Intelifinity · Construction & renovation · the whole-business journey
Turn your phone sideways for the best view of the journey.
One renovation builder, start to finish, run by a team of AI agents.
Three acts: Sell, Serve, Settle. One fictional business, "Ironbark Build Co.". Every name, number and address is invented; the agent portraits are Intelifinity's own AI agent personas.
Act 1 of 3Sell. From a website visit to a signed contract.Ironbark Build Co. · a fictional renovation builder
01 · The front door
ironbarkbuild.example · Hills District renovations
Renovations that finish on the date we said.
Licensed builders for kitchens, bathrooms and extensions across the Hills District. Fixed-price quotes, staged claims, and a site diary you can read every night.
Name
Mobile
Send enquiry
AI agentJack · Sales ManageronlineKitchen and laundry, about $60k, Castle Hill.
Thu 10:00Fri 14:00Just email me
Thu 10:00 works. 12 Example St, Castle Hill.
Type a message… · or call the AI phone line
Three ways in, one front door.The contact form, the website chat and the phone line all lead to the same sales agent. It knows what jobs cost and books the site measure on the spot.
02 · A lead, not a message
KW
K. Walsh0400 000 000 · Castle Hill NSW · new contact
LeadNewQualifiedQuotedContractedOn siteHandover
Details
SourceWebsite chatInterestKitchen + laundry renovationBudget$55,000–$65,000Site measureThu 10:00 · TessOwnerJack → Tess
Timeline
Lead created from website chatAI agent Jack · 9:12 am
Qualified : rooms, budget, access and timing notedAI agent Jack · 9:13 am
Site measure booked Thu 10:00, TessAI agent James · 9:13 am
SMS confirmation sent to clientAI agent Olivia · 9:14 am
Reminder the evening beforeAI agent Olivia · scheduled
AI agentJack · Sales Manager
AI agentJames · Site Scheduling Manager
AI agentOlivia · Customer Follow-up
Mon
Tue
Wed
Thu
Fri
10:00
Norwest · deckBen
Kellyville · bathroomMarco · week 3
K. Walsh · site measureTess
The CRM fills itself.The chat becomes a contact and a lead with a stage, an owner and a timeline. Every agent step is written down, so anyone in the office can see where the job is.
03 · The quote, drafted and approved
Ironbark Build Co.
Quote Q-0318K. Walsh · Castle Hill · valid 30 days
| Item | Qty | Amount |
|---|---|---|
| Demolition, disposal & site protection | 1 | $3,800.00 |
| Carpentry, plaster & joinery installation | 1 | $18,500.00 |
| Plumbing & electrical (licensed subcontractors) | 1 | $9,200.00 |
| Stone benchtops, tiling & painting | 1 | $24,500.00 |
Total incl. GST$56,000.00
Priced from the rate card and Tess's measure · fixed price · 5 staged claims · HBCF insurance included
AI agentGrace · Estimating Specialist
Send this quote?
Quote Q-0318 for $56,000 — built from Tess's measure and photos.
Send by email with the building contract to sign online.
Follow up in 3 days if there's no reply.
Approve & sendEdit priceAsk the agents
Your Ironbark quote — kitchen & laundry, $56,000To K. Walsh · sent 11:42 am by Olivia
Hi Kate, thanks for having Tess out this morning. Your fixed-price quote and the building contract are attached, with the five staged claims set out.
Accept quote online✓Sent · email + SMSOlivia · follow-up in 3 days
Nothing goes out unapproved.Grace prices the job from the rate card and the measure. The owner reads it, taps once, and Olivia sends it with the contract to sign.
04 · Contracted — and the deposit claim is already out
ironbarkbuild.example/contract/Q-0318
Quote Q-0318 · $56,000
Kitchen & laundry renovation. Valid until 29 Nov.
Kate Walsh
✓ I accept the quote and the building contract
Sign & pay depositCRM · K. Walsh
NewQualifiedQuotedContractedOn siteHandover
Contracted · $56,000 · signed online 2:05 pm
SENT
Ironbark Build Co.
Invoice INV-0330Deposit claim · due on receipt
| Description | Amount | |
|---|---|---|
| 5% deposit — kitchen & laundry renovation (Q-0318) | $2,800.00 |
Total incl. GST$2,800.00
Created in Xero by Daniel · pay by card or bank transfer
AI agentDaniel · Bookkeeper
Deposit claim INV-0330 — $2,800To K. Walsh · sent 2:06 pm
Thanks Kate — you're booked in. Here's the deposit claim; the next claim is due at demolition.
Pay $2,800✓Paid · 2:31 pmCard · reconciled in Xero
Sign, claim, paid.The client signs online. The job moves to Contracted, Daniel raises the deposit claim in Xero and sends it, and the payment reconciles itself when it lands.
05 · Ordered, subbies booked, start scheduled
AI agentNoah · Purchasing & Subcontractors
Supplier order · PO-0771
ItemStone benchtops + joinerySupplierHills Stone & JoineryStatus
OrderedMadeDeliveredInstalled
Subcontractors
Plumberbooked · wk 2Electricianbooked · wk 2Tilerbooked · wk 4Painterpencilled · wk 5
SMS · to K. WalshOlivia · Wed 4:10 pm
Hi Kate, demolition starts Friday 8:00 — please clear the kitchen cupboards by Thursday night. The skip arrives Thursday.
Mon
Tue
Wed
Thu
Fri
8:00
Riverside · deckBen · frame
Bellbird · extensionMarco · lock-up
Harbour Lane · unitsBen · fit-off
K. Walsh · demolition startsMarco + Ben · skip · 2 days
11:00
M. OkaforMarco · defects
A. NguyenMarco · bathroom wk 3
14:00
Castle HillTess · measure
KellyvilleMarco · bathroom
NorwestBen · deck
GlenhavenTess · measure
AI agentJames · Site Scheduling Manager · booked
Ordered and scheduled. Noah orders the stone and joinery the moment the deposit lands and books the plumber, electrician and tiler into their weeks. James puts the start on the calendar. Olivia tells the client by SMS.
Act 2 of 3Serve. A site surprise, handled end to end.From a WhatsApp at 7:40 to a signed variation
06 · Every channel
WWhatsApp · 7:40 am
Tiler found water damage behind the shower 😬Photos attached. What now?SSMS · 8:02 am
Can we add a heated towel rail?What would it cost?@Email · 8:15 am
Progress claim 2 — please sendHarbour Lane units, body corporate.WWebsite · 8:31 am
Enquiry formDeck and pergola, Rouse Hill.☎Missed call · 8:40 am
VoicemailTranscribed and logged.Intake · today
Water damage — bathroomWhatsApp · urgent · variation
Add heated towel railSMS · variation
Progress claim 2Email · body corporate
Deck & pergolaWebsite · Rouse Hill
Missed callTranscript ready
One front door, every channel.WhatsApp, SMS, email, website, phone — every message becomes one intake item, read and tagged the moment it arrives. Nothing lives in five inboxes any more.
07 · The agents arrive — and talk
Intake · today
Water damage — bathroomWhatsApp · urgent · variation
AI agentLeo · Intake Coordinator
AI agentLeo · Intake CoordinatorAdd heated towel railSMS · variationAI agentGrace · Estimating Specialist
AI agentGrace · Estimating SpecialistProgress claim 2Email · body corporateAI agentDaniel · Bookkeeper
AI agentDaniel · BookkeeperDeck & pergolaWebsite · Rouse HillAI agentJack · Sales Manager
AI agentJack · Sales ManagerMissed callTranscript readyAI agentOlivia · Customer Follow-up
AI agentOlivia · Customer Follow-upWater damage — bathroom · the agents talk
AI agent · Leo · Intake Coordinator
AI agent · James · Site Scheduling Manager
AI agent · Grace · Estimating Specialist
AI agent · Olivia · Customer Follow-up
A team, not a chatbot. Each specialist owns one part of the day. You can read their reasoning like a chat — who said what, and why.
08 · The human gate
Confirm this plan?
Book Marco and the plumber, tomorrow 10:30, villaboard + waterproofing kit.
Send variation V-03 for written approval.
Create the variation and update progress claim 2 in Xero.
Approve allChangeAsk the agents
Nothing happens until a person says so.The agents prepare; you decide. One tap approves the whole chain or sends it back with a note.
Wed
Thu · today
Fri
8:00
Bellbird · extensionMarco · lock-up
Harbour Lane · unitsBen · fit-off
K. Walsh · demolitionMarco + Ben
10:00
A. Nguyen · water damage fixMarco + plumber · 10:30 · villaboard · waterproofing
14:00
Norwest · deckBen
Kellyville · bathroomtiler · cont.
GlenhavenTess · measure
AI agentJames · Site Scheduling Manager · booked
✓Client replied toWhatsApp · 8:06 am
✓Variation createdV-03 · $1,630 · awaiting signature
✓Claim updated in XeroClaim 2 · $9,850 + V-03
09 · The site supervisor's phone — a new task, and what to do about it
8:06Thursday 30 October
IIronbark Build Co. · now
New task · 10:30 tomorrowWater damage fix, A. Nguyen bathroom, Kellyville. Plumber booked. Bring villaboard sheets + waterproofing kit.Xero · Progress claim 1 paid · $12,400
Next · 10:30 · JOB-2231A. Nguyen · 8 Example St, Kellyville
15 min · 9 km
Villaboard 6 mm × 3 · van stock
Waterproofing kit · reorder today
Remove tiles, replace sheeting, re-waterproof
Variation V-03 · signed by client
NavigateCall client
AI agentJames · Site Scheduling Manager
The supervisor knows before they ask.The moment the plan is approved, Marco's phone shows the new task: where it is, when, how far from where he is now, what to bring from the van and what the variation covers. Tap Navigate and go.
✓Day replanned around the new taskJames · 10:30 held, tiler moved to 14:00
✓Materials listed from the variationVillaboard confirmed in van stock, kit reordered
✓Client told Marco is on the wayWhatsApp · 10:08 am · live ETA link
10 · On site
JOB-2231 · Water damage fixA. Nguyen · Kellyville · 10:30
✓Arrived · 10:26
✓Tiles removed, damaged sheeting out
✓New sheeting + waterproofing
✓Plumber inspection passed
✓Client sign-off
Mark variation complete
Friday · K. Walsh demolitionCastle Hill · 8:00 · Marco + Ben
✓Site protection & SWMS signed
✓Services isolated
✓Kitchen & laundry stripped
✓Skip 1 filled · 2nd ordered
✓Site diary · 14 photos
SWMS, the waterproofing certificate and the site diary filed by Ruby, the compliance agent.
AI agentDaniel · Bookkeeper
AI agentRuby · Safety & Compliance Officer
The task closes on the phone.Checklist, photos, materials and the client's signature are captured on site. The moment "Mark complete" is tapped, Daniel adds the variation to the next claim and Ruby files the certificate. Two jobs shown: today's fix and Friday's demolition from Act 1.
✓Variation added to progress claim 2 automaticallyV-03 $1,630 · from the site record
✓Waterproofing certificate filed against the jobRuby · attached to the CRM record
11 · The record — variation done
AN
A. Nguyen0400 000 001 · Kellyville NSW · client since 2024 · bathroom renovation, week 3
In progressVariation completeJob JOB-2231
ProjectBathroom renovation · week 3SupervisorMarcoVariationV-03 · $1,630 · signedClaim 2$9,850 + V-03 · dueOn site10:26 – 12:40Warranty6 years structural
Property on file
Bathroomrenovation · Oct 2026NextKitchen quote · reminder set
Timeline
WhatsApp received "Tiler found water damage behind the shower"7:40 am
Triaged urgent , plumber held for 10:30Leo + James · 7:41 am
Plan approved by Sarah (owner)8:05 am
Variation signed V-03 · $1,630Client · 8:09 am
Fix completed , signed on site, 6 photosMarco · 12:40 pm
Claim 2 updated and sent · $11,480Daniel · 12:41 pm
Survey to send 2 hours after completionOlivia · scheduled
One record, the whole story.Who asked, who decided, who did the work, what it cost and what happens next. The owner can read it like a story. No one has to remember anything.
Every agent step is loggedbeside the human approvals, so the business can always answer "why did that happen?"
Act 3 of 3Settle. Claimed, reviewed, remembered.The money, the records and the relationship, closed out
12 · Invoiced, sent, paid
AI agentDaniel · Bookkeeper
PAID
Ironbark Build Co.
Invoice INV-2302A. Nguyen · progress claim 2 · due 7 days
| Description | Qty | Amount |
|---|---|---|
| Progress claim 2 — bathroom (frame to lock-up) | 1 | $9,850.00 |
| Variation V-03 — water damage repair | 1 | $1,630.00 |
Total incl. GST$11,480.00
Xero · created from the site record · paid 11:32 am by transfer · reconciled
Progress claim 2 — $11,480 · Ironbark Build Co.To A. Nguyen · sent 12:41 pm
Hi Alex, lock-up is done and the water damage is repaired, so claim 2 is due. Claim and the signed variation attached, 7-day terms.
Pay $11,480Xero · bank feed
11:32 amCard payment · $11,480.00Matched toINV-2302 · A. NguyenStatusReconciled · no action needed
Aged receivables
Current$64,30030+ days$0Chasing2 reminders scheduled · Olivia
Money in, books right.Claims are created from the site record at each stage, sent the minute the stage closes, and matched to the payment when it lands. Late payers get polite reminders without anyone remembering to chase.
13 · The survey — and the nice words
AI agentOlivia · Customer Follow-up · WhatsApp2:50 pm5 — Marco sorted it the same day and kept us on schedule. Thank you!
Leave a reviewMaybe later
Done 👍
Google review · posted 3:04 pm
★★★★★
"Found a nasty surprise behind the shower wall; Ironbark had it fixed the next day and the variation was clear and fair. Would recommend."
Alex N. · KellyvilleCRM · A. Nguyen
Survey sent , 2 h after completionOlivia · 2:50 pm
Rated 5/5 : "Marco sorted it the same day…"2:53 pm
Google review posted · 5 stars3:04 pm
Thank-you note to Marco · added to his monthly summaryOlivia · 3:05 pm
0.0Google rating
0%surveys answered
0reviews this quarter
Asked, answered, remembered.Two hours after the fix, Olivia asks how it went. A good answer becomes a review request; a bad one becomes a task for the owner before it becomes a review. Either way, it is on the record.
Then the next saleJack schedules a kitchen-renovation offer for the new year, because a client who just finished a bathroom is the best lead for the next room.
14 · Front office, back office, done
$0contracted this month3 quotes accepted
0jobs on siteall claims up to date
$0claimed & paid$0 overdue
0.0 ★client rating4 new reviews
What the agents did today
AI agent Jack · Sales Manager · 5 website chats, 2 site measures booked, 1 deck quoted
AI agent Leo · Intake Coordinator · 19 messages from 5 channels, all triaged within a minute
AI agent James · Site Scheduling Manager · 12 trades placed, 2 reshuffled after rain
AI agent Grace · Estimating Specialist · 3 quotes and 2 variations drafted, average 14 minutes after the measure
AI agent Daniel · Bookkeeper · 4 claims sent, 3 payments reconciled, 1 reminder
AI agent Olivia · Customer Follow-up · 9 surveys, 7 answered, 3 reviews requested
AI agent Ruby · Safety & Compliance Officer · 2 SWMS signed, 1 waterproofing certificate filed, 1 licence renewal flagged
Waiting for you · 3
Send quote Q-0321 · $28,400 deck & pergola · Rouse HillReview
Approve variation V-04 · $2,100 · extra downlightsReview
Unhappy survey 2/5 · M. Okafor · "site left untidy"Call
Everything else today was handled by the team and logged. These three need a person.
Front office, back office, done. Quotes, contracts, scheduling, variations, claims, safety records and reviews in one system, worked by a team of specialist agents, with a person approving anything that matters.
Secured with Microsoft Entra IDRuns on Azure in AustraliaYour data never trains public modelsEvery action human-approved and logged
Why it works
Built around how your business already runs.
Not another ready-to-use tool. We design the system on your real process, with all its complexity — which is why it works in practice.
Book a demohello@intelifinity.com.au · intelifinity.com.au
See the Construction & renovation platform running on your own process.A demo takes half an hour and uses a working system, not slides.
Book a demo