TOOL · AI MODELClaude
Claude
with AI skills + agents
Writing, judgment, reading documents, and customer-facing work. Here is what we automate in it and what we connect it to.
AT A GLANCE
CATEGORYAI model
SKILLS THAT USE ITPayroll Prep, Proposal → Contract, Estimate Follow-up, Daily Log → Update, Contractor Claude Kit, Inspection Report, Ops Command Center, Lead ROI Tracker
WORKS WITHJobTread, Codex, Contractor Foreman
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
01 · WHAT IT DOES
Claude + AI
Claude: Writing, judgment, reading documents, and customer-facing work. It holds a lot of your business, but on its own someone still moves information in and out of it by hand.
We connect Claude to the rest of your stack with 8 skills: Payroll Prep, Proposal → Contract, Estimate Follow-up, Daily Log → Update, Contractor Claude Kit, Inspection Report, Ops Command Center, Lead ROI Tracker. Each one runs inside the tools you already use, with your approval on anything that touches money or a client.
02 · THE PROBLEM
You pay for Claude, but your team still copies data out of it, re-types it somewhere else, and chases what is missing.
Sounds familiar?
You copy data out of Claude by hand
Someone re-types Claude info into another tool
You only use part of what Claude can do
Your team keeps asking "is that in Claude?"
That's us. Book a call →03 · HOW IT WORKS
What AI does in Claude
→Payroll Prep: Pulls JobTread time entries, flags missing or odd hours, and preps QB Desktop payroll for your approval.
→Proposal → Contract: An approved proposal becomes a standard contract, out for e-signature in a minute.
→Estimate Follow-up: Personal follow-ups on unsigned estimates, drafted by Claude on days 2, 5, and 10.
→Daily Log → Update: Crew photos and notes become a daily log and a weekly email update to the homeowner.
→Contractor Claude Kit: Downloadable Claude skills: estimate writer, scope of work, SOPs, and homeowner emails.
→Inspection Report: Photos and notes from the walkthrough become a finished report, ready 5 minutes after the inspection is done.
→Ops Command Center: Scans Aircall, JobTread, and HubSpot and tells you what is happening, who needs to approve what and why, and what to do next.
→Lead ROI Tracker: Tracks what you spend on Angi, Thumbtack, and other lead sources, follows every lead through JobTread, and shows the true ROI of each source.
04 · HOW IT CONNECTS
How it connects
Skills that use it
Payroll PrepPulls JobTread time entries, flags missing or odd hours, and preps QB Desktop payroll for your approval.Proposal → ContractAn approved proposal becomes a standard contract, out for e-signature in a minute.Estimate Follow-upPersonal follow-ups on unsigned estimates, drafted by Claude on days 2, 5, and 10.Daily Log → UpdateCrew photos and notes become a daily log and a weekly email update to the homeowner.Contractor Claude KitDownloadable Claude skills: estimate writer, scope of work, SOPs, and homeowner emails.Inspection ReportPhotos and notes from the walkthrough become a finished report, ready 5 minutes after the inspection is done.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.Agents that log into it
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.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.Stacks with Claude
Claude + JobTreadEstimate and scope drafts from site notesClaude + CodexClaude writes the docs and customer messages; Codex writes and fixes the integration codeClaude + Contractor ForemanEstimate and scope drafts from site notesIndustries
RemodelingEstimator, Dispatcher, and Bookkeeper. Built around JobTread proposals, change orders, and draw schedules.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.InspectionsField Reporter, Office Assistant, and Ops Analyst. Built around scheduling, site visits, and fast reports.Results
35 hrs · PayrollLocal remodeling contractor: ≈1 week → 1 sitting1 min · Proposal → contractDesign-build remodeler: Hours → 1 min5 min · Inspection reportsLocal inspection company: 6 hrs → 5 min1 view · Bird's-eye viewLocal general contractor: 3 tools → 1 viewTrue ROI · Lead ROILocal home services company: Guessing → True ROI05 · 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 callNo. We build on top of it. Your team keeps using Claude the way they do today.
Yes, through its API or an automation tool like n8n, Zapier, or Make, using only the access you approve.
Payroll Prep is the most common starting point.
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.