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Examples

What a Tercer Works system looks like.

Five real shapes of the same idea: your process, structured — and where it fits, run in part by an AI agent instead of a person.

1

Production tracker

For garment and light manufacturing — one board instead of a whiteboard and a group chat.

Manufacturing
app.client.com/production
MillerTex PRODUCTION OS Production Orders Inventory Clients Reports Production board 14 orders in progress · 3 stages CUTTING · 5 SEWING · 6 FINISHING · 3 Order #1042 — Denali Co. 120 units · Due Aug 22 Order #1044 — Northloop 80 units · Due Aug 24 Order #1039 — Bayside 200 units · Due Aug 19 Order #1041 — Cornerstone 45 units · Due Aug 20 Order #1035 — Harbor FF 60 units · Ready to ship THIS WEEK 1496% 2.3 d0 Orders activeOn-time rate Avg. cycle timeRe-entry errors

What changed: stage updates used to arrive by group chat and get copied onto a whiteboard. Now moving a card is the update, and cycle time becomes a number anyone can see.

2

Client & pipeline CRM

Every lead, quote and job in one view — replacing a spreadsheet and a shared inbox.

Trades & services
app.client.com/crm
Bayside HVAC CLIENT SYSTEM Dashboard Pipeline JobsInvoicesTechnicians Pipeline 32 active clients · $184,200 in open quotes NEW LEAD · 6 QUOTED · 9 SCHEDULED · 7 PAID · 10 JR J. Ramirez AC replacement Received 2h ago DK D. Kim $4,200 · sent Tue Follow up tomorrow SP S. Patel Thu 9:00am Tech: R. Cole ✓ M. Alvarez $1,850 paid Revenue by week BEST WEEK

What changed: quotes lived in one person's inbox, so follow-ups depended on memory. Now every quote has a stage and a date, and the revenue chart comes free.

3

Invoicing & billing

Quotes turn into invoices with one click, synced straight to accounting and the shipping portal.

Distribution
app.client.com/invoices/2216
Invoice #2216 PAID Issued Aug 12, 2026 BILL TO Harbor Freight Forwarders 1420 Dockside Ave, Long Beach, CA FROM Northloop Distribution Synced to accounting · ref #Q-8841 ITEMQTYRATEAMOUNT Pallet freight — LA to Phoenix12$210.00$2,520.00 Warehouse handling1$340.00$340.00 Fuel surcharge——$186.40 Subtotal$3,046.40 Tax$243.71 Total$3,290.11 SYNCED · ACCOUNTING · SHIPPING PORTAL · NO MANUAL RE-ENTRY

What changed: the same figures were typed into three systems each month. Now the invoice is the single source and the other two update themselves.

4

Multi-location admin

One login, every location's numbers — for owners running more than one site.

Multi-site operations
app.client.com/locations
Cornerstone Dental Group 4 LOCATIONS · ONE SYSTEM Downtown Dr. A. Chen 94% Chairs booked, this week Northgate Dr. R. Osei 78% Chairs booked, this week Riverside Dr. L. Nguyen 61% Chairs booked, this week Westside Dr. A. Chen 88% Chairs booked, this week Referrals between locations Patients routed automatically to the nearest open chair Downtown → Riverside12 this week Northgate → Westside7 this week Riverside → Downtown15 this week BEFORE: TRACKED BY PHONE CALLS BETWEEN FRONT DESKS. NOW: AUTOMATIC.

What changed: each site had its own calendar, so an owner couldn't see where capacity was sitting idle. One underused location is now visible at a glance — and referrals route there on their own.

5

Internal AI agent

Lives inside your system, not in a separate app — reads incoming work, flags what needs a human, drafts the rest.

AI agents
app.client.com/ai-agent
Northloop OPS AGENT DashboardInvoices AI agent Settings Ops agent — live activity Watching inbox, invoices and stock levels · always on ACTIVE 41 Items handled today 6 Sent to a human Reads: inbox, invoice queue, stock feed This week Manual touches avoided — trending down ACTIVITY Matched invoice #2216 to PO-8841 and marked it paid Handled automatically · 09:14am Denali Co. order is 40% above their usual size Flagged for review · drafted a confirmation email, waiting on you Review Replied to a shipping-status email using order #1042 data Handled automatically · 11:52am Stock for SKU-1140 will run out before Friday's orders ship Flagged for review · reorder draft ready Review

The important part: the agent closes what's routine and stops at what isn't. You set that line — and every flagged item arrives with a draft, so reviewing takes seconds instead of starting from scratch.

Yours would look like this — built around your data.

Every screen above came from a thirty-day build. Show us your process on a free call and we'll sketch what yours looks like.

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