She picks who to call. Onepath makes the calls.

Clair builds the list from your ServiceTitan history, sizes it to the crew's open hours, and hands it to Onepath. Onepath runs the calls and texts, and the results come back to Clair so the next list is sharper.

Jim · owner

@Clair We have room in November. Who should we go after?

Clair AGENT

412 customers have an AC unit 12+ years old and a repair in the last 18 months. Another 96 members lapsed this year.

The board has room for about 60 replacement estimates in November. I'd start with the 180 households whose repair bills topped $600: last fall that group booked estimates at 3x the rest.

Offer: the fall rebate plus financing, by voice call first, then a text two days later to anyone who didn't pick up.

List	Households	Why them	Order
Old AC, repair over $600	180	Booked at 3x last fall	1
Old AC, any repair	232	Equipment 12+ years	2
Lapsed members	96	Renewal plus a tune-up slot	3

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

Then she does the work

One card. You click.

ClairAGENT

Proposed · Hand a prioritised list to Onepath
180 households, replacement offer with the fall rebate, voice call then text. Onepath's agents book estimates into the open November slots.

Hand a prioritised list to Onepath · nothing happens until someone approves

ApproveDecline

ClairAGENT

Done · Hand a prioritised list to Onepath
180 households, replacement offer with the fall rebate, voice call then text. Onepath's agents book estimates into the open November slots.

Hand a prioritised list to Onepath

Done by @Jim · list of 180 handed to Onepath

More of her work

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 → Vendor price watchFerguson sent a new price list.Drop the PDF in Slack. 14 items rose 6–9%; she proposes the pricebook update, with your markup tiers, for one click into ServiceTitan.See the example → The weather callCold front Thursday.Wednesday evening she flags it: no-heat calls up about 30%, two service techs under-booked Friday, tune-ups to move.See the example →

Hire Clair for your shop.

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

Hire Clair