Meetings that turn into work.
Point any note taker that emails a recap at your private Clair address. Each meeting comes back as a DM with what was decided and who promised what.
Clair · in Jim's DM
Clair AGENT
Meeting notes · Fathom · Ferguson pricing review
Decided: move line sets to Johnstone from November.
Promised: you send Ferguson the volume numbers by Thursday 9am; Dana gets the Johnstone quote in writing.
I can help with: pulling last year's copper spend by vendor.
Clair · Acme demo shop · AI-generated, check before acting
More of her work
Should I hire
Do I fill a ninth HVAC tech in October?Forecast demand against capacity and the open pipeline: yes or no, and the week a new hire pays for themselves.See the example → What callbacks cost
Which jobs come back, and what do they cost us?Warranty and callback visits tied to the original job, by technician and job type, in dollars of unpaid time and parts.See the example → Technician scorecards
How did each tech do this month?Close rate, average ticket, memberships sold, callbacks and hours on jobs, per technician, against their own last quarter and the shop's median.See the example → Permit applications
Pull the permits for next week's installs.From each sold install's address, equipment and job type, she fills the city or county application and lists what still needs a signature.See the example →
Hire Clair for your shop.
Connect ServiceTitan and Slack this afternoon. She sends her first brief Monday.
Hire Clair