Wired Differently for Small Businesses
Try the finished thing, not just a description of what AI might do.
Demo 1 · Fictional Oak & Field Services
Before: quotes in one spreadsheet, follow-ups in someone’s memory. After: a stage, value and next action for each opportunity.
Try it: change Cedar Workshop from Follow-up to Accepted. Watch the summary change, then download the sample records.
3 open enquiries · $1,200 known open value · $1,250 accepted value · 1 follow-up
Values are potential work, not revenue or profit. A $0 enquiry means the estimate is not known. Dates belong to this fixed fictional example.
| Business / work | Value | Stage | Next action | Follow-up date |
|---|---|---|---|---|
| Maple StudioPrinted event materials | $840 | |||
| Cedar WorkshopEquipment service visit | $360 | |||
| Willow OfficeRecords organisation project | $1,250 | |||
| Birch RoomsMeeting-room setup | $280 | |||
| Elm CornerCommunity event support | $0 |
Showing 5 records.
The CSV opens in a spreadsheet. Keep the agreed stages, give every open record one next action, and review follow-ups regularly. This demo is single-user and temporary: shared editing, reminders, permissions and integrations would need separate scope and testing. Export includes all records, not just the filtered view.
Demo 2 · Fictional quotation worksheet
Before: copied totals and overwritten formulas. After: editable inputs, calculated lines and a visible explanation of the maths.
Try it: change labour hours or the discount. Blank or out-of-range inputs stop the calculation instead of quietly becoming a quote.
Enable JavaScript to calculate this worksheet.
Calculation: quantity × rate for each line, rounded to cents; add the lines, then deduct the percentage discount. Tax is not calculated. This is not a tax invoice, price recommendation or accounting system.
This is a browser demonstration of a checked worksheet, not an Excel workbook. The CSV contains the inputs and calculated values, not live spreadsheet formulas. A commissioned workbook would include protected calculation cells where appropriate, agreed validation, test examples and instructions for adding records. The finished tool need not call an AI service.
Demo 3 · Fictional office handbook
Before: “Jamie handles enquiries; check prices before sending; leave notes if a job is unfinished.” After: named responsibilities, short procedures and checks that a new colleague can find.
4 procedures.
Owner: Office coordinator · Example version 1 · 16 October 2026
Check: An enquiry is not an accepted job. Record acceptance separately.
Owner: Business owner · Example version 1 · 16 October 2026
Check: A correct total does not prove the scope or price is right.
Owner: Current job owner · Example version 1 · 16 October 2026
Check: Do not label a task completed just because someone intended to do it.
Owner: Duty coordinator · Example version 1 · 16 October 2026
Check: This fictional checklist is not a substitute for workplace safety or security instructions.
No matching procedure. Try a broader word, or clear the search.
Keep the editable text in a business-owned location. Give each procedure an owner and review it when the work changes. Ask a colleague to follow it and note where they get stuck. The search here uses ordinary text matching, not an AI answer that might invent a policy.
These examples show the scale of a starting point—not a promise that every business needs the same tool. We agree the deliverable, checks, handover, software costs, revisions and any support before starting.
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