laser-automation

Build a centralized automation and analytics platform that integrates with ServiceM8 (job management) and Xero (financials) to optimize service operations. Core Goals Automate job creation from PDFs/emails Structure technician notes into actionable data Track job status, quotes, parts, and payments in real-time Improve supplier coordination and inventory visibility Enable operational analytics and insights Key Problems Solved Manual work order processing Unstructured technician data Poor visibility on job status, quotes, and parts Slow supplier communication No inventory tracking Lack of analytics Core Modules Work Order Ingestion (PDF → structured data → job creation) Technician Notes Processing (clean + extract faults, parts, actions) Job Tracking System (statuses, progress, dependencies) Quote & Estimate Management (tracking + automated follow-ups) Supplier Management (price checks, responses, reminders) Inventory Tracking (stock levels, usage, alerts) Financial Tracking (Xero) (invoices, payments, overdue) Unified Dashboard (all operations in one view) Automation Features Auto follow-ups for: Supplier quotes (e.g. 7 days) Customer approvals (3–7 days) Alerts for missing data, delays, pending actions Advanced Features Parts Intelligence Engine Detect duplicate parts across jobs Maintain centralized parts usage ledger Track lifecycle (ordered → allocated → installed) Validation Engine Prevent duplicate quoting or incorrect parts Cross-check with past installations Job Linking Link related jobs (same customer/appliance/issue) Sync updates across jobs AI Detection Layer Normalize part names (NLP) Detect duplicate/similar parts Trigger real-time alerts Overrides System Allow manual overrides with audit logs Integrations ServiceM8 → jobs, notes, statuses Xero → invoices, payments, POs Security Role-based access Secure APIs & encrypted communication Phases Digitization & Visibility (ingestion, notes, dashboard, tracking) Automation (inventory, suppliers, quotes, follow-ups) Analytics (financial + operational insights) Outcome Reduced manual work Faster job processing Better quote conversion Improved supply chain efficiency Data-driven decision making