Case studies
Real problems our customers have solved with their AI
Each of these is a real problem a customer brought to their AI, told the way it actually happened. Names and details are anonymised, and results are described honestly — they vary with each business's processes, team, and how they use it.
Messy orders into priced, margin-checked quotes
The challenge
Quotes were slow and margins inconsistent. Supplier pricing was scattered across emails and price lists, and the team could not quickly see why they were being undercut on big timber and decking jobs.
What the AI does
The AI turns a rough phone or emailed order into a priced PDF quote, pulls current supplier pricing, cross-references a competitor quote when one is supplied, and recomputes the correct freight, GST, and markup so quotes go out fast and priced to win without eroding margin.
The difference
How it works
- Reads orders from phone notes, emails, and attachments
- Cross-references supplier price lists and point-of-sale markup rules
- Compares against a competitor quote to explain the price gap
- Produces a clean, editable PDF quote ready for the counter
Same-day scoping reports for an insurance-restoration contractor
The challenge
The estimating team was manually turning field notes and emailed briefs into damage-scoping reports on locked company templates, wrangling formatting, exporting clean PDFs, and writing client follow-up emails by hand, often against tight estimator deadlines.
What the AI does
The AI builds the scoping report straight from the job details on the team’s locked templates, exports a clean, client-ready PDF, and drafts the professional follow-up email to the estimator, all in one pass.
The difference
How it works
- Reads the job brief from the app or an email
- Fills the locked scoping or trade-breakdown template
- Exports a clean, correctly-oriented PDF
- Drafts the sign-off email to the estimator
A governance and compliance framework, built without a systems person
The challenge
A small team needed to stand up an entire governance and compliance framework — process maps, data registers, and a full set of HSE standards — consistently and professionally, without a dedicated systems or documentation person.
What the AI does
The AI drafts each standard to a consistent template, designs the register structure, writes the SharePoint data-architecture document including security and access, and produces load-ready files plus plain-English setup instructions for a non-technical team.
The difference
How it works
- Maps the firm’s core and support processes
- Designs best-practice registers as structured lists
- Authors each HSE standard on one consistent template
- Produces import-ready files plus non-technical instructions
Email leads turned into logged jobs for an AV integrator
The challenge
Leads and jobs arriving by email were slow to log, admin ate into installer time, and monthly compliance scans were easy to forget.
What the AI does
The AI creates the job from a client email into their job-management system and SharePoint, files the drawings, sets the follow-up reminder, drafts the client reply, and runs the recurring compliance email scans automatically.
The difference
How it works
- Creates the job from an inbound client email
- Files attachments to the drawings folders
- Sets follow-up reminders with the client details
- Runs the scheduled compliance scans
Insurer and fleet comms handled for a smash-repair workshop
The challenge
Constant insurer and fleet-network correspondence and claims paperwork were pulling the team off the tools.
What the AI does
The AI drafts the insurer and fleet emails in the workshop’s voice, assembles claim notes and photo requests, chases tow providers, and produces marketing collateral such as fleet flyers.
The difference
How it works
- Drafts insurer and fleet-network correspondence
- Assembles claim notes, photos, and mechanical-report requests
- Chases towing and job status
- Produces fleet marketing collateral