New Edge add-on for EVAs

Give your EVA an AI Agents & Code workspace so they do the work of a small team.

For Edge clients who want to automate busywork, build agentic workflows, and code the tools they need to grow their business.

Activate the workspace

For active Edge clients only. $497/month per EVA.

Activates in days, not months

Works on top of your current stack

Owner approves every workflow

eva-workspace · agentsLive

EVA

Pull this week's open AR from QuickBooks, match to jobs in the CRM, and draft reminder emails.

Agent

Connected QuickBooks + CRM + Gmail. Found 23 invoices > 30 days. Drafting personalized follow-ups in your voice…

running workflow · ar_followup.weekly

✓ synced 23 invoices · matched job context

✓ 23 drafts queued in Gmail · owner approval

✓ scheduled to repeat every Monday 7am

Owner hours reclaimed / wk

+ 11.4 hrs

Workflows live

7 active

Watch the walkthrough

See the AI Agentic Workspace in action

A short look at how your EVA uses the workspace to handle real work, end-to-end.

01 · The workspace

An execution layer that sits on top of your stack.

We're platform-agnostic. Whatever you already run on — QuickBooks, Xactimate, JobTread, HubSpot, Google Workspace, Microsoft 365, Slack — your EVA orchestrates it. They drive AI agents through the same workflows you'd hand to a $90k operations hire, at a fraction of the speed and cost. And when the workflow doesn't exist yet, they build it.

Connects every tool you already use

CRM, estimating, accounting, email, drives, sheets, project management — your EVA wires them together so data stops living in silos.

Drives agents through structured workflows

Repeatable, multi-step jobs that run end-to-end on a schedule or on demand — not one-off chat replies.

Builds the system when it doesn't exist

When there's no off-the-shelf tool for what you need, your EVA designs it with code — internal dashboards, mini-apps, automations, integrations.

02 · The 3-part system

One EVA. Three layers of AI working in sync.

Not one tool — three. Chat for instant answers, an agentic workspace for recurring multi-step jobs, and a coding agent for everything custom.

Chat

AI Operator

Day-to-day work, on demand

Writing emails, analyzing documents, summarizing claims, drafting scopes, creating checklists, and answering “what do we do next?” questions.

Draft client emails
Summarize claims
Build checklists
Scope drafts

Multi-step jobs

AI Agentic Workspace

Longer, recurring workflows

Runs multi-step jobs end-to-end: research, pulling data from the systems and platforms your business already uses, and executing recurring processes without hand-holding.

Cross-system research
Data pulls
Recurring jobs
Workflow execution

Code & integrations

AI Engineer

An agent that operates a computer

A terminal-based agentic coding tool that goes far beyond “coding.” Used for data pipelines, automation scripts, scraping, API orchestration, and document processing.

Data pipelines
Automation scripts
API orchestration
Document processing

Your EVA orchestrates all three. You get the output — not the prompt engineering.

Included with every EVA

03 · Built for every EVA role

Real systems your EVA will run on day one.

This isn't a chatbot writing emails. Your EVA connects the platforms you already pay for, drives agents through structured multi-step workflows, and builds custom tools when the workflow doesn't exist yet. Every workflow is approved by you before it runs in production.

Role 01

Estimators

Pull line items from Xactimate / Symbility / CoreLogic exports, cross-reference photos and measurements from EagleView / CompanyCam / Encircle, and produce a fully-priced estimate workbook with every gap and discrepancy flagged
Stand up a custom estimate-tracking dashboard wired to your CRM and price lists so margin, win rate, and turnaround time update live — no more guessing where a number came from
Run a scheduled agent that re-prices open estimates against your latest cost catalog, surfaces the ones that need re-quoting, and queues the updated version for owner approval

Role 02

Bookkeeping / AR

Sync open AR from QuickBooks / Xero, match invoices to active jobs in your CRM, and run a weekly collections sequence with personalized outreach per customer — owner reviews drafts, agent sends
Build a custom reconciliation tool that pulls bank, credit card, and processor feeds, flags mismatches against your ledger, and posts a clean variance report you can act on in 5 minutes
Spin up an owner cash-flow dashboard fed by accounting + bank data — refreshed every morning with 30/60/90 aging, weekly inflow forecast, and a list of accounts that need attention

Role 03

Project Managers

Pipe daily activity from JobTread / Buildertrend / Procore plus field photos and voice notes into a single owner-ready job report — produced and delivered to your inbox automatically
Build the mini-tools your team will actually use: change-order generators, subcontractor scorecards, punch-list trackers, schedule-slip alerts — wired into the platforms you already run
Run a scheduled risk sweep across active jobs that flags slipping milestones, missing approvals, and at-risk margins before they hit your P&L — with a drafted recovery plan attached

Role 04

EdgeOS Ops Manager EVAs

Roll up scorecard numbers from every department into one company dashboard every Monday — pulled directly from the source systems, not retyped, not stale, not in a spreadsheet only one person updates
Pre-build L10 / weekly meeting agendas, draft the IDS list from last week's misses, and produce post-meeting memos with to-dos routed automatically to the right owner
Architect SOPs, playbooks, and 14-week sprint artifacts as living systems — agents send the reminders, collect the inputs, surface what's off-track, and update the doc when reality changes

04 · Built for Restoration & Construction Services

The pain points stalling growth.

At this stage you've outgrown solo-operator habits but you're not big enough to absorb a full ops team. Every owner we work with is fighting the same six fires.

You're the bottleneck on every document, decision, and follow-up.

Your EVA runs the recurring work end-to-end and brings you approvals, not blank pages.

Your tools don't talk to each other. Data lives in 6 places.

Agents stitch your CRM, accounting, estimating, and email together — no new platform required.

You can't justify another $80–120k hire to break the next ceiling.

One EVA + this workspace gives you the output of a small ops team for $497/mo.

Cash, AR, scorecards, and job status live in your head.

Scheduled workflows pull the numbers, flag the reds, and land them in your inbox every Monday.

Every “new system” means more SaaS, more logins, more sprawl.

When you need something custom, your EVA builds it with code — inside the workspace you already have.

Your best people leave and the playbook leaves with them.

SOPs, templates, and workflows become living systems your team executes — not binders no one opens.

05 · How it works

Three steps. Then your EVA is in motion.

No new platform to learn. No big migration. Just connect the tools you already run on and let your EVA start shipping workflows.

01
Day 1
We turn it on and connect your stack.
Your EVA gets the workspace tied to your Edge account and wires it into the platforms you already use — CRM, accounting, estimating, email, drives.
02
Week 1–2
Your EVA learns it in our training hub.
Short, role-specific walkthroughs that move them from curious to shipping live workflows in their first two weeks.
03
Ongoing
We back them up when it gets hard.
When they hit a workflow they can't design alone, our coaches and community help architect the agent, the integration, or the custom code.

06 · Fit & pricing

Who this is for (and not for).

Perfect if…

You're an Edge Client who's the bottleneck on Lead acquisition, Sales, or Fulfillment
You already have an EVA placed through Edge and want more output without another hire
You're willing to let your EVA wire your existing tools together and improve workflows

Not a fit if…

You're not really using your EVA yet
You don't want to adjust processes or approve new workflows
You expect a turnkey product with zero owner involvement

Add-on price

Give your EVA the workspace to run with.

Activate the AI Agents & Code Workspace for your EVA and turn recurring busywork into systems that run themselves.