Case study - Site Safety

Site Safety: invoices, bookings and leads, drafted by Claude

Site Safety hires out temporary fencing from South Auckland to Whangarei. We set Claude up for owner Grant McLean, built three skills around the way he works, and trained him to run them.

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The Site Safety website home page: new brick and dark-clad townhouses behind a line of temporary fencing, under the heading Residential, Commercial, Education and More

Client: Site Safety Ltd, South Auckland to Whangarei
Industry: Temporary fencing hire
Our role: Claude setup, three custom skills and hands-on training
Delivered: June 2026, confirmed working

The setup in numbers

3Claude skills built around how Grant works
4core workflows: invoices, calendar, email and leads
7 weeksfrom go-ahead to confirmed working

The brief

Grant is on the road most days running fence jobs. The admin waits for him: hire invoices that are last month's with small changes, bookings buried in email, and new leads to research.

He found us through a LinkedIn post on connecting Claude to Xero. He wanted Claude doing the drafting, at his desk or on his phone.

A Site Safety branded truck with a loaded deck, parked beside a line of temporary fencing, from the Site Safety website — From Site Safety's own website.

How each skill works

Grant asksTyped or spoken, at his desk or in the phone app.
The skill takes overIt knows his formats, his area and when to ask first.
Claude checks the factsPast invoices in Xero, the calendar for clashes, public sources for leads.
A draft comes backAn invoice in draft, a proposed booking or a lead brief.
Grant decidesHe checks it, changes what he wants, then sends or saves.

Claude drafts. Grant decides.

Hire invoices in one sentence

A lot of Grant's invoices are monthly hire: last month's invoice with a new period. He asks Claude to duplicate it, and the skill copies the lines, updates the dates and shows exactly what changed.

Everything stays a draft in Xero. Claude never approves or sends an invoice, and it will not touch one that has already gone out.

Claude using the invoicing skill on demo data: it duplicates a made-up customer's August hire invoice for September, shows that only the hire period and date change, and saves it in Xero as a draft that has not been sent — The invoicing skill on a made-up customer.

A lead brief before the first call

Grant spots leads on the road: a sign on a site, a project announcement, a referral. He drops the name into Claude and gets a one-page brief sized for his phone.

It covers what they do, the best contact, how warm the lead is, and three talking points each for a cold email and a cold call, with every source listed. Grant makes the contact himself.

A lead brief on a phone for a made-up company, Example Events Co: summary, best contact, a warm fit score, and three points each for a cold email and a cold call — A lead brief for a made-up company.

Bookings, straight from the email

A job confirmation email becomes a calendar entry in Grant's own format: metres, job type and customer in the title, the site address in the location, and a colour for who is on the job.

Claude checks for clashes and reads the booking back before it saves anything. On the road, Grant can book a job by voice.

Claude using the scheduling skill on demo data: a booking drafted from a job confirmation email, with no clashes, shown as a proposed entry in a colour-coded three-day roster of made-up jobs — A made-up week and booking.

Running a trade business from the ute?

Invoices, bookings and new work, all squeezed in between jobs. We set Claude up around the way you already work, train you to run it, and keep you in charge of what goes out.

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Last updated 19 September 2026