01 Operations
Intake → invoice on autopilot
A services firm was re-keying every job from intake form to invoice by hand. We closed the loop.
The problem
Every new job arrived through a web form, then a coordinator re-typed it into the scheduling tool, the CRM, and finally the invoice. Three copies of the same data, three chances to fork.
What we built
An event-driven pipeline: form submission validates, creates the job, syncs the CRM, and drafts the invoice, with a review step before anything hits a customer. Retries and alerting on every hop.
Handoff
Run docs, a dashboard the coordinator actually opens, and an on-call alert that names the failing step. They own the code and the keys.