Work
What I did in my own business first
I would not put a client on anything I had not run myself. So the first case study is mine, told plainly, with the numbers read live from the system.
- 277
- jobs completed in the field
- 208
- invoices issued
- 6
- months closed by chat
- 469
- tools an AI agent can call
Read live from the platform that runs my own business. Test data excluded.
Case study one
A facilities business in Gladstone, run from a phone
The problem
Commercial cleaning programs, window cleaning, pressure washing and property presentation across a regional city: recurring work for some clients, one-off jobs for others, subcontractors doing most of it. Every job meant a quote, a schedule, a work order for the contractor, a completion, an invoice, a payment to chase and a bill to pay. None of the software I tried covered the loop without three integrations and a spreadsheet, and the gaps were where the evenings went.
What I built
One system for the whole loop, driven by chat. A proposal is built on the road and signed by the client on their phone. A recurring service spawns its own jobs on the right dates. A subcontractor accepts a work order and signs their agreement before the first visit. Completion becomes an invoice. The bank feed is reconciled, spend is coded with its GST evidence, and the month, quarter and BAS are closed by typing a sentence to an AI assistant that has every tool it needs.
I did not write the code. I directed AI agents to build it, tested every workflow on a real job before it became a feature, and kept the discipline that a business depends on: every action audited, every number reconciled, every test kept green.
What changed
- Quotes go out and come back signed without an email chain.
- Contractors get their paperwork and their work orders on the phone they already carry.
- Invoices leave the day the job closes, and the books are closed monthly rather than in a panic each quarter.
- Business goals that were out of reach while I was the admin department are now being reached.
What I would tell you
The technology was the easy half. The hard half was deciding how the business should actually run: which jobs need a signed quote, when a contractor is allowed on site, what the month-end has to prove. That is the part I bring to your business, because I have had to answer every one of those questions for mine.
Case study two
A subcontractor signs on his phone
The first time a new contractor works for you is the moment the paperwork usually fails: no agreement, no insurance on file, a work order sent as a text message. In my business the contractor now gets one link. He reads the agreement, signs it on his phone, uploads his compliance documents, and accepts the work order. The system will not dispatch him until the documents are in. Nobody chases anything.
It is a small workflow. It is also the one that used to cost me a client when it went wrong.
I write about how the system is built and why, in public, at the docs. The engineering notes are the unvarnished version.
Want this for your business?
Start with the X-ray. A week, a fixed price, and a roadmap you keep whether or not we go further.