Plumbing van outside a home with replacement equipment ready for service
Introducing Cortex by Opterra

Turn water heater calls into planned replacement work.

Cortex turns a five-minute field check into customer-ready proof and a prioritized queue for pressure, maintenance, and replacement follow-up.

One visit, three useful outcomes
01 · FIELD Capture the condition Age, pressure, protection, and photos.
02 · CUSTOMER Show the proof A clear report they can understand.
03 · OFFICE Queue the next move Call, quote, or plan replacement.

Book a Cortex Walkthrough

See how one field check becomes customer proof and a ready-to-work follow-up queue.

Replacement pipeline Today
11-year tank · high pressure PRV + expansion review
Call
Hard water · anode due Maintenance quote
Quote
Field proof attached to every follow-up.
No spam. Just a tailored walkthrough for your team.
The missed opportunity

Replacement work is already hiding in the service calls you run today.

Your techs already see age, pressure, water quality, install location, corrosion protection, sediment, and photos. Cortex turns those clues into proof the customer can understand and a follow-up list your office can actually use.

Routine call Customer proof Office follow-up
Office-ready brief

Replacement opportunity

11-year unit · high pressure noted · expansion, maintenance, and replacement follow-up ready.

68
Age 11 years
Pressure High risk
Photos 4 attached
Customer-facing proof

The tank is still running, but pressure and age make it worth reviewing expansion protection now and planning replacement before the busy season.

1 Call about PRV and expansion protection Call
2 Quote anode and flush timing Quote
3 Plan replacement conversation Plan
Field capture

Techs document the facts that turn a visit into a reason to call back.

The field flow stays practical: capture the condition, attach proof, and give the office context for the right follow-up.

Captured fact How your office uses it
PRV + expansion tank High pressure, missing protection, and expansion issues become a specific follow-up conversation.
Call reason
Anode replacement Standard or powered anode opportunities surface while corrosion protection still matters.
Quote fit
Flush timing Separate useful sediment service from late-stage units where replacement planning is the better conversation.
Timing
High-consequence location risk Prioritize attic, finished-area, and other installs where failure consequences make timing matter.
Priority
Replacement planning Use age, pressure, install context, maintenance history, and inspections to keep the replacement conversation current.
Booked work
Cortex field capture and customer proof preview
Customer proof

Proof without pressure

The customer sees the calm version. Your office keeps the next move.

The public report explains what was found. The contractor view keeps the evidence, timing, and next action together so the follow-up does not feel cold.

Field check Typical capture time
5 min
Customer proof Plain-language report
Clear
Office queue Follow-up with context
Next
OFFICE FOLLOW-UP

Give your office a reason to call before the tank fails.

After the visit, Cortex turns field facts into a queue your team can work: who to call, what to discuss, and what proof supports the recommendation.

Service call comes in

The tech records age, pressure, water quality, install location, photos, and service history during the visit.

Cortex turns facts into next action

PRV, expansion, anode, flush, location risk, and replacement timing move from loose notes into specific work to discuss.

Office books the right conversation

Your team sees who needs a call, quote, or replacement plan and can reference the proof from the last visit.

The field flow stays short. The follow-up gets specific.

Call Context

Proof captured during the visit
Capture
Age 11 years
Pressure High
Anode Review
Expansion Missing
Water Hard
Location Finished area
One quick check starts the source record. Maintenance, inspections, and replacements keep the next call grounded.

Next Best Work

Risk and timing translated for the office
Analyze
68
Pressure + expansion
Anode protection
Sediment service
Location consequence

Replacement Queue

Office follow-up with proof
Act
1 PRV + expansion review Call
2 Powered anode conversation Quote
3 Replacement plan before busy season Plan
Water-heater intelligence

A real risk engine behind every recommendation.

Cortex is built around a field-tested assessment algorithm, not a generic reminder table. It models biological tank age, pressure fatigue, anode depletion, sediment load, water chemistry, install location, and service ROI before it tells your team what to do next.

Assessment engine

See how tank records turn into defensible next steps.

Change the team size, capture habit, and water conditions. The model shows how documented assessments can surface maintenance, pressure, and replacement work over 36 months.

36 months
Trucks
Capture rate
Market
Algorithm-backed follow-up vs. generic reminders Standard · 10 trucks · Moderate water
2.0x more evidence-backed follow-up
Month 1 Month 12 Month 24 Month 36
Cortex: field evidence plus risk logic Generic reminders: dates without enough context
580 Anode + sediment
344 Pressure package
245 Replacement verdicts
1,168 Actionable queue

Change the truck count, capture rate, or market above to redraw the follow-up model. Estimates are illustrative and depend on close rate, service mix, and how consistently your team follows up. They are useful conversations, not promised jobs.

Cortex treats every tank like an asset with a changing risk profile.

Biological age updates as new facts arrive
The engine turns field inputs into health, failure probability, and scope.
Month-by-month aging when install dates and service events are known
Tier-aware Weibull failure curves for builder, standard, pro, and premium tanks
Pressure, expansion, anode, sediment, chemistry, and location stressors
ROI gates that separate worthwhile service from replacement planning

“Cortex came from the field, but the engine is rigorous. It turns pressure, chemistry, corrosion protection, sediment, and service history into a plumber-ready scope of work.”

Founder, Opterra Local 38 plumber

A growing database of reasons to call

Every record gives your team a better reason to start the next service conversation before the replacement becomes urgent.

5 min
record time
36 mo
pipeline model
Pressure work Flagged
Anode + flush Timed
Replacement plan Clear
Turns today's field checks into tomorrow's action queue
FAQ

What contractors ask before they add Cortex to the job.

Short answers for the buying questions that matter.

No. Cortex is built specifically for residential tank work. It is designed around field inputs, customer-ready proof, and contractor follow-up.

Cortex looks at pressure, expansion protection, anode condition, sediment, water quality, install location, service history, new inspections, maintenance events, completed replacements, and replacement timing.

Customers see what was found, why it matters, and the next step in plain language. Your team keeps the evolving record, deeper proof, and replacement timing as new work or inspections update it month by month.

A CRM reminder gives a date. Cortex gives the work to discuss: PRV, expansion tank, anode, flush, location risk, or replacement planning as new events come in.

Cortex is built around a short field check. The point is to capture the facts techs already notice, then turn those facts into proof and follow-up without adding a heavy office process.

It is built for normal residential calls. The goal is a short field flow that creates useful data.

Book a Cortex demo to see the field check, customer proof, office queue, and follow-up model using real service-call scenarios.

PRV · expansion · anode · flush · replacement planning
Plumbing service team growing higher-value replacement relationships with Cortex
Build the replacement pipeline

Turn routine calls into the replacement work you want.

The best replacement jobs start before the unit fails. Cortex helps your team turn routine visits into proof, keep the next step clear, and follow up before the customer is shopping in a panic.

Book Cortex Demo See the Follow-Up Flow
Why owners pay attention Cortex
Build trust before the quote A simple condition report gives customers a clear reason to keep listening after the service call.
Plan the bigger job earlier Replacement planning starts before panic shopping, rushed shopping, or another contractor gets the call.
Grow the customer base you want Every record gives the office a reason to follow up with proof, not a cold reminder.
High ticket replacement work
Better timing before urgency
More trust more callbacks