BRIEF001 REVA CLASSCONFIDENTIAL
YOUR NEW PLATFORM

Replace
the stack.

A complete operations platform, shaped entirely around how you run your business. Engineered from three hundred and fifty jobs a day to five thousand. When your software thinks the way you think, the ceiling disappears.

SYSTEM SPECIFICATION
CategoryField service operations
SectorAppliance repair, multi site
Current load350 jobs / day
Engineered capacity5,000 jobs / day
AI layerGenerative, always learning
TailoringShaped to your operation
DeploymentUsable in 30 days · Complete in 12 weeks
GuaranteeFull refund if not delivered
Offer validSeven days from issue
HCP RINGCENTRAL TELEGRAM SHEETS TRACKING YOU
CURRENTLY · Five tools, one you, the bottleneck
DISPATCH BILLING COMMS INTEL APEX OPERATIONS
AFTER APEX · One platform, every surface, no middle
Kaden Musetti
FOUNDER · APEX LEGACY · 21 APR 2026
Not a toolkit to assemble. Not a template to bend into shape. Clay, molded around your operation exactly. It thinks the way you think and grows the way you want to grow.
01 / DIAGNOSIS

Where your stack is leaking.

Eight operational surfaces where the current stack is costing you money, time, or visibility. Every row on the right is a feature of the platform proposed in this document.

Surface
Currently
After Apex Legacy
01Dispatch
Dispatcher rebuilds the board every morning. Manual drag and drop across Housecall Pro. Route conflicts discovered at 10am.
Auto assignment by location, skill, and availability. Board stays live. Conflicts flagged the moment they appear.
02Phone System
RingCentral lives next to the CRM. Notes retyped after the call. Recordings buried in a portal nobody checks.
Every call attaches to the customer record automatically. Recordings pinned to the job. Inbound pops the account before you answer.
03Telegram
Threads scattered across staff accounts. No audit trail. No assignment. No visibility into what was promised.
Unified team inbox. Threads assigned to specific staff. Every message on the customer timeline automatically.
04Insurance Billing
Spreadsheet per warranty company. Manual submission. Aging tracked by memory. Denials discovered on the next statement.
Per carrier invoice templates. Auto generated on job completion. Aging live in the dashboard. Denials surface the same day.
05Parts & Inventory
Tracked in Housecall Pro, in a spreadsheet, and on the shop shelf. None of them agree. Techs run to the supply house midday.
One source of truth, per truck. Carrier tracking across FedEx, UPS, USPS, and DHL pulls automatically. Jobs advance themselves when parts arrive.
06KPIs
Reconstructed end of week from three CSV exports. You learn about a bad Monday on Friday.
Live. Every metric, every tech, every dollar, current to the minute. On your phone.
07Tech Accountability
Argued in weekly huddles. Productivity debates based on feelings and spot checks.
Per tech scorecard. Visible to the tech, the dispatcher, and you. Debates settle themselves.
08Scale
Capped by your personal bandwidth. Every new location means duplicating yourself.
The platform scales. You do not have to. Add locations, techs, and states without rebuilding.
02 / CAPACITY

Engineered for the next ten years, not the next ninety days.

5,000+
Jobs per day the platform is engineered to handle

You are at 350 jobs today. The architecture ceiling sits fourteen times higher. Add technicians, add trucks, add locations, add states. No re platform. No data migration. No rebuild at the next tier.

300+
Concurrent technicians
per instance
99.9%
Uptime target on
enterprise infrastructure
<200ms
Median API response
at the edge, globally
Any size
Add locations anytime.
No rebuild required.
Unlimited warranty
carriers and templates
Real time
Sync across every
device, always live
03 / PLATFORM

Six systems. One login.

Every module below replaces at least one tool you pay for today. Together they replace your entire stack.

IDISPATCH

The calendar becomes the operation.

A live dispatch board across every technician. Auto assignment by location, skill, and availability. Real time status from the field as jobs move through dispatched, en route, on site, complete. Recurring maintenance contracts booked once and run forever. The dispatcher stops building the board and starts managing exceptions.

DISPATCH · TUE APR 21 · 22 TECHS · 347 JOBS
080910111213141516 Marcus R.Dani K.Tom O.Jose V.Chris M.Ana S.Kyle B. Whirlpool DW · AHS LG Fridge GE Range · Choice Samsung Maytag · AHS Bosch · Install + Haul KitchenAid Frigidaire · Cinch Escalated Sub Zero · Direct GE Dryer Thermador · Diagnostic Whirlpool · AHS Electrolux Samsung Viking · Choice HW LG Washer · AHS Miele GE Cafe · Install Whirlpool · AHS Maytag Jenn Air · First Am. Viking Samsung DW · Choice Bosch · AHS GE Profile Wolf Range Maytag · AHS NOW
IIMOBILE

A technician app built for a van.

Today's jobs ordered by optimal route. One tap navigation. Photo and signature capture. Parts consumed per job. Tap to pay is built in. The customer taps their card or phone against the tech's device, the payment clears, the job closes, QuickBooks syncs. No terminals. No "we will send an invoice." Works offline. Every edit queues and syncs the moment signal returns.

9:41 5G TUESDAY · APRIL 21 Marcus 8 JOBS $2.4k REVENUE 3 DONE ON SITE NOW LIVE · 22 MIN AHS Whirlpool DW 341 Oakridge Dr · 2.1 mi UP NEXT 11:30 AM 4.8 mi LG Fridge · Direct 1:00 PM 6.2 mi GE Range · Choice HOME JOBS CHAT ME
9:41 5G JOB · 4823 Martinez 341 Oakridge Dr · Austin TX ON SITE APPLIANCE Whirlpool WDT750 DIAGNOSIS Drain pump failure Drain Pump Assy $89.00 Gasket Kit $12.00 Service Call $140.00 TOTAL $241.00 TAP TO PAY $241.00
IIIBILLING

Billing that respects how you get paid.

Home warranty companies as first class objects. American Home Shield. Choice. Cinch. First American. Per carrier invoice templates. Authorization and claim numbers tracked, not retyped. Aging reports that actually close. Card on file for direct bill customers. Two way QuickBooks sync, so your books never drift from your ops.

IVCOMMS

Every message, every call, one record.

Telegram becomes a unified team inbox. Threads assigned to specific staff. Automated sends for the obvious moments: confirmation, en route, invoice delivered, follow up. RingCentral fully embedded: click to call from any customer, inbound screen pops the account, every call logged and recorded against the job. When a customer says "I called yesterday", you know who they talked to, what was said, and what was promised. In three seconds.

VPARTS

Every part, every truck, every shelf.

Inventory tracked by vehicle, not just by warehouse. Carrier tracking across FedEx, UPS, USPS, and DHL attaches automatically the moment a part is ordered. The second the package shows Delivered, the job status updates and the customer gets a Telegram ping that says "your part is in, we are scheduling." Low stock alerts per truck. Reorder automation. Barcode checkout. Cost to the part, margin to the job.

VIINTELLIGENCE

The morning coffee screen.

Jobs today, revenue this week, open invoices by warranty company, parts velocity, average ticket, close rate, cost per lead, ad spend. All live, on one screen.

Per technician. Who billed the most. Whose average ticket is highest. Whose callback rate is climbing. Whose route efficiency is dropping. Every tech as a column of numbers, sortable by any metric, filterable by any date range. You stop guessing who is making you money.

Per job type and region. Which appliances are most profitable. Which warranty carriers pay fastest. Which zip codes repeat and which burn. Every detail you could possibly want to expand and grow. Google Ads and Meta pulled in automatically, so the advertising side and the repair side of the business finally live on the same dashboard.

Generative AI, built in. The dashboard reads itself. "Revenue in 92804 dropped eight percent this week, two technicians account for it." "Samsung dishwasher callbacks are three times the rate of your other jobs, here is the pattern." "AHS invoices over sixty days are up twenty-two percent, start the escalation?" Always learning your business. Always surfacing what matters, before you think to ask. Run the business from a phone.

INTELLIGENCE · WEEK 17 · LIVE
Jobs
1,847
↑ 12.4%
Revenue
$412k
↑ 8.1%
Avg Ticket
$223
↑ 3.2%
CPL
$18.40
↓ 4.1%
$500k$400k$300k$200k MTWTFSS

Every pattern in this proposal is live in production today. The dispatch layer, the mobile app, the KPI roll ups, the messaging inbox, the commission engine. Already shipped. Already running four operations every day.

SOLAR EMPIRE · APEX ACADEMY · SUNFIELD SOLAR · KEYSTONE INSURANCE
04 / DELIVERY

Usable in thirty days. Complete in twelve weeks.

PHASE ONE
WEEKS 1 / 4

Foundation

Authentication, customer database, job objects, core dispatch view, role based permissions. By end of phase one your office books and assigns jobs from a working system.

PHASE TWO
WEEKS 5 / 7

Dispatch and field

Full dispatch board, technician mobile app, invoicing engine with warranty company templates, parts inventory, photo and signature capture, tap to pay. Your first tech runs a real day of work entirely on the platform.

PHASE THREE
WEEKS 8 / 9

Integration

RingCentral phone, Telegram unified inbox, FedEx and UPS tracking, two way QuickBooks sync. The separate tools disappear into the platform.

PHASE FOUR
WEEKS 10 / 11

Intelligence

KPI dashboards, Google Ads and Meta ingestion, per tech leaderboards, generative AI layer, automated insight reporting. The morning coffee screen goes live.

PHASE FIVE
WEEK 12

Migration and launch

Data migration from Housecall Pro, team training, parallel run, cutover. You say goodbye to the old stack.

05 / INVESTMENT

Two paths. Same platform.

Pick the structure that fits the business. Both deliver the same platform, the same timeline, and the same guarantee.

Option B · Subscription
Lower upfront, monthly.
$4,000
per month · 12 month minimum
Activation
$10,000
  • Complete platform, delivered in twelve weeks
  • Ongoing development and feature roadmap
  • All updates and new features, forever
  • Housecall Pro migration and team onboarding
  • Priority support, 24 hour response
  • Up to 300 technicians included
GUARANTEE
Full refund if we do not deliver.
If the platform fails to deliver what this document describes, or Apex Legacy breaks any term of the agreement, every payment made beyond the initial deposit is refunded in full. The deposit covers your place in the queue and the first weeks of build work. Everything after that is earned. No arbitration. No delay. No fine print.

For context. Housecall Pro Max at 22 technicians runs approximately $2,200 per month plus processing fees, and delivers roughly a third of what is described above. Option A is priced below two years of Housecall Pro and you own the asset at the end.

This offer is valid for seven days from the issue date.

06 / PROOF

You are not the experiment.

We studied every platform that competes with this one. Housecall Pro. ServiceTitan. FieldEdge. Jobber. Workiz. We took what each of them does well and we catalogued the rest of it. Every gap. Every public complaint. Every feature their product teams never got to. Then we built the synthesis, and we shaped it around your operation.

01
Best of every competitor
Every platform in the category does one or two things well. We take those things. The dispatch from one. The mobile experience from another. The billing engine from a third. None of the weight they carry.
02
None of the complaints
We read every review, every forum thread, every ticket people post in public. The reasons operators leave their current platform are the first things we fix in yours.
03
Shaped to your operation
Not a template. Not a toolkit. A system built around the way you dispatch, bill, and communicate. Change it, extend it, grow it into whatever you need next. Full control of the direction, always yours.

The same engine runs Solar Empire, Apex Academy, Sunfield Solar, and Keystone Insurance today. Different industries. Different workflows. Same agentic coding systems underneath, shaped to each. Yours is next.

07 / NEXT

Five steps to day one.

STEP I
NOW

Reply with intent to move forward.

If this lines up, send a note. A formal MSA and SOW follow within 48 hours for review and signing.

STEP II
DAY 2

Initial payment clears.

Option A: first month plus activation. Option B: 40 percent deposit.

STEP III
DAY 7

Kickoff within seven days.

Discovery session with your dispatch lead, CSR lead, and one senior technician. We map your actual workflows, not assumed ones.

STEP IV
WEEKLY

Weekly progress calls.

Every Friday. Thirty minutes. Working software in your hands. No status decks. Real demos.

STEP V
DAY 30

Phase One delivered in thirty days.

A working system you can already book jobs in. Everything from here is addition and refinement.