What you're owed, collected politely.
Clair ranks open receivables, drafts the reminders, and puts it all next to your cash so you know what matters this week.
Maria · office manager
@Clair Who owes us over 30 days?
Clair AGENT
$48,600 is over 30 days; $14,200 of it is over 60.
The three largest are two builders and one homeowner on a financed install still waiting on the lender. Cash covers 5.2 weeks of payroll at the current run rate.
I drafted a reminder for each: firm for the builders, gentler for the two members.
Clair · Acme demo shop · AI-generated, check before acting
More of her work
Notes from the NotePin
Walked the job with the homeowner.Connect your Plaud once. Every recording's notes land in your DM: what was decided, what you promised, and a reminder on the day.See the example → 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 →
Hire Clair for your shop.
Connect ServiceTitan and Slack this afternoon. She sends her first brief Monday.
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