Clair
AI employee · for home-services contractors

Meet Clair.
The business analyst
you'd hire if you could.

She reads your ServiceTitan, your books, your leads and the weather, and answers in Slack the way a sharp executive assistant would: the number, the range, the reason, and what to do next. Charts, spreadsheets and a Monday brief included. No dashboard to learn.

Hire Clair See what she does

Slack today · Teams and Google Chat next · every number from your own data

Jim · owner
@Clair how much cash do I have, and how many weeks of payroll is that?
Clair AGENT Opening the books ✓ · Pulling the cash forecast ✓ · Drawing a chart ✓

About $220K in the bank, 5.7 weeks of payroll, and the next eight weeks of collections cover payroll, bills and overhead with room to spare.

Two watch items: 61% of receivables are older than 30 days, and $42K invoiced this week hasn't posted to QuickBooks yet.

Cash runway chart: cash in against payroll, bills and overhead, with the projected bank balance

Clair · data through 2026-08-23 · AI-generated, check before acting

16weeks of forecast, by business unit, with honest ranges
39tools she can read, from ServiceTitan to QuickBooks to the weather
2 minto connect each one
0dashboards to learn. Ask her in Slack.
What she does

One hire, four jobs.

Clair answers the questions each person in the shop actually asks, from the same data, in their own words.

The owner

  • “How much of my seasonality is weather, and what did the weather do to me this year?”
  • “Give me the daily brief.”
  • “According to the data, what's the best lead generation strategy for me?”
  • “How much cash do I have, and how many weeks of payroll is that at the forecast run rate?”

The dispatcher

  • “Who is under 60% next week, and what open work could fill them?”
  • “It's going to be hot Thursday. How many no-cool calls should I expect, and do I have the hours?”
  • “What calls did we miss yesterday, and did anyone call them back?”
  • “Which memberships are due for a tune-up this month with nothing scheduled?”

The bookkeeper

  • “What's invoiced in ServiceTitan but not in QuickBooks yet?”
  • “AR over 30 days: who, how much, and what should we chase first?”
  • “Which vendor bills are due before the forecast cash comes in?”
  • “Are we on pace for the month?”

The sales manager

  • “Show me estimates over $5K that are 5 to 14 days old with no follow-up.”
  • “What's our close rate on estimates, and where is it slipping?”
  • “What should I do with memberships to increase conversion?”
Her work

Answers you can forward.

Every answer comes with the evidence: a chart that carries the point, a spreadsheet when there are numbers to work with, a PDF brief when there is something to share.

Cash collected forecast with an 80% range and last year's ghost line
The forecast, with its range and last year underneath
Dispatch board heatmap of forecast load by technician
The board: who has room, who is over
Lead sources ranked by attributed revenue against spend
Which channel pays for itself
This year's HVAC service visits against the seasonal normal with the temperature anomaly
How much of the season is weather
How it works

Connect. Ask. She delivers.

  1. ConnectServiceTitan, your books, your lead desk, Slack. A few minutes each, read-only.
  2. Ask“How do the next five weeks look?” “Who has room Thursday?” “Which channel pays for itself?” In a DM, or @Clair in a channel.
  3. She deliversThe answer with the reason, the chart, the spreadsheet, and a Monday brief before anyone asks.
From analyst to employee

She does the work. You click.

Every action starts as a proposal in Slack with one button. Approve and she executes and logs it; decline and nothing happens. Approve a rule once and it runs every week. Nothing writes to your systems without a human's click.

ClairAGENT9:15 AM

Proposed · Call sheet: 3 missed calls from yesterday, 2 never returned
Posts the list (time, area, callback status) to #dispatch for the CSRs to work before the 8am board fills.

Post a call sheet to a channel · action 0393917d · nothing happens until someone approves

ApproveDecline
ClairAGENT9:16 AM

Done · Call sheet: 3 missed calls from yesterday, 2 never returned
Posts the list (time, area, callback status) to #dispatch for the CSRs to work before the 8am board fills.

Post a call sheet to a channel · action 0393917d

Done by @Jim · posted 3 rows to #dispatch

ClairAGENTYesterday

Done · The weekly brief, every Monday at 06:00
Posts the brief to #owners on schedule: headline numbers with ranges, the board, the weather, three plays.

Standing rule: the weekly brief on a schedule · action a71c2e04

Done by @Jim · standing rule set: the brief every Monday at 06:00 in #owners

Fill the boardQueue the callbacks for missed calls. Book due tune-ups into open slots. Chase the estimates that went quiet.
Chase the moneyDraft the reminders for receivables over 30 days, politely for members, from QuickBooks and ServiceTitan.
Move the budgetShift ad dollars between channels within the cap you give her, based on what actually booked.
Run the calendarThe Monday brief at six, the weather call the evening before, a note when a business unit leaves its band.
Integrations

Connect your tools. Two minutes each.

Hire Clair for your shop.

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

Hire Clair