Proxy
AI Assistant · Proposal

Everything You Know, in Every Pocket on the Crew

You asked for a smarter, quicker version of yourself that the whole company can ask anything, in the field or in the office. This is the plan to build it: a Stone Ridge assistant that knows your procedures, your products, your codes, and your jobs, and can get work done in JobTread instead of just giving advice.

Prepared forJake Johnson, Founder
ByProxy
DateOctober 2026
What you asked for

One Place Your Whole Team Goes Before They Call You

Right now the answers live in your head, a stack of PDFs, and old client threads. Every question that can't find them turns into an interruption for you.

What it knows
  • Your company docs and procedures
  • Full product catalogs, install guides, and code reports
  • Building codes, local jurisdiction procedures, and application docs
  • Past client conversations
Where it works
  • In the field and in the office, on any phone or computer
  • Everyone at Stone Ridge, with the right access for each role
  • Connected to JobTread and QuickBooks, so it can do tasks, not just give advice
The goal is simple. Your crew asks the assistant first, gets the right answer with the source attached, and you get your day back.
Which model

Why We Don't Train a Model, and What We Do Instead

You asked which models work best. The honest answer: you don't need a custom-trained model. You need one of the best models on the market, connected to a library of everything Stone Ridge knows.

A custom-trained model
  • Months of work, and expensive to redo
  • Frozen the day it's trained, so a new product sheet means training it again
  • Can't show you where an answer came from
  • Locked to one model while AI keeps improving every month
A top model plus your library
  • Runs on Claude by Anthropic, one of the most capable models available
  • Add a document and it knows it within minutes
  • Every answer cites the doc and page it came from
  • Not tied to any one model, so we can switch to whatever is best next year without rebuilding
Code questions get extra care

For building code and permit questions, the assistant quotes the exact section and jurisdiction it's relying on, and flags anything your crew should confirm with the county before they build. Your team gets speed without guessing.

How it works

Your Library, Your Assistant, and Real Work in JobTread

Three pieces work together. You feed the library, your team talks to the assistant, and the assistant handles the busywork in the tools you already use.

01 · The library

Everything Stone Ridge Knows

Procedures, catalogs, install guides, code reports, building codes by jurisdiction, and past client conversations. Organized, searchable, and kept current.

02 · The assistant

Your Own Named Assistant

With the name, look, and greeting you choose. Staff sign in from a phone or computer and ask in plain English, by typing, talking, or snapping a photo.

03 · The actions

Work Done in JobTread

It looks up a job, adds a task or daily log, and drafts an estimate from your catalog. It always asks before it saves anything.

JobTread already syncs with QuickBooks on its own, so we connect one system instead of two. QuickBooks stays current through that sync. Less to build, and less to break.
Built on Proxy

Built on Our AI Platform, Not From a Blank Page

Your assistant runs on Proxy's own AI platform, the same engine behind the assistant in our client portal. That's why this costs a fraction of a from-scratch build, and why it keeps getting better after launch.

$30k+
Typical agency quote to build this from scratch
$18,500
Your build, on our platform
$0
License fees, ever

While your assistant is hosted with us, every improvement we make to the platform reaches it automatically: new models, better search, and new connections. It ages well. We'd know.

The build

Start Small, Built for the Whole Vision

You asked whether to start small or build around the long-term vision. Both. Phase 1 is useful on day one, and everything in it is built for where this is going.

Phase 1 · Weeks 1-5

Foundation

  • Your named assistant: name, look, greeting, and colors
  • Staff logins with office and field roles
  • Your consolidated docs loaded and organized
  • Answers that cite their source
  • Web app, plus a phone app your team installs from the browser
  • Add a doc, and it learns it
Phase 2 · Weeks 6-9

Field & Code Intelligence

  • Building codes and permit procedures, organized by city and county
  • Past client conversations, with personal details removed
  • Photo and voice questions from the job site
  • A list of questions it couldn't answer, so you can fill the gaps
Phase 3 · Weeks 10-13

Actions

  • JobTread connection: jobs, schedules, budgets, and customers
  • Creates tasks, daily logs, and comments
  • Drafts estimates from your catalog
  • QuickBooks through JobTread's sync
  • Always confirms before it saves

The phone app installs straight from the browser, with your icon on the home screen. An App Store version can come later if you want one.

Investment

One Build Price, Then You Only Pay for What You Use

The build · All three phases

Stone Ridge AI, Built and Launched

$18,500 total
paid in three milestones
$7,400
At signing · 40%
$5,550
Phase 1 launch · 30%
$5,550
Final launch · 30%
Running it

No License Fee, Ever

Once it's live, your team's usage runs on Proxy AI credits, the same credits every Proxy client uses. You only pay for what your team actually asks.

$50 / mo
+100 credits a month
$100 / mo
+200 credits a month
$200 / mo
+400 credits a month

For a team of about 15 asking questions all day, we expect roughly 300 to 900 credits a month (about $150 to $450). We'll measure your real usage in month one and recommend the right pack. Any credits your Proxy plan already includes count first.

Who owns what

Your Knowledge Stays Yours, Forever

Plain English, no fine-print surprises. Here's how ownership works on this project.

Stone Ridge owns
  • All your documents and data, and the knowledge library built from them
  • Every conversation your team has with the assistant
  • Your brand, plus your assistant's name, look, and personality
  • The right to export all of it, any time
Proxy owns
  • The platform: the engine, connectors, and code, including improvements made during this build
  • The right to offer the platform to other businesses
  • Never your content: your documents and procedures are never shared with or used for anyone else
Your license

Once the build is paid in full, Stone Ridge gets a perpetual, royalty-free license to use its assistant for its own business. For this project, that license replaces the standard "while you're a client" platform terms in Proxy's Terms of Service.

Continuity promise

If Proxy ever stops running the platform, you get your data and a working copy of your assistant you can run yourself.

Self-hosted copy, any time

Want to run it on your own servers? Ask any time and we'll hand over a self-hostable copy at no charge. It's for Stone Ridge's internal use only, with no resale or sharing. You cover your own hosting and AI costs, and updates and support continue only while you're on a Proxy plan.

You can't get locked in. Your knowledge is yours, and so is a copy of the assistant.
How it rolls out

From a Folder of PDFs to an Assistant That Runs Jobs

Phase What happens When
Kickoff Agreement signed, your docs shared, assistant name chosen, JobTread access connected Week 1
1. Foundation Library loaded, assistant named and branded, staff invited, two crew members testing it on real jobs Weeks 1-5
2. Field & code Codes and jurisdiction docs, past conversations, photo and voice questions Weeks 6-9
3. Actions JobTread tasks, daily logs, and estimate drafts go live Weeks 10-13
Ongoing Add docs any time, monthly usage check, platform upgrades roll in automatically Every month
What we need from you

Five Things That Get Us Moving on Day One

Ready to Give Your Crew a Smarter Version of You?

Sign and we'll start Phase 1 this month. Your team will be asking it real questions within five weeks.

Sign & get started →