Where the work gets written down
Where your business already keeps records that work, the agents work across those and we build none of it again. Where the spreadsheet has run out, we bring these. They are real and already built, so a workflow shaped for you does not start from scratch. You are not buying the list.
What is here is one set of records rather than a suite of products that talk to each other. A customer is the same customer in a quote, a job, an invoice and a timesheet, which is why an agent can move between them without being told twice, and why an approval means the same thing wherever it is given. Nothing is put in front of an agent that you have not asked for.
On top of what you already run
The point is not to move your business onto this. It is to stop you being the thing that carries information between the places it already lives.
The agents we set up arrive already able to reach the things a business actually runs on: your email, your calendars, the drive your files live on. That is not something we bolt on afterwards. It comes with the agent. Your accounting system is part of the same picture: connecting the agent to Xero, or to whatever you use instead, is something we do as part of setting you up.
Our own tools connect to the agent the same way everything else it uses does. There is nothing special about them from the agent’s side, and that is the point: drafting a quote in here and reading an email out there are the same kind of job to it, so a workflow can run across both without anybody noticing the seam.
What the agent is allowed to do with them is a separate question, and a stricter one. It can read and draft freely inside the parts you have asked for. Sending, approving and paying it can only propose. The platform refuses it the rest, not because the agent was asked nicely but because the sign-in it holds cannot do those things.
Sell
From an enquiry to an invoice
Everything between an enquiry and an invoice, for a business that has not already got that part solved. Your rates live in a price book you own, quotes are priced from it and versioned, and the invoice comes off the quote rather than being typed again. The agent drafts and prices; sending anything to a customer is a person’s decision, every time.
Customers
Customers, contacts, notes and tags, and the customer agreement printed as a PDF.
Quotes & invoicing
Quotes priced from your price book, versioned and sent as branded PDFs; invoices raised from them.
Content
Images and tags for your public website, served from the platform.
CampaignsPlanned
Outbound campaigns to your customer list.
Make
From a won quote to a finished job
What happens between a won quote and a finished job. A project carries the scope and price it was sold at, your template puts the tasks on it, and purchasing and stock hang off the same record, so what a job needed and what it actually consumed are two numbers you can put side by side. Two of these are for work that is cut and fitted rather than picked off a shelf: the spec check before anything is made, and the ledger every unit and offcut moves through.
Projects
Jobs with areas and tasks from your templates, linked back to the customer and the quote.
Specs & sign-off
An appliance registry with cutout sizes, a spec per area, and a readiness check before manufacture.
Units & offcuts
Every piece of material and every offcut as a serialised unit with its own movement ledger, reserved to and consumed by orders.
Inventory
Items with SKUs and suppliers, stock movements, low-stock filters and stocktakes.
Purchasing
Suppliers and purchase orders: drafted by the agent, sent only once you approve, received against on the dock.
Run
Keeping the business itself running
The parts that keep the business itself running: who worked where and for how long, what was filed against which job, what gets sent when something happens, and the queue where every proposal an agent makes waits for a person. The staff app belongs here too. It is how the time module gets its hours, not a second product.
Time & attendance
Clock in from the phone app, geofenced to the job; leave, public holidays and a payroll export.
Documents
Files with version chains and share links; supplier invoices read from a Gmail inbox and matched to purchase orders.
Messaging
Rules that turn events into email, a message to another system, or a notification waiting in the admin, from templates you own.
Agent actions
The approval queue: every proposal an agent files, exactly what it would send, and who approved it.
RosterPlanned
Who is working when, planned ahead of the week.
HRPlanned
Staff records beyond the timesheet.
The staff app
CLTimeTracker, the one tool on this page your staff hold rather than your office. It is how hours reach Time & attendance: one tap to clock in, matched to the site the person is standing on, leave requests in the same place, and a queue that survives a basement or a rural road.
What the staff app doesWhat the agents learn while you use them
An agent that forgets everything between conversations is a very fast temp. Two services we build and run ourselves are what stop that, and they are the reason this is worth more to a business in a year than it is on the first day.
Memory that outlasts the conversation
The agent has a memory of its own and we extend it. What your business calls things, how you price, which supplier you actually use for what, the way you word a quote, the customer who wants everything confirmed in writing. It is written down and it is there next time, for whoever asks next rather than only for the person who taught it.
The work itself becomes a skill the team can use
Everyone on the team effectively has their own agent, and every one of those sessions is somebody solving a real problem in your business. The second service watches how the agents are actually used, distils what happened into a skill, and makes that skill available to everyone else. What one person worked out on a Tuesday is something anyone can do on Wednesday, instead of sitting in a thread nobody else can see.
The agent can say what got done, and what is next
Because those sessions are the record, the agent can work out what a person actually finished during the day, put that beside what was planned, and say what comes next, the way an assistant who had been in the room all day would. It is describing what happened, not marking anyone.
This knowledge is the business’s. It is built out of your own work, it is held for the team rather than in one person’s history, and it grows on its own as the business operates rather than because somebody was given the job of writing it all down.
None of this is the point on its own
A set of records nobody drives is just another thing to keep up to date. What we sell is the work getting done across your business. This is part of what makes that possible, and the rest of it is people: we map how your back office actually works, stand the agents up on it, connect what you already run, and keep changing it as you change.