Reporting assistant
Organizes the week's updates and prepares a draft management report for leadership to review and send.
What we’d teach and build in a business like yours.
Reads each RFQ email, drawings and specs, then fills your quote sheet with material, quantities, tolerances, finishes and open questions.
Estimators start from a filled-in quote sheet, not a blank one.Takes the solicitation, specs and attachments and produces a table of every "shall" requirement, with section and page references.
The team sees inspection, certification and packaging requirements before it bids.An AI voice agent answers after-hours and overflow calls, sorts emergencies from routine work, books jobs and texts the on-call tech.
Night and weekend callers get answered and booked instead of calling a competitor.Reads emailed POs (PDF, Excel or email body), matches customer part numbers to your SKUs and prices, and stages a draft sales order.
Inside sales checks orders instead of typing them.A tech talks through the job and takes photos, and AI produces the job notes, invoice line items and a customer-facing summary.
Invoices go out the same day with clear notes the customer understands.Reads incoming mill test reports, pulls grade, heat number, chemistry and mechanical values, and checks them against the PO and spec limits.
QA reviews only the certs that fail or look wrong, not every one.Reads the QuickBooks aging report each week, drafts reminders matched to each customer's history, and waits for owner approval before sending.
Every overdue invoice gets a polite, consistent follow-up.Reads several carrier quote PDFs and builds a side-by-side of limits, deductibles, exclusions and premium, plus a draft client proposal.
Producers present options sooner, with gaps between quotes clearly marked.Reads each RFQ email, drawings and specs, then fills your quote sheet with material, quantities, tolerances, finishes and open questions.
Estimators start from a filled-in quote sheet, not a blank one.Takes the solicitation, specs and attachments and produces a table of every "shall" requirement, with section and page references.
The team sees inspection, certification and packaging requirements before it bids.Reads incoming mill test reports, pulls grade, heat number, chemistry and mechanical values, and checks them against the PO and spec limits.
QA reviews only the certs that fail or look wrong, not every one.Turns a phone video of an expert doing a setup into a draft work instruction with steps, tools, checkpoints and still images.
Work instructions get written because the expert only has to film once.Loads equipment manuals and past work orders into a searchable assistant that answers fault questions with the manual page cited.
The second-shift tech gets an answer with a page reference, not a guess.Watches sent quotes, drafts a follow-up when a customer goes quiet, logs win/loss reasons, and reports win rate by customer.
Every open quote gets a follow-up, and you learn why you lose.An AI voice agent answers after-hours and overflow calls, sorts emergencies from routine work, books jobs and texts the on-call tech.
Night and weekend callers get answered and booked instead of calling a competitor.A tech talks through the job and takes photos, and AI produces the job notes, invoice line items and a customer-facing summary.
Invoices go out the same day with clear notes the customer understands.Takes your trade's spec sections and lists every submittal, approved manufacturer, testing and warranty requirement, with section references.
Unusual requirements are priced into the bid and don't turn up at closeout.From site-visit photos and a voice memo, AI drafts a scope list, item counts and a proposal in your format for the estimator to price.
Proposals go out within a day of the site visit.A tech photographs the unit's nameplate, and AI fills make, model, serial, refrigerant and age into the customer's equipment record.
Every customer has an accurate equipment list for maintenance and replacement offers.Reads each subcontractor's certificate of insurance, checks limits, endorsements and expiry against your requirements, and emails subs before coverage lapses.
You know which subs are covered before they set foot on site.Reads several carrier quote PDFs and builds a side-by-side of limits, deductibles, exclusions and premium, plus a draft client proposal.
Producers present options sooner, with gaps between quotes clearly marked.Pulls claims history from carriers' loss-run PDFs and prior applications, and pre-fills ACORD applications for the account manager to review.
Submissions go to market faster with fewer retyping errors.Takes a client's statement PDFs from several banks and returns one categorized spreadsheet that ties back to each statement's balances.
Staff review and categorize transactions instead of typing them.Reads emailed timesheets (PDFs, photos, handwritten), matches hours to worker, client and date, and stages them for payroll and billing.
Payroll and invoicing run on time without a day of re-keying.Reads emailed POs (PDF, Excel or email body), matches customer part numbers to your SKUs and prices, and stages a draft sales order.
Inside sales checks orders instead of typing them.Reads supplier price files (PDF or spreadsheet), compares them to current costs, and lists every change with its margin impact for approval.
Cost increases reach your price list before they erode margin.Reads manufacturer spec sheets and fills your catalog fields (dimensions, voltage, material, compatibility), then drafts titles and descriptions.
New products go live faster, with complete, searchable specs.An AI support agent looks up the customer's actual order and tracking, answers status and return questions, and passes anything else to staff.
Staff spend their time on real problems, not tracking lookups.Reads the QuickBooks aging report each week, drafts reminders matched to each customer's history, and waits for owner approval before sending.
Every overdue invoice gets a polite, consistent follow-up.Loads your SOPs, pricing rules, past proposals and FAQs into a shared assistant that answers staff questions with the source document.
New hires find answers themselves, and your senior people get their time back.Takes raw exports from the ERP, accounting or CRM and builds a working Excel workbook with formulas, pivots and a dashboard tab.
Someone builds the weekly numbers once, then refreshes them in minutes.A browser agent copies rows from your spreadsheet into supplier, carrier or government web portals while a person watches and approves.
Tedious portal entry runs while the team does other work nearby.Illustrative examples. AI drafts and flags. A person approves anything that goes to a customer, into your books or onto the floor.
How Fabritek could combine hands-on AI training and custom tools to reduce repetitive work across its business.
Illustrative engagement · Sample results and testimonialSample figures for the concept, not measured results.
Fabritek's leadership knew manufacturing. They wanted practical AI help without distracting the team.
Workshops on everyday tasks, then focused tools built around their workflows.
Monthly sessions, recorded training, SOPs, and upkeep for the tools.
Workshops on the team’s real tasks.
Three focused tools, built around existing workflows.
Monthly sessions to tune what works and pick what’s next.
Organizes the week's updates and prepares a draft management report for leadership to review and send.
Helps employees find answers in approved company documents, with a source reference on every answer.
Organizes incoming requests, assigns owners, and flags anything that's missing the information needed to act.
AI searches every spec, clause and amendment at once and points to the exact page.
…the contractor shall complete first article inspection on the initial lot before full production…
…first article test results must be submitted within 30 days of the first delivery…
…revises the first article requirement to apply to the new bracket assembly only…
Set your team size and tick what eats the week.