Needs your attention
3 itemsApproval
Send payment reminder to Hartwell Property Group
Drafted a friendly nudge on the $6,200 April invoice, 32 days overdue.
Confirm a fact
Crew hourly cost: $38/hr, up from $34?
Heard on Tuesday’s call. This changes every margin number I compute.
Automation ran
Weekly crew-utilization report is ready
Ran 7:00 AM · from “Crew planning” · north crew is at 108% again.
Morning brief
Friday opens steady — one cash decision needs you before noon.
Cash on hand
$48.2k
↓ $3.1k this week
Jobs this week
23
↑ 3 vs last week
Crew utilization
91%
north crew at 108%
Overdue invoices
$12.4k
↑ $6.2k of it is Hartwell
Cash gap ahead
If Hartwell doesn’t pay by Jul 15, you dip under your $35k comfort floor the week payroll and the mulch order land together. Approving the reminder in the tray closes most of this.
While you slept
5:12a
The Librarian finished its nightly pass
312 items reconciled across five sources — 9 merges, 4 fixes, and 2 questions only you can answer.
5:15a
Rebuilt Monday’s schedule around the rain forecast
Moved 3 mowing jobs to Tuesday; no client touches needed.
6:30a
Drafted the Hartwell payment reminder
Waiting for your approval — it’s in the tray and the thread.
3 things need you
Q3 pricing rework
Maya
Can you rework our Q3 pricing? Fuel and materials went up again and I think we’re underwater on some of the maintenance contracts.
Tend
✓ Pulled 41 contracts · QuickBooks costs · fuel index · 24s
You were right — 14 of your 20 maintenance contracts now price below cost after the fuel and crew-rate increases. The full analysis is ready; the compare panel at the bottom is the decision that matters.
Maya
Which option do you recommend?
Tend
Option B — the targeted 12% maintenance uplift. It fixes the 14 underwater contracts without touching design/build, where you’re winning on price. Expected churn is 2–3 small accounts, all under $400/mo.
Tend
If you want to move on it, I’ve drafted the client letter. It goes to the 14 maintenance accounts only, and nothing sends without you.
Approval requested
Send rate-change letter to 14 maintenance clients
New rates effective Aug 1 · 12% uplift · 30-day notice honored on all contracts.
“Hi {first name} — starting August 1 our maintenance rates will increase by 12% to reflect this year’s fuel and labor costs. Your service days and crew stay exactly the same…”
nothing sends without you
The Librarian
night-shift archivist — reconciles your records while you sleep
last pass 5:12 AM · next tonight 2:00 AM
“Quiet night. I filed 312 items from your five sources, merged nine duplicate records, and reversed a double-billed fuel charge. Two things I couldn’t settle without you — the Alvarez records and the crew hours on the Waverly invoice. They’re just below.”
Waiting on you
3 open questionsAre “J. Alvarez” and “Jorge Alvarez” the same customer?
One pays invoices in QuickBooks, the other emails about the backyard rebuild from Gmail — same street address, two records.
Answered — the Librarian finishes the merge tonight
Invoice #1041 bills Waverly Church for 3.5 crew-hours — Tuesday’s crew log shows 5.
If the log is right, that visit was under-billed by about $180. Same pattern on two earlier Waverly visits this spring.
Answered — the correction is queued
The Fernwood Terrace contract renewed in May, but I can’t find a signed copy anywhere.
Checked Drive, Gmail attachments, and the contracts folder. Everything else about the renewal looks complete.
Answered — handled from here
Last night’s pass
2:00 – 5:12 AM
312 processed
9 merged
4 fixed
2 for you
2:00a—Started the pass — 5 sources, 312 new items since yesterday
2:14aQuickBooksMatched 218 transactions to jobs; reversed a duplicate $84 fuel charge
2:31aGmailFiled 47 client emails; pulled 3 new contacts into Customers
2:58aCustomersMerged 9 duplicate records; left the two Alvarez entries for you
3:22aCrew logsCross-checked 23 jobs against timesheets; 1.5h mismatch on the Waverly invoice
4:05aHubSpotSynced 2 new leads; linked Del Rio Cafe’s emails to their deal
4:40aDriveFiled 6 site photos to job folders; renamed 3 contracts to the house style
5:12a—Pass complete — 297 filed clean, 9 merged, 4 fixed, 2 waiting on you
customers/184 recordsreorganized 2:58 AM by the Librarian
contracts/41 filesrenamed to client-year style · Jun 30
invoices-2026.csv612 rowsmirrored from QuickBooks · 5:58 AM
crew-schedules/12 sheetsJune gaps flagged · 3:22 AM
intake/voice-notes/8 transcriptsfiled from your calls · Jul 2
site-photos/1,046 files6 added last night from Drive
Library
The work the agent has made for you — reports, plans, drafts — each linked back to its conversation.
Business Map
The living picture of how your business fits together — the agent keeps it current.
Flagged nodes are where the agent sees pressure right now.
Advanced: edit schema
Automations
Work you’ve handed over for good. Each one was born in a conversation or from a real event — never from a blank builder.
Next run
Ran today 7:00 AM · succeeded · 12s
Jul 4 · 7:00a
succeeded · 12s
Crew Utilization — Week 27
Jun 27 · 7:00a
succeeded · 14s
Crew Utilization — Week 26
Jun 20 · 7:00a
needed you
install-crew timesheets were missing — it asked in the thread, then finished at 9:41a
Jun 13 · 7:00a
succeeded · 11s
Crew Utilization — Week 25
Trigger
Reads
Calendar jobs · crew timesheets · QuickBooks labor cost
Produces
Report artifact → Library · notification to you
Approval
If data is missing
Next run
This week: 3 drafted · 2 sent · 1 waiting on you
Jul 2 · 9:00a
1 held for you
3 overdue found → 2 reminders sent · Hartwell ($6,200) is over your limit
Jun 29 · 9:00a
succeeded
2 found → both sent · both paid within 4 days
Jun 25 · 9:00a
skipped
nothing overdue — it stayed quiet
Trigger
Reads
QuickBooks invoices · payment history
Does
Drafts a reminder per overdue invoice · sends the small ones itself
Approval
Tone
Next run
Caught 2 leads this week · both answered same-day
Jul 2 · 11:19a
sent 11:31a
Del Rio Cafe → drafted intro + planter quote · you approved as-is
Jun 30 · 3:04p
sent 3:40p
Kessler residence → patio follow-up · you edited the price line first
Trigger
Reads
The lead’s emails · your services & pricing
Does
Drafts a personal follow-up with a rough quote
Approval
Where these come from
Say it once, in any conversation. Tend confirms the schedule right in the thread and the automation appears here. The editor above is for tuning — not for starting from scratch.
Maya“Every Friday morning, send me a crew-utilization report.”
TendDone — Fridays at 7:00 AM, built from the week’s jobs and timesheets. The first one lands Jul 10.
scheduled