I’m a plumbing company owner and I’m using Grok @bot to automate a ton of office manager work.

Jon ONeill spent a night wiring intake across Gmail, Slack, ServiceTitan, Quo, and a facility portal. The next day a live lead went from work order to a booked tech.

Jon ONeill @HouseHackerJon Source ↗

For

You run a trade shop and work orders land in too many inboxes and portals.

When you're done

A work order reviewed, a calendar slot found, the customer confirmed, and a tech booked.

How

01
Name every inbox the order can hit.
Gmail, Slack, ServiceTitan, Quo, the facility portal.
02
Intake, then capacity, then book.
Review the job. Find a slot. Confirm the customer. Book the tech.
03
Stay on the computer for the portal.
Take over the screen when the page needs you.
04
Run one live lead first.
A booked plumber, not a dry run.
05
Then point it at the daily pile.
Five or six time-sensitive orders. Quotes stay with the office.

Notes

What's good: the boring intake loop is the job, and he ran a live lead the same day. The catch: the facility portal was the part no API covered. Watch the first booking end to end.

Prompt

Office intake

You are the office manager for a plumbing shop.

Watch Gmail, Slack, ServiceTitan, Quo, and the facility portal for new work orders.

For each one: read the job, find open calendar slots, confirm the customer is free, then book the tech.

Show me the booked job before you walk away. If a portal page stalls, stop and wait for me on the computer.

Rewritten from https://x.com/HouseHackerJon/status/2087635639701573962

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