LAILOCKS AIAI revenue operations for the trades
Connections that make the workflow useful

Keep the systems your team already uses.

LOCKS AI is designed to sit across the front-office workflow, not force every trade business into a brand-new stack.

Connection standard: a system is not represented as connected for a customer until access, permissions, actions, fallbacks, and QA are tested. The names below are examples of systems commonly used by trade businesses—not a blanket claim that every feature is natively integrated today.
Field-service & CRM

ServiceTitan · Housecall Pro · Jobber · HubSpot · Other CRMs / FSM platforms

Contacts, leads, jobs, notes, tasks, pipeline stages, call outcomes, and follow-up can be scoped when the customer system exposes an approved integration, automation path, or authenticated API.

Scheduling

Google Calendar · Microsoft 365 · Customer scheduling platforms

LOCKS uses confirmed availability only when the approved scheduling connection is live. Otherwise it creates a callback or appointment request instead of claiming a booking.

Messaging & phone

Existing business phone routing · Approved SMS / email providers · Voice AI infrastructure

Phone, SMS, email, and transfer workflows are configured around the customer's number ownership, consent requirements, routing, and operating rules.

Payments & automation

Stripe · QuickBooks · Zapier / Make · Webhooks · Authenticated APIs

Payment links, invoice or deposit steps, cross-system updates, and custom actions stay inside approved systems. Sensitive payment data is not collected by the AI voice agent.

How a connection gets approved

Connect only what the workflow needs.

That keeps setup smaller, permissions tighter, and failures easier to test.

01Choose the workflowDefine the outcome before connecting software.
02Map required dataIdentify the minimum customer, job, schedule, and status fields needed.
03Authorize accessUse only the permissions necessary for the approved action.
04Test success + failureProve normal actions, rejected actions, timeouts, duplicates, and human fallback.
05Launch + monitorMeasure confirmed actions and surface exceptions instead of hiding them.

Have a system you need LOCKS to work with?

Bring the platform name and the exact action you need. We will scope the connection path before promising it.

Scope it with us →