Portfolio Note: This repository demonstrates AI-assisted documentation and knowledge management. Built entirely with Claude AI to help a small business owner systematize operations, compliance, and daily workflows. Names and identifying information have been anonymized for public sharing.
This is a comprehensive business operating system for a lawn care service, created entirely through AI-assisted development. It demonstrates how conversational AI can build sophisticated documentation systems for non-technical users.
What this showcases:
- 📚 Knowledge management for service businesses
- 🤖 AI-generated operational procedures and compliance documentation
- 👥 User-centric design (built for field workers and administrative staff)
- ⚖️ Business compliance frameworks (Florida LLC, local permits, safety protocols)
- 📋 Practical workflows from daily operations to crisis management
New to this system? Start here:
- Read
00_START_HERE/CLAUDE_USAGE_GUIDE.md- Learn how to use Claude as your business consultant - Review
00_START_HERE/DAILY_OPERATIONS_WORKFLOW.md- See exactly what to do each day - Check
00_START_HERE/QUICK_REFERENCE_PRICING.md- Know what to charge - Ask Claude any questions - It knows your business inside and out
- CLAUDE_USAGE_GUIDE.md - How Field Operator and Operations Manager should use this AI system
- DAILY_OPERATIONS_WORKFLOW.md - Step-by-step daily procedures
- QUICK_REFERENCE_PRICING.md - Fast pricing guide for quotes
- BUSINESS_IDENTITY.md - Team roles and communication philosophy
- CUSTOMER_JOURNEY_MAP.md - How customers flow through your business
- DECISION_TREES.md - Quick decisions for common field situations
- CRISIS_PLAYBOOKS.md - Emergency response procedures
- SAFETY_SOP_GUIDE.md - Personal protective equipment and safety protocols
- EQUIPMENT_INVENTORY_LOG.md - Asset tracking and tax exemption info
- MAINTENANCE_SCHEDULE.md - Equipment care and service intervals
- ADMIN_OPERATIONS_MANUAL.md - Daily hand-offs and record management
- TECH_STACK_AND_OPS.md - Software tools and workflow
Business Structure:
- CORE_LEGAL_VAULT.md - Articles of Organization, EIN, Operating Agreement
- FLORIDA_COMPLIANCE_CHECKLIST.md - State-level requirements and deadlines
Local Government:
- WILLISTON_LOCAL_COMPLIANCE.md - City requirements and registration
- WILLISTON_CITY_REQUIREMENTS.md - Business Tax Receipt details
- LEVY_COUNTY_CONTEXT.md - County licensing and property tax
- FLORIDA_GREEN_INDUSTRY_LICENSING.md - What services require licenses
Risk Management:
- RISK_AND_LIABILITY_SAFEGUARD.md - Insurance and incident protocols
- INCIDENT_REPORT_TEMPLATE.md - Documentation form for accidents
Branding:
- BRAND_VOICE_GUIDE.md - Visual identity and communication style
- CUSTOMER_COMMUNICATION_SCRIPTS.md - Templates for texts and emails
Financial:
- PRICING_CALCULATOR.md - Detailed pricing formulas and overhead
- PROFIT_AND_LOSS_TEMPLATE.md - Monthly financial tracking
Your Daily Resources:
- Morning checklist:
00_START_HERE/DAILY_OPERATIONS_WORKFLOW.md - Pricing questions:
00_START_HERE/QUICK_REFERENCE_PRICING.md - Decision help:
01_OPERATIONS_FIELD/DECISION_TREES.md - Emergencies:
01_OPERATIONS_FIELD/CRISIS_PLAYBOOKS.md - Safety rules:
01_OPERATIONS_FIELD/SAFETY_SOP_GUIDE.md
Ask Claude:
- "What's my pre-work safety checklist?"
- "Customer wants [service]. What should I charge?"
- "I just damaged property. What do I do right now?"
- "This slope looks steep. How do I know if it's safe?"
Your Weekly Resources:
- Evening review:
00_START_HERE/DAILY_OPERATIONS_WORKFLOW.md(10-minute section) - Customer messages:
03_ADMIN_AND_FINANCE/BRANDING/CUSTOMER_COMMUNICATION_SCRIPTS.md - Financial tracking:
03_ADMIN_AND_FINANCE/FINANCIAL/PROFIT_AND_LOSS_TEMPLATE.md - Compliance calendar:
02_LEGAL_AND_RISK/BUSINESS/FLORIDA_COMPLIANCE_CHECKLIST.md
Ask Claude:
- "Draft a message to customers about [situation]"
- "What compliance deadlines are coming up in [month]?"
- "Customer disputed [issue]. What are my options?"
- "Help me understand this P&L report"
- Sunbiz Annual Report: Due May 1st every year (
02_LEGAL_AND_RISK/BUSINESS/FLORIDA_COMPLIANCE_CHECKLIST.md) - Levy County DR-405: Due April 1st for equipment tax exemption (
02_LEGAL_AND_RISK/LOCAL_GOVERNMENT_WILLISTON/LEVY_COUNTY_CONTEXT.md) - Williston BTR Renewal: Due September 30th (
02_LEGAL_AND_RISK/LOCAL_GOVERNMENT_WILLISTON/WILLISTON_CITY_REQUIREMENTS.md) - Workers Comp Exemption: Renew every 2 years (
02_LEGAL_AND_RISK/BUSINESS/CORE_LEGAL_VAULT.md)
- Standard Mow Pricing: $40 (small) to $140 (1 acre) (
00_START_HERE/QUICK_REFERENCE_PRICING.md) - Heat Safety Protocol: 15-min breaks every 90 minutes June-September (
01_OPERATIONS_FIELD/SAFETY_SOP_GUIDE.md) - 60-Second Hand-off: Photos, receipts, mark complete after every job (
00_START_HERE/DAILY_OPERATIONS_WORKFLOW.md)
- Colors: Hunter Green and Slate Gray (
03_ADMIN_AND_FINANCE/BRANDING/BRAND_VOICE_GUIDE.md) - Style: Professional, local, reliable - no corporate jargon
- Customer Tone: Neighborly and helpful
Business Name: 4 Seasons Lawn Care
Website: 4seasons352.com
Service Area: Williston and Levy County, Florida
The Team:
- Field Lead: Field Operator - High reliability, manual labor expert, finishing GED
- Operations Manager: Operations Manager - Financial oversight, scheduling, customer communications, full-time nurse
Core Values:
- Digital-first (easy booking, automatic invoicing, no check-chasing)
- Professional (uniformed, clean equipment, clear communication)
- Reliable (show up when promised, do it right)
- Local (supporting your Williston neighbors)
Website & Booking: Durable AI (4seasons352.com)
Payments: Stripe (integrated with Durable)
Accounting: QuickBooks Solo
Scheduling: Durable native booking
File Storage: Google Drive (connected to this Claude Project)
Business Consultant: Claude (this project)
Internal (Within the Team):
- Instructions for Field Operator: Plain English, step-by-step, mobile-friendly
- No corporate jargon or complex terminology
- When in doubt, ask Claude
External (With Customers):
- Professional but friendly (neighbor talking to neighbor)
- Clear, specific, no runaround
- Examples: "Your lawn is ready for the weekend!" vs. "Service completion confirmed"
- Digital-First: 90%+ of payments through Stripe (no check-chasing)
- Efficiency: Field Operator spends 90%+ of time mowing, not admin work
- Consistency: Same-day completion of 60-second hand-off (photos, receipts, invoices)
- Growth: Convert 40%+ of one-time customers to recurring service
- Compliance: Zero missed deadlines for permits, taxes, or renewals
Just ask Claude. It has read all these documents and knows your business.
Examples:
- "What do I need to do before leaving the job site?"
- "Customer wants bi-weekly service on a 1/2 acre lot. What should I charge?"
- "I need to file the DR-405 form. Walk me through it."
Navigate to the specific document when you need details or want to review procedures.
When something changes (pricing, procedures, equipment), update the relevant document. Claude will use the updated information.
For Field Operator:
- Safety gear is non-negotiable (eyes, ears, feet)
- Complete 60-second hand-off after EVERY job
- Ask Claude before calling Operations Manager
- Heat stress is deadly - take breaks
For Operations Manager:
- Check booking system once daily (8 PM after nursing shift)
- Respond to customers within 24 hours
- Set aside 15% of revenue for taxes monthly
- Use Claude to draft communications quickly
For Both:
- Claude is your first line of support, not Liz
- Document everything (photos, receipts, incidents)
- When in doubt, ask Claude
- Compliance deadlines are non-negotiable
Tier 1: Claude (Use for 80% of questions)
- Business procedures and protocols
- Customer communication drafts
- Pricing and quote questions
- Compliance deadline reminders
- "How do I..." questions
Tier 2: Operations Manager (Internal decisions)
- Field Operator escalates field issues
- Customer disputes
- Scheduling conflicts
- Equipment repairs
Tier 3: Liz (Technical or external help)
- Claude gives wrong information
- Systems not working (website, payment, etc.)
- Legal questions beyond scope
- Big strategic decisions
Last Updated: February 2026
Current Phase: Pre-Launch (Presenting to Operations Manager and Field Operator)
Next Milestone: First customer service
Questions? Ask Claude: "Help me understand [topic]"
Ready to launch. Let's grow this business.