CUSTOM OS
AI-Native Operating System.Built specifically for you.
Your Custom OS is the software and automations your team uses each day. We sit with your team, gather your requirements, and build to them. It connects to the tools you keep and runs on the Calyer Platform.
WHAT'S IN IT
One place foryour team's work.
- AI agents
Agents and automations with your team in the loop.
- Modules
Each part of your business gets its own space, such as new customers, jobs, or hiring.
- Role views
Each role gets its own view based on their work.
- Approvals
Sensitive steps wait for the right person.
- Records
Customers, jobs, crews, and documents, kept in one place and current.
HOW WE BUILD IT WITH YOU
We sit with your teamand build to your requirements.
We work alongside the people who do the work, write down what the system must do, and build it to that. Your team agrees to the requirements before we build.
Requirements · New customers
Written with Tri-County's office team
- R1Where requests come in
Phone, web form, and email
- R2Who approves quotes
The owner, before a quote goes out
- R3Tools that stay
Scheduling and accounting
- R4What counts as done
Signed agreement and a job created
Agreed with the team
We sit with your team
We watch how the work happens today, with the people who do it, and note where it slows down.
We write the requirements
Who does what, which tools stay, what needs approval, and what counts as done. Your team reviews and agrees to them.
We build to them
We share a working prototype within days and adjust it with your team until it fits.
THE TOOLS YOU KEEP
Connect what works.Build what is missing.
You keep the tools that already work, such as scheduling, accounting, and email. Your Custom OS connects to them and handles the work that falls between them.
Your tools stay in charge of their records
- Scheduling and dispatch
- Accounting
- Documents
- Email and calendar
Your Custom OS holds the work between them
- Requests and intake
- Review queues
- Approvals
- Who did what and when
AI INSIDE YOUR OS
AI does the prep.Your team decides.
- AI prepares drafts, checks, and summaries inside a module.
- Each task shows what it used and what it produced.
- Messages, payments, filings, and final reviews wait for a person.
- AI models are set to zero data retention.
AI TASK · JOBS
Invoice draft for a completed job
- Used
- Job record, crew notes, photos
- Prepared
- Invoice lines and open questions
- Next step
- Manager review
Waiting for James Lee
HOW IT GROWS
Your Custom OS grows one workflow at a time.
Start with the costliest work
We pick the process that takes your team the most time and build it with the people who do it.
Use it on real work
Your team runs it every day. We fix what gets in the way and release updates.
Add the next module
Each new module shares the same records, roles, and approvals, so nothing starts over.
CASE STUDIES
Systems we've built.
- Field service
OS for a multi-branch tree care services company
8 daysfrom first working session to working prototype
Replaced paper checks and text threads with bilingual, voice-enabled workflows that speed up equipment repairs and help management catch issues earlier.
Read the case study - Local services
OS for a multi-location funeral home group
In processOne OS for intake, cases, and meeting notes
Moving hand-retyped intake, case management, and meeting notes onto one Custom OS, while a new CRM is built alongside the legacy one.
Read the case study - Knowledge work
Bookkeeping assistant for an accounting team
3.5xtime saved per client intake
AI-assisted workflows parse, de-duplicate, and classify statements from new client intake, so staff can focus on exception review before posting to QuickBooks.
Read the case study
TALK TO US
Let's talk.
Tell us how your team works today. We will help you find what to automate first and where to start.
hello@calyer.ai