Pick the job
you'd hand over first.
Every seat here is a job a person used to sit in: a name, a mailbox, a job list, and other staff it can ask. Your customers talk to it by name. You stop being the switchboard. Tap any card for the eight-second version.
Your client emails the project lead. The project lead asks the build, design and QA seats, and replies with real status. You never chase anyone again, including yourself.
BUILDERS · AGENCIES · ANYONE WITH PROJECTSEvery client gets a monthly "here's what we did, here's what's next": assembled from the job records, in your voice. Retention without a retention hire.
RETAINER BUSINESSESNew client signs. An agent chases the logins, the brand files, the photos and the passwords until the checklist is green, then hands off. No more "still waiting on the client".
ANYONE WHO ONBOARDS CLIENTSEvery quote over seven days old gets a human-sounding nudge. The owner only hears about it when there's a reply worth reading.
ANYONE WHO QUOTESAcknowledged inside sixty seconds. Facts gathered. Resolution drafted. The owner gets a decision, not a mess.
CUSTOMER CAREClient emails a photo of the cracked tile. The agent logs it, checks the job history and tells them if it's covered, before a human has looked.
TRADES · MANUFACTURERSSits between the sales agent, the scheduling agent and the finance agent. Owner asks one question, gets one answer.
THE OWNEREmails the trades, collects availability, books the sequence, and only tells you when it can't resolve a clash.
TRADES · BUILDERSOutstanding POs, price changes, backorder ETAs. The job nobody does until it bites.
OPSSeven, fourteen, thirty days. The tone climbs. It stops the moment payment lands and flags the ones worth a phone call.
CASH INArgues with the accounting agent about what actually got billed, and surfaces the leak.
MARGINLicences, insurances, inductions. It emails the person who owns it, and escalates on silence.
LICENSED TRADES · NDIS · FOODReplies in seconds. Asks the three disqualifying questions. Books or bins. Speed to reply is the whole game.
NEW WORKWorks a list of past clients, one at a time, referencing the actual last job. Not a newsletter. A phone call from someone who remembers.
REPEAT WORKAn agent per partner, keeping the relationship warm and the tracking codes honest.
REFERRAL PARTNERSReads the portals every day. Drafts the go / no-go. Only surfaces the ones that fit what you can actually deliver.
TENDERS"Have we done this before?" Answered from every past job, quote and post-mortem. Kills the founder-as-the-only-source problem.
THE OWNERRe-prices every quote from your own history and tells you when you're twenty percent under your own average.
MARGINInterviews the team by email after every job. Files what went wrong. Builds the pattern library nobody has time to build.
QUALITYRuns while you sleep. Reads the day's agent traffic across every project. The one email waiting at 6am is the only thing that actually needs you.
YOUQuestions owners ask
What jobs can AI staff do?
Anything you’d do sitting at a computer: the inbox, quotes, invoice chasing, phones and messages, stock and orders, freight bookings, reviews, social and ads, website updates, research, the diary and bookings, and coordinating a big job across trades and suppliers. If it happens on a screen, it can be a seat.
What can’t AI staff do?
They don’t turn up on site with a drill, and they don’t make the decisions that are yours to make. They won’t be perfect either, which is why a team leader checks the work and anything with money, a customer’s name or a public post on it waits for your yes.
Which job should I hand over first?
Start with the job you hate most, the one that eats your evenings. For most owners that’s the inbox, quote follow-ups or chasing invoices. One seat, one job list, in the tools you already use. When it’s running, you can add the next seat without starting again.
What if a seat gets something wrong?
The same thing that happens when new staff get something wrong. The team leader catches it, the Trainer fixes the gap, and nothing with a dollar sign or a customer’s name on it went out without your nod anyway. If a seat goes quiet, there’s cover, so the work keeps moving.
Tell us the one
you hate most.
We'll tell you whether it's one seat, a couple, or the whole department, and put the price in writing after we've mapped it. If you don't need us yet, we'll say so.
