Setup • Multi-user setup plugin for HVAC and plumbing wholesale distributors deploying CoWork across a team of 5-50 employees. Bundles eight skills: Setup Company (admin runs once, ~15 min), Setup User (per-employee, ~7 min including PA activation), System Review, First Week Guide, Personal Assistant (always-on conversational logging + task extraction + contact tracking), Daily Briefing (morning + end-of-day), Vendor Pulse (weekly), Account Drift Detector (monthly). Plus 5 slash commands (/log, /tasks, /briefing, /eod, /tidy). Two-layer architecture splits company-wide context from individual user info — admin populates COMPANY/ once, every employee inherits it. v1.3 elevates the setup experience: Distributor OS introduced as an artifact, coach demo previews, data-flow framing, a 30-day post-setup journey card, and role-based coach recommendation. Builds on v1.2's always-on personal assistant capability.
9 skills · 5 commands
Coach • Branch-operations specialist for HVAC and plumbing wholesale distributors. Coaches branch managers through the daily counter pulse, fill-rate triage, cycle counts, back-order resolution, branch P&L review, receiving efficiency, inter-branch transfers, daily huddle prep, seasonal stocking, and vendor-allocation response. Reads pasted ERP exports — never invents numbers.
1 skill
Coach • Coaches HVAC and plumbing wholesale distributors through inventory optimisation work — dead-stock analysis, reorder-point reviews, ABC classification, branch-level transfers, vendor returns (RGA), working-capital snapshots, turnover and GMROI math, and seasonal stocking decisions. Paste an ERP inventory export (P21, Eclipse, SX.e, Agility, DDI, custom) and the specialist confirms column mapping, runs the analysis, drafts vendor return emails, and ends with an action list to execute in the ERP. One-shot analysis — no integration, no persistence. v0.1 ships with 12 reference files and BM25 keyword search.
1 skill
Coach • Coaches HVAC and plumbing wholesale distributors through margin-optimisation work — gross-vs-blended-vs-line margin diagnosis, vendor program impact (rebate/SPA/co-op), MAP enforcement, pass-through pricing decisions, quote-desk margin guardrails, customer-level margin profiling with cost-to-serve, substitution economics, matrix-vs-contract pricing trade-offs, freight recovery, the seven-pattern lost-margin recovery screen, and monthly margin review cadence. Paste an ERP margin or sales-with-cost export and the specialist confirms column mapping, runs the analysis, and ends with an action list for the user to execute in their ERP or pricing system. Coach-only — paste-based, no integration, no persistence. v0.1 ships with 16 reference files and BM25 keyword search.
1 skill
Coach • Quote-desk specialist for HVAC and plumbing wholesale distributors. Coaches inside sales, counter sales, and quote-desk staff through multi-line RFQs, project bids, substitution decisions, margin guardrails, and follow-up cadence. Reads pasted ERP and pricing data — never invents numbers.
1 skill
Coach • Coaches HVAC and plumbing wholesale distributors through vendor rebate reconciliation — identifying enrolled programs, computing earned vs. received, surfacing leakage, and drafting collaborative claim language. Paste program terms and accruals, get a one-shot reconciliation the user can act on manually.
1 skill