Stock & purchasing
Stocktakes, job allocations, purchase orders and delivery records in a shared workflow.
WORKSITEAI / PRACTICAL BUILD EXAMPLES
Built to make
the work easier.
I’ve used AI and custom development in my own business to build tools around work I was already doing. These examples show the kinds of systems we can build together for your team.
You can try small sample workflows below. The interfaces are recreated for this website with WorkSiteAI branding and fictional data. They demonstrate the approach, rather than providing access to the original systems.
AI can help build the tool, extract information or assist a review. The finished workflow can also use straightforward software and checked calculations.
01
PHONE → OFFICE
A receipt that reaches the right records.
The everyday problem
Receipts sit on phones, in utes or in an inbox, then someone has to type them up again.
The build
A mobile receipt app with text extraction, editable expense details, receipt images and monthly exports to OneDrive. The export package feeds the custom tax workspace for import and matching.
EXAMPLE SITE SUPPLIESFictional receipt · DEMO-R01
Site consumables$108.00
GST$10.80
Total AUD$118.80
12 September 2026Demonstration onlyCAPTURE / REVIEW / EXPORT
Start with the receipt.
Try this preloaded example to see the information move from a receipt into a structured record.
A scripted walk-through using fixed sample data. No receipt upload, AI call or account connection occurs here.
Capture once, check the details and keep the supporting document with the expense.The sample below illustrates the workflow. OneDrive access is configured in the business’s own account. This is not a claim of direct integration with every accounting platform.
Explore connected admin02
AUTHORISED RECORDS → REVIEWABLE SUMMARY
A tax summary with a path back to the records.
The everyday problem
Receipts, transaction exports and invoice records need gathering, matching and checking before the figures are useful.
The build
A custom tax and cashflow workspace that brings approved records into summaries and keeps proposed or incomplete items in a review queue. Agreed access to receipt folders, transaction exports and business records is part of the setup.
SAMPLE ACCESS MAPPING
Start with agreed sources.
A prepared summary needs the correct folder paths, file formats and authorised access.
These switches only change the demonstration. They do not grant access to an account or folder.
Select both sample sources to continue.
Source files, then a summary.
Select the sample sources and see the reviewed records separated from the item needing attention.
All figures and paths are fictional. This demonstration reads no financial files and submits no tax information.
Prepare a reviewable summary from the right source files, with exceptions kept visible.Access is limited to the folders, files and systems your business authorises. The summary is only as complete as those records. Your accountant checks treatment, completeness and reconciliation before tax reporting or lodgement.
Explore document & finance workflows03
CUSTOM BUSINESS SYSTEMS
Customer, project and order in one place.
The everyday problem
Contact details, quotes, stock records and invoices live in separate files and need repeated updating.
The build
A custom business toolkit bringing together customers, suppliers, projects, products, quotes, stock, purchase orders, invoices and receipt documents. Costing tools sit alongside the records the business uses.
CustomerExample Civil
QuoteDEMO-Q01
Next actionReview scope
One project record
Customer details, quote items and supporting records stay together.
Recreated screens with fictional records. No live customer, stock or financial system is connected.
Build around your workflow and carry the same information through each stage.A full system is built in stages, with permissions, backups and reconciliation agreed in the scope. The preview shows a small part of that workflow.
Explore custom business systems04
ENQUIRY → QUOTE
Start the quote with information you already have.
The everyday problem
Each quote starts with copying the customer, finding the rates and rebuilding the same document.
The build
Quoting tools that use customer and project records, product selections, quantities and costing inputs to prepare an editable quote. The business checks the figures and scope before exporting the client document.
START WITH YOUR CRM
Prepare the first draft.
Sample rate $8.50/m² + $95 freight, excluding GST.
WorkSiteAISAMPLE ESTIMATE
Example Civil
Sample yard upgrade
DEMO-101
- Material
- $850.00
- Freight
- $95.00
- Subtotal
- $945.00
- GST (10%)
- $94.50
- Total AUD
- $1,039.50
Change the project or quantity to see the draft update.
Fictional rates for this demonstration only. This is not a quotation for goods or services.
Automate the preparation while keeping pricing decisions and approval with your team.Try the fictional customer records and sample rates below. The preview is not an offer, and nothing is sent to a customer.
Explore quoting workflows05
METHOD → USABLE TOOL
Put a useful interface around a checked method.
The everyday problem
A calculation is useful, but only the person who built the spreadsheet knows which cells to change.
The build
Engineering and costing tools with labelled inputs, units and outputs, including sizing, fill-height, dosing and tank quantity tools. The interface makes the method easier to use and review.
INPUTS WITH UNITS
Try a simple quantity check.
Flat rectangle. Allowance added to area only; no overlap, slope or anchorage calculation.
Area including allowance105.6 m²
96 × (1 + 10/100)
A simplified interface demonstration, not an engineering design or construction quantity. Schematic is not to scale.
Keep inputs, assumptions and results visible so the team can follow the calculation.This simplified area calculator demonstrates the interface only. Real design tools need validated methods, test cases, operating limits and review by the responsible engineer.
Explore design tools & drafting06
DRAFT → REVIEW → ISSUE
Make repeated drawing work easier to manage.
The everyday problem
Small design changes can mean repeated geometry, dimension, annotation and sheet updates.
The build
Drawing-production and review workflows that use agreed inputs and repeatable details to help prepare drafts and work through revisions. The example below is newly drawn generic geometry, not a client drawing.
WSAI-DEMO-01 · SCHEMATIC ONLY
Review the revision.
Revision A
Original sample
- 6.0 m × 4.0 m rectangle
- Simple dimensioned layout
- Ready for the sample revision
Technical review required before any real drawing is issued.
Scripted comparison of two fictional revisions. This public demo does not perform AI drawing analysis.
Spend less effort repeating edits and give the reviewer a clearer record of what changed.This scripted comparison illustrates known edits; it does not analyse an uploaded drawing. CAD compatibility, dimensions and technical approval still need checking before issue.
Explore drawing production & review07
SITE RECORD → REPORT
Site information that is ready for the office.
The everyday problem
Paper logs and phone notes need retyping before anyone can review them or prepare a report.
The build
Phone-friendly logging tools for site operators, turning familiar recording sheets into a usable interface. Soil and weld records show how a structured site entry can flow into a consistent report layout.
WorkSiteAI / FieldDEMO
SAMPLE TRAINING SITE
Soil log
- Record
- BH-DEMO-01
- Depth interval
- 0.0–0.5 m
- Description
- Sandy clay · sample description
- Sample ID
- SAMPLE-01
From phone to report.
Choose a soil or weld record, then preview the report layout using the same sample fields.
CAPTURE REVIEW REPORTGeneric, fictional records. No actual operator, project or proprietary equipment data is included.
Capture the record at the task, then reuse the same fields in the report.These are generic sample records and a PDF layout preview. Project-specific fields, review steps and any offline operation are scoped and tested for the intended devices.
Explore field apps & PDF reportsMORE FROM THE TOOLKIT
Other useful things
to put in front of a team.
Some of the most useful builds are the everyday links between jobs, quantities, documents and records.
Costing & estimating
Material quantities, freight and cost inputs carried into the quoting process.
Consistent documents
Quotes, invoices and receipts prepared from the same customer and project records.
ADELAIDE · CIVIL · ENGINEERING · CONSTRUCTION
What would your version look like?
Bring one form, repeated task or awkward process. We can talk through the first useful improvement and what it would take to build.