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Home Inspection Software

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  1. Home Inspection Software
  2. Use Proto with this app
Reference

Put an AI agent to work in Home Inspection Software

Ask Proto to configure records and prepare decisions for the accountable team.

Set it up

  1. Teach your agent ERP.AI

    Load the ERP.AI skill and paste the output into your agent. It explains how to read and update records in your workspace.

    curl -fsSL https://www.erp.ai/skill.md

  2. Give it a role

    Assign the agent its own user and one of the 10 roles. It gets exactly the access that role has, and no more.

  3. Check what it can reach

    Confirm which records, actions and connections the agent can use in your workspace before you point it at real data.

  4. Review its work and usage

    Check the drafts and changes it proposes, and watch its usage receipts as you give it more to do. Agent work uses prepaid credits.

What the agent can do

  • Sales Representative: Prepare a dealer offer and identify open credit or pricing questions.
  • Purchasing Manager: Compare proposed supply with accepted demand and remaining purchase commitments.
  • Warehouse Manager: Explain available stock, transfers in transit and unresolved delivery stops.
  • Accountant: Assemble bill matches, open receivables and period reconciliation evidence.

What stays with a person

  • Proto can prepare records and explain discrepancies.
  • The Sales Manager, Warehouse Manager and Finance Manager make their own independent release decisions.
  • Actual receipt, dispatch, delivery and bank events need their own evidence before the corresponding economic state changes.

Proto can prepare records and explain discrepancies. The Sales Manager, Warehouse Manager and Finance Manager make their own independent release decisions. Actual receipt, dispatch, delivery and bank events need their own evidence before the corresponding economic state changes.

Set up Home Inspection Software your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

Start now Download Proto

How to get started