Clair
← Use cases · Owner

The week ahead, before the coffee.

Every Monday at 6, Clair posts the brief to your owners' channel: the numbers with honest ranges, the board, the weather, and three things to do about it.

Clair · Monday 6:00 AM
Clair AGENT

A normal week: $121K invoiced expected (range $104K–$139K), about 140 jobs.

HVAC service is near full through Thursday; plumbing has 22 open hours. Freeze Saturday night.

Three plays: move $40/day of ads to plumbing (Dana), call the 4 lapsed members with tune-ups due (Onepath), chase the two builder invoices over 60 days (Maria).

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

Then she does the work

One card. You click.

ClairAGENT

Proposed · The weekly brief, every Monday at 06:00
Posts the brief to #owners on schedule: headline numbers with ranges, the board, the weather, three plays.

Standing rule: the weekly brief on a schedule · nothing happens until someone approves

ApproveDecline
ClairAGENT

Done · The weekly brief, every Monday at 06:00
Posts the brief to #owners on schedule: headline numbers with ranges, the board, the weather, three plays.

Standing rule: the weekly brief on a schedule

Done by @Jim · standing rule set: the brief every Monday at 06:00 in #owners

More of her work
Membership renewals, through OnepathWhose plan is up next month?Members due for renewal or a missed tune-up, ranked by what they spend, handed to Onepath to call and text, with the renewals read back.See the example → Review follow-upsDid yesterday's customers hear from us?Every completed job gets a review request from your number the next day. A bad review goes to the manager with the job's history, so the reply is ready the same day.See the example → Numbers for the bankSend the Q3 numbers to our banker.A private page at your own link, with charts and the forecast range, that the banker opens without a login. The link stops working after 30 days.See the example → 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 →

Hire Clair for your shop.

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

Hire Clair