Permits, filled in before anyone asks.
Every install needs a permit, and every city's form is different. Clair fills each application from the sold job and lists what still needs a person.
Maria · office manager
@Clair Pull the permits for next week's installs.
Clair AGENT
Next week has 9 installs in 4 jurisdictions; 7 applications are ready.
Charleston County and Mount Pleasant are filled from each job's address, equipment and load calculation. Two need the homeowner's signature and one needs the HOA letter.
Summerville's portal wants the contractor license upload again; I listed which file.
Clair · Acme demo shop · AI-generated, check before acting
More of her work
The Monday brief
Nobody asks. It arrives at 6.The week ahead in one post: revenue and visits with their ranges, who has room, the weather, and three plays with owners.See the example → Membership renewals, through Onepath
Whose 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-ups
Did 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 bank
Send 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 →
Hire Clair for your shop.
Connect ServiceTitan and Slack this afternoon. She sends her first brief Monday.
Hire Clair