How EGIS works

The intelligence behind the operation.

EGIS is the operating system Equity Geeks owns and runs. People and AI do the work inside it; you see your own operation and approve what commits your company.

Eight stages

Every job moves through the same eight stages.

Each stage has a named owner. The ones that commit your company wait for you.

Stage	Owner	What happens
Marketing	Equity Geeks	Campaigns in your brand, approved by you before they run.
Lead	Equity Geeks	Inquiry captured with its source and the homeowner's consent.
Appointment	Equity Geeks	Booked into real availability and confirmed.
Assessment	Equity Geeks	Site visit, photos and measurements with where each number came from.
Estimate	Equity Geeks	Scoped and priced from your price book, as a numbered version.
Approval	You	You approve, ask for a revision or reject, with a reason recorded.
Contract	You + homeowner	The homeowner signs your contract and pays you.
Handoff and reporting	Your crew, then both	Scope packet to production; results flow back into your owner view.

People and AI

AI drafts. People decide.

EGIS uses AI agents for drafting, summarizing and keeping work moving. They share general know-how across EGIS, but one company's private data is never used for another.

Agents can draft messages, estimates and reports.
Prices below your margin rules, contracts, hiring and money always need a person.
Outbound messages go only where the homeowner agreed to be contacted.
Every agent action is recorded with who approved it.

Your access

What an owner can do in EGIS.

View

Your own operation

Leads, appointments, estimates, sales and collections for your company only.

Approve

What commits you

Estimates, proposals and brand creative wait for your decision.

Request a change

Without running the system

Ask for a revision, a reassignment or a new report. Global settings stay with Equity Geeks.

See where EGIS would fit your company.

Start with a short conversation about how you work today.

Grow My Business Talk to Our Team