Work

Tools that are running today.

Each case: the problem, the data it started from, what was built, and the business number that changed.

Data & dashboards
Financial OS
An 18-tab workbook replaced by one system that tracks every dollar and raises the alarm on its own.
$7,375 in untracked spending identified in the first month.
WO‑1042CompletedCreate InvoicePDFEdit
Created Mar 14, 2026 4:12 PM
Customer
Copper Valley Motors
(717) 555‑0134
418 Ridge Ave, Lancaster, PA
Technician
R. Mendez
(717) 555‑0188
Schedule
ScheduledMar 14, 2026
CompletedMar 14, 2026
Total time1h 15m
Job information
Complaint
Rooftop unit not cooling
Description of work
Replaced run capacitor and contactor
Parts used
Run capacitor$48.65
Contactor, 40A$61.20
Total materials$109.85
Time entries
Mar 14 — R. Mendez14:20 – 15:35
Automation
Tech Core PO
From pencil and paper to a mobile app: the analyst assigns work orders straight to technicians and follows them to completion.
Paper work orders → a mobile app.
Data & dashboardsAutomation
Invoice report
A daily accounts receivable report that builds itself and says what changed since yesterday.
Accounts receivable report, automated daily.
Data & dashboards
Contact center analytics
A monthly statistic built by hand in spreadsheets, turned into a dashboard that writes its own finding.
From 30–45 minutes of manual work to uploading 2 files.
WebsitesIn progress
Core Climate website
The public face of the same system: a service site built to book jobs.
Screens coming soon
AutomationIn progress
Vacation schedule tool
Case study in progress.