ERP & Inventory
Whether it's inventory in an online shop, materials on a construction site, or equipment stock in a rental business — one central inventory system prevents wrong orders and downtime.
Industries where we build this
Trades ERP & Quoting Software
Starting Point: Quotes, invoices and accounting are scattered across several tools.
- Trades ERP
- Quoting and invoicing software
- Accounting software integration
Quote, invoice and accounting draw on the same project data.
AI building block details: Quote Assistant
- Task:
- Drafts a structured quote proposal from key data for review.
- Inputs:
- Scope of work, quantities/measurements, stored price lists or past quotes.
- Output:
- Draft quote (PDF/document) with line items, quantities and prices.
- Human approval:
- Draft is always reviewed and approved by a staff member before it is sent.
- Integration:
- ERP/inventory system, accounting software, email.
- Privacy:
- Processes customer and project data from the request; details are defined per project.
Equipment, Tool & Fleet Management
Starting Point: Equipment, tools and vehicles aren't tracked centrally, and maintenance dates get missed.
- Equipment and tool management
- Maintenance scheduling
- Fleet management
Maintenance dates become visible in time, before a piece of equipment fails.
Vehicles, Safety Equipment & Qualifications
Starting Point: There is no central overview of vehicles, safety equipment, expiry dates and materials.
- Manage vehicles and safety equipment
- Track qualifications and expiry dates
- Warehouse and material management
Flags in time when an inspection, training or material restock is due.
Subcontractors, Expenses & Billing
Starting Point: Subcontractors, per-diem expenses and cost follow-up are tracked separately from project time.
- Subcontractor management
- Travel expenses and per-diems
- Invoicing and cost follow-up
Actual costs per site are derived directly from recorded time and materials.
AI building block details: Invoicing & Reminder Assistant
- Task:
- Drafts invoices from service data and reminds about overdue payments.
- Inputs:
- Service/time-tracking data, payment status from accounting.
- Output:
- Draft invoice, payment reminder on a stored schedule.
- Human approval:
- Invoices are reviewed and approved by a staff member before sending.
- Integration:
- Accounting software, time tracking, email.
- Privacy:
- Processes customer and payment data; storage location and retention periods are defined per project.
Material & Warehouse Management
Starting Point: Scaffolding parts can't be reliably tracked back.
- Material and warehouse management
- QR codes for material tracking
Every component is assigned to a site via a simple scan.
Change Orders & Progress Invoices
Starting Point: Change orders and progress invoices are delayed by manual data transfer.
- Change orders generated directly from the takeoff
- Progress invoices
- GAEB and structured e-invoice export
Billing follows directly from the recorded takeoff instead of separate re-entry.
AI building block details: Invoicing & Reminder Assistant
- Task:
- Drafts invoices from service data and reminds about overdue payments.
- Inputs:
- Service/time-tracking data, payment status from accounting.
- Output:
- Draft invoice, payment reminder on a stored schedule.
- Human approval:
- Invoices are reviewed and approved by a staff member before sending.
- Integration:
- Accounting software, time tracking, email.
- Privacy:
- Processes customer and payment data; storage location and retention periods are defined per project.
POS System & Stock Management
Starting Point: POS, product stock and commissions are managed separately.
- POS and invoicing system
- Product and stock management
- Staff and commission management
Sales, stock and commission run on the same underlying data.
Inventory & ERP Integration
Starting Point: Stock is maintained separately in the shop and the warehouse and drifts out of sync.
- Inventory system
- ERP integration
- Stock synchronization
- PIM (product information management)
Stock levels stay identical across shop, warehouse and marketplaces at all times.
Marketplaces & Shipping
Starting Point: Product data for Amazon, eBay and other marketplaces is maintained separately for each one.
- Marketplace integration
- Order automation
- Shipping and label processes
Product data is maintained once and distributed to every marketplace.
Deposits & Pricing
Starting Point: Deposits are blocked manually and pricing is flat instead of seasonal.
- Deposit management
- Payments
- Daily, weekly and monthly pricing
- Accessory and package management
The deposit is blocked automatically and released after the item is returned.
Maintenance & Fleet
Starting Point: Maintenance dates and rental-asset locations aren't centrally visible.
- Maintenance and repair locks
- Equipment and vehicle file
- Location and fleet management
Equipment under maintenance is automatically removed from bookability.
Billing & Retainers
Starting Point: Different hourly rates and recurring services are billed manually.
- Different hourly rates
- Budget and margin control
- Progress and final invoices
- Recurring services and retainers
Invoices are generated directly from recorded project time.
AI building block details: Invoicing & Reminder Assistant
- Task:
- Drafts invoices from service data and reminds about overdue payments.
- Inputs:
- Service/time-tracking data, payment status from accounting.
- Output:
- Draft invoice, payment reminder on a stored schedule.
- Human approval:
- Invoices are reviewed and approved by a staff member before sending.
- Integration:
- Accounting software, time tracking, email.
- Privacy:
- Processes customer and payment data; storage location and retention periods are defined per project.
Sounds like your business?