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Job 02 · Receiving

// Testing and calibration labs · Sample and instrument intake

Sample and instrument intake, drafted from the paperwork in the box.

A box reaches receiving with a custody form, a PO, a test request or a packing list, and someone keys it into your LIMS or calibration system. In a free AI proof of concept, AI drafts that intake record from copies of 20 to 30 jobs you already received. Your reviewer, the person on your team who knows receiving best, checks each draft against the record your tech made.

Book a proof-of-concept call30 minutes with Rob
Jobs already received
20 to 30
Entered in your LIMS
Nothing
Checked by
Your receiving tech

// The one job

From the receiving bench to a draft intake record

Today a receiving tech opens the box, reads what came with it and builds the record: the customer, each item with its sample ID or serial number, the tests or calibrations requested, the due date, and how things looked on arrival.

In the proof of concept, AI reads copies of that paperwork and drafts the intake record, one line per item. It keys and labels nothing. Anything missing, unreadable or contradictory goes on a list for the tech, with the document and line it came from.

Custody formArrives with the box
Customer
Relinquished by
Received by
PO no.
Sample IDTest askedCount
Made-up example form
Drafted
for receiving
Intake recordDraft, not entered
Account
Due date
Return or discard
On arrival
Item or serialRequestedFlag
Made-up example record

// What makes it hard

Where intake paperwork goes wrong

One item, one identity. ISO/IEC 17025 asks for a system that keeps items from being confused, on the shelf or in the records, for as long as the lab holds them, and that copes when an item is split into parts, handled as a group or transferred. So the customer's ID, your lab ID and the maker's serial number must all point at the same thing, whether it is a bar cut into tensile blanks or a meter listed by asset tag on the PO and by serial on the packing slip. The draft keeps every link and, when two documents disagree, says so instead of choosing.

When the box doesn't match. The standard has deviations from specified conditions recorded on receipt. If an item looks unsuitable or doesn't fit its description, the lab asks the customer before going on and records the answer, and if the customer says go ahead, the report must name the results that may be affected. So the draft never decides. A broken custody seal, five items on the form against four on the packing list, or a material that differs from the bag label goes on the flag list.

Instructions that outlast login. A submission form may ask whether samples go back or get discarded, whether any are hazardous, whether they need special storage, and whether the job is for litigation. On evidence work the custody record starts with the customer's relinquished-by line, and every hand-off after it carries a printed name, signature, date and time. The standard says handling instructions sent with an item are followed and that set storage conditions are kept, monitored and recorded, so a dropped keep-refrigerated note is worse than a typo.

Instruments bring their own puzzles. A PO may say only calibrate, while the customer expects an accredited calibration under your scope rather than a standard one, or wants the readings as well as the certificate. Probes and leads arrive or don't, and the asset tag, model and serial number each sit on a different document. The draft records the service level the paperwork asks for and lists any conflict as a question.

The paperwork keeps moving. A customer emails two days later to add a test or move a due date. Under 17025, a contract amended after work starts is reviewed again, everyone affected is told, and records of pertinent customer discussions are kept. The draft attaches each later email to its job and marks what changed. Keying the record is a data transfer the standard says is checked systematically, and that check stays with your tech.

// What you send

Copies from your receiving desk

Copies only
No LIMS login
01

20 to 30 received jobs

For each, everything that came with the box, custody form to emails, and the intake record your team built from it. Include ones that needed a phone call.

02

Your receiving rules

Your receiving procedure, standing customer instructions and your list of tests and services, so drafts name each request your way.

03

No logins

Nobody here signs in to your LIMS, calibration software or receiving inbox. Copies come to us; originals stay in your lab.

04

NDA first, look-alikes if needed

Customer names and serial numbers stay with you until the NDA is signed. If some can't leave at all, your reviewer helps us build look-alike jobs.

// Before it starts

Settled before the first box

The owner makes these calls before any paperwork moves.

Intake ground rulesOwner decides
Reviewer
Named by the owner, usually the receiving lead or sample custodian
Success criteria
Agreed in writing: which fields count, and what must be flagged
Jobs
Chosen by your reviewer, the messy ones included
Price
A range for the live job, given up front
NDA
Signed before the first file

// How it's judged

Draft intake records beside the real ones

Job for job
Field by field
On the same 20 to 30 jobsWhat receiving enteredThe AI draft
Customer, contact and PO tied to the right accountScored on your own jobsScored on your own jobs
Every item listed, with its sample ID or serial numberScored on your own jobsScored on your own jobs
Customer IDs, lab IDs and split items linked correctlyScored on your own jobsScored on your own jobs
Tests or calibration service level named as your system names themScored on your own jobsScored on your own jobs
Due dates, rush requests and return or disposal instructionsScored on your own jobsScored on your own jobs
Mismatches and missing details flagged for the techScored on your own jobsScored on your own jobs
Time from box opened to a record ready to checkScored on your own jobsScored on your own jobs
Blank until it runs. No cell is filled until the proof of concept has run on jobs your lab already received.Your reviewer marks each one and makes the call.

// After a yes

About 30 days at the receiving bench

If your reviewer finds the drafts met the success criteria, new arrivals get the same drafting for about 30 days.

Each draft waits for your receiving tech to approve it before anything is entered in your LIMS or calibration system, and the tech's own look at the box stays the record.

Scoring continues the same way, and nothing else is added until that run is judged.

// What could come next

Other jobs, in a likely order

To be checked with you
Each one priced separately
  1. 01

    Quotes for test programs

    An RFQ and its spec drafted into a quote from your own price list, for the lab manager to check before it goes out.

    Next
  2. 02

    Reports and certificates

    Finished bench data drafted into your report template, for your reviewer and your signatory.

    Then
  3. 03

    Where-is-my-sample emails

    Customer status questions answered in draft from the intake and job records, for a person to read and send.

    After that

// One hard limit

The AI never logs in a sample or accepts one on your behalf.

It reads copies of paperwork from jobs you already received and writes to a review sheet. It never signs a custody form, never clears an unsuitable item to go ahead, never contacts a customer and never touches your LIMS. In a live run, your receiving tech approves every record before it is entered.

Priced per job. You get a range before the proof of concept and a fixed price before you sign.

The range comes on the call, once we know roughly how many jobs reach receiving each month and how many kinds of paperwork arrive with them.

// Questions

What receiving leads ask

Can the AI check what's physically in the box?
No. It reads the paperwork, so it can only compare documents with each other. Counting items, checking seals and judging condition stay with your receiving tech, and the draft lists what the tech should look at.
What about handwritten chain-of-custody forms?
Include some in the 20 to 30 jobs. A field the draft can't read with confidence is flagged rather than filled in, so your reviewer sees how drafts cope with your customers' handwriting.
Does it assign our lab ID numbers?
No. Your LIMS or calibration system assigns its own numbers at login, as it does today. The draft carries the customer's IDs and serial numbers so your tech can tie each one to the new lab ID.
What happens when a customer adds a test after the box is opened?
Send those emails with the job. The draft attaches each one, shows what changed and flags it for the contract review your procedure already calls for. It never changes the job by itself.
Rob Eason

Rob Eason, founder

// Book a call with Rob

Start where the boxes land.

A 30-minute call with Rob. Be ready with your lab and role, whether you'd test sample or instrument intake, and about how many jobs reach receiving in a month. Keep customer paperwork with you until the NDA is signed.

  • Co-owned a 60-employee financial services firm and sold his share to his partner.
  • Ran GOSO Technologies, a Boston solar company rated 5/5 across 24 Google reviews.
  • 5/5 across 83 reviews in HighLevel's Certified Admin Directory.
  • 4.3/5 from 6 Google reviews of Massmarket AI.
  • Every directory and Google review, critical ones included, is shown word for word at massmarket.ai/reviews.
  • Takes every proof-of-concept call himself.