Catmax · AI Operations
Mission Control
Live Operations Feed--:--:--
Catmax AI Ops Agent
Watch Max automatically move approved jobs from Podium to Jobber, Drive, Sortly and dispatch — while blocking missing information before it costs money.
Max is Active4 Jobs Processing3 Jobs Blocked8 Jobs Ready for Dispatch
Jobs Processed Today
0
Admin Tasks Automated
0
Jobs Ready for Dispatch
0
Jobs Blocked Before Error
0
Time Saved Today
0.0 hrs
Monthly Admin Savings
$0
Customer
Podium
Leads & messagesJobber
PipelineGoogle Drive
Job foldersSortly
Pick listsXero
DepositsWarehouse
DispatchInstaller
On-siteCarmel
Customer commsPaul
Owner reviewMaxOps Agent
Pulling customer details from Podium
Max Activity Feed
Live operations log
Streaming
Detected paid deposit for Rachel Barker in Podium
10:42 AM•detected
Pulled customer details and job notes
10:42 AM•checked
Created Google Drive folder /Jobs/Rachel Barker
10:43 AM•created
Uploaded job sheet and 9 photos
10:43 AM•created
Extracted 14 material items from job sheet
10:44 AM•extracted
What Max Is Doing Right Now
Live job execution
Job
Rachel Barker
Location
Brisbane
Stage
Create Drive Folder
- Create Drive FolderRunning
- Upload Documents
- Extract Materials
- Create Sortly Folder
- Build Pick List
- Dispatch Check
- Warehouse Notification
AI Document Processing
Max reads job sheets → warehouse-ready data
Job Sheet
Scanning
AI Extract
Sortly Pick List
0/6
Job Readiness Board
Every approved job, processed and watched
Click a job to see exactly what Max did — and what's still missing.
New Approved
2
AI Processing
2
Blocked
2
Ready for Dispatch
2
Warehouse Readiness Queue
Operations command view — what's leaving today, what's not, and why.
Ready For Warehouse3
- Rachel BarkerBrisbane · Pick list CTX-2207
- Gold Coast BalconyGold Coast · Pick list CTX-2208
- Brisbane InstallBrisbane · Pick list CTX-2209
Blocked2
- South YarraMissing drawing dimensions
- Melbourne RemeasureMissing dimensions
Waiting Review1
- Anne HathawayMeasurement changed 6m → 8m
Job Readiness Engine
Max verifies every prerequisite before a job leaves the warehouse.
Rachel Barker
Brisbane
- Drawing Found
- Measurements Found
- Deposit Confirmed
- Pick List Generated
Status
READY FOR WAREHOUSE
South Yarra Enclosure
Melbourne
- Job Sheet Found
- Photos Found
- Drawing Missing
Status
BLOCKED
Action taken: SMS sent to installer Andrew requesting corrected drawing.
Blocked Before Dispatch
Max prevented these from leaving the warehouse
| Job | Issue detected | Owner | AI action | Status |
|---|---|---|---|---|
| South Yarra Enclosure | Missing drawing dimensions | Installer Andrew | SMS sent for corrected drawing | Waiting |
| Gold Coast Balcony | Labour hours appear underquoted | Salesperson | Sent for review | Needs approval |
| Melbourne Remeasure | Material item has no drawing reference | Paul | Approval requested | Blocked |
| Brisbane Install | Payment not confirmed | Carmel | Follow-up drafted | Needs review |
| Anne Hathaway | Customer measurement changed from 6m to 8m | Salesperson | Quote revision requested | Blocked |
Ask Max
Operations intelligence
Max · AI Operations Coordinator
Sits above your existing tools
Podium
Leads & messages
Connected
Jobber
Pipeline
Connected
Google Drive
Job folders
Connected
Sortly
Pick lists
Connected
Xero
Deposits
Coming next
Max coordinates information between existing tools. No new software for staff to learn.
Carmel's manual admin, automated by Max
Same outcome. Zero clicking, copying, or chasing.
Before — Carmel manually
- Manually checks Podium messages
- Moves jobs between pipeline stages
- Follows up customers for photos
- Confirms deposits with Paul
- Creates Drive folders
- Uploads job sheets and photos
- Copies details into Jobber
- Creates Sortly folders
- Reads job sheets manually
- Builds pick lists
- Updates warehouse status
- Chases missing information
- Tells Paul what is blocked
After — Max does it
- Max detects approved jobs automatically
- Max checks payment status
- Max creates Drive folders
- Max uploads and organises documents
- Max reads job sheets
- Max extracts materials and quantities
- Max creates Sortly pick lists
- Max updates Jobber stages
- Max flags missing information
- Max notifies the right person
- Max marks jobs Ready or Blocked
- Carmel only reviews exceptions
Carmel stays in control. Max does the repetitive admin.