AI AGENT · RUNS ON CLAUDE · REPORTS TO OWNEROps Analyst
Ops Analyst
Your bird's-eye view.
Watches calls, jobs, deals, and permits, then tells you what's happening, who needs to approve, and what to do next.
AT A GLANCE
REPORTS TOOwner
RUNS ONClaude
LOGS INTOAircall, JobTread, HubSpot, Claude, Angi, Thumbtack, QuickBooks, Airtable, Notion
NEEDS YOUR OKNone. It reads and recommends; you decide.
permit tracking by jurisdiction. Clients get real answers instead of guesses.Permits + Design · Permit Tracker · JobTread → Airtable → Notion
1 viewof the whole company: what is happening, who needs to approve, and why.General Contractors · Ops Command Center · Aircall + JobTread + HubSpot → Claude
01 · THE ROLE
What the Ops Analyst does
The Ops Analyst is an AI agent built on Claude that watches the whole company. It scans Aircall, JobTread, HubSpot, and your permit data, and turns it into a clear picture with numbers and next actions.
It reports to the owner. It never changes anything; it tells you what is happening and what to do about it.
02 · THE PROBLEM
The owner has no single view of the business. Information lives in three or four tools, and decisions get made blind.
Sounds familiar?
You don't know what's stuck until someone complains
Approvals wait on people who don't know they're needed
Permit timelines are guesses
Reports take hours to pull together
That's us. Book a call →03 · A TYPICAL SHIFT
A day on the job
◌ YOUR APPROVALNone. It reads and recommends; you decide.
6:00 AMPosts the daily summary: calls, jobs, deals, permits
9:30 AMFlags 3 approvals holding up jobs, and who owns each
1:15 PMNotices one jurisdiction running 2 weeks slow and alerts the PM
4:45 PMLists missed calls that still need a callback
04 · HOW IT CONNECTS
How it connects
Skills it runs
Ops Command CenterScans Aircall, JobTread, and HubSpot and tells you what is happening, who needs to approve what and why, and what to do next.Lead ROI TrackerTracks what you spend on Angi, Thumbtack, and other lead sources, follows every lead through JobTread, and shows the true ROI of each source.Permit TrackerTracks every permit by jurisdiction, so you know which ones take longest and clients get real answers.Weekly Owner ReportMonday morning: work in progress, cash, close rate, and jobs at risk.Tools it logs into
AircallCloud phone system: calls, recordings, and call notes.JobTreadJob management for builders and remodelers: estimates, budgets, schedules, time entries, and daily logs.HubSpotCRM and pipeline for teams with longer sales cycles.ClaudeWriting, judgment, reading documents, and customer-facing work.AngiHome services marketplace that sells leads to contractors.ThumbtackLocal services marketplace that sells leads by job.QuickBooksAccounting, invoicing, and payroll, Online or Desktop.AirtableA flexible database for reporting and operations data.NotionDocs, SOPs, wikis, and reports.Industries that hire it
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.General ContractorsOps Analyst, Estimator, and Bookkeeper. Built around a bird's-eye view of calls, jobs, deals, and lead spend.Stacks it works across
JobTread + QuickBooksPayroll prep from time entries, with approval before postingHubSpot + JobTreadClosed-won deal creates the job, budget, and tasksClaude + JobTreadEstimate and scope drafts from site notesHubSpot + AirtableOne clean source of truth for reportingResults
Live · Permit reportingLocal permit + design company: No insight → Live tracking1 view · Bird's-eye viewLocal general contractor: 3 tools → 1 viewTrue ROI · Lead ROILocal home services company: Guessing → True ROIOther 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.Office AssistantRuns on OpenClaw. Answers "where's the Smith job?" by text or Slack, and triages the inbox.Field ReporterRuns on Claude. Keeps the inspection schedule and turns site visits into finished reports before you're back in the truck.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 callMore than that. It explains what the numbers mean and recommends what to do.
Yes. Each manager can get the part that matters to them.
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.