The paperwork loop is where small shops leak money

Description and use

Small shops lose money due to paperwork gaps. Four tools built with Claude and Python automate quotes, invoices, review replies, and follow‑ups, ensuring accurate dates and calculations.

Problem

Small shops lose money because the paperwork loop—quotes, invoices, reviews, and follow‑ups—has gaps that let money slip through.

Outcome

All 31 end‑to‑end checks passed, confirming correct recomputation of totals and calendar‑verified scheduler dates. The pack runs offline with plain Python and does not send any data.

Workflow

• Generate a quote with line totals, tax, deposit, and an expiry date.
• Send the quote with cover, decline, and scope‑change templates.
• Create an invoice that matches the quote, applies payments, and calculates status and overdue days.
• Use review reply templates by star level and a checker that blocks costly mistakes.
• Schedule dated follow‑ups for quotes, invoices, and review requests, shifting weekend steps to Monday.
• Send prepared documents manually, keeping tax and legal decisions with the owner.

Evidence

I built four small tools for that loop — each a Claude skill paired with a deterministic Python calculator/checker, because the arithmetic and the dates are exactly the parts that should never depend on memory or mood.

Source

31/31 end-to-end checks pass, including independent recomputation of the quote and invoice totals and calendar-verified scheduler dates.

Source