Members

The job report agent

Voice notes, texts and scribbles from the field, turned into identical job cards.

What you will build

Your techs write up jobs as voice notes, texts, bullets or forms. Claude moves every write-up into one fixed card: what the customer asked for, what we found, what we did, parts, what is still open and the follow-up, using only what the tech said. Save it as a skill and every week's reports come out in the same shape.

1 step · about 15 min

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AI Academy 101

The job report agent

Who this is for

Owners and office managers in the trades who get job write-ups in every format and need them readable, comparable and ready for a quote.

What you need

A computer, a paid Claude plan and the email and calendar you use for work. Plan on about 15 min.

Never used Claude? Set up in 10 minutes

The steps

  1. 1

    Every job report. Same shape.

    Four techs, four ways to write it up. One card.

    15 min

More kits

3 kits shown

Members

The deal screening agent

Screen any deal in two minutes, against your own buy box.

1 step · about 15 min

Claude interviews you once for your buy box, then scores any teaser or CIM against it: fit score, what matches, what breaks, what is missing, and five questions for the broker.

Members

The acquisition outreach agent

Find the owners worth calling, and write the first email they answer.

1 step · about 10 min

A sourced call-first list of ten owner-run companies that fit your buy box, plus a first email to the top three in your voice.

Members

The buyer filter agent

Selling your business? Find the real buyers every Monday.

1 step · about 10 min

A buyer-check skill that sorts real buyers from spray every Monday at 8am and drafts replies to the real ones in your voice.

See all kitsStart here: set up ClaudeAbout membership