Put the spreadsheet away
Jesse had what seemed like a cutting-edge setup: JobNimbus as the CRM, CompanyCam for photos, Zapier tying them together, and a work-in-progress spreadsheet that took two days to build with ChatGPT. Then a new coach looked at the spreadsheet and said to put it away. Six days later Jesse had built a CRM from scratch.
Jesse had asked JobNimbus for AI estimating and was told it was coming later in the year. “Later is not a good time when it comes to AI,” Jesse says. Without help exporting the data before the subscription ran out, Jesse wrote an importer and moved everything overnight.
Quotes overnight
The goal of the whole build was estimating. Jesse used to take two to three weeks to get a quote back to a customer. Putting a house together only takes a day or two of work, but 12 uninterrupted hours were rare with the phone ringing and crews needing an answer on site. Now a Fieldy wearable records the site visit, the AI pulls that transcript and the customer’s email, draws the plan in SmartDraw and writes the quote, and Jesse reviews it in the morning. One weekend Jesse finished four estimates from the couch, in between playing games with family.
The app does more than quotes. A camera button sends photos through an AI review that rotates them and files them to the right job by GPS, and receipts photographed on site feed the job-cost report.
The careful part
Jesse is blunt that AI will mislead you if you don’t understand the work yourself, and that owning your software means owning your data. Every contract, photo and note now lives in three places outside the app, and on the show Jesse and David talk through moving the database to an account Jesse controls, so no vendor can take it away.


