Resources to run a smarter service business
Guides, customer stories, and tools — whether you're evaluating Rex AI or getting your team up to speed.
Product Tour
Walk through dispatch, maintenance, quoting, and the AI Command Center step by step.
Take the tourROI Calculator
Estimate the hours and revenue Rex AI recovers for a team your size.
Run the numbersDemo Workspace
A live environment preloaded with work orders, assets, and AI insights. No signup.
Explore the demoGuides
Getting started in 30 minutes
- 1Import customers and assets from a spreadsheet or your previous system
- 2Invite your office staff and technicians — roles are pre-configured
- 3Create your first work order and dispatch it from the board
- 4Turn on preventive maintenance plans for your key equipment
- 5Open the AI Command Center for your first prioritized daily briefing
Customer Portal guide
- 1Enable the portal for a customer from their account page
- 2Customers sign in with just their email — the portal finds their organization
- 3They see their assets, service history, quotes, and upcoming visits
- 4Service requests they submit arrive as draft work orders for your dispatcher
- 5Quote approvals happen in the portal — no more chasing signatures
Customer stories
How service teams run their operations on Rex AI.
Cut emergency callbacks by a third in one season
By moving 400+ rooftop units onto automated PM schedules and acting on AI health alerts, the team caught failing compressors weeks before breakdown — converting emergency calls into planned, billable maintenance visits.
- 33% fewer callbacks
- 400+ assets tracked
- 2 admin hours saved daily
One dashboard replaced three spreadsheets and a whiteboard
Multi-site dispatch, tenant requests through the customer portal, and site-level reporting brought every building into a single operations view. Leadership finally sees the whole portfolio without waiting on end-of-month reports.
- 60 sites on one dashboard
- 90% faster tenant response
- Same-day reporting
Quotes out the door 4× faster with dynamic pricing
Configurable pricing rules ended the "call the owner to price this job" bottleneck. Office staff now produce accurate, margin-protected quotes in minutes, and the AI flags open quotes that are about to go stale.
- 4× faster quoting
- Zero pricing errors
- 18% higher quote conversion
Release notes
Customer Portal
- Self-service portal: assets, work orders, quotes, documents, and messages
- Email-based sign-in with automatic organization lookup
- Service request submission with dispatcher review flow
- Portal notifications and unread message tracking
Operations Platform
- Work orders, dispatch board, and technician scheduling
- Asset registry with service history and health scores
- Preventive maintenance plans with recurring schedules
- Quotes with dynamic pricing rules, inventory, and reporting
- AI Command Center: daily priorities, revenue opportunities, and risk alerts
Ready to see it on your data?
Book a demo and we'll map Rex AI to your workflows in 30 minutes.
Book Demo