QuattOS · The Vision · June 2026

QuattOS

Software that lets us grow without growing the team.

The unified, AI-native platform across the entire customer journey — configure → order → prep → install → service — built to decouple growth from headcount.

No human in the loop unless atoms are moving Synthesized from the Quatt brain + the vision work to date
The whole thing in one line

Quatt is winning sales. But every time we sell 50% more, we’ve had to hire ~50% more people to deliver it.

QuattOS breaks that weld.

One platform that runs the whole journey, with software and AI agents doing everything except the physical install. Growth restored — not by hiring into it, but by building a machine that doesn’t need us to.

Why now — not next year, not in three years

Three forces make this the moment.

01 · The market

It’s commoditizing.

Everyone has a decent heat pump at a similar price. You don’t win on the hp alone anymore. You win on experience — easy, smooth, fast, affordable, magical — and on operational cost.

02 · The system

It’s a liability, not an asset.

~9 systems glued together: HubSpot (~100 deal stages, 390 active workflows), QST, NetSuite, Skedulo, 362 Make scenarios, spreadsheets, email. No single system knows the complete state of a customer.

03 · The window

It’s never been cheaper to build.

Models are finally good enough for real customer work; AI-assisted development means a small team ships what took an army. Whoever builds this operating model in 12–18 months gets a cost structure nobody can catch.

Today, to answer “where is this customer and what’s next?” you query four or five tools. That’s not a foundation you scale on — it’s spaghetti that breaks under load.

The economic heart of the whole thing

The flywheel

The majority of our cost is in the lead-to-install and support process — not the hardware. So that’s the highest-leverage thing we can touch.

Strip people-cost
out of the process
Shave ~€1,000
off the price
Win more
customers
More volume
→ more scale
Even more
efficiency
Round and round — operational scale stops being a cost disadvantage and becomes the moat.

The elasticity that powers it: a €500 price cut → roughly +9 deals/week (+12%), ~€2.5M/year.

The prize — where this goes

Stage 4 is the real prize.

Start Ramp Sharpen Scale — a system that scales without scaling people
  • Installs heat pumps at scale with near-zero operational headcount per unit
  • Enters a new country by configuring rules, not hiring a local ops team
  • An experience so frictionless the hesitation barrier — our biggest conversion blocker — disappears
  • A cost structure that lets us set the market price

Anything deletable, delete. Own 100% of the stack.

What QuattOS is

One platform, three surfaces.

1 · Customer Portal

Where the customer lives the whole way through: configure, upload photos, track the order, complete prep, apply for financing & subsidy, pay.

The portal IS the product.

2 · Workflow Engine

The configurable brain underneath. It knows what tasks exist, in what order, which are blocked, which run automatically. Country-, product-, channel-agnostic.

Scales to new variants without new code.

3 · Operations Dashboard

The internal cockpit. Real-time visibility, run by humans at first, progressively handed to AI agents. The dashboard is the escape hatch, not the primary interface.

For a board it lands as four plain-English components: a self-serve configurator · an automated post-order workflow · ops dashboards as a single source of truth · AI agents that take over the repetitive human work, task by task.

The questions you keep getting

What QuattOS is not.

People hear…
The truth
“QuattOS is Pipeline 2.0”
No. Pipeline 2.0 was a HubSpot clean-up — done, and folded in as groundwork. QuattOS is a new platform an order of magnitude bigger.
“QuattOS is an AI tool”
No. It’s a platform — AI-native to its core, but not “an AI.” AI is how it operates, not what it is.
“QuattOS = €10–15M”
That’s the upside if 2–3 productivity levers land. A realistic prize, not a guaranteed number. Always frame it that way.
“It replaces HubSpot / Skedulo / NetSuite”
Not a big-bang rip-and-replace — but the direction is deliberate. NetSuite (finance) and Snowflake (the warehouse) stay as systems of record. QuattOS absorbs the logic, so HubSpot and Skedulo are retirement candidates, and Tableau is retired in favour of Snowflake-native reporting.
How we build it — the Operating Algorithm

We don’t bolt AI onto a broken process.

Every problem runs through the same five steps, in this order:

1 · Challenge the requirement 2 · Delete 3 · Simplify 4 · Speed up 5 · Automate — and only now

Automating a broken process just breaks it faster.

The order is the whole point. The build cadence matches: daily commits, weekly ships, hourly iteration. Delete-and-iterate is the operating mode.

Under the hood — the three non-negotiables

The architecture rests on three rules.

State lives in one place.

Every piece of operational truth has a single home — QuattOS. HubSpot, NetSuite, Skedulo become consumers of that truth, not co-owners of it.

Flows are task graphs, not pipelines.

A journey is a set of tasks with dependencies — not a fixed position in a linear stage list. That’s what makes it reorderable.

Every action is an API call.

Humans, AI agents and outside systems all hit the same endpoints — no privileged path. The trick that lets us swap a human for an agent on any task without re-plumbing.

Where state lives — the migration story

From HubSpot-as-record to QuattOS-as-record.

The same destination, reached deliberately. Today HubSpot still holds deal state so sales keeps its view; over time QuattOS becomes the single source of truth and HubSpot’s deal stage is retired.

Today · transitional
QuattOS workflow engine
the only writer of deal state
HubSpot — system of record
4 stages: Lead · Opportunity · Ordered · Installed. Everything else read-only.
End-state
QuattOS — single source of truth
Property-based state, not deal stages. No more 100-stage pipeline.
HubSpot → a reader
Deal stage made obsolete → licenses cancelled.

Why it’s safe: in both pictures only one system writes state. We just move which system is canonical — HubSpot today, QuattOS tomorrow — without ever having two writers.

The workflow engine — three interlocking layers

State machine · Rules engine · Orchestrator.

Layer 1

The state machine

At any point a customer is in exactly one state and can only move when conditions are met. A signature moves quote sent → quote signed; satisfied work-prep checks move it onward. Nothing else touches those fields.

Layer 2

The rules engine

Country, product, partner and payment are configuration, not code. Sequencing is configurable too — a German regulatory step, a bulk-partner shortcut. An installation partner is just a configuration dimension on the standard pipeline.

Layer 3

The orchestrator

Does the actual work: create the NetSuite order, schedule the Skedulo job, charge in Stripe, update HubSpot, notify the customer and the right teammate on Slack — in order, checked, retried on failure, and surfaced immediately if it can’t complete. No silent failures.

The task-graph engine — for the builders

Same building blocks, different sequences.

Each task carries the logic that makes the system run itself: auto_if · skip_if · due_at · dependencies. Not different systems — different orderings of the same primitives.

Standard
ConfigureOrderValidatePrepInstall
Reverse · hesitant buyer
Upload photosGet validationSee confirmed priceOrder
AI-guided · future
Video call with AIReal-time validationInstant quoteOrder

And the one task type that is always human: INSTALLATION — atoms are moving.

The stack — and the calls still open

Built on what we have, decided in the open.

Frontend — one app

Portal + ops dashboard as route groups

A single REST API

One contract a human dev and an AI agent both read

Durable workflow engine

Interrupted flows resume exactly where they stopped

Lightweight event sourcing

Every state change an immutable event — audit trail + the narrative an agent reads as context

6-entity domain model

Customer · Property · Order · Task · WorkflowDefinition · Asset

Three open architecture calls

  • Build approach. A new Next.js monorepo vs. evolve the existing AdonisJS / TypeScript / Postgres / AWS backend — “not a rewrite.”
  • Durable execution. Inngest (TS-native, no infra) vs. Temporal (battle-tested at scale) vs. Postgres-backed queues to start.
  • Rules engine shape. One central rules engine vs. decoupled per-module engines.

Genuinely undecided — and worth getting right early. Property persists independently of the customer, so returning customers and shared-address history just work.

AI-native by design

The company itself becomes AI-native.

Agents are first-class operators of the business, not a chatbot in the corner. Because every action is the same idempotent API call whether a human or an agent makes it, we replace work one task at a time — no big-bang re-architecture. The workflow engine stays in control; AI handles the judgement.

Human task today
Agent target
Acceptance bar
Inbound lead qualification
AI voice agent
captures ≥90% of what a human would, flags only edge cases
Photo / site validation
AI vision check
human review needed on <20%
ISM readiness checks
AI signal-checking
zero routine chases left for humans

The deeper build philosophy: you don’t need to write so much software — you write pipelines with skills. Skills are editable markdown, so behaviour changes with no code change. And the real differentiator is a self-improvement loop — every day asks “what did we learn — update the definitions, the priors, the decision log, the strategy?” That’s where the compounding is.

The customer portal — one place, no handover

Everyone on the journey, in the same window.

Today, at every handover — sales → work prep → installer → ISM — context is lost. The portal keeps everything in one place. The information accumulates and stays visible to everyone, end to end.

Customer

Sees their journey; enters info, uploads, signs — or does it with a sales agent who opens the same screen.

Sales

Acts on everything the customer entered; both sides notified on every change.

Work prep

Picks up exactly where sales left off; reviews, approves, builds the placement plan.

Installer

One summary: house, piping route, materials, notes. Nothing said aloud and lost.

ISM

Full history if something goes wrong after install — approved, communicated, noted.

The portal replaces QST — and quietly does something bigger: every entry, approval and document becomes the structured record that makes the AI world model possible. An assistant answers grounded in the actual record, not a generic FAQ.

The experience we’re building

We engineer out hesitation.

The biggest thing between a customer and a yes is hesitation — our biggest conversion blocker. So we design it out.

Self-service that respects the customer

Postcode + house number auto-fills the home. Twenty click-through questions become one slider. We recommend one right configuration, not twelve. Benchmark: BOXT — best-in-class online heat-pump buying.

Commitment by design

A small down payment marks the order “converted.” “Pick your install date” creates ownership. “Finish the configurator fast → guaranteed install in ~2 weeks” selects for high intent. Ask when you’d like to be called, not whether.

Validation in the background

Pre-checks run while the customer types. Order with open questions, and an expert resolves them after — never blocking the purchase. Plans auto-generated from the customer’s own photos.

The five modules — each a digital product with an owner who has soul

Five products, own users, own KPIs.

1Lead / Marketing
Traffic → qualified lead
AI voice qualification, automated routing
2Opportunity / Sales
Qualification, quoting, configurator
Self-serve configurator, auto-quote, more visits/day
3Order
Work prep, validation, scheduling, financing
The post-order engine — the biggest automation prize
4Install
Installation-day execution
Throughput, first-time-right
5Post-install
Support, service
Deflection + self-service
A module in build · #proj_yoshi

Yoshi — the install & service module.

If we rebuilt our installer tooling from scratch, what would it be? Yoshi is QuattOS’s installation & service module — and the tip of the spear of the tooling we’ll eventually sell to installers across Europe. Its customers are both internal and external installers.

Commissioning

Set hardware up fast and correctly — connectivity, settings, full functional verification.

Installation quality

Confirm it actually performs — heat pump, central heating, and electrically.

Servicing

Field-tech tools — component tests after a replacement, actionable diagnostics.

Remote monitoring

Surface problems before the customer calls — proactively, from the fleet.

Multi-level access

Partners see only their own installs; Quatt sees all. GDPR-structured by design.

Run as a product, not a feature (discovery led by Bob van Iersel & Julie Roland Sørensen). Remote monitoring builds on Lino Hendriks’ AI-first ticket-resolution system — a deterministic flag opens the case before any customer calls. These are the install/service rails the B2B flywheel sells onward to SME installers.

How we build Yoshi — the AI-first tip of the spear

Prototypes are the requirements.

We don’t write a PRD and then start coding. Yoshi is our pilot for an AI-first build loop — capture reality, generate working prototypes from it, let customers react, and let those recordings become the spec the agents build against.

01

Flood it with input

A large set of stakeholders give input — much of it async, via voice messages.

02

Record every session

All discovery meetings — including on-site desk visits — are recorded.

03

Generate prototypes

Recordings generate working prototypes — possibly live, during the session.

04

Customers review

Installers try the prototypes and record their reviews.

05

Recordings → scaffolding

Reviews + architecture maps + acceptance criteria become the scaffolding agents build in — orchestrated by product + a software architect.

06

Ship daily

Once the scaffolding stands, drop into a daily shipping cadence and iterate.

Weekly reviews keep it honest — the standing artefact is a working prototype, not a status doc.

What we’re building right now — not a roadmap of someday

The machine is already running.

✓ Live
  • Chill / cooling configurator — self-serve cooling, hybrid+chill bundle, airco upsell
  • AI Sales Coach — reads every call, coaches at a scale no human trainer could
  • Mailboard — drafts replies for Call & Sales Support, Snowflake-backed
  • Ops dashboards — compulsory Call-TAM operational view
  • Rose — inbound voice agent on Claude; targeting ~50% fewer agent calls
● In flight
  • Work-prep automation — our sharpest bottleneck. Capture the visit properly upstream, auto-generate the plan. 6 → 30+ plans/day/agent; the agent shifts from writing plans to checking AI-written ones.
  • HubSpot → QST migration — own deal management, make the deal stage obsolete, cancel the licenses
  • Replacing Skedulo — our own scheduling; field dashboard built, route logic next
→ Next
  • Configurator financing — point-of-sale 0%-interest loan; 10–20% take-rate vs 1–3% today
  • Touchless ordering — video walk-through → AI vision + questionnaire → a pre-configured solution lands in the inbox → order; experts validate the unknowns after
  • Post-order automated evaluation — validation + placement planning in one engine (~80% of post-order work)
What the backbone makes possible

Three scenarios, one platform.

Installed three days later

Tuesday evening: configure, pay a deposit, record a video walkthrough. An AI agent analyses the piping, recommends a route, generates the plan, confirms in minutes. She picks Thursday. The installer arrives; the heat pump runs. First click to installed: three days. €4,000 without subsidy.

A partner onboarded in days

A PO adds a bulk installation partner to the configuration layer — decoupled ordering, partner invoicing — and builds their portal on documented endpoints. Because the backend behaves consistently, it works in production with no follow-up project. Ordering within days of signing.

A developer ships the same day

A spec, not a prompt. An agent reads the codebase, builds the feature, adds it as a config entry, opens a PR with its own tests. Three AI review passes + full CI. The dev checks for what the pipeline can’t. Ships behind a flag the same day; A/B running by morning.

Measure honestly

We measure what’s real.

An early “46.4% post-signature drop-off” turned out to be misleading. Cohort analysis showed converted → installed is actually 95.6% — true post-conversion attrition is only ~2.8%. So the case rests on operational efficiency and growth enablement, not recovering imaginary lost revenue.

Metric
Today
Target
Plans / day / agent
~6
30+
Home visits / day
3
4.5
Quotes / day / agent
~5
10
Ops FTE per 100 installs/week
0.70
<0.50
Median lead-to-install time
75 days
compressed
Beyond the Netherlands — where the architecture pays off biggest

Country = configuration, not a code rewrite.

We enter heavily-regulated foreign markets with the cost structure of a software company instead of a field-services company — in weeks, not quarters, capital-light.

France · priority

The wedge is AI-first dossier automation that cuts out the aggregator middleman.

~€420<€20

admin cost per install. A structural moat, not a discount.

UK · parallel

All-electric, BOXT-style digital journey, freelance install network. Strip ~£800–1,000/install of survey + compliance paperwork.

~£3,500~£2,100

net price to the customer.

Incumbents have slick front-ends but fragmented back-ends — they can’t mandate a single operating system onto the physical job. We can. That’s the moat.

Beyond DTC — the B2B flywheel

We don’t beat the installers. We arm them.

The same cost edge that wins us customers puts every SME installer under pressure — and the way they relieve that pressure is to run on our rails: buy our hardware, and adopt QuattOS to get the same efficiency.

QuattOS cost edge
~€1,000 out of the price
SME installers squeezed
can’t match price or experience
They come to Quatt
for hardware and the OS
We capture the volume
+ platform margin + data
COGS ↓, edge widens
more installers come
Turn the competitors we’re out-pricing into our distribution + installation network.

The strategic intent: make it so hard to win on sales that an SME installer’s best game is to install all day — with Quatt as the sales channel and QuattOS as the brain. Addressable: ~3,000 heat-pump installers in NL, mostly 2–10 FTE still doing CV/boilers. We get there with QuattOS + volume.

Two things every installer buys from us

Hardware. And the operating system.

Hardware — wholesale

A wholesale “Hybrid Core” SKU, priced €/kW with channel margin built in — so the installer marks up and still beats the market. As COGS glides €1,100 → €500, the offer only compounds. The full ecosystem to resell: Hybrid · Chill · HomeBattery · All-Electric.

QuattOS — the rails

An installer is just a configuration dimension, not a custom build. A partner portal — bulk ordering, job tracking, house creation — on documented endpoints, onboarded in days, installer↔NetSuite wired. They rent the same lean ops that give us our edge: configurator, auto work-prep, scheduling.

The Kraken move, one rung down: the platform that runs Quatt becomes the platform that runs the installers who run on Quatt. Every installer on our rails deepens the data, the buying power and the moat.

Not a someday idea — the rails are live

The marketplace is already built.

“The Salesforce of installers”

  • Post a job → a reverse Dutch auction drifts the price up from ~€800 until a vetted installer claims it (€800–1,200 / install).
  • Installers vetted on Google reviews, KVK and ratings; payment released only after photos + customer confirmation.
  • Quatt provides the equipment, the plan and the customer — the installer just shows up.

Already shipping

  • Partner portal rebuilt; installer↔NetSuite integration wired
  • Live partners: Roke, DuurzaamXL
  • Tender overflow jobs out → solves the capacity crunch today while building the demand-side network for tomorrow
~3,000NL installer TAM
daysto onboard a partner
overnightto build the marketplace
The long horizon — optionality that costs almost nothing

The same architecture that runs Quatt could one day run others.

We’re not building QuattOS to sell it — the focus is and stays our own operations. But configuration-driven rules per country/product/partner, a clean API surface, modular workflows and a shared portal are exactly the decisions that make a platform licensable. Designing for that optionality costs almost nothing now and is very expensive to retrofit later.

$8.65BKraken — Octopus Energy built it internally, then licensed it to E.ON Next, EDF, National Grid. Now 70M accounts; valued at spin-off in 2025.
€12BViessmann — a digital platform built for internal operations became central to the value case in Carrier’s acquisition.

Same problem, everywhere

Solar, EV-charging and HVAC installers — and utilities expanding into home energy — all need to orchestrate a complex, multi-system journey with rules that vary by market. They’d rather not build it themselves.

We shouldn’t build a licensable product today. We also shouldn’t make architectural choices that rule it out.

The lines to remember

Lift these straight onto slides.

No human in the loop unless atoms are moving.
The portal IS the product.
Decouple growth from headcount — a system that scales without scaling people.
Win on experience in a commoditizing market: easy, smooth, fast, affordable, magical.
Turn operational scale from a cost disadvantage back into a moat.
Country = configuration, not a code rewrite.
The cost structure of a software company, not a field-services company.
Automating a broken process just breaks it faster.
Anything deletable, delete.
Every improvement today avoids a hire tomorrow.
Where we are, and what’s next

The machine is running. Scale is what we build toward.

The configurator, the AI coach, the email assistant, the dashboards, the voice agent — all live. The platform spine is being built now. The window is 12–18 months. Discipline to keep deleting before automating is what wins it.

No human in the loop unless atoms are moving

Sources, in order of precedence — the Quatt brain (con-quatt-os, Atlas, Pipeline 2.0, the simpler-installation & direct-install models, the installer-channel & B2B-marketplace work, BT&D notes) · Jorge’s QuattOS vision (8 June 2026) · the prior QuattOS architecture document (May 2026). Where they diverged on where state lives and on the durable-execution / build choices, this deck frames them as one migration story and as open calls, respectively.

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