AI AGENT · RUNS ON OPENCLAW · REPORTS TO OFFICE MANAGEROffice Assistant
Office Assistant
The office never misses a call.
Answers "where's the Smith job?" by text or Slack, and triages the inbox.
AT A GLANCE
REPORTS TOOffice manager
RUNS ONOpenClaw
LOGS INTOGoHighLevel, JobTread, n8n, Quo, RingCentral, ServiceTitan, Zoho CRM, Claude, Gmail, Contractor Foreman, Slack, OpenClaw
NEEDS YOUR OKReplies to clients go out after you review the drafts.
leads captured and callbacks booked.Text · email · Slack
Secondsto answer "where's that job?" from JobTread.Runs on OpenClaw
01 · THE ROLE
What the Office Assistant does
The Office Assistant is an AI agent running on OpenClaw that works the front office. It catches every lead, books site visits, sorts the inbox, and answers team questions like "where's the Smith job?" straight from JobTread.
It reports to your office manager, and replies to clients go out only after review.
02 · THE PROBLEM
The phone rings while you're on a roof. Leads wait, questions pile up, and the office manager is buried.
Sounds familiar?
Calls get missed while you're on site
Your inbox is your to-do list
The team texts you questions all day
After-hours leads wait until morning
That's us. Book a call →03 · A TYPICAL SHIFT
A day on the job
◌ YOUR APPROVALReplies to clients go out after you review the drafts.
7:00 AMSorts overnight email and texts into tasks
9:14 AMNew web lead: qualifies it by text and books a Thursday site visit
1:30 PMAnswers "where's the Smith job?" in Slack from JobTread
6:45 PMAfter-hours call: captures the details and books the callback
04 · HOW IT CONNECTS
How it connects
Skills it runs
Lead Intake & BookingA form or call creates the CRM contact and the JobTread customer, then books the site visit.Daily Log → UpdateCrew photos and notes become a daily log and a weekly email update to the homeowner.Tools it logs into
GoHighLevelCRM, texting, and marketing automation for local service companies.JobTreadJob management for builders and remodelers: estimates, budgets, schedules, time entries, and daily logs.n8nSelf-hosted automation with no per-task fees.QuoBusiness phone for small teams, formerly OpenPhone: shared numbers, texting, call recordings, and AI call answering.RingCentralCloud phone system: calls, texting, video meetings, and call recordings.ServiceTitanField service management for HVAC, plumbing, and electrical: booking, dispatch, pricebook, invoicing, and memberships.Zoho CRMCRM and pipeline for small and mid-size teams, part of the Zoho suite.ClaudeWriting, judgment, reading documents, and customer-facing work.GmailEmail.Contractor ForemanConstruction management for small and mid-size contractors: estimates, schedules, daily logs, time cards, and change orders.SlackTeam chat.OpenClawRuns agents that work across text, Slack, and email.Industries that hire it
RoofingFast lead response, storm-surge intake, and insurance paperwork handled for every job.HVAC + PlumbingDispatch, maintenance-plan renewals, and after-hours intake by an agent.Agencies + B2BClient onboarding, status reports, and renewals, from deal to delivery.InspectionsField Reporter, Office Assistant, and Ops Analyst. Built around scheduling, site visits, and fast reports.Permits + DesignOps Analyst, Estimator, and Office Assistant. Built around permit tracking, client updates, and a bird's-eye view.Stacks it works across
GoHighLevel + JobTreadNew lead creates the JobTread customer and books the site visitClaude + JobTreadEstimate and scope drafts from site notesGoHighLevel + ServiceTitanNew leads create the ServiceTitan customer and book the jobRingCentral + ServiceTitanMissed calls become booked jobs in ServiceTitanOther agents
EstimatorRuns on Claude. Writes estimates and scopes of work, and keeps every unsigned bid warm.DispatcherRuns on Hermes Agent. Schedules crews, turns daily logs into homeowner updates, and catches change orders.BookkeeperRuns on Claude. Preps payroll, reconciles time, and closes out jobs in QuickBooks.Field ReporterRuns on Claude. Keeps the inspection schedule and turns site visits into finished reports before you're back in the truck.Ops AnalystRuns on Claude. Watches calls, jobs, deals, and permits, then tells you what's happening, who needs to approve, and what to do next.05 · 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 callIt drafts replies for review, and can text new leads within rules you set.
Text, email, and Slack.
An agent runtime built to work across chat channels, which suits front-office work.
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.