Submittal & RFI log
5 open · 2 overdue
2
need you today
action required
11d
avg turnaround
down 1.2d vs last month
$38k
pending change orders
3 records unsigned
0
re-typed entries
posted automatically
Automated today
Reminders to 3 subs · 2 engineer escalations
On the record
Every approval keeps the drawing, cert and decision
Written back
Approved change orders post to the budget nightly
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Submittal & RFI log · sample data
01 — ConTech
Approvals stop living in email threads
Document control on Outlook folders and one shared spreadsheet.
- Industry
- Commercial construction
- Purpose
- Document control & approval routing
Capabilities
- One log for submittals, RFIs and change orders
- Aging flags with automatic reminders
- Approval routing with the decision on the record
- Approved change orders pushed to accounting
Client onboarding
7 clients in flight · avg signed-to-live 18 days · 41 steps run automatically this month
2
awaiting signature
1
deposit unpaid
1
blocked on access
0
missed kickoff steps
Halberd Dental
Agreement e-signed · today
Volt EV Charging
Deposit paid · $4,500
Nomad Coffee
Brand form 3 of 5 answers
Pike & Rowe
Assets received · 24 files
Cedar Financial
Ad account access pending
Bright Orthodontics
Day 14 · retainer billing on
Stax Logistics
Day 22 · QBR scheduled
Automation run · Halberd Dental
4 of 8 steps complete · no manual handoffs
Proposal accepteddone
Agreement generated from template and sent for e-signature
Agreement e-signeddone
Countersigned copy filed to the client record
Deposit invoicedone
50% deposit invoiced automatically · paid in 4 hrs
Workspace createddone
Folder, channel and task list built from the client type
Intake form sentrunning
Answers write back to the same record the team works from
Kickoff scheduledqueued
Fires once intake hits 100% · reminder 24 hrs before
Day-7 status emailqueued
Composed from real task progress, not a template
Retainer billingqueued
Monthly invoice starts the day the account goes live
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Onboarding pipeline · sample data
02 — Agency onboarding
Every new client onboards the same way, without anyone remembering how
Every new client onboarded from memory.
- Industry
- Marketing & AI agency
- Purpose
- Onboarding, agreements & billing automation
Capabilities
- Board from signed to live, with a checklist per client type
- Agreement generated and sent for e-signature on acceptance
- Deposit invoice on signature, retainer starts at go-live
- Signature creates the tasks, folders and client channel
Client onboarding
7 clients in flight · avg signed-to-live 18 days · 41 steps run automatically this month
2
awaiting signature
1
deposit unpaid
1
blocked on access
0
missed kickoff steps
Halberd Dental
Agreement e-signed · today
Volt EV Charging
Deposit paid · $4,500
Nomad Coffee
Brand form 3 of 5 answers
Pike & Rowe
Assets received · 24 files
Cedar Financial
Ad account access pending
Bright Orthodontics
Day 14 · retainer billing on
Stax Logistics
Day 22 · QBR scheduled
Automation run · Halberd Dental
4 of 8 steps complete · no manual handoffs
Proposal accepteddone
Agreement generated from template and sent for e-signature
Agreement e-signeddone
Countersigned copy filed to the client record
Deposit invoicedone
50% deposit invoiced automatically · paid in 4 hrs
Workspace createddone
Folder, channel and task list built from the client type
Intake form sentrunning
Answers write back to the same record the team works from
Kickoff scheduledqueued
Fires once intake hits 100% · reminder 24 hrs before
Day-7 status emailqueued
Composed from real task progress, not a template
Retainer billingqueued
Monthly invoice starts the day the account goes live
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Pipeline board · sample data
03 — CRM & lead management
Nothing sits in the pipeline without someone owning the next step
Pipeline in a spreadsheet, follow-ups in one rep's head.
- Industry
- B2B sales team
- Purpose
- Pipeline, follow-up & reporting
Capabilities
- One pipeline with owner, stage and next action on every deal
- Follow-up tasks created automatically when a deal goes quiet
- Quote and proposal history attached to the record
- Weekly pipeline report built from live data, not a rebuild
Unassigned queue
1 job · Elmwood duct clean
Parts holds
2 jobs waiting on supplier
Auto-texts today
7 arrival windows sent
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Dispatch board · sample data
04 — Field service operations
The office stops calling techs to ask where a job stands
Dispatch on a whiteboard, job status by phone, invoicing re-typed after the fact.
- Industry
- Home & trade services
- Purpose
- Dispatch, job status & billing
Capabilities
- Dispatch board with crew, window and job status in one view
- Techs update status and photos from the job, not from the office
- Parts and labour captured on the job record as it happens
- Completed jobs generate the invoice without re-entry
Vault inventory
412 cards · 38 in grading · 6 consigned
$186,400
portfolio value
+4.8%
30-day change
38
at grader
12
ready to list
Charizard — Base Set
+6.2%BS 4/102 · PSA 8
Black Lotus
+1.4%Beta · Raw
Blue-Eyes White Dragon
-2.1%LOB-001 · PSA 9
Umbreon VMAX
+11.0%Evolving Skies · CGC 9.5
Mox Sapphire
+0.7%Unlimited · Raw
Pikachu Illustrator
listedPromo · Consign
Grading & consignment pipeline
Market prices pulled nightly · grading status synced from the submission portal
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Vault inventory · sample data
05 — TCG tracking
One vault record instead of three places to check value
Inventory split across a spreadsheet, emails and a marketplace dashboard.
- Industry
- Collectibles / trading cards
- Purpose
- Inventory, grading pipeline & valuation
Capabilities
- Scan-based intake with grade, cost basis and location
- Grading tracked from ship-out to return
- Nightly market price sync per card
- Consignment ledger with owner splits and payouts
How work flows in
Tasks land in one system, no matter the source.
Estimate the impact
What does the manual work cost you?
4 hrs
$35/hr
3
Estimated monthly savings
$1,820
Estimated annual savings
$21,840
Rough payback on build cost
3 months
This is a directional estimate only. It assumes the system removes the manual work entirely and uses a sample build cost of $5,000. Your actual savings depend on scope, adoption and process complexity.
Directional estimate, not a guarantee.
Your process is the next one.
Tell us where the work gets stuck.
Describe your process. We design a concept for it — interface and all.