A scorecard for every technician, every month.
One page per technician, from ServiceTitan: what they ran, what they sold, what came back. Compared with their own last quarter, not just with each other.
Jim · owner
@Clair How did each tech do this month?
Clair AGENT
Three techs improved on every measure; two slipped on callbacks.
Marcus closed 41% of his opportunities, up from 33%, at an average ticket of $1,520. Ben's callbacks doubled after the new installs started.
Each tech's card is in the sheet; pay details stay out of it.
| Technician | Close rate | Avg ticket | Callbacks |
|---|---|---|---|
| Marcus T. | 41% (↑8) | $1,520 | 2% |
| Ana L. | 37% (↑3) | $1,390 | 3% |
| Ben K. | 29% (↓2) | $1,180 | 8% (↑4) |
Clair · Acme demo shop · AI-generated, check before acting
More of her work
Permit applications
Pull the permits for next week's installs.From each sold install's address, equipment and job type, she fills the city or county application and lists what still needs a signature.See the example → 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 →
Hire Clair for your shop.
Connect ServiceTitan and Slack this afternoon. She sends her first brief Monday.
Hire Clair