Onboarding email

Sends to rob@canyonhvac.com. Written from the numbers in this workspace, so it is right every time you send it.

Subject

Canyon HVAC: you now own your accounts, here is what you pay

Hi,

You now own the following accounts. Each one is registered to Canyon HVAC, with rob@canyonhvac.com as the login, on your card:

  Jobber — Scheduling and invoicing. $129 a month, renews Aug 5.
  OpenAI — Call summaries. about $30 a month, usage based.

Here is what you are paying monthly:

  Subscriptions, billed to you by the vendors: $159 ($30 of that moves with usage)
  Infrastructure management: $200
  Total: $359

This is the real cost of your stack. Nothing is marked up and nothing runs through my card, which is deliberate: your infrastructure should never depend on my account staying open.

Infrastructure management covers renewals watched and flagged before anything lapses, the inventory kept current, failed payments handled, a quarterly review that cuts what you are not using, and a handoff document that stays up to date.

Your live workspace: https://myvirtualops-app.vercel.app/w/canyon-hvac
Your handoff document: https://myvirtualops-app.vercel.app/w/canyon-hvac/handoff

One setup step left on your side. Add a Gmail filter matching subject:(receipt OR invoice OR "payment") and forward it to canyon-hvac@in.myvirtualops.com. Your service list then updates itself as receipts come in.

Eric
MyVirtualOps