The AI reads his job site photos and CRM notes, writes the client report and sends the invoice
He runs a small home service business. On site his crew capture photos and notes into a CRM; the AI reads the CRM over a connector, studies the photos and writes the full client report he used to write himself. When the report is done he tells the AI to send the invoice, and it builds the Stripe invoice from the project notes and sends it to the customer.
How it works
- Crew capture photos and notes on site
- The AI reads the CRM and photos
- Writes the client report
- He approves
- The AI creates and sends the Stripe invoice from the notes
Why it’s worth knowing
The photos are the report. The agent reads the site the way he used to, then bills for it in the same breath.
Where it’s from
Summarized from a public post on reddit.com. See the original ↗