Eleven departments, each with a clear job and a clear limit

Coordinates every other department, resolves conflicts between them, and writes the daily executive brief for the owner.

• Daily executive brief and priority stack
• Cross-department task routing
• Escalation triage before it reaches the owner
• Weekly business review preparation

Qualifies inbound leads, prepares estimates, follows up on open bids, and keeps the pipeline honest.

• Lead qualification and scoring
• Estimate drafting from job templates
• Multi-touch follow-up sequences
• Win/loss reason capture

Plans campaigns, drafts local service ads and seasonal offers, and reports channel-level return on spend.

• Campaign planning and creative drafts
• Review-request and referral programs
• Channel spend recommendations
• Attribution and cost-per-booked-job reporting

Answers inbound messages, triages issues, and captures job details so nothing gets dropped after hours.

• 24/7 first response drafting
• Intake questionnaires per service type
• Complaint triage and make-right proposals
• Handoff notes for field techs

Builds the daily board, matches jobs to crew skills and drive time, and handles reschedules.

• Route- and skill-aware job assignment
• Reschedule and cancellation recovery
• Crew capacity and overtime warnings
• Arrival-window confirmations

Tracks margin per job, categorizes spend, and produces a plain-English cash position for the owner.

• Job-level cost and margin analysis
• Expense categorization and anomaly flags
• Cash runway and payroll coverage checks
• Monthly close checklist

Chases unpaid invoices politely and persistently, and escalates only what genuinely needs the owner.

• Aging buckets and dunning schedules
• Payment-plan proposals
• Dispute documentation packets
• Escalation to owner or collections

Watches job flow end to end: materials, checklists, tech utilization, and repeat-visit causes.

• Materials and truck-stock forecasting
• SOP checklists per job type
• Utilization and callback tracking
• Vendor and subcontractor coordination drafts

Turns the operating history into forecasts: revenue, demand seasonality, staffing needs, and scenarios.

• Rolling 13-week revenue and cash forecast
• Seasonality and weather-driven demand models
• Scenario planning (hire, truck, price change)
• Anomaly detection on core KPIs

Audits workforce output and field work quality, samples conversations, and blocks anything off-brand or risky.

• Sampling and scoring of drafted messages
• Post-job satisfaction follow-up
• Callback root-cause analysis
• Policy and tone guardrail enforcement

Keeps the hiring funnel warm, drafts job posts, screens applicants, and runs onboarding checklists.

• Job post drafting and channel posting plans
• Applicant screening and interview scheduling
• Onboarding and certification tracking
• Retention risk signals from ops data