Notes from the walkthrough, without writing a word.
Wear your Plaud NotePin on the job. Clair reads each recording's notes, keeps the decisions and promises in your private memory, and reminds you on the day.
Clair · in Jim's DM, 20 minutes after the walkthrough
Clair AGENT
Meeting notes · Plaud · Harlow attic re-pipe
Decided: re-pipe the attic in PEX; the homeowner wants it done before Thanksgiving.
You promised: a written quote by Friday 9am (I'll remind you Thursday afternoon), and to check whether the permit needs the HOA letter.
I can help with: drafting the quote from your pricebook, or pulling the permit requirements for that address.
Clair · Acme demo shop · AI-generated, check before acting
More of her work
Meeting notes that turn into work
Forward the Fathom recap.Granola, Fathom or Read.ai: decisions and promises go into her memory, and she reminds you on the day.See the example → 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 →
Hire Clair for your shop.
Connect ServiceTitan and Slack this afternoon. She sends her first brief Monday.
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