claude

tenexity-setup-team-hvac-plumbing

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.

0 on GitHubby Tenexityv1.3.0updated 5 months agosetup
/

Plugin tenexity-setup-team-hvac-plumbing from marketplace tenexity in tenexity/cowork-distributor-plugins. Commands read from the repo's manifest — 1 month ago.

What it installs

Skills (9)

  • account-drift-detector

    Flags customer accounts that have gone quiet in conversation. Triggers when the user says "account drift", "any accounts gone quiet", "customers I haven't talked to", "drift check", "show me drifting accounts", or when the scheduled account-drift task fires (typically monthly). Reads recent captain'

  • daily-briefing

    Generates the daily morning briefing or end-of-day summary for distributor work. Triggers when the user asks "what's on my plate today", "give me my briefing", "morning briefing", "end of day", "what did I do today", "daily summary", "EOD summary", "what's hot today", or when a scheduled task runs t

  • first-week-guide

    Your guided first week with CoWork for Distributors. Use this skill when the user says 'first week guide', 'what should I do first', 'how do I start using this', 'show me what this can do', 'day 1', 'day 2', 'day 3', 'day 4', 'day 5', 'getting started tasks', 'quick wins', 'what can I do with CoWork

  • personal-assistant

    Your active personal assistant for distributor work — tracks tasks, logs your day, remembers vendors and customer contacts, captures decisions, and gives you daily briefings. Use this skill whenever the user talks conversationally about their day, mentions tasks, vendors, customers, or commitments,

  • setup-company

    Company-level setup for CoWork for Distributors Multi-User Edition. Use this skill when the user says 'set up the company', 'set up my company', 'company setup', 'configure the company layer', 'set up the COMPANY profile', or anything indicating they're the GM, owner, or admin establishing the share

  • setup-user

    Individual user setup for CoWork for Distributors Multi-User Edition. Use this skill when the user says 'set up my profile', 'set up my user layer', 'configure my profile', 'set up my system', 'help me get started', 'onboard me', 'set up me', or anything indicating they want to populate their indivi

  • system-dashboard

    Your visual catalog of every skill and plugin installed in this CoWork workspace. Use this skill when the user asks to see their system, view installed skills, check what's installed, browse their plugins, see what they have, open a dashboard, or says anything like 'show me my system', 'what skills

  • system-review

    Your system's feedback loop for CoWork for Distributors. Use this skill when the user asks to review their system, check system health, run a system review, improve their setup, audit their configuration, or says anything like 'review my system', 'system health check', 'how's my system doing', 'what

  • vendor-pulse

    Weekly summary of vendor activity drawn from the captain's log. Triggers when the user says "vendor pulse", "vendor activity this week", "what's happening with my vendors", "weekly vendor summary", "which vendors am I overdue with", or when the scheduled vendor-pulse task fires. Reads the past 7 day

Slash commands (5)

  • /tenexity-setup-team-hvac-plumbing:briefing

    Run the morning briefing on demand

  • /tenexity-setup-team-hvac-plumbing:eod

    Run the end-of-day summary with optional reflection

  • /tenexity-setup-team-hvac-plumbing:log

    Quick captain's log entry — capture what's happening right now

  • /tenexity-setup-team-hvac-plumbing:tasks

    Show current open tasks grouped by urgency

  • /tenexity-setup-team-hvac-plumbing:tidy

    Scan a folder (Downloads, Desktop, ERP exports) and propose cleanup

View source on GitHub

More from tenexity/cowork-distributor-plugins

All 7 plugins →

tenexity-setup-hvac-plumbing

claude

Setup • Single-user setup plugin for HVAC and plumbing wholesale distributors. Bundles seven skills: Onboarding Coach, System Review, First Week Guide, Personal Assistant (always-on conversational logging + task extraction + contact tracking), Daily Briefing (morning + end-of-day), Vendor Pulse (weekly vendor activity from captain's log), Account Drift Detector (flags customers gone quiet). Plus 5 slash commands (/log, /tasks, /briefing, /eod, /tidy). 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 — the workspace is conversational, vendor-aware, AR-aware, inventory-aware. For team deployments of 5+ employees, use the Tenexity Setup Team plugin instead.

8 skills · 5 commands

0

branch-operations-coach

claude

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

0

inventory-optimisation-coach

claude

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

0

margin-optimisation-coach

claude

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

0

quote-desk-coach

claude

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

0

rebate-reconciliation-coach

claude

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

0

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