Paid or not
Invoices watchedOverdue flaggedNudge draftedSent on your rules
The polite follow-up that never gets forgotten and never gets rude. Escalation paths are yours to set.
Finance
The books, minded.
Claire watches paid-versus-not, chases what's owed without burning the relationship, and puts a margin number on every job. She cannot move a dollar — refunds wait for your card.
Claire Donovan · Director of finance · Caliber AI
Joins on Growth
Margin · by job type
The OS tracks margin by job type and holds ad spend to what actually pays.
Margin by job type
Service callsHealthy
Water heatersHealthy
RepipesWatch
Drain jobsHealthy
Shift $300 of spend toward service callsRepipes are underpaying · spends money, waits for you
Illustrative preview. Ad spend held to what pays.
“A margin number on every job, and the quiet losers named weekly.”
The books, minded daily · illustrative preview
0job types tracked
0jobs booked
0reviews requested
A day of her work
Money truth, daily.
Your field software is money-true until QuickBooks is connected. Either way, Claire reads it every day so you don't have to.
The margin on the job
Job cost gatheredMargin per jobThe quiet losers named
The hydro-jet job that eats its margin stops being a mystery. Claire names it, weekly.
The refund that waits
Refund requestedCase assembledHeld for your card
She writes up what happened and what she'd do. The money moves when you say so, not before.
The line she will not cross
What waits for your yes.
Claire reads money and reports money. Moving it is yours, permanently.
Waits for you
Refunds and credits
Assembled, recommended, held. Your card, your tap, every time.
Waits for you
Collections escalation
Past friendly reminders, the next step — a lien warning, a collections handoff — is a decision, and decisions are yours.
Waits for you
Pricing changes
If margins say the pricebook is wrong, she shows you the math. She does not touch the pricebook.
Works with
One shop, five coworkers.
Travis
sends her every paid close and job cost as they happen.
Paige
gets margin truth so marketing is scored on profit, not clicks.
Derek
briefs you on her numbers Monday morning — cash, owed, margin.
Plumbing
Emergency premiums tracked against what emergencies actually cost you.
HVAC
Changeout margin watched job by job — equipment costs move, your pricebook should know.
Electrical
Progress billing on projects watched so the last invoice never gets lost.
Pest control
Recurring revenue reconciled monthly; churned accounts hit the report, not the void.
Straight answers about Claire.
No. She reads, reconciles, drafts, and holds. Refunds, escalations, and anything touching the checkbook wait for you. This is enforced by the approval system, not a promise.
No — your field software is treated as money-true on its own. Connect QuickBooks when you're ready and her picture gets deeper, not different.
She follows the cadence you set — polite, persistent, and stopped the moment a dispute is raised. Disputes route to you.
Claire delivers money truth without the Sunday-night spreadsheet.