Quote to signed proposal
- Site survey notes in
- Draft quote from price book
- Manager review
- Send and follow up
AI Operating Map Example
An example AI Operating Map
This is what the free tool gives you: a commercial HVAC company with 60 people, mapped from its website, with what the team already built and the system that keeps it running.
Where AI fits
Service call dispatch
- Call or web request
- Triage and priority
- Match technician
- Confirm with customer
Invoice and collections
- Job closed in field app
- Invoice drafted
- Reminder sequence
- Flag overdue to owner
What your team already built
- Quote prompt
- Invoice automation
- Scheduling app
The system that runs it
- Integrations
- Permissions
- Approvals
- Monitoring
- Change handling
How to read it
- Where AI fits. Three workflows picked from what a stranger can read on the website, each with the steps AI would take on. Here: Quote to signed proposal, Service call dispatch, Invoice and collections.
- What your team already built. The prompts, automations, apps, bots and agents people already use. Here: Quote prompt, Invoice automation, Scheduling app.
- The system that runs it. Integrations, Permissions, Approvals, Monitoring and change handling: the layer that keeps every build working when people rely on it.
- Hours a week to keep it alive. For these 3 builds the tool estimates roughly 4.5 to 10.5 hours a week of upkeep (Quote prompt: 0.5 to 1.5 hours; Invoice automation: 1 to 3 hours; Scheduling app: 3 to 6 hours). The ranges come from running our own agents and are rough on purpose; you can adjust them on your own map.
Make yours in about two minutes
Free, no signup. Enter your website and the map draws itself.