Proxy
AI Assistant · Proposal

Everything You Know,
in Every Pocket of the Crew

Imagine a smarter, quicker version of yourself that the whole company can access, in the field or in the office, 24 hours a day.

A Stone Ridge AI assistant will learn your procedures, your products, your codes, and your jobs. Plus, it can get actual work done in JobTread just as easily as it dispenses advice.

Prepared forJake Johnson, Founder
ByProxy
DateOctober 2026
The goal

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 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 Decking 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
  • Needs specialists and GPU servers to run and update
  • Locked to one model while AI keeps improving every month
Claude plus your playbook
  • 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
Custom‑trained model Claude + your playbook
Typical cost From $60,000, plus GPU hosting of $500 to $1,500 a month $14,500, with AI usage included in your hosting
Time to build 5 to 6 months About 13 weeks
When your info changes Retrain the model: weeks of work and more cost Add the document and it knows it within minutes
Difficulty High: data scientists, GPU servers, ongoing retraining Low: built on a proven platform
What's a playbook?

Your playbook is a living library of everything Stone Ridge knows, plus instructions for how you like things done. The assistant reads the right pages before every answer, so it stays current the moment you add something new.

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 Playbook, Your Assistant, and Real Work in JobTread

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

01 · The playbook

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 their questions in plain English, the way they'd ask you.

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.
Hosting

It's Your App. Host It Yourself or Let Proxy Portal Run It

Your assistant will run on Proxy's own AI platform, the same engine behind our new 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.

While your assistant is connected to Proxy, every improvement we make to the platform reaches it automatically: new models, better search, new connections, and other timely improvements.

Proxy Portal
  • Secure logins and user management, ready on day one
  • Gated file library and both knowledge bases, built in
  • Hosting, backups, and security handled for you
  • Usage tracking and AI credits in one place
  • Every platform upgrade, automatically
  • Email sending built in (Amazon SES) for notifications, follow‑ups, and e‑blasts
  • Same price as your current hosting subscription
Self‑hosted
  • Runs on your own servers, under your control
  • We build and hand over a standalone back end
  • You pay hosting and Anthropic (the AI provider) directly
  • Updates and support continue only while you're on a Proxy plan

What the Portal Saves You

Self‑hosting means everything the portal already does has to be set up again as a standalone back end that runs without us.

What it takes Standalone setup With Proxy Portal
Secure logins and user management (invites, office and field roles) $2,500 ✓ Included
Gated file library to upload, organize, and search your files $2,500 ✓ Included
Knowledge bases, staff‑only and public, with an editor $3,000 ✓ Included
Admin dashboard and usage tracking $1,500 ✓ Included
Hosting setup, backups, and security hardening $2,500 ✓ Included
Total $12,000 Included
Same assistant either way. The portal just means none of the plumbing is your problem.
The build

Start Small, Built for the Whole Vision

We aim for a usable MVP as soon as possible for testing, enhancing, and adapting as we anticipate future use cases and pitfalls.

Step What happens When
1. Plan Kickoff, goals, and a map of every document, workflow, and question the assistant should handle Week 1
2. Gather Your docs, catalogs, codes, and past client conversations collected and organized into your playbook; JobTread access connected Weeks 1-2
3. Design & brand A simple, field‑friendly interface, plus your assistant's name, look, and greeting Weeks 3-4
4. MVP A working assistant: staff logins, your playbook loaded, and answers with sources Weeks 4-6
5. Connect JobTread, the Claude API, the gated file library, and both knowledge bases wired in Weeks 7-8
6. Test Two crew members use it on real jobs, and we log and fix every miss Weeks 9-10
7. Fine‑tune Answers, tone, and actions tuned from real use Weeks 11-12
8. Launch Your whole team invited and live Week 13
Ongoing Add docs any time, monthly usage check, platform upgrades roll in automatically Every month

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.

Deliverables & features

What You Get, and What It Can Do

We're building you an app: a front end your team uses every day, and a playbook that connects your company's knowledge to the Claude API, all managed through Proxy Portal.

Deliverables
  • The Stone Ridge AI app: a web app plus a phone app your team installs from the browser
  • Your Stone Ridge playbook: your documents and procedures, organized and connected to the Claude API
  • Back‑end access through Proxy Portal, where you manage everything
  • A gated file library for uploading and accessing your company files
  • Searchable knowledge bases: a staff‑only one for internal know‑how, and a public one for customer questions on your website
  • Your JobTread connection
  • Your assistant's branding: name, look, and greeting
Features
  • User management: invite staff and set office or field access
  • Downloadable app with your icon on the home screen
  • Answers that cite the exact document and page
  • Building codes and permit procedures organized by jurisdiction
  • Learns from your past client conversations, with personal details removed
  • Does real work in JobTread, and always asks before it saves
  • A list of questions it couldn't answer, so you can fill the gaps
  • Usage and credit tracking in Proxy Portal
Investment

Three Ways to Build It, and the One We Recommend

★ Recommended
Build on Proxy Portal

Proxy Portal

$14,500
about 13 weeks
  • Logins, file library, and both knowledge bases built in
  • Hosting, backups, and security handled
  • AI usage included with your hosting
  • Every platform upgrade, automatically
Run it yourself

Self‑Hosted

$26,500
about 16 weeks
  • Runs on your own servers
  • We build and hand over a standalone back end
  • You pay hosting and Anthropic directly
  • Updates and support only on a Proxy plan
For comparison

Custom‑Trained Model

$60,000+
5 to 6 months
  • A model trained on your data
  • Plus GPU hosting, $500 to $1,500 a month
  • Retraining every time your info changes
  • Needs specialists and GPU servers to maintain
Your build · Proxy Portal

Stone Ridge AI, Built and Launched

$14,500 total
paid in two payments
$7,250
At signing · 50%
$7,250
At launch · 50%

The self‑hosted and custom‑model builds use the same 50 / 50 schedule.

Running it on Proxy Portal

Ongoing Costs

Your hosting subscription already includes your estimated AI usage. It's the same hosting price you're paying now, so nothing changes.

AI credit top‑ups, if you ever need more
$50 / mo
+100 credits a month
$100 / mo
+200 credits a month
$200 / mo
+400 credits a month

For a crew your size, we expect regular use to run around 80 credits a month, comfortably inside the 100 your plan already includes. The top‑ups are only there for an unusually busy month.

Who owns what

Your Knowledge Stays Yours, Forever

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

Your layer · yours outright
  • Your configuration and settings
  • Your data and documents, and the playbook built from them
  • Your custom content, conversations, and brand assets, including your assistant's name and look
  • Anything containing your proprietary information: trade secrets, pricing, customer lists, and procedures

It lives in its own segregated space and never improves our platform or any other client's assistant. Export all of it, any time.

Our platform · licensed, not sold
  • The AI assistant framework underneath your app
  • The knowledge base module, integrations, and tooling
  • Any improvements we make to them, including during your build

You get a perpetual license to use it. Proxy keeps full ownership and the right to refine it and offer it to other clients.

You're the first deployment

Stone Ridge is the first business on this knowledge base module, so here's the line, spelled out. General learnings and improvements from building it belong to Proxy. Anything containing your trade secrets, pricing, customer lists, or procedures belongs to you and stays segregated.

What your build pays for
  • Planning, designing, and building your app
  • Organizing your documents into your Stone Ridge playbook
  • Your JobTread connection, set up around how you work
  • Your assistant's name, look, and greeting
  • A perpetual, royalty‑free license to use it

Proxy keeps the platform underneath, which is why it keeps improving. Other clients get their own separate deployments on it, and your layer is never part of theirs.

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.

Switch to self‑hosting any time

It's your app. Start on Proxy Portal and move to your own servers whenever you like by paying the difference between the two builds ($12,000) for the standalone setup. Self‑hosted copies are for Stone Ridge's internal use only, with no resale or sharing. You cover your own hosting and AI costs. Updates and support continue only while you're on a Proxy plan.

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 planning this month. Your team will be testing a working MVP within six weeks.

Sign & get started →