Intelifinity · Plumbing · the whole-business journey
Turn your phone sideways for the best view of the journey.
One plumbing business, start to finish, run by a team of AI agents.
Three acts: Sell, Serve, Settle. One fictional business, "Bluegum Plumbing". Every name, number and address is invented; the agent portraits are Intelifinity's own AI agent personas.
Act 1 of 3Sell. From a dead hot water system to a paid deposit.Bluegum Plumbing · a fictional plumbing business
01 · The front door
bluegumplumbing.example · Hills District plumbers
There in an hour, fixed by lunch.
Licensed plumbers, drainers and gasfitters across the Hills District. Same-day call-outs, fixed prices quoted on site, every job with its compliance paperwork.
Name
Mobile
Send enquiry
AI agentJack · Sales ManageronlineElectric, 250 litres, Castle Hill. Family of four.
Today 14:00Tomorrow 8:00Just email me
Today 14:00, please. I'm in 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 the price list and books the job on the spot.
02 · A lead, not a message
RS
R. Singh0400 000 000 · Castle Hill NSW · new contact
LeadNewQualifiedQuotedWonScheduledInvoiced
Details
SourceWebsite chatInterestHot water · 250 L electricBudget$1,650–$1,950InstallToday 14:00 · TessOwnerJack → Tess
Timeline
Lead created from website chatAI agent Jack · 9:12 am
Qualified : unit type, size, access notedAI agent Jack · 9:13 am
Install booked today 14:00, Tess, van 1AI agent James · 9:13 am
SMS confirmation sent to customerAI agent Olivia · 9:14 am
Reminder one hour beforeAI agent Olivia · scheduled
AI agentJack · Sales Manager
AI agentJames · Scheduling Manager
AI agentOlivia · Customer Follow-up
Mon
Tue
Wed
Thu
Fri
14:00
NorwestBen · drain
KellyvilleMarco · gas
R. Singh · hot water installTess · van 1
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
Bluegum Plumbing
Quote Q-0744R. Singh · Castle Hill · valid 7 days
| Item | Qty | Amount |
|---|---|---|
| 250 L electric hot water unit | 1 | $1,180.00 |
| Installation, tempering valve & isolation | 1 | $420.00 |
| Removal & disposal of old unit | 1 | $90.00 |
| Compliance certificate & paperwork | 1 | $60.00 |
Total incl. GST$1,750.00
Priced from the rate card · unit from van stock · 10-year cylinder warranty
AI agentGrace · Quoting Specialist
Send this quote?
Quote Q-0744 for $1,750 — built from the chat and the rate card.
Send by email and SMS with an online accept button.
Follow up in 2 hours — the install is this afternoon.
Approve & sendEdit priceAsk the agents
Your Bluegum quote — 250 L hot water, $1,750To R. Singh · sent 9:22 am by Olivia
Hi Ravi, here's the fixed price for today's replacement. The unit, the install, removal of the old one and the compliance certificate are all included.
Accept quote online✓Sent · email + SMSOlivia · follow-up in 2 hours
Nothing goes out unapproved.Grace prices the job from the rate card. The owner reads it, taps once, and Olivia sends it with an accept button.
04 · Sold — and the deposit invoice is already out
bluegumplumbing.example/quote/Q-0744
Quote Q-0744 · $1,750
250 L electric hot water, installed today. Valid 7 days.
Ravi Singh
✓ I accept this quote and the terms
Accept & pay depositCRM · R. Singh
NewQualifiedQuotedWonScheduledInvoiced
Deal won · $1,750 · accepted online 9:35 am
SENT
Bluegum Plumbing
Invoice INV-0750Deposit · due on receipt
| Description | Amount | |
|---|---|---|
| 30% deposit — 250 L hot water, supply & install (Q-0744) | $525.00 |
Total incl. GST$525.00
Created in Xero by Daniel · pay by card or bank transfer
AI agentDaniel · Bookkeeper
Deposit invoice INV-0750 — $525To R. Singh · sent 9:36 am
Thanks Ravi — you're booked for 14:00 today. Here's the deposit invoice; the balance is due once the hot water is running.
Pay $525✓Paid · 9:51 amCard · reconciled in Xero
Accept, invoice, paid.The customer accepts online. The deal moves to Won, Daniel raises the deposit invoice in Xero and sends it, and the payment reconciles itself when it lands.
05 · Picked up, loaded, install booked
AI agentNoah · Purchasing Officer
Supplier pickup · PO-0613
Item250 L electric hot water unitSupplierMetro Plumbing SuppliesStatus
OrderedReadyPicked upInstalled
Stock · van 1
Tempering valvereservedCopper fittings kitreservedPressure relief valvereservedThread tapelow · reordered
SMS · to R. SinghOlivia · 11:12 am
Hi Ravi, the unit is on the van. Tess will be there today at 14:00 — please clear access to the old unit.
Mon
Tue
Wed
Thu
Fri
8:00
Riverside DentalMarco · service
Bellbird ChildcareTess · drains
Harbour LaneBen · 12 units
GlenhavenMarco · gas
11:00
M. OkaforMarco · repair
A. NguyenMarco · burst pipe
14:00
Castle HillTess + Ben
KellyvilleMarco · gas
NorwestBen · maintenance
R. Singh · hot water installTess · van 1 · tempering valve · 3 h
GlenhavenBen · quote visit
AI agentJames · Scheduling Manager · booked
Loaded and booked. Noah pulls the unit from the supplier the moment the deposit lands, the fittings in van 1 are reserved, and James puts the install on the calendar with the right people and the right tools. Olivia tells the customer by SMS.
Act 2 of 3Serve. An emergency, handled end to end.From a WhatsApp at 7:40 to a signed-off job
06 · Every channel
WWhatsApp · 7:40 am
Water pouring under the kitchen sink 😬Can someone come today?SSMS · 8:02 am
Quote for a gas cooktop connection?Glenhaven, new kitchen.@Email · 8:15 am
Blocked main drain — 12 unitsHarbour Lane Apartments, body corporate.WWebsite · 8:31 am
Enquiry formBathroom renovation plumbing, Rouse Hill.☎Missed call · 8:40 am
VoicemailTranscribed and logged.Intake · today
Burst pipe — kitchenWhatsApp · urgent
Quote — gas cooktopSMS · Glenhaven
Blocked drain × 12 unitsEmail · body corporate
Bathroom plumbingWebsite · 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
Burst pipe — kitchenWhatsApp · urgent
AI agentLeo · Intake Coordinator
AI agentLeo · Intake CoordinatorQuote — gas cooktopSMS · GlenhavenAI agentGrace · Quoting Specialist
AI agentGrace · Quoting SpecialistBlocked drain × 12 unitsEmail · body corporateAI agentJames · Scheduling Manager
AI agentJames · Scheduling ManagerBathroom plumbingWebsite · Rouse HillAI agentGrace · Quoting Specialist
AI agentGrace · Quoting SpecialistMissed callTranscript readyAI agentOlivia · Customer Follow-up
AI agentOlivia · Customer Follow-upBurst pipe — kitchen · the agents talk
AI agent · Leo · Intake Coordinator
AI agent · James · Scheduling Manager
AI agent · Grace · Quoting 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, today 10:30, van 2 with the pipe-freezing kit.
Send the WhatsApp reply with the price.
Create the job and a draft invoice 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 ChildcareTess · drains
Harbour LaneBen · 12 units
GlenhavenMarco · gas
10:00
A. Nguyen · burst pipeMarco · 10:30 · van 2 · pipe-freezing kit
14:00
NorwestBen · maintenance
R. Singh · hot waterTess · van 1
GlenhavenBen · quote visit
AI agentJames · Scheduling Manager · booked
✓Customer replied toWhatsApp · 8:06 am
✓Job createdJOB-2231 · Marco · van 2
✓Draft invoice in XeroINV-2302 · $180 call-out
09 · The plumber's phone — a new job, and what to do about it
8:06Thursday 30 October
BBluegum Plumbing · now
New job · 10:30 todayBurst pipe, A. Nguyen, Baulkham Hills. Bring the pipe-freezing kit (van 2). 20 min from your current job.Xero · Invoice INV-2298 paid · $410
Next · 10:30 · JOB-2231A. Nguyen · 14 Example St, Baulkham Hills
20 min · 11 km
Pipe-freezing kit · van 2
Flexi-hose 500 mm × 2 · van stock
Isolate water, replace hose, pressure test
Customer: existing, serviced Mar 2026
NavigateCall customer
AI agentJames · Scheduling Manager
The plumber knows before they ask.The moment the plan is approved, Marco's phone shows the new job: where it is, when, how far from where he is now, what to bring from the van and what the job involves. Tap Navigate and go.
✓Day replanned around the new jobJames · 10:30 held, Kellyville moved to 14:00
✓Parts and tools listed from the planPipe-freezing kit confirmed in van 2 stock
✓Customer told Marco is on the wayWhatsApp · 10:08 am · live ETA link
10 · On the job
JOB-2231 · Burst pipeA. Nguyen · Baulkham Hills · 10:30
✓Arrived · 10:26
✓Water isolated
✓Flexi-hose replaced · $45
✓Pressure tested
✓Customer sign-off
Mark job complete
Today · R. Singh hot waterCastle Hill · 14:00 · Tess
✓Old unit drained & removed
✓New 250 L unit set & connected
✓Tempering valve fitted · 50 °C
✓Pressure & leak test passed
✓Certificate of Compliance lodged
The compliance certificate, the serial number and the warranty filed by Ruby, the compliance agent.
AI agentDaniel · Bookkeeper
AI agentRuby · Compliance Officer
The job closes on the phone.Checklist, photos, parts used and the customer's signature are captured on site. The moment "Mark complete" is tapped, Daniel finalises the invoice and Ruby files the certificate. Two jobs shown: today's burst pipe and this afternoon's hot water install from Act 1.
✓Parts used added to the invoice automaticallyFlexi-hose $45 · from the van stock list
✓Compliance certificate filed against the customerRuby · attached to the CRM record
11 · The record — service done
AN
A. Nguyen0400 000 001 · Baulkham Hills NSW · customer since 2024 · 3 jobs
In progressService completeJob JOB-2231
IssueBurst pipe — kitchenPlumberMarco · van 2On site10:26 – 10:48PartsFlexi-hose · $45InvoiceINV-2302 · $225 · sentWarranty12 months on parts
Equipment on file
Hot water 250 Linstalled Mar 2024NextValve service · Mar 2027 · reminder set
Timeline
WhatsApp received "Water pouring under the kitchen sink"7:40 am
Triaged urgent , Marco held for 10:30Leo + James · 7:41 am
Plan approved by Sarah (owner)8:05 am
Customer confirmed "YES"WhatsApp · 8:09 am
Job completed , signed on site, 3 photosMarco · 10:48 am
Invoice finalised and sent · $225Daniel · 10:49 am
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. Paid, reviewed, remembered.The money, the records and the relationship, closed out
12 · Invoiced, sent, paid
AI agentDaniel · Bookkeeper
PAID
Bluegum Plumbing
Invoice INV-2302A. Nguyen · due 7 days
| Description | Qty | Amount |
|---|---|---|
| Urgent call-out, same day | 1 | $180.00 |
| Flexi-hose, braided 500 mm | 1 | $45.00 |
Total incl. GST$225.00
Xero · created from the job card · paid 10:50 am by card on site · reconciled
Invoice INV-2302 — $225 · Bluegum PlumbingTo A. Nguyen · sent 10:49 am
Hi Alex, Marco has fixed the leak and pressure-tested the line. Invoice attached — paid on site, thank you.
Pay $225Xero · bank feed
10:50 amCard payment · $225.00Matched toINV-2302 · A. NguyenStatusReconciled · no action needed
Aged receivables
Current$4,31030+ days$0Chasing2 reminders scheduled · Olivia
Money in, books right.The invoice is created from the job card, taken by card on site or sent the minute the job 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 · WhatsApp12:50 pm5 — Marco was brilliant. Turned up early, fixed it in 20 minutes and cleaned up. Thank you!
Leave a reviewMaybe later
Done 👍
Google review · posted 1:04 pm
★★★★★
"Marco was brilliant. Turned up early, fixed the leak in 20 minutes and cleaned up. Would recommend Bluegum Plumbing to anyone in the Hills."
Alex N. · Baulkham HillsCRM · A. Nguyen
Survey sent , 2 h after completionOlivia · 12:50 pm
Rated 5/5 : "Marco was brilliant…"12:53 pm
Google review posted · 5 stars1:04 pm
Thank-you note to Marco · added to his monthly summaryOlivia · 1:05 pm
0.0Google rating
0%surveys answered
0reviews this quarter
Asked, answered, remembered.Two hours after the job, 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 hot-water valve service reminder for next year, because a happy customer who just paid is the best lead there is.
14 · Front office, back office, done
$0sold this week4 quotes accepted
0jobs completedall signed on site
$0invoiced & paid$0 overdue
0.0 ★customer rating6 new reviews
What the agents did today
AI agent Jack · Sales Manager · 7 website chats, 3 same-day jobs booked, 1 maintenance plan sold
AI agent Leo · Intake Coordinator · 26 messages from 5 channels, all triaged within a minute
AI agent James · Scheduling Manager · 11 jobs placed by location, 2 reshuffled after an emergency
AI agent Grace · Quoting Specialist · 5 quotes drafted, average 6 minutes after the enquiry
AI agent Daniel · Bookkeeper · 9 invoices sent, 7 payments reconciled, 2 reminders
AI agent Olivia · Customer Follow-up · 15 surveys, 12 answered, 6 reviews requested
AI agent Ruby · Compliance Officer · 4 certificates filed, 1 gas licence renewal flagged
Waiting for you · 3
Send quote Q-0749 · $3,400 bathroom rough-in · Rouse HillReview
Approve refund $90 · double-charged call-outReview
Unhappy survey 2/5 · M. Okafor · "left a mess"Call
Everything else today was handled by the team and logged. These three need a person.
Front office, back office, done. Sales, emergencies, dispatch, certificates, invoicing and reviews in one system, worked by a team of specialist agents, with a licensed 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 Plumbing platform running on your own process.A demo takes half an hour and uses a working system, not slides.
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