Nashville, TN · Built & verified workflows

I connect the systems your teams already use so jobs, documents, and decisions reach the right people.

Each entry below starts with a one-line outcome you can scan and pairs it with the real build story behind it—from field-service integrations co-built at AgentWorks to internal tools and simulators built at Lightcone Systems.

Operating background Nearly 7 years owning an insurance agency

Owned the staffing, producer workflows, renewals, and P&L that sit behind a software decision.

Operating history →
Field & trade integrations Co-built AgentWorks

Built production CRM, estimating, dispatch, and document middleware for trade and field-service contractors.

Read the retrospective →
Audit-grade engineering Founder of Lightcone Systems

Building controlled instruction workflows, replayable operational records, and independent rollout simulators.

Read the Ledger case →

01 · Connecting systems

Make job and customer status agree across tools

When estimating, field operations, dispatch, and sales CRM hold different versions of the truth.

Field completions flow back to the CRM automatically.

Connect estimating, field operations, dispatch, and CRM around the job status people actually act on.

AgentWorks · Historical client work
The crew finished the job. The CRM still said it was open.

In the AgentWorks SingleOps integration, completing a field visit could leave the parent job's update timestamp unchanged. The CRM missed the change and kept prompting sales reps to follow up on jobs that were already done. The reconciliation service checked visit history and prior sync state to update the CRM and keep approved jobs from being reopened by a later sync. One documented rollout run synced 330 jobs cleanly.

AgentWorks retrospective →

Lead emails from different channels land in one sales queue.

Take incoming inquiries from website forms, referral partners, and distributor inboxes and turn them into clean CRM records.

AgentWorks · Historical client work
Two kinds of lead email, one sales queue.

A contractor's website and a manufacturer referral channel sent leads in different email formats. The parser normalized both into contacts inside the same CRM so source formatting stopped deciding whether a handoff succeeded. When a real manufacturer lead exposed an extraction bug, the fix was shipped to production and verified against both formats.

Existing customers and partners stay out of the new-prospect queue.

Filter cross-system syncs so repeat customers, partners, and already-sent records preserve their meaning across apps.

AgentWorks · Historical client work
Keep a franchise's sales queue for actual prospects.

A ServiceMinder bridge filtered out existing customers, partner accounts, and previously forwarded records before pushing new prospects into the sales pipeline—preventing reps from treating active accounts like cold inquiries.

Repeat inquiries route to a rep who knows the property.

Use past jobs and property addresses to route returning accounts while keeping uncertain matches visible.

AgentWorks · Historical client work
Route a repeat inquiry using job history.

Built heuristic matching across historical jobs and property addresses to connect a new inquiry to the rep who handled the account before, while surfacing low-confidence matches for human review instead of guessing silently.

Equipment and maintenance holds stay visible until dispatch clears them.

Give operations one place to see what needs attention, who owns it, and which release decision is still pending.

Lightcone Systems · Hosted workflow rehearsal
Maintenance logs the work. Dispatch still sees the hold.

In a hosted Lightcone rehearsal, a technician logged maintenance evidence and returned to the release review. The unresolved equipment hold stayed pinned at the top until an authorized reviewer cleared it—keeping recording work and releasing an asset for service as distinct decisions.

Customer project check-ins become structured CRM follow-up.

Turn job-site questions or customer concerns into tracked CRM submissions instead of scattered texts.

AgentWorks · Historical client work
Give a customer concern somewhere to go.

Built a lightweight project check-in interface that captures a customer concern during active work and submits it directly into the CRM as a structured record tied to the account.

02 · Documents

Turn estimates, manuals, and packets into usable handoffs

When coordinators, estimators, or account managers spend hours rebuilding one document from another.

Priced estimate PDFs turn into crew-ready work orders without retyping.

Extract scope details from a document, redact pricing automatically, and let staff review what moves to the next team.

AgentWorks · Historical client work
Give the crew the scope buried in the estimate.

The office had a priced estimate PDF; the field crew needed the scope and job details without the pricing. I built a tool that takes a supported estimate PDF, redacts recognized prices, extracts the scope text, and lets the coordinator choose what to copy into the work order. The same pattern fits MEP submittal packages and commercial insurance submissions.

Review packets export with every decision, signature, and attachment verifiable.

Generate a complete handover or compliance packet that an owner, insurer, or outside reviewer can check independently.

Lightcone Systems · Demonstration & offline verifier
Give the reviewer a packet they can check.

Ledger exports a record or operating period with its supporting decisions and signatures, generates a readable copy, and marks where protected material was withheld. An independent offline verifier checked a captured utility demonstration export across one record, six decisions, two signatures, and two attachments.

Ledger case study →

Sensitive briefings and source files move into access-checked review rooms.

Share due-diligence, owner, subcontractor, or counsel packets with page- and download-level access checks.

Lightcone Systems · Internal tool
Give each reviewer the right packet.

Using Lightcone OS, we moved 37 original research files and recorded briefings into a restricted review room, preserved the source artifacts, checked access on both pages and downloads, and verified the transfer through the production interface.

Multi-format field submissions assemble into web and print issues automatically.

Accept scattered field reports, deduplicate submissions, preserve attribution, and render finished PDFs.

Public build · Sonde Hunter pipeline
Turn scattered submissions into a finished issue.

The Sonde Hunter publishing pipeline ingests three capture formats, deduplicates within each issue, preserves contributor attribution, and outputs both web and print editions.

See the publication →

03 · Cleaning up records

Reconcile duplicates and legacy data before combining systems

When branch acquisitions, CRM migrations, or years of workarounds leave conflicting customer and job records.

Duplicate CRM opportunities group by job so staff can choose what to keep.

Cluster duplicate records around the underlying job and give accountable staff a clear review screen before deleting anything.

AgentWorks · Historical client work
Make a duplicate-filled CRM reviewable.

When one field job appeared as several CRM opportunities, I built a review workflow that grouped 165 duplicate job-ID clusters from the local export so staff could compare the records and make the deletion decision safely.

Legacy estimates match to your customer master before a CRM migration.

Reconcile historical lead and estimate exports against a client master and stage clean imports when combining teams or branches.

AgentWorks · Historical client work
Carry old estimates into a new CRM.

An Estimate Rocket migration utility matched legacy lead rows against the active client master and staged 159 clean records for import—practical preparation work before bringing separate branch databases together.

Fragmented registries reconcile into one list with uncertain matches kept visible.

Consolidate messy supplier, asset, or regulatory registers without hiding unresolved identities.

Lightcone Systems · Internal research pipeline
Turn a messy register into a list people can use.

Our FAA waiver research pipeline recovered six records omitted by shifting pagination and reconciled 2,258 source records into a single workbook that keeps confirmed facts, inferred relationships, and unresolved identities clearly separated.

Late corrections update the active record while preserving the signed history.

Fix a count, reading, or inspection result after closeout without overwriting the original entry or attribution.

Lightcone Systems · Operational record rehearsal
Correct the record after closeout.

In Ledger, a late correction updates the current operational view while retaining the original value, source, attribution, and already-issued proof—built for operations where post-closeout adjustments must remain explainable.

04 · AI for routine work

Use AI to prepare the work while people keep the decision

Where software handles transcription, extraction, and triage—and accountable staff approve what gets sent or written back.

Meeting notes turn into proposed tasks and follow-ups for an operator to approve.

Take dictated or pasted coordination notes and prepare structured customer asks, decisions, and system updates.

Lightcone Systems · Historical internal build (Cortex)
Turn a conversation into follow-up while it's fresh.

Lightcone's internal Cortex tool took dictated or pasted transcripts, proposed customer requests, decisions, and record updates, and let the operator select which changes to apply—cutting retyping after coordination meetings while keeping ownership clear.

Automated lead qualification stops the moment a salesperson steps in.

Shadow-test AI intake against real traffic first and suppress automated messages as soon as a human takes over.

AgentWorks · Historical client work
Let the rep take over the conversation.

AgentWorks shadow-tested AI-assisted lead qualification before live rollout and built explicit takeover logic that silenced automated replies the moment a rep joined the conversation.

Thousands of raw field files become a fast geographic and serial lookup.

Normalize recurring telemetry and field logs into a searchable map that works on a phone.

Public build · Live tool
Make field history searchable.

Cold Hunts ingests multi-source telemetry into a live searchable recovery map. One documented November run processed 16,770 frames across 5,590 files so operators can query historical landings by location, date window, or serial number.

Open Cold Hunts map →

Keep durable company memory and retire noisy automated briefings.

Build searchable knowledge stores tied to source records—and cut recurring AI reports when they don't earn attention.

Lightcone Systems · Internal operating lesson
Know where internal AI actually earns its place.

At Lightcone, we built scheduled AI briefings on top of our company knowledge store, saw that unprompted daily reports went unread, and retired the briefing automation while keeping the cited knowledge base active for real questions.

Company Brain case study →

Unique capabilities · From Lightcone Systems

Tools and engineering discipline we bring to client operations

Alongside custom integrations, my company Lightcone Systems has built specialized tooling for controlled work instructions, pre-rollout workflow simulation, and system mapping.

Controlled work instructions

Instructions Management Tool

When a procedure changes, put the approved version in front of the crew and see who has acknowledged it.

Which revision did the crew work from?

A utility, commercial MEP contractor, or manufacturer can recognize the problem immediately: a revised manual or checklist arrives, someone has to approve it, crews need to know when it takes effect, and months later someone will ask which version governed the work. In our utility demonstration, a safety manager compares two inspection manual PDFs, an executive signs the exact revision, and a field operator opens and acknowledges the issued copy on a phone while the prior revision stays in force during review. The tool also catches two different PDFs carrying the same manufacturer revision number, and its exported proof package was independently verified offline.

Fictional utility demonstration · 1 record, 6 decisions, 2 signatures, and 2 attachments verified offline Inspect the Ledger record →
Pre-rollout stress testing

Customer Range · Independent Workflow Simulator

Rehearse a new workflow with realistic test jobs—and deliberate interruptions—before your crew depends on it.

Prove the handoff survives a rough Monday morning.

We built Customer Range as a separate tool that operates software through the normal user interface and APIs just like a real customer team. Two isolated runs of a fictional three-day operation each completed 920 checkpoints, and the local rehearsal resumed cleanly after a deliberate mid-run interruption. A companion recovery drill restored records and verified access boundaries while candidly recording where recovery-point timing needed tightening. We bring this same rehearsal discipline before rolling out workflow changes to your team.

Lightcone internal simulator · 2 isolated 3-day rehearsals · 920 checkpoints per run
System discovery & release verification

Ecosystem Atlas & Fast Release Checks

Make a messy system landscape legible before writing code, and verify changes in minutes.

Map what is confirmed vs. assumed before connecting anything.

Ecosystem Atlas maps people, branches, systems, and data exchanges while visibly separating documented connections from proposed ones—paired with a readiness dashboard and automated verification suite that cut a complete end-to-end check run from 11m 54s to 4m 24s while keeping every substantive check.

Lightcone internal engineering tools · Verification runtime cut from 11m 54s to 4m 24s

Where to start · Middle Tennessee & regional operators

How we usually open the conversation by industry

Focused $5k–$60k operational engagements for Middle Tennessee and regional businesses ($15M–$150M) where growth is straining handoffs.

Commercial Electrical, Mechanical (MEP) & Industrial Distributors

Start with the estimate-to-work-order handoff, controlled field instructions, and making completed field visits update the office automatically.

Commercial Insurance Brokerages, MGAs & Specialty Intermediaries

Start with preparing submission or renewal packets for review, routing multi-channel intake into one queue, and turning producer meeting notes into approved follow-up.

Multi-Site Healthcare (MSOs) & Regional Trade Roll-Ups

Start with reconciling duplicate customer or job records across acquired branches and staging clean migrations before combining systems.

Industrial Manufacturers, Commercial Fleet/Rental & 3PL Operators

Start with keeping maintenance and equipment holds visible to dispatch, tracking procedure acknowledgements, and rehearsing workflow changes before rollout.

Recognize one of these handoffs in your operation? Let's walk the workflow first.

Grab coffee or talk →