01
Start with the basics.
What AI does, what the terms mean, and where it can help in your business.
For home service business owners
Learn how to use AI
in your business.
I'll show you how, no prior experience required. We'll start with the basics, then you'll learn how to use it to get real work done.
What you'll learn
02
Try it out.
Ask it to do something, see what comes back, and learn how to make changes.
03
Put it to work.
Set up Codex and have it work through a task using your files. We'll do one together.
04
Connect your business tools.
Learn how plugins and connectors let it work with your files and apps.
05
Check its work.
Spot mistakes and missing information before you use what it gives you.
06
Do it again yourself.
Save the steps as a skill so you don't have to explain everything next time.
Here's one way you could use Codex.
Say you have a list of estimates to follow up on. You can have Codex go through the list, find the customers who need a follow-up, and prepare their messages. Here's what that looks like.
1Your estimate list
estimates.csv
| Customer / job | Status |
|---|---|
| Alex M.Water heater · 10 days | Open |
| Jordan T.Drain repair · 9 days | Accepted |
| Sam R.Faucet install · 8 days | Open |
Days shown are since the last contact.
2Give Codex the job
Find open estimates with no contact in the last 7 days. Make a follow-up list and draft a message for each. Save it for me to check.
- Read the spreadsheet
- Check each estimate
- Create the list and messages
3Your follow-ups, ready to check
follow-ups.csv2 customers
Alex · Water heater
Hi Alex, following up on your water heater estimate. Any questions I can help with? Let me know if you'd like to go ahead.
Sam · Faucet install
Hi Sam, checking in on the faucet installation estimate. Do you have any questions before deciding?
Jordan's accepted estimate is left out. No messages have been sent.
Get one-on-one help
I'll teach you how to use AI while we work on things you need done.