Built & testedVoice AIClient go-live pending
Voice Agent for Field Service Close-Out
Commercial services contractor — via partner engagement
When a technician finishes a job, the billing team has to chase them by phone for the handful of details
an invoice needs. This calls the tech instead. The agent asks a fixed set of questions, and the answers
come back mid-call as structured data, land in the job record in the company's ERP, and flag the ones
that need a human.
The hard part was writing into a system that already holds real people's work. The ERP only accepts a
whole-note overwrite, and roughly a third of those notes already had a biller's own writing in them.
So it reads the note first, prepends to it, and refuses to write at all if that read fails
— an automation that can silently destroy someone's work is worse than no automation.
Next on the roadmap: the close-out call is the first piece of a larger program. The
anchor build is an invoice agent — it reads the finished job, works out what the customer's contract
covers and what is billable, and drafts the invoice on hold so a person still releases every
one. The model classifies and names the rule it applied; a deterministic step does all the money math,
so no dollar figure is ever produced by a language model. After that comes the dispatch side: turning
inbound service email into scheduled appointments, and after-hours coverage that knows who is on call.
n8n orchestrationVoice AI agentERP REST API
Webhook toolingPython test harness
3 orchestrated workflows · 180+ automated checks, including live writes against a real ERP sandbox
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Client system — anonymized at the client's discretion; walkthrough available on request.
Prototype
Real Estate Investment Platform
Scale Virtually — Builder
A 27-page platform for property investors. It rates any deal on eight weighted factors so
every property ends up with one score you can compare, and prices a home by fitting a trend line through
recent comparable sales — the reasoning an appraiser does by hand, done in a second. It also spots likely
flips and drafts the contract.
Next.jsTypeScriptSupabase / PostGISMapboxRecharts
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