Back office · system 09
The paperwork, already drafted.
Permits, warranty claims, weekly numbers. It builds them out of the job records, invoices and photos already sitting in your systems, and leaves them in your signature folder. You read them and you sign them. It does not file anything with anybody.
Demo Business is a made-up business, and its numbers are invented. The system doing the work is the real one.
This would run on your own forms and where every field comes from.
What it does
It watches the systems you already run and assembles the documents that come out of them. A permit application for the job that starts Monday. A warranty claim on the part that failed on Tuesday. The weekly numbers you would otherwise build by hand on a Sunday. Every field is filled from a real record: the job ticket, the invoice, the photos on the ticket, the calendar entry. Nothing is filled from a guess.
The line it does not cross is the signature. It assembles and it drafts, and then it stops. A person reads the document and a person signs it, and that person is you. It does not submit a permit, lodge a claim or file anything with any authority on its own account, and it is not an accountant and not a lawyer. What it takes off you is the assembly, which contains none of the judgment.
The short answer
It reads the job records, invoices and photos already in your systems and drafts the paperwork that comes out of them: permit applications, warranty claims and your weekly numbers. Every document arrives unsigned and a human signs it before it is filed. Plans start at $395 a month, flat, rather than being billed per document, with your own figure set in the free audit before any work starts.
A real Friday, end to end
Pulls
Reads the job records, invoices, timesheets and ticket photos already sitting in your CRM and your calendar.
Assembles
Fills the permit application, the warranty claim or the weekly report from those records, field by field.
Flags
Anything it cannot source is left blank and marked. It does not invent a serial number, a date or a license number.
Hands it over
The document lands in your signature folder, unsigned. You read it, you sign it, you file it. It files nothing.
Records
Writes the finished document back to the job record and sends the weekly numbers on the schedule you set.
What it costs
Flat monthly, no setup fee, month to month. Never per document.
Permits, warranty claims and your weekly numbers, drafted from what your systems already hold and signed by a person before they are filed. What it runs for your business is set in the free audit, before any work starts.
Against a filing cabinet
Which trades use it
Setup and go-live
Most builds go live in about a week to ten days. We sit down with the forms you actually file, agree where every single field comes from, then run it alongside you: it drafts, you compare it against what you would have written, and nothing reaches your signature folder until the drafts stop needing rewrites.
Frequently asked questions
How much does the paperwork system cost?
Plans start at $395 a month, flat, and never per document. What it runs for your business depends on which paperwork you want taken off and where the source records live, which is what the free fifteen-minute audit works out. No setup fee, month to month, cancel any time.
Does it submit the permit for me?
No, and it never will. It fills the application from your job record and puts it in front of you unsigned. You read it, you sign it, you file it. Nothing reaches a city, a manufacturer or any other authority on our say-so.
Does this replace my bookkeeper or my accountant?
No. It assembles numbers that are already in your systems and puts them on one page. What those numbers mean, and anything that gets filed with a tax authority, stays with the professional you already pay. The same answer applies to anything legal.
What happens when it cannot find a field?
It leaves the field blank and marks it. It does not guess at a serial number, a license number or a date. A form that comes back with two marked blanks is quicker to finish than a form with two plausible errors buried in it.
Where does it get the information?
From what you already keep: your job software, your store platform, your calendar or your CRM, plus the invoices and photos attached to the job. It reads those systems rather than asking you to key anything in twice.
What is in the weekly report?
Whatever you would look at if you had the time, agreed with you during setup: jobs closed, invoices raised, money still outstanding, claims still open. Same page, same day, every week, built from the records rather than from anybody’s recollection.
More of what we automate
Step through the systems one at a time, or see all twelve on the hub.
See it fill in your own form.
Send us a form you complete every week and we will build it against your real job records. If it is not good enough, you have lost fifteen minutes.