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How it works
Nine workflows that take the admin off your plate.
IAM Systems gives your business nine ready-made workflows on Odoo, run by AI agents. Each one can run automatically or wait for your approval.
Four moments, on screen.
What you and your team actually see. Product screens are illustrative examples with made-up names and figures.
"Henley St kitchen. Twelve downlights, two double GPOs on the island, new circuit at the board, dimmer for the dining zone. Two days for two of us."
✓ Sent to your approval queue
7:00
Tuesday
Problem, agent, result.
Every client chooses automatic or approval for each workflow. Agents never order materials or move money.
Quote to signed job
The problemQuotes get typed up at night from notes and memory.
What the agent does
Turns a voice note or PDF into a priced draft quote. After you approve it, the client signs online, follow-ups go out, and the deposit invoice and project are created.
What you see
Draft quote in your approval queue
Bills and expenses
The problemSupplier bills and receipts pile up and get keyed in late.
What the agent does
Reads bills from your bills@ inbox and receipts from phone photos, and allocates each one to the right job.
What you see
Bills filed against jobs
Time tracking
The problemChasing timesheets every Friday.
What the agent does
Your team logs hours three ways: a voice note to their agent, automatic location tracking, or the Odoo timer.
What you see
Hours against each job
Job costing alerts
The problemYou find out a job ran over after it's finished.
What the agent does
Watches every job against its quote and alerts you at 80%, 90% and 100% of budget. Hourly jobs show actual hours used.
What you see
Alert in your brief and chat
Invoicing
The problemReady-to-bill work sits unbilled.
What the agent does
Lists ready-to-bill jobs in your weekday morning brief and drafts the invoices. Invoice any job on request.
What you see
Draft invoices to approve
Debtor chasing
The problemAwkward follow-ups never get sent.
What the agent does
Drafts polite reminders for overdue invoices, on a schedule you set.
What you see
Reminders to approve or auto-send
Morning brief
The problemStarting the day trying to remember what's urgent.
What the agent does
Every weekday morning: today's jobs, what's ready to invoice, money in and anything over budget.
What you see
A short brief on your phone
Job debriefs
The problemSite knowledge lives in one person's head.
What the agent does
After every visit the tech gives a quick debrief, and before the next visit the agent briefs whoever is going.
What you see
Notes on the job, brief before the visit
Escalation and handoff
The problemIssues raised on site get lost.
What the agent does
A tech raises an issue, it becomes a task for the project manager or owner, and the owner's agent drafts the email to the builder or contractor.
What you see
Task plus a draft email
Get your evenings back.
A 30-minute discovery call. We'll look at how your business runs today and where the admin is piling up.