Lake Stevens Pete (owner of an HVAC company and other businesses)
An owner of several small businesses, including an HVAC company, counted 27 active AI agents and 36 routines (26 on a schedule) in use across his companies. They pull statements, file invoices, update sales and cost sheets, flag overdue maintenance and track renewal dates. His rules: only three emails ever send on their own, everything else is a draft he approves, and nothing posts publicly or pays a bill without his yes. He keeps an inventory of all agents, which caught a failed reminder and two routines doing the same job.
Minneapolis custom builder Sustainable 9 runs open-book, cost-plus projects up to $6M+ and used to build every draw in a giant spreadsheet. It now pulls costs automatically from bank feeds, vendor emails and field receipt photos into an AI construction-accounting tool, codes each one to job and cost code with approvals, and generates client-ready draw packages. The builder reports billing went from 80+ hours a month to about 2 hours per cycle and that it recovered thousands in receipts that used to go unbilled.
Shrock grew from a family Amish construction business into several entities (custom homes, restoration, prefab), and manual AP and credit-card entry kept coding costs to the wrong job or cost code. It automated AP and card entry with structured approvals and real-time job costing across entities. The controller reports bookkeeping fell from 26-30 hours a month to 12-16 per entity, with job-cost reports leadership can now trust.
Remodeler Trevor Young uses ChatGPT to write pricing formulas inside JobTread, such as one for pricing dirt haul-off. He first had to teach it how JobTread's formula logic differs from Excel. Now he gives it the context, parameters and output he needs, and it returns formulas that fit his setup, saving hours of spreadsheet work. The video's advice: always double-check the math.