A back office for jobs, invoices and follow-ups
Voice notes become suggested changes I review before they go in. An illustrated walkthrough shows the steps with sample data.
Operations, systems and practical AI
I help owners and small teams improve how work gets done: clearer systems, better workflows and practical uses of AI, built into the tools you already use. Questions get answered without you, details get typed once, and what the business knows isn’t stuck in one person’s head.
New client starting this week · Example & Co.
Waiting on you
Start here
Five problems that turn up in small service businesses of every kind, in an office or out on site. Each one has a first move you can make this week.
‘Can you just check with me first?’
Most of it is people asking where things are up to. One shared record per job, with an owner and a dated next action, answers that without you.
‘I’ve typed that into the CRM, the quote and the invoice.’
Decide where each detail is entered first, and have everything else copy from there. Connecting the tools then becomes a one-way job.
‘Only Sam knows how we do that.’
Next time Sam does it, write the steps down as they go, awkward cases included. A checklist someone has used beats a manual nobody opens.
‘Half the team uses AI. Nobody does it the same way.’
Pick one task people already use AI for. Write down what goes in, the instructions and who checks the result, so anyone can run it the same way.
‘Did that one ever get invoiced?’
When work finishes in one system and gets billed in another, someone has to carry it across. Track what’s waiting in between, and name who moves it.
Each works one problem through in depth. Three use examples from site-based work, where my own business is, and three use office examples. The method carries across.
Why it happens
Write it once, press hard, and everyone who needed the record got the same copy at the same moment: the customer, the office and the file.
Today’s tools are faster, but each keeps its own copy. Details get retyped, answers sit in someone’s inbox or memory, and someone ends up as the copy machine. Most of what I build puts the shared copy back.
How I work
When work keeps stalling or landing on you, I trace it with three questions. The answers usually point to something smaller than a new system.
Who needs this next, and what are they trying to do?
What do they need in front of them to do it without asking anyone?
Where does that information live today, and whose job is it to move it?
Often the fix is a shared record, a few required fields, a named owner and a weekly review. When it isn’t, I build what the work needs:
Real work
Two systems I use in my waterproofing consultancy, described as they are. Not client results.
Voice notes become suggested changes I review before they go in. An illustrated walkthrough shows the steps with sample data.
A small script that prepares a photo register in the observation-only format, as a draft for a person to review. Shown on a sample row.
Who’s writing this
I run a waterproofing consultancy on systems I built myself. I’ve also consulted within my family’s business, and helped friends bring AI into their work. I like the unglamorous part: how work actually moves, and what would make it move without someone pushing.
Bring one recent example to a free 30-minute call. We’ll look at where it gets stuck and what would fix it. If a guide already covers it, I’ll point you there.
Booking opens Calendly. Prefer to message first? Find me on LinkedIn.