Numbers you can forward to anyone.

Any answer becomes a page at your own link: the accountant, the bank or a partner opens it without a login. It is unlisted and stops working after 30 days.

Jim · owner

@Clair Send the Q3 numbers to our banker.

Clair AGENT

Q3: $1.74M invoiced, up 8% on last year; cash collected $1.66M.

Q4 forecast $1.42M (80% range $1.28M–$1.57M). The page has the charts, the forecast with its range, and the books' summary.

Link: acme.clair.page/… · stops working on 19 November.

Clair · Acme demo shop · AI-generated, check before acting

More of her work

Ad budget throttled to the boardCan we take more HVAC work next week?A full board means less spend on the campaigns that feed it; room means more, inside the floor and ceiling you set.See the example → Outreach campaigns with OnepathWe have room in November. Who should we go after?Clair picks who is worth calling from your history; Onepath's voice agents and texts make the calls; the booked jobs come back.See the example → Payroll and commissions from the jobsPrep payroll for October 6 to 19.Commissions from completed jobs and sold estimates in ServiceTitan, checked against last pay run, entered on your Gusto payroll.See the example → The real cost of every jobWhat did my installs actually make last year?Booked margin 68%; real margin 56% once equipment is priced at what you paid, crew hours at their own rate, commissions and callbacks counted.See the example →

Hire Clair for your shop.

Connect ServiceTitan and Slack this afternoon. She sends her first brief Monday.

Hire Clair