AGENTSSkills do tasks.
Skills do tasks.
Agents hold the role.
An agent bundles several skills into a back-office role, runs 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.
AT A GLANCE
RolesEstimator, Dispatcher, Bookkeeper, Office Assistant, Field Reporter, Ops Analyst
Runs onClaude, Hermes, OpenClaw, and Codex
Reports toA person on your team
Signs off onAnything that touches money or a client
01 · THE ROLES
Hire a role, not software.
Each agent has a job description, a human manager, and logins to the tools it needs.
EstimatorWrites estimates and scopes of work, and keeps every unsigned bid warm.Skills: Estimate Follow-up, Proposal → Contract, Lead Intake & Booking · Reports to Sales leadSee the role →DispatcherSchedules crews, turns daily logs into homeowner updates, and catches change orders.Skills: Change Orders, Daily Log → Update · Reports to Ops managerSee the role →BookkeeperPreps payroll, reconciles time, and closes out jobs in QuickBooks.Skills: Payroll Prep, Job Closeout, Weekly Owner Report · Reports to OwnerSee the role →Office AssistantAnswers "where's the Smith job?" by text or Slack, and triages the inbox.Skills: Lead Intake & Booking, Daily Log → Update · Reports to Office managerSee the role →Field ReporterKeeps the inspection schedule and turns site visits into finished reports before you're back in the truck.Skills: Inspection Report · Reports to Lead inspectorSee the role →Ops AnalystWatches calls, jobs, deals, and permits, then tells you what's happening, who needs to approve, and what to do next.Skills: Ops Command Center, Lead ROI Tracker, Permit Tracker, Weekly Owner Report · Reports to OwnerSee the role →
02 · HOW HIRING WORKS
Interview. Onboard. First shift.
01InterviewA free 30-minute call to find the role that frees up the most hours.
02OnboardWe give it logins to your tools, train it on your templates, and set its approval rules.
03First shiftIt works alongside your team. You approve everything until you trust it, then add skills.
03 · 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 callA role made of several skills that runs on its own schedule or when something happens, like a new lead or a finished job.
No. They take the repetitive work so your people handle the judgment calls and the clients.
We pick per role. Claude for writing and judgment, Codex for code, OpenClaw for chat channels, Hermes for long-running work across tools.
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.