Tiffany

Client Services Quotes New Based on this page by Micah Watson · Are you the creator? · Report

Description

An ops helper for pool and plumbing trades that tracks customers, jobs, quotes, suppliers and stock and follows up on unpaid invoices.

What it does

  • Tracks customers and jobs.
  • Builds quotes.
  • Checks prices.
  • Chases unpaid invoices.

Who it's for

  • Pool service owners
  • Plumbers
  • Small trade crews

How to set it up

Time to Set Up
About 15 minutes (our estimate)
Difficulty
Beginner
Tools Needed
  • Grok Bot: Grok Bot account needed
  1. Read the bot page to check it fits your work.
  2. Add it to Grok Bot from the official share link.
  3. Run it once on a small, real task.
  4. Review the result and adjust your instructions.

Tiffany Install Guide

Tiffany, by Micah Watson, is an operations helper for pool service and plumbing businesses. It keeps track of customers, jobs, quotes, suppliers and stock, checks invoices and prices and chases payments that are overdue.

Trades businesses often run on notes, texts and memory, and Tiffany pulls those pieces into one place. Price checks help you notice when a supplier has raised costs before your quotes fall behind. It is a different bot from Tripper Wood's Tiffany, which has its own page here. Invoice audits catch jobs that were done but never billed, as well as invoices that went out with the wrong price. Keep supplier contacts and part numbers in the bot, and it can draft reorder lists when stock runs low.

It suits owner-operators and small crews in the pool and plumbing trades. Load your current customer and price lists first, review follow-up messages on unpaid invoices before they go out and update stock counts after each job.

Install Path
Official share link. Choose Get it on this page, then press Add to Grok Bot on the official x.ai page and read the terms it shows before you accept.
Price Tier
Free to add from the share link. You need a Grok Bot account.
Connectors
None beyond Grok Bot.
Difficulty
Beginner
Time to Set Up
About 15 minutes (our estimate)
Creator
Micah Watson

Worked Example: A pump replacement

Example only: an illustration of how a session could go, not a real client, case or result.

  1. You note a pool pump replacement at a customer's house.
  2. Tiffany creates the job and builds a quote from your prices.
  3. It flags that your supplier's pump price went up last month.
  4. You adjust the quote and the job is booked.
  5. Two weeks later it reminds the customer the invoice is still open.

Run It With Us

Get It Set Up For You

Short on time? We can set up Tiffany on your own accounts, test it with you and hand it over working.

  • $1,500 founding price for the first 3 setups (normally $2,500). $300 deposit, counted toward it.
  • We never ask for your passwords
  • Bots draft, you approve
Secure checkout by Stripe. We email you within 1 business day to get started. Book a free 20-minute call (opens Cal.com in a new tab)

Ask a question first · See how Run It With Us works · No promise of income or results (disclaimer).

Original source

Found via x.ai
Source by Micah Watson Open source

Results to Expect Our rough estimate of value to the business, not a promise or income claim

  • Jobs and quotes in one place.
  • Needs your price lists.

Our estimate, not a promise or a typical result. Results depend on your effort, skills, market and costs.

Tips and pitfalls

  • Load prices first.
  • Review payment reminders.
  • Update stock often.

Questions

Who is this Tiffany for?

Pool service and plumbing businesses.

What does it keep track of?

Customers, jobs, quotes, suppliers and stock.

Does it help with payments?

Yes. It checks invoices and follows up on overdue ones.

Is Tiffany free to use?

It is free to add from the share link, but you need a Grok Bot account.

How long does it take to set up Tiffany?

Our estimate is about 15 minutes.

Related links

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Useful for: Contractors and home services.