Demo · AI

Paperwork read for you, filed when you say so.

Invoices, handwritten job sheets and emails are read by AI and the details typed in for you. It shows what it read, asks when it isn’t sure, and files nothing until you approve.

About 2 minutes
Made-up business, made-up customers
Runs in your browser. Nothing is sent.

Monday morning at Example Drain Co.

Three pieces of paperwork are waiting for the office manager. Pick one and press “Read it”. The AI fills in the fields and asks when it can’t read something for sure. Nothing is filed until you press “Put it where it belongs”.

DemoMade-up documents for a made-up company, Example Drain Co. The reading is scripted, and nothing is filed or sent from this page. In real use, nothing is filed until a person approves it.

Monday, 8:40 AM. Three documents are waiting for the office manager. Pick one, then press Read it.

PaperworkExample Drain Co.Demo

Waiting for the office manager

The document

What the AI read

Read
Check
File

Monday morning, three pieces of paperwork are waiting for the office manager. For each one, the AI reads the page and fills in the fields, says when it isn’t sure, and shows where it will file it. Nothing is filed until the office manager approves.

Supplier invoice from Example Supply Co.

PDF from Example Supply Co. · 1 page

Example Supply Co.Wholesale plumbing and heatingSpringfield · (555) 555-0131

Invoice

No.: 20417
Date: Oct 22
Due: Nov 21
Terms: Net 30

Bill toExample Drain Co.
Account 4471

Job / ship toJob #1041
123 Example St

Item	Qty	Unit	Amount
WH-50GWater heater, 50-gal gas	1	812.00	812.00
FC-18Flex connector, ¾ in × 18 in	2	11.75	23.50
DP-22Drain pan, 22 in	1	21.90	21.90
FT-KITBrass fittings, assorted	1	18.40	18.40

Subtotal875.80

Total due$875.80

Please include the invoice number with your payment. Thank you for your business.

Drawn for this demo. Made-up supplier and amounts, tax left out.

What the AI reads

Vendor

Example Supply Co.

Invoice

#20417

Dated

Thursday, Oct 22

Due

Saturday, Nov 21 (net 30)

Job

#1041, Customer 1, 123 Example St Matched in your job list

Items

Water heater, 50-gal gas$812.00
Flex connectors × 2$23.50
Drain pan$21.90
Brass fittings$18.40

Total

$875.80 The items add up

When you approve, it goes to

Bills to pay in your accounting software: Example Supply Co., $875.80, due Nov 21.
Job #1041 for Customer 1: $875.80 in parts, with the invoice attached.

Where it ends up

Your accounting softwareSimplified illustration

Bills to pay

Vendor	Due	Amount
Example Supply Co. NewInvoice #20417 · Job #1041	Nov 21	$875.80

Added to the list, not paid. Paying it stays with you.

Job #1041Customer 1 · 123 Example St

Parts cost

Water heater, 50-gal gas$812.00
Flex connectors × 2$23.50
Drain pan$21.90
Brass fittings$18.40
Parts total$875.80

Invoice #20417 attached

The technician’s handwritten job sheet

Photo from the technician’s phone · Sat, 10:52 AM

Example Drain Co.Job sheet

DateSat 10/24

CustomerCustomer 2

Address48 Maple Ave

Work doneKitch. sink slow, cabled drain, clear. Disposal rusted thru @ base, replaced w/ new ½ HP

Time on site9:10 – 10:45

Parts usedDisposal ½ HP (truck) $1?5, disch. tube, putty

NotesTold cust. no grease down sink

TechTC

A photo of the technician’s paper job sheet, drawn for this demo.

What the AI reads

Date: Saturday, Oct 24
Customer: Customer 2 Matched to Saturday’s booking, Job #1042
Address: 48 Maple Ave
Work done: Cleared the kitchen sink drain with a cable. Replaced the garbage disposal, rusted through at the base, with a new ½ HP unit.
Time on site: 9:10 to 10:45 AM, 1 h 35 min
Parts used: Garbage disposal, ½ HP, from truck stock. Discharge tube, plumber’s putty.
Disposal cost: $1?5 Not sure
Notes: Told the customer: no grease down the sink.

The AI isn’t sure

The disposal cost is smudged. The middle digit looks like a 4 or a 7. Is it $145 or $175?

I won’t guess at an amount. Pick the right one, or type it.

When you approve, it goes to

Job #1042 for Customer 2: 1 h 35 min of labor, the parts with the disposal at the amount you confirm, and the technician’s note.
Ready to invoice: drain clearing and a garbage disposal from your price list, $534. The invoice itself waits for you.

Where it ends up

Job #1042Customer 2 · 48 Maple AveReady to invoice

Labor: Technician, 1 h 35 min (Sat, 9:10 to 10:45 AM)
Parts: Garbage disposal, ½ HP, from truck stock, your cost the amount you confirm. Discharge tube, plumber’s putty.
Notes: Told the customer: no grease down the sink.

To invoice, from your price list

Drain clearing, sink, tub or shower$189
Garbage disposal, installed$345
Total$534

The invoice itself waits for you. Nothing goes to Customer 2 until you send it.

Email from the city: sewer permit inspection

Email to [email protected] · Mon, 7:52 AM

Inspection scheduled: Permit SW-0418, 9 Cedar Ct

City Permit Office <[email protected]>To: [email protected] · Mon, Oct 26, 7:52 AM

Hello,

An inspection has been scheduled for the permit below.

Permit	SW-0418, sewer lateral replacement
Site	9 Cedar Ct
Inspection	Underground sewer, open trench
Date	Thursday, October 29
Window	8:00 AM to 12:00 PM

The trench must be open and the new pipe exposed. A contractor representative must be on site. The inspector will call about 30 minutes before arriving.

To reschedule, reply by 3:00 PM the business day before.

City Permit Office

Drawn for this demo. Made-up email and permit.

What the AI reads

From: City Permit Office
Permit: SW-0418, sewer line replacement
Job: Customer 3, 9 Cedar Ct Matched by address in your job list
Inspection: Underground sewer, open trench
Date: Thursday, Oct 29
Window: 8 AM to 12 PM
Before: Trench open, new pipe exposed
On site: Someone from Example Drain Co. The technician is on this job
Heads-up: Inspector calls about 30 min ahead
Reschedule by: Wednesday, Oct 28, 3 PM

When you approve, it goes to

Calendar: Thursday, Oct 29, 8 AM to 12 PM, sewer inspection at 9 Cedar Ct.
Reminder for the technician: Wednesday at 4 PM, the day before.
Customer 3’s job: inspection noted, with the permit number.

Where it ends up

CalendarThursday, Oct 29

Sewer inspection, 9 Cedar Ct8 AM to 12 PM · Customer 3 · Permit SW-0418Technician on site. Trench open, new pipe exposed. The inspector calls about 30 min ahead.

Customer 41 to 3 PM · 4B toilet, 2C tub

Reminder for the technicianWed, Oct 28, 4:00 PM

“Tomorrow 8 to 12: city sewer inspection at 9 Cedar Ct, Customer 3’s job. Keep the trench open and the new pipe exposed. The inspector calls about 30 minutes ahead.”

A calendar alert on the technician’s phone. To move the inspection, reply to the city by 3 PM Wednesday.

In real use

What’s real, and what’s made up.

The same in real use

The AI reads the paperwork that reaches you, like supplier invoices, photos of job sheets and emails, and fills in the fields you’d otherwise type. Then it puts each one where it belongs: your accounting software, the job record or your calendar.

Made up for this demo

Example Drain Co., its supplier, its staff, the customers and every document here, including the amounts on the invoice. The reading is scripted for this demo. In real use it works on your own documents, and when it can’t read something for sure, it asks instead of guessing.

What stays with you

Nothing is filed until a person approves it. You choose which documents it reads, where each kind goes and who approves. It never pays a bill or sends an invoice: those stay with you.

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Want the paperwork typed in for you?

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