Seegars CRM
Replaced a 1990s desktop CRM with an AI-native cloud platform.
Seegars runs five branches and $5M in revenue on a Windows desktop CRM that's old enough to vote. Estimators handwrote quotes in Excel; the office re-keyed them into InfoTrac; field crews printed job cards. Material pricing lived in a 1,443-item Excel BOM. Reports took 20 minutes to print.
A single source of truth: quote → job → worksheet → proposal → invoice → field operations, all in one system, all branch-scoped, all live. Two AI agents — FenceSense for analysis, OneBot for creation — sit on top doing the work that used to require six clicks and three spreadsheets.
Jobs Monitor dashboard
Branch-scoped view of every job across the lifecycle: data entry → quoted → sold → sold-complete. Filter by estimator, customer, date, lead source.
1,443-item material catalog
Imported from legacy Excel. Full-text search, usage rankings, multi-tier pricing (A/B/C/D), price history with effective dates.
Worksheet & cost engine
Define areas, allocate materials, log labor hours. Live calculation of material cost, overhead, margin, sell price, profit per hour, price per foot.
Proposal builder
Six-step wizard with merge fields, tax + deposit logic, share links that expire in 23 hours. PDF export with custom branding.
Field operations layer
Time entry, geo-fenced crew arrivals, photo uploads tied to jobs, real-time status sync back to office.
OneSite — the field drawing & quoting sub-app
OneSite is the in-house alternative to ArcSite, built into the same platform. Estimators draw the fence layout on a satellite-aware canvas; the system pulls from the 1,443-item catalog to auto-generate a real-time bill of materials with pricing as you sketch. Multiple chain-link, residential, and rail variants supported with linear-foot accuracy. No more Excel BOMs in the truck.
Two specialized agents — one that understands the business, one that creates new work in it. Both running on multimodal Gemini Flash with GPT-4 fallback.
FenceSense — multimodal assistant
Plain-English queries with photo input. "Show me sold jobs over $5K" or upload a fence photo and ask "what is this?" Returns answers, opens job modals, navigates the app.
OneBot — natural language job creation
Paste a sales-call transcript or voice note. OneBot parses customer info, location, fence type, materials, footage. Generates a full job in 10 minutes that used to take 2 hours.
Document intelligence
Auto-parses insurance COIs (policy numbers, expirations, coverage limits). Identifies fence type, condition, and height from site photos.
Construction document analysis
Reads PDF specs and submittals; extracts dimensions, material callouts, and section references.
One system, no double entry
Quote → job → worksheet → proposal → invoice all in one platform. Crews on phones, office on laptops, all looking at the same record.
40% faster job creation
OneBot turns a 2-minute sales call into a structured job with materials, labor, and pricing pre-populated. Estimator reviews and sends in 10 minutes.
Real-time profitability visibility
Every job color-codes margin health. Managers know instantly whether a $1,500 quote is healthy or a loss-leader, and can adjust before sending.
Frontend
Backend
AI
Integrations
Scope
5 branches · 50+ employees · 1,443-SKU catalog · Branch-isolated row-level security
Metalcrafters
Turn job-site meetings into a production schedule that updates itself.
Cougar Companies
A 57-year-old contractor's digital nervous system — bidding portal, lead AI, content engine.
Peptidez
A modern e-commerce build for a category that's been stuck in 2014.
Want this kind of system for your business?
Tell me what you're running and what's slow. I'll send back a custom proposal with what I'd actually build, including price.