HVAC owner gets his numbers by asking
Reporting lived in the CRM and the invoices.
Home services
My numbers sit in the CRM and the invoices.
- The problem
- My numbers sit in the CRM and the invoices. A revenue picture means pulling it by hand.
- What we built
- An assistant on Telegram. He sends a message and it answers.
- What changed
- He asks on Telegram and gets the answer from his own invoices.
The problem
My numbers sit in the CRM and the invoices. A revenue picture means pulling it by hand.
- Reporting lived in the CRM and the invoices.
- A revenue picture meant pulling it by hand.
- Daily reports took staff time every day.
What we built
- An assistant on Telegram. He sends a message and it answers.
- Answers from his invoices. He asks for the last 90 days of revenue. It answers from his invoices.
- A live dashboard. Looker Studio, tied to live business data.
- Daily reports. Built from the CRM and sent without anyone building them.
What changed
He asks on Telegram and gets the answer from his own invoices.
Daily reports go out without anyone building them.
He came back for a second support order after launch.
Still pulling your numbers by hand?
Send the report you rebuild by hand. We will tell you what can build itself.
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Tools
- OpenClaw agent
- Telegram
- OpenRouter
- Looker Studio
- CRM