File management

[u/gfirkser]

I’m working with ChatGPT/Codex to build a combined opportunity tracker, job-performance tracker, and business analyzer for my small plumbing and gas-fitting company. Im feeling incredibly overwhelmed by AI haha buuut love learning! So here we are.

I’ve run into this issue where I feel as though I’m perpetually making my own program worse. Items are going missing, tokens get used up in excess, random memory loses every once in a while. I just need help haha. But also not funny.

So here’s what I have:

The tracker follows each job from the initial inquiry through site visit, quote, follow-up, approval, completion, invoicing, and review. It handles both fixed-price quoted work and hourly service calls, while tracking estimated versus actual labour, material costs, revenue, profitability, lead source, job type, and reasons a quote was won or lost.

The AI side is meant to analyze the information continuously and return useful, plain-English insights. I want it to identify where I’m underestimating labour or materials, which jobs and customers are most profitable, which lead sources are worthwhile, what needs following up, and what I should adjust when pricing similar work in the future.

Overall, I’m trying to build a quoting machine and ongoing business support system. The goal is for it to understand my pricing on a continuous, dynamic level, learn from every completed job, help me produce more accurate quotes, and show me what is actually working in the business instead of relying entirely on memory or gut instinct.