Solutions · the five

Five jobs,
taken off your desk.

No platform to migrate to, no course to sit through. Each is a named, production-grade automation set up around how your business already runs. All five ship inside Ridgehold AI Assist at $179/month: the entry point, not the ceiling. Everything past them is built to order.

01The five · problem, task, output

Named solutions.
Plain outcomes.

01

Quote Builder

The problem: a quote takes an hour of skilled time, so the answer goes out late, or never.

TaskReads the buyer request, prices it from your own price list, formats it to your template, and drafts the covering email.
buyer request + your price list → draft quotation + covering email
You reviewPrice, quantity, and terms before anything is sent. You can edit the draft in your own inbox as you always would.
02

Follow-Up Tracker

The problem: revenue goes quiet between sending a quote and chasing it. Nobody owns the chasing.

TaskPuts a date on every open quote and order, watches the clock, and drafts the nudge when that date arrives, in your voice.
quote unanswered 6 days → drafted reminder, ready to send
You reviewWho gets chased and when. You always get one list of what's waiting on whom.
03

Document Extractor

The problem: documents still enter the business by hand, and the errors compound downstream.

TaskReads PDFs, scans, and photos into clean structured data, then checks it against your purchase orders and records.
invoice scan or photo → structured record, checked vs. PO
You reviewMismatches are flagged for a person; nothing is filed unattended. Feeds your ledger or ERP as plain data.
04

Price Watcher

The problem: supplier prices drift unnoticed. The margin leaves before anyone sees the invoice.

TaskChecks the inputs you choose on a schedule you set, keeps the history, and tells you in plain language when something moves.
supplier rate moved +4.2% → plain-language alert, trend kept
You reviewAlerts only on real movement, not noise. What changes in your own prices stays your decision.
05

Daily Summary

The problem: reporting is always a day behind, so the owner becomes the reporting system.

TaskOne plain-language brief each morning covering the inbox, orders, and your watched numbers, written for someone with a company to run, not a dashboard.
overnight inbox + orders + numbers → one brief at 7:00 AM
You reviewRead it with your coffee. Anything needing a decision waits for you there.

Illustrative examples with sample data throughout. Ridgehold configures each solution around your own documents, prices, and formats.

02Where the line sits

The assistant prepares.
You decide.

Every system is built around one boundary: nothing leaves your business without a person pressing go. Quotes, reminders, alerts, records. All of it waits for your review. That constraint is not a limitation we work around; it is the design principle.

See what it costs →

A

It prepares

Reads, matches against your records, and drafts, in the formats you already use.

B

It waits

Every draft, alert, and record sits in a queue that only a person can clear.

C

You send

Approve, edit, or ignore. Nothing sends, prices, or commits on its own.

03How it starts · whiteboard first

Whiteboard first.
Code second.

We do not sell software before we understand the workflow. A short conversation about what hurts, a working setup within weeks, and a price that only makes sense if it saves you more than it costs.

Step 01

One conversation

What hurts, who touches it, and what "done" should look like.

Step 02

A working version

Configured around your documents and prices, running within weeks.

Step 03

Refined in use

Adjusted against real usage, and you can cancel any month.

04Next step

See it on your
own workflow.

Bring the workflow that hurts most. We will tell you plainly whether AI is the right tool for it.