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SPECIALIST #15Coming soon

Facilities

Minds the shop itself

Tracks the lease, the utility and vendor accounts, the supplies and the signage — flags an odd bill or a renewal before it bites, and routes the mail to the right place.

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CorePlusPro
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Minds the shop itself
What it does

Meet your Facilities Agent

Keeps a registry of facility items — lease, accounts, schedules, vendor contacts — and reminds you on renewal, refresh, and payment by tier

Flags utility-bill anomalies against your trailing 12-month average (winter gas spike, internet outage credits owed)

Logs mail and packages and routes the right notice — customer pickup via Customer Communication, incoming samples to Sales

Runs a branding-refresh schedule (signage ~24 months, vehicle wraps ~36 months) as advisory, never urgent without a real deadline

Coordinates cleaning, maintenance, and security-vendor visits — surfaces the confirmation, you approve the date

Coming soon — planned capability

This specialist is in development. The flow, interactions, and value below reflect its intended design for the Pro tier.

How it supports you, in action

From a standing service to one less thing to remember

User flow · Facilities
SystemHolds the whole registryLease, accounts, vendors, signage
SpecialistSweeps for what's dueRenewals, vendor visits, refreshes
SpecialistFlags the odd billUtility spend out of pattern, from your books
SpecialistRoutes the mailCustomer package → notice, sample → Sales
Your callYou commitVendor, lease & spend decisions are yours
What it will do

Capabilities, by phase

We’ve designed the full set. The first wave ships when this specialist goes live; the rest follows as a Rev 2.0 fast-follow.

Facility registry — lease, accounts, bills, vendors, signage
At launch
Renewal & expiry reminders (lease T-60 → T-1)
At launch
Utility-bill anomaly flagging from your books
At launch
Vendor-visit confirmations (cleaning, pest, alarm)
At launch
Mail & package logging and routing
At launch
Branding-refresh advisories (signage, wraps)
At launch
Office-supply click-to-reorder & vendor APIs
Rev 2.0
Mail carrier auto-sync (USPS, UPS, FedEx)
Rev 2.0
Multi-site facility view & lease-escalation tracking
Rev 2.0
Works with the team

Where it sits in the line

Facilities keeps the shop itself running in the background — it reads your books to spot odd bills, and routes reminders and mail out to the right place.

Feeds in
Bookkeeping
utility spend, for anomalies
Hands off to
Customer Comms
reminders & package notices
Sales
a sample package arrived
Value to the business

What it’s worth to the shop

The building stops being the thing nobody's watching. Leases, utility accounts, vendor visits, and standing bills are all tracked — so nothing lapses, auto-renews at a worse rate, or quietly overcharges you.

The shop, accounted for

Lease, utilities, alarm, cleaning, waste, supplies, and signage — all in one registry instead of scattered across your head and a drawer.

Catches the bill that jumped

Reads your books and flags a utility charge that's out of pattern, before it becomes a habit you stop noticing.

You stay in control

It tracks, confirms, and routes; it never signs a lease, picks a vendor, or spends. Those decisions stay yours.

One registry
for the whole building
From your books
utility anomalies flagged
Pro tier
planned capability
Where you’ll use it

On your dashboard, and through your Office Manager

On your dashboard

Your leases, accounts, and vendors with what's due next, any flagged utility bills, and logged packages.

Just ask your Office Manager
  • “When's the lease up?”
  • “Any bills look off this month?”
  • “Did that customer's package arrive?”
  • “When did we last redo the signage?”
You stay in charge

What runs automatically vs. needs your approval

Runs automatically
  • Sweeping the registry for renewals and reorders
  • Flagging utility bills that are out of pattern
  • Confirming scheduled vendor visits
  • Logging and routing mail and packages
  • Branding-refresh advisories
Waits for you
  • Signing or renewing a lease
  • Selecting or changing a vendor
  • Any facility payment or purchase

Planned for the Pro tier, advisory by design — Facilities tracks, confirms, and routes. It has no tools to sign, pick a vendor, or spend; those stay with you.

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Put Facilities to work.

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