WSF Prototypes · Private

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01 Modules

Live

Ask WilliamSmith

Query live job data, estimates, invoices, callbacks, and the 17,000-chunk knowledge base in natural language. The fastest path from question to answer.

Apply — use live data to answer specific questions

Ask anything

Project context

Estimate lookup live

SOP Command Center

Check estimate readiness, quote/deposit handoff steps, and open SOP decisions. Look up any estimate for customer, rep, status, and total — then follow the 21-step job lifecycle.

Start with an estimate → follow the steps

Open SOP

Project context

Estimate 360

Find every Striven record tied to an estimate where discussions may live.

Locate — every discussion home tied to an estimate

Open Estimate 360

Project context

In Progress

KB Coverage

Know what we know — and what we don't. Maps the knowledge base against our installed product base to surface gaps before they become repeat callbacks.

Analyze — identify knowledge gaps systematically

View coverage

Project context

Material Manifest

Load an estimate, organize material lines, create pull lists, and review returns.

Apply / Evaluate — convert approved jobs into field-ready execution packages

Open manifest

Project context

Tools

Field calculators, AI triage planning, inventory tracking, and operational shortcuts. Purpose-built utilities for specific jobs — no context-switching required.

Apply — run targeted calculations and audits

Open tools

AI Triage

Service intake, callback prevention, dispatch planning, and zone-based routing.

Analyze — Prioritize — Dispatch
Reduce callbacks and improve scheduling decisions

Open triage

Project context

Prototype

AI Service Triage & Dispatch

Service Department prototype: safety check, guided troubleshooting, structured service job card, and advisory dispatch-prep. Demo data only — no live phone, no Striven writes, human dispatcher confirms. Rules derived from the April 2026 triage PDF.

Demo — service intake → callback prevention → dispatch-prep

Open prototype

In Progress

Expectations

Assign ownership, role, person, notes, and ball-in-court status for each SOP step.

SOP steps → owner → next action

Open Expectations

Project context

Live

Open Balance Inquiry

Enter an estimate number to explain a customer’s open balance across the full account, including open invoices, payments, and unusual billing patterns.

Full-account, live cache — verify in Striven

Review Balance

Project context

Live

Chase Cover Calculator

Measure, price, and quote stainless chase covers with internal labor rates and material pricing built in.

Apply — measurement to quote

Open calculator

Prototype

Breadcrumb

Project trail, corrected facts, and next safe actions. Capture what happened → evidence → decision → next safe action so a future session can recover context. Capture does not mean act.

Capture — recover project context without re-deriving it