept pace, so a slice of the work was being sold below its real cost without anyone deciding to do that. Third, truck stock leaked. A tech grabbed a capacitor for one job and nobody recorded it, so the cost floated into general shrinkage instead of landing against the job that consumed it.
Top Builder AI installed on top of the systems the shop already ran. It did not replace ServiceTitan or QuickBooks. It sat between them as an integration bridge: field data flows out of ServiceTitan, Top Builder AI categorizes it, costs it, and reconciles it, and the result lands as financial truth in QuickBooks. The Financial agent computed margin per job continuously instead of at month-end, with every figure coming from pure, tested code so it was exact and auditable. The Pricebook agent re-costed the flat-rate book against current material and labor cost and proposed corrected prices for the owner to approve or reject. The Inventory agent tied truck stock to job numbers, so material cost reduced the job that consumed it instead of disappearing into general shrinkage. Every agent ran advisory by default, set to Off, Approve-first, or Auto, with data isolated to this shop under row-level security. Founder Cory Salisbury ran the install hands-on.
The kind of thing an owner tells us: we were busy all year and still wondered where the money went. Turns out a handful of jobs lost money every month and we never knew until the books closed, by then it was too late to do anything about it. Now I see the margin on a job the day we finish it, and the price book actually reflects what parts cost today.
Timeframe: modeled over a representative first-year engagement, with per-job margin visibility from the first reconciliation cycle.
Illustrative benchmark scenario, not a real named customer. Top Builder AI is pre-launch, so no live client results exist yet. Every figure above is modeled from published 2026 HVAC industry benchmarks (ACCA Financial Benchmarking Study and 2026 margin and pricing studies from Steph's Books, FieldCamp, ServiceTitan, BuildOps, and others) applied to a representative 14-tech, around $7M shop. The numbers describe what the math supports for a contractor at this profile, not a measured outcome from a specific company.
A growing HVAC shop ran ServiceTitan in the field and QuickBooks in the office, with one office manager keying everything in between. She built invoices by hand from completed jobs, chased payments by phone when she had time, filed permits and warranty paperwork into folders nobody could find, and answered the phones. The cracks were predictable. Invoices went out days after the job closed. Accounts receivable aged to roughly 52 days, the upper end of the HVAC average, while best-run shops collect inside 35. Roughly 1.8% of revenue quietly turned into bad debt because nobody had time to work the 60-and-90-day column. The owner's real choice looked like hiring a second admin at $50,000 to $60,000 fully loaded, or watching collections and compliance slip further. Neither fixed the root problem: the office was doing by hand what the field systems already knew.
Top Builder AI installed on top of the existing ServiceTitan and QuickBooks stack. It did not replace either one. The integration bridge read completed-job data from ServiceTitan, and three back-office agents went to work. The Documents agent classified and filed every permit, warranty, and signed work order automatically, and flagged anything missing a signature. The Booking agent answered and triaged after-hours calls so jobs got on the board instead of going to voicemail. The Collections agent watched A/R aging in real time and drafted prioritized, dollar-accurate follow-ups the moment an invoice crossed each threshold. Every dollar and every aging day was computed by tested code, not guessed by the AI. The agents ran Approve-first at the start: she reviewed each draft for a few weeks, then moved the routine collections reminders to Auto once she trusted them, keeping full undo and a logged history. She went from keying data to approving decisions.
The kind of thing an owner tells us: I was about to hire a second person in the office just to chase invoices and file paperwork. Instead the work got done on top of the systems I already pay for, my old aging finally got collected, and my office manager stopped drowning. I can see every number and undo anything. That is what I wanted.
Timeframe: modeled over the first 90 days after install, with the working-capital recovery front-loaded as aged invoices get worked and the hours and bad-debt gains continuing month over month.
Illustrative benchmark scenario, not a specific client. Top Builder AI is pre-launch, so no real customer results exist yet. Every figure above is modeled from published 2026 industry benchmarks (HVAC days-sales-outstanding ranges, small-business late-payment and bad-debt data, and administrative-time studies) applied to a representative shop, not measured from one company's books. Your numbers will differ based on your revenue, billing mix, and current process.
We onboard a small cohort each quarter, hands-on, so every install gets done right. Real capacity, no countdowns. If your back office is ready to run itself, get on the next one.
$0 install this quarter (normally $8,000), or pay the install and keep monthly flexible. Monthly scales with your team, from $3,000 for up to 25 people. Backed by a 30-day board-ready-or-free guarantee.