STACKS

Keep your tools.
Connect them.

You already pay for JobTread, QuickBooks, a CRM, and more. We put AI skills and agents between them so the work moves on its own, with no new software to learn.

AT A GLANCE
Tools25 we connect today
Stacks24 ready-made pairs
Built withn8n, Zapier, Make, and Claude
New softwareNone. You keep what you have.
01 · TOOLS WE CONNECT

Every tool has a page.

See the skills, agents, and industries that use each one.

PRODUCTION
JobTreadJob management for builders and remodelers: estimates, budgets, schedules, time entries, and daily logs.Used in 11 skillsSee the tool →
MONEY
QuickBooksAccounting, invoicing, and payroll, Online or Desktop.Used in 4 skillsSee the tool →
CRM
GoHighLevelCRM, texting, and marketing automation for local service companies.Used in 3 skillsSee the tool →
CRM
HubSpotCRM and pipeline for teams with longer sales cycles.Used in 2 skillsSee the tool →
PROJECTS
ClickUpTasks, projects, and deadlines.Used by agents and stacksSee the tool →
DOCS
NotionDocs, SOPs, wikis, and reports.Used in 2 skillsSee the tool →
DATA
AirtableA flexible database for reporting and operations data.Used in 2 skillsSee the tool →
AI MODEL
ClaudeWriting, judgment, reading documents, and customer-facing work.Used in 8 skillsSee the tool →
AI MODEL
CodexBuilds and maintains the code behind your automations.Used by agents and stacksSee the tool →
AGENT RUNTIME
HermesRuns agents that live inside your tools and keep context between tasks.Used in 2 skillsSee the tool →
AGENT RUNTIME
OpenClawRuns agents that work across text, Slack, and email.Used by agents and stacksSee the tool →
AUTOMATION
n8nSelf-hosted automation with no per-task fees.Used in 1 skillSee the tool →
DOCS
e-signElectronic signature for contracts and change orders.Used in 1 skillSee the tool →
COMMS
GmailEmail.Used in 1 skillSee the tool →
COMMS
SlackTeam chat.Used by agents and stacksSee the tool →
PHONE
AircallCloud phone system: calls, recordings, and call notes.Used in 1 skillSee the tool →
LEAD SOURCE
AngiHome services marketplace that sells leads to contractors.Used in 1 skillSee the tool →
LEAD SOURCE
ThumbtackLocal services marketplace that sells leads by job.Used in 1 skillSee the tool →
FIELD SERVICE
ServiceTitanField service management for HVAC, plumbing, and electrical: booking, dispatch, pricebook, invoicing, and memberships.Used in 2 skillsSee the tool →
PRODUCTION
Contractor ForemanConstruction management for small and mid-size contractors: estimates, schedules, daily logs, time cards, and change orders.Used in 3 skillsSee the tool →
PHONE
QuoBusiness phone for small teams, formerly OpenPhone: shared numbers, texting, call recordings, and AI call answering.Used in 1 skillSee the tool →
PHONE
RingCentralCloud phone system: calls, texting, video meetings, and call recordings.Used in 1 skillSee the tool →
CRM
Zoho CRMCRM and pipeline for small and mid-size teams, part of the Zoho suite.Used in 1 skillSee the tool →
02 · STACKS WE WIRE MOST

Two tools. One less job.

Each pair shows what AI runs between the two.

STACK
JobTread + QuickBooksPayroll prep from time entries, with approval before postingSkills: Payroll Prep, Job Closeout, Lead ROI TrackerSee the stack →
STACK
GoHighLevel + JobTreadNew lead creates the JobTread customer and books the site visitSkills: Estimate Follow-up, Lead Intake & Booking, Job CloseoutSee the stack →
STACK
HubSpot + JobTreadClosed-won deal creates the job, budget, and tasksSkills: Estimate Follow-up, Ops Command CenterSee the stack →
STACK
Claude + JobTreadEstimate and scope drafts from site notesSkills: Payroll Prep, Proposal → Contract, Estimate Follow-up, Daily Log → Update, Inspection Report, Ops Command Center, Lead ROI TrackerSee the stack →
STACK
ClickUp + NotionMeeting notes become ClickUp tasks with ownersCustom buildSee the stack →
STACK
JobTread + e-signApproved proposal becomes a standard contract, out for e-sign in 1 minuteSkills: Proposal → ContractSee the stack →
STACK
HubSpot + AirtableOne clean source of truth for reportingCustom buildSee the stack →
STACK
Airtable + NotionMonday owner report built from Airtable dataSkills: Weekly Owner Report, Permit TrackerSee the stack →
STACK
Hermes + JobTreadField notes become change ordersSkills: Change Orders, Inspection ReportSee the stack →
STACK
Claude + CodexClaude writes the docs and customer messages; Codex writes and fixes the integration codeCustom buildSee the stack →
STACK
Aircall + HubSpotEvery call logged on the right HubSpot contact, with a Claude summarySkills: Ops Command CenterSee the stack →
STACK
JobTread + AirtablePermit and job data synced into one reporting baseSkills: Permit TrackerSee the stack →
STACK
Angi + JobTreadEvery Angi lead tagged by source when it lands in JobTreadSkills: Lead ROI TrackerSee the stack →
STACK
Thumbtack + JobTreadThumbtack leads tracked from first message to signed jobSkills: Lead ROI TrackerSee the stack →
STACK
ServiceTitan + QuickBooksInvoices and payments synced to QuickBooks without re-keyingSkills: Job CloseoutSee the stack →
STACK
GoHighLevel + ServiceTitanNew leads create the ServiceTitan customer and book the jobSkills: Lead Intake & Booking, Job CloseoutSee the stack →
STACK
RingCentral + ServiceTitanMissed calls become booked jobs in ServiceTitanSkills: Lead Intake & BookingSee the stack →
STACK
Contractor Foreman + QuickBooksTime cards checked and prepped for payroll, with approval before postingSkills: Job CloseoutSee the stack →
STACK
Claude + Contractor ForemanEstimate and scope drafts from site notesSkills: Daily Log → UpdateSee the stack →
STACK
Quo + JobTreadEvery call and text logged on the right JobTread customerSkills: Lead Intake & BookingSee the stack →
STACK
Quo + HubSpotCalls and texts logged on the HubSpot contact, with a Claude summaryCustom buildSee the stack →
STACK
RingCentral + Zoho CRMEvery call logged on the right Zoho CRM contact, with a Claude summarySkills: Lead Intake & BookingSee the stack →
STACK
Zoho CRM + JobTreadA won deal creates the JobTread customer, job, and budgetSkills: Lead Intake & BookingSee the stack →
STACK
Zoho CRM + QuickBooksWon deals become QuickBooks customers and invoicesCustom buildSee the stack →
03 · WHICH ONE SHOULD YOU USE?

Honest comparisons.

We use all of these. Here is when each one fits.

COMPARE
Claude vs CodexClaude writes, reads, and judges. Codex builds and maintains code. Most businesses that automate seriously end up using both.Learn more →
COMPARE
JobTread vs QuickBooksThey are not competitors. JobTread runs the job and QuickBooks keeps the books. The hours are saved by connecting them so nothing gets typed twice.Learn more →
COMPARE
Quo vs AircallQuo fits small crews that run on texting and shared numbers. Aircall fits office teams that live on calls and in a CRM like HubSpot.Learn more →
COMPARE
GoHighLevel vs HubSpot vs Zoho CRMGoHighLevel for local service companies that live on texting and fast follow-up. HubSpot for longer sales cycles and bigger teams. Zoho CRM for teams that want a flexible CRM inside the Zoho suite.Learn more →
COMPARE
Zapier vs Make vs n8nZapier is the fastest to start. Make handles complex branching. n8n can be self-hosted with no per-task fees. We pick by volume and budget.Learn more →
COMPARE
ClickUp vs NotionClickUp if your work runs on tasks and deadlines. Notion if it runs on docs and SOPs. Plenty of teams use both, wired together.Learn more →
COMPARE
JobTread vs Contractor ForemanBoth are construction management software. JobTread is strongest on estimating, budgets, and job costing. Contractor Foreman packs a wide set of tools for small and mid-size contractors.Learn more →
COMPARE
ServiceTitan vs JobTreadServiceTitan is built for service trades that run on calls, dispatch, and memberships. JobTread is built for project work that runs on estimates, budgets, and schedules.Learn more →
COMPARE
OpenClaw vs HermesBoth run agents that live in your tools. We choose per role, based on how much it needs to remember and which channels it works in.Learn more →
04 · HOW IT WORKS

Map. Connect. Run.

01Map your stackWe list every tool you use and where work gets copied between them by hand.
02Connect the gapsSkills and agents move the work between tools, with Claude checking it and approval steps where they matter.
03Run and tuneEvery run is logged. We fix edge cases and add connections as you grow.
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 call

Tell me the job you hate.

You'll get a reply within one business day, a 30-minute call, and a written plan with timeline and price.

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