AI runs the office.
You run the jobs.
We install AI skills and agents that handle payroll prep, proposals, follow-ups, and scheduling between JobTread, QuickBooks, your CRM, and your inbox.
this week · remodeling client● live
payroll-prep JobTread → QB Desktop✓ done
proposal→contract JobTread · e-sign✓ 1 min
estimate-followup Claude · GHL✓ sent
lead-intake GHL → JobTread✓ booked
daily-log-update JobTread → Gmail✓ sent
change-order Hermes → JobTread◌ needs you
saved every payroll cycle. One home services company went from almost a week of payroll prep to one sitting.Remodeling · Payroll Prep · JobTread → QuickBooks Desktop
1 minfrom approved proposal to a contract in JobTread, ready for the client to sign. Before, every proposal and contract was rebuilt by hand in ChatGPT.Remodeling · Proposal → Contract · Claude skill → JobTread → e-sign
5 minto finish the inspection report once the visit is done. It used to take 6 hours.Inspections · Inspection Report · Site notes + photos → Claude → report
01 · SKILLS
One job, done by AI, end to end.
Every pack comes three ways: DIY (Claude skill files and a guide), Installed (we wire it into your stack), or Managed (we run and tune it).
Payroll PrepPulls JobTread time entries, flags missing or odd hours, and preps QB Desktop payroll for your approval.JobTread · QBD · ClaudeProposal → ContractAn approved proposal becomes a standard contract, out for e-signature in a minute.JobTread · e-signEstimate Follow-upPersonal follow-ups on unsigned estimates, drafted by Claude on days 2, 5, and 10.JobTread · GHL/HubSpotLead Intake & BookingA form or call creates the CRM contact and the JobTread customer, then books the site visit.GHL · JobTread · n8nChange OrdersA field note becomes a change order. Once the client approves, the budget updates.JobTread · HermesDaily Log → UpdateCrew photos and notes become a daily log and a weekly email update to the homeowner.JobTread · ClaudeJob CloseoutFinal invoice, review request, and warranty record, sent automatically.QuickBooks · GHLWeekly Owner ReportMonday morning: work in progress, cash, close rate, and jobs at risk.Airtable · NotionContractor Claude KitDownloadable Claude skills: estimate writer, scope of work, SOPs, and homeowner emails.Claude
02 · AGENTSSkills do tasks.
Skills do tasks.
Agents hold the role.
An agent bundles several skills and runs them on a schedule or when an event fires. It works on Claude, Codex, OpenClaw, or Hermes and reports to a person on your team. Anything that touches money or a client waits for sign-off.
● ON SHIFTClaude
EstimatorWrites estimates and scopes of work, and keeps every unsigned bid warm.skills estimate draft, follow-uptools JobTread, GHLreports Sales lead
● ON SHIFTHermes Agent
DispatcherSchedules crews, turns daily logs into homeowner updates, and catches change orders.skills scheduling, daily logs, change orderstools JobTread, ClickUpreports Ops manager
◌ SIGN-OFFClaude
BookkeeperPreps payroll, reconciles time, and closes out jobs in QuickBooks.skills payroll prep, closeouttools JobTread, QB Desktopreports Owner
● ON SHIFTOpenClaw
Office AssistantAnswers "where's the Smith job?" by text or Slack, and triages the inbox.skills inbox triage, job lookuptools Gmail, Slack, JobTreadreports Office manager
03 · STACKS
Pick two tools you already pay for.
See what AI can run between them. Every pair has its own page with the skills, agents, and setup it uses.
Tool ATool B
/stacks/jobtread-quickbooks →Wire these together →
JobTread + QuickBooks
→Payroll prep from time entries, with approval before posting
→Invoices and payments synced both ways
→Job costing report every Monday
04 · INDUSTRIES
A starter crew for your trade.
RemodelingEstimator, Dispatcher, and Bookkeeper. Built around JobTread proposals, change orders, and draw schedules.JobTread · QBD · GHLSee the crew →RoofingFast lead response, storm-surge intake, and insurance paperwork handled for every job.GHL · JobTread · ClaudeSee the crew →HVAC + PlumbingDispatch, maintenance-plan renewals, and after-hours intake by an agent.HubSpot · ClickUp · HermesSee the crew →Agencies + B2BClient onboarding, status reports, and renewals, from deal to delivery.HubSpot · ClickUp · NotionSee the crew →
05 · HOW IT WORKS
01
Map the workA 30-minute call, then a written map of where your hours go and which tools you use.
02
Install skills + agentsWe wire them into JobTread, QuickBooks, your CRM, and your inbox, with approval steps where they matter.
03
Run + tuneYou see every run in a log. We fix edge cases and add skills as you grow.
WHO YOU WORK WITHDavid K.I build these systems myself, for operators who'd rather run jobs than run software. You talk to me, not an account manager.
06 · QUESTIONS
Questions, answered.
Still not sure? Bring your question to a free 30-minute call. You'll leave with a written plan either way.
Book a 30-min ops callWe install AI that does back-office jobs for service businesses, like payroll prep, contracts, estimate follow-up, and lead intake, inside the tools you already use.
Home service companies first: remodelers, roofers, HVAC and plumbing, inspectors, permit firms, and general contractors. Agencies and B2B service firms too.
A skill does one job. An agent bundles several skills into a role, like Bookkeeper or Estimator, and runs them on its own schedule.
The one that eats the most hours each week. For most contractors that is Payroll Prep or Proposal → Contract.
No. We work on-site around Sacramento and remotely everywhere else.
No. We build on the tools you already pay for, like JobTread, QuickBooks, and your CRM.
Anything that touches money or a client waits for your approval, and every run is logged so you can see exactly what happened.
After a free 30-minute call, you get a written plan with a fixed price and a timeline before you commit to anything.
AI answers from this site and can be wrong. David confirms anything that matters on the free call.