There is a version of this business that would be much easier to run: build one product, sell the same thing sixty times, never leave the office. We don't do that, and it isn't principle — it's that the thing being automated is different at every company, in ways that only show up when you watch.
Take the agent we usually suggest first, the one that makes old records askable. On a slide it is one product. In practice it is three different builds.
At a machine shop
It reads job travelers, setup sheets and drawings. People ask by part number and customer: “the stainless bracket we ran for Miller in 2022.” A right answer brings back the traveler, the setup notes, the cycle time and what the job ran for — and then stops, because the estimator builds the new quote, not the software.
At an electrical contractor
It reads submittals, as-builts and inspection records. People ask by job address and inspector: “the panel upgrade on Third Street — who signed off on it?” A right answer links the drawing set and the inspection report, and a qualified person checks it before anyone acts on it. Nothing here is a compliance opinion.
At a distributor
It reads order history, supplier price lists and correspondence. People ask by SKU and account: “what did we last sell this at, and to whom?” A right answer shows the history and the document it came from. What counts as “last” turns out to be a real question, and the answer differs by company.
Where the differences actually live
Same base, three builds. The divergence is never in the AI — it is in four unglamorous places:
- What the documents are. Scanned travelers behave nothing like a submittal PDF.
- How people ask. Part number, job address or SKU changes what has to be indexed.
- What a right answer contains. An answer that is technically correct but missing the cycle time is a wrong answer at a machine shop.
- Where it must stop. Every build has a line past which a person takes over. Drawing that line is most of the work.
You cannot get any of those from a questionnaire. You get them from an hour at somebody's desk watching them work — which is why the first hour of every job we do happens at your office, and why it is free. It isn't a sales call. It is the first hour of the build.
Start with one job
A free one-hour walkthrough at your office picks the job. Three days later you see it running on your own files.
Start with a walkthrough →