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The map our advisor draws

A business owner tells the advisor what tools they use. It draws them like this and shows where AI could save time or money.

Your operation, as we see it

What you're running today

Whoever answers writes it down
Job details retyped at the end of the day
Invoice takes the card payment
Job becomes an invoice line on its own
React Flow
What we would take off you

Product names and logos belong to their owners. Shown to illustrate connections, not to claim a partnership.

You told usWe saw it on your siteWe couldn't checkLikely, from what you saidAlready connectedTyped in twiceWhat we'd addBy hand
Read this map as a list
  • Mobile phoneYou told us · sure

    Phone

    Mobile phone. You told us about this one, so we are treating it as certain. We hold that at sure. You said: “If I am under a sink I miss the call.”

    • By hand — Mobile phone is handed to Paper diary on the desk. Whoever answers writes it down. Today that is a real drag.
  • Paper diary on the deskYou told us · sure

    Scheduling

    Paper diary on the desk. You told us about this one, so we are treating it as certain. We hold that at sure. You said: “The book on the desk is the schedule.”

    • Typed in twice — Paper diary on the desk is retyped into QuickBooks. Job details retyped at the end of the day. Today that is costing you the most.
  • QuickBooks (Intuit)You told us · sure

    Accounts and invoicing

    QuickBooks. You told us about this one, so we are treating it as certain. We hold that at sure. You said: “Invoices go out of QuickBooks.”

    • Already connected — QuickBooks flows into Square. Invoice takes the card payment. Today that is running fine.
  • SquareWe saw it on your site · fairly sure

    Taking payment

    Square. We spotted this running on your public website, which tells us it exists but not how you use it. We hold that at fairly sure. Our note: Payment script found on the public site.

  • Any customer databaseWe couldn't check · not sure yet

    Customer records

    Any customer database. We can only read your public web pages. Anything behind a password is invisible to us, so a blank here never means you don't have it. We hold that at not sure yet.

  • A single place every job landsWe'd add · fairly sure

    Something built for you

    A single place every job lands. This does not exist yet. It is what we would put in place for you. We hold that at fairly sure. Our note: Proposed by us to remove the evening retyping the owner described.

    • What we'd add — A single place every job lands would flow straight into QuickBooks. Job becomes an invoice line on its own.

We can only read your public web pages. Anything behind a password is invisible to us, so a blank here never means you don't have it.

Logos and product names belong to their owners. Utlyze is not affiliated with or endorsed by any of them.