ZenHome staff · StoneLink coordinators and techs

You already work out of an AI chat. Put ZenLink in it.

If Claude, ChatGPT, Gemini, or a coding agent is already open all day, connect ZenLink once and stop tabbing over to the app for the routine stuff. Pricing, dispatch, checkups, job photos, the playbook. Same login, same permissions, same audit trail.

Homeowner? Your page is here.

Who gets what

Your role picks the toolset. Your company fences it.

There is nothing to configure. When you sign in, ZenLink looks at your account and hands your assistant the tools that account already has in the app.

ZenHome coordinators

Coordinator toolset · 27 tools

Everything you do on a project page except money and customer-facing sends: find, read, price, schedule, assign, message techs and customers, run checkups, file records.

StoneLink coordinators

Coordinator toolset, fenced to StoneLink · 27 tools

The same coordinator tools, scoped to StoneLink properties and jobs. Checkup reports, findings, tenant-tagged damage, and dispatch, from whichever assistant you already use.

Field techs (ZenHome and StoneLink)

Field toolset · 6 tools

The on-site loop: pull up the job, find the next one, add photos, log what happened, adjust a visit, reach the coordinator. Only your assigned jobs.

What it looks like

Four conversations from a real day.

The gray notes say what ZenLink did behind each reply. Watch the last turn of the dispatch example: from a coordinator account, a confirmed text sends. That is the one habit to build. Read the draft.

Coordinators

Pricing a bathroom from the walkthrough, at the rate on file

Coordinator · estimate
  1. Draft an estimate for the Hatfield bathroom from Tuesday’s walkthrough. Use our labour rate.
  2. Labour is $99/hr per the pricing SOP; tile work sits in the trade-rate table. The walkthrough video shows a 5x8 bath, cast-iron tub to be removed, one GFCI missing. I’ve drafted a 14-line estimate at $11,840. Two things to check: I assumed a standard vanity, and I didn’t include a permit line.

    ZenHome: Read the pricing SOP, watched the walkthrough video, generated the estimate on the project.

  3. Add a $120 permit line and bump tile labour to 16 hours.
  4. Done. Permit added, tile labour is 16 hours, new total $12,380. The estimate is on the project; you can send the quote from the app when you’re happy with it.

    ZenHome: Edited the line items. Sending the quote to the customer is not something the connector does.

Thursday is thin. Who’s free, and tell the customer.

Coordinator · dispatch
  1. Which Thursday jobs have no tech, and who’s available?
  2. Two Thursday jobs are unassigned: the Cranston deck (8am to 4pm) and the Warwick faucet swap (a flat-rate tier 1). Luis and Marco are open Thursday; Dev has a job until 1pm.

    ZenHome: Searched projects by date and assignment, listed technician availability.

  3. Luis and Marco on the deck. Dev takes the faucet at 2. Text both customers with times.
  4. Assigned. Here are the two texts. Cranston: “Hi, this is ZenHome. Luis and Marco will be at your place Thursday at 8am for the deck. Reply here with any questions.” Warwick: “Hi, this is ZenHome. Dev will be by Thursday at 2pm for the faucet.” Send both?

    ZenHome: Assigned the techs and set the work dates. Drafted the customer texts and stopped.

  5. Send.
  6. Both sent. They’re on each project’s thread.

    ZenHome: Sent immediately. From a coordinator account, a confirmed send goes out; no one reviews it after you.

Fixing a StoneLink checkup before it goes to the owner

StoneLink · checkup
  1. Pull up the 126 Oakland checkup. The tenant broke the screen door and the two laptop screenshots shouldn’t be in there.
  2. The 126 Oakland checkup is in draft with 9 findings. I’ve archived the two screenshots. For the screen door, I’ll add a finding under Exterior, tagged tenant-caused, with a $180 estimate. Want a different number?

    ZenHome: Read the checkup, archived the stray media, proposed the new finding.

  3. $180 is right. Also the photo labeled “kitchen” is the second bathroom.
  4. Finding added and the photo is relabeled. The draft now has 10 findings, 2 tenant-tagged. Sending the report to the owner still happens from the app.

    ZenHome: Edited findings and the photo label on the checkup. Sending the report is off the connector on purpose.

Field techs

In the truck, before the 1pm

Field tech
  1. What’s the scope on my 1pm, and is there a gate code?
  2. 1pm is the Miller kitchen at 14 Oak St: swap the disposal and the supply lines, customer supplied the disposal. The notes say the side gate code is 4471 and the dog is friendly but will follow you.

    ZenHome: Pulled the project scope, the schedule, and the customer’s notes.

  3. [two photos] Done. Old unit was leaking at the flange. Log it and add the photos.
  4. I’ll add both photos and log: “Disposal and supply lines replaced. Old unit was leaking at the flange.” OK?

    ZenHome: Prepared the photos and the timeline note.

  5. Yes.
  6. Logged, photos attached. Anything for the coordinator?

    ZenHome: Wrote the note and the photos to the project.

  7. Tell them the customer wants a quote for a new faucet too.
  8. Message to the coordinator: “Miller kitchen done. Customer also wants a quote for a new faucet.” Send?

    ZenHome: Drafted the message and waits for you.

Techs: the app is still home base

Clocking in, walkthrough recording, and the day’s route live in the ZenLink phone app. The connector is for the moments you’re already talking to your assistant and want to look something up or log something without switching. Tap Connect your AI on the Profile tab and it brings you back here.

How it behaves

Four things to know before you connect.

Same permissions as your login

The connector signs you in with your normal ZenLink account. A StoneLink coordinator sees StoneLink. A tech sees assigned jobs. Nothing widens.

A confirmed send goes out

From a coordinator account there is no reviewer after you. Your AI app shows the draft; read it. Techs and homeowners are different: their messages land with a coordinator first.

Reads are free, generation is metered

Looking things up costs nothing. Drafting an estimate, generating a checkup, or reading a video runs an AI job, so those are rate-limited per person.

It’s logged

Every call runs under your account, and anything it writes lands on the project as you. Same as the app.

Off the connector on purpose

  • Sending a quote, an invoice, or a checkup report to a customer or owner
  • Taking a payment, adjusting an invoice, or creating a change order
  • Creating a login for a tech, a candidate, or a vendor
  • Anything on a company or property your account can’t already open in the app

Those stay in the app, where someone is looking at the page. Ask your assistant and it will tell you the same.

The full lists

Every tool, by role.

  • Looks upreads only, changes nothing
  • Recordswrites to ZenHome, nothing leaves the building
  • Asks firstreaches a person or commits work, so your AI app confirms first

Coordinator toolset · 27 tools

Find projects

searchProjects
Looks up

Searches projects by customer, address, status, or assigned tech.

Which jobs are scheduled for Thursday with no tech assigned?

Read a project or contact

getContext
Looks up

Pulls the full picture: status, timeline, communications, and contact lookup by phone or name.

Who is 401-555-0100, and what have we told them so far?

What’s next on a project

getProjectNextSteps
Looks up

The same ranked next-steps queue the project page shows: open tasks, pending sends, scheduled follow-ups.

What’s blocking the Miller kitchen right now?

Look up a property

propertyAnalyzer
Looks up

Year built, systems, and permit considerations for an address, before a walkthrough.

Anything I should know about 126 Oakland before Tuesday’s visit?

Check the playbook

getSop
Looks up

Reads a section of the standard operating procedures: pricing tiers, the labour rate, trade rates, and the rest.

What’s our hourly rate for electrical, and which flat-rate tier does a faucet swap fall in?

Read project documents

analyzeDocuments
Looks up

Lists and reads the invoices, receipts, permits, and contracts attached to a project.

Summarize the permits on file for the Warwick deck.

Read project photos

analyzeMedia
Looks up

Lists the photos on a project and describes what they show.

What do the photos from yesterday’s visit show at the Cranston job?

Read a walkthrough video

analyzeVideo
Looks up

Watches a walkthrough video already on the project and reports what it found: rooms, measurements, problems.

Pull the measurements out of the basement walkthrough video.

Draft an estimate

generateEstimate
Records

Builds a line-item estimate from the project scope. Takes a moment and costs an AI call, so use it when a project has none yet.

Draft an estimate for the Smith bathroom from the walkthrough notes.

Edit an estimate

refineEstimates
Records

Adds, changes, or removes line items on an existing estimate.

Add a $450 disposal line and bump tile labour to 16 hours.

Archive a draft estimate

archiveEstimate
Records

Soft-deletes a draft estimate. Reversible.

Archive the old DIY estimate on the Miller job.

Set material selections

manageSelections
Records

Reads or sets the per-room material picks (tile, vanity, faucet) the homeowner sees on their plan.

Set the floor tile to the mid option and the vanity to premium.

Check the product library

manageCatalog
Records

Looks up and updates the products we have specified before, so a quote uses the price on file.

What did we last spec for a 36-inch vanity, and at what price?

Update a project

manageProject
Records

Creates or updates a project: status, summary, contact, project manager, assigned tech, or company.

Assign Luis as lead on the Hatfield job and mark it scheduled.

Update a contact

manageContacts
Records

Creates or edits a customer contact: name, phone, email, address.

Add the tenant’s number to the Oakland contact.

Schedule work

manageAppointment
Asks first

Books, moves, or cancels visits, assigns techs, sets work dates, and lists who is available.

Put the Cranston deck on Thursday and Friday with Luis and Marco.

Message a customer or tech

communicate
Asks first

Sends a text or email on a project. From a coordinator account this goes out as soon as you confirm, so read the draft.

Text the homeowner that we’re running 30 minutes late.

Schedule a follow-up

scheduleFollowup
Records

Queues a follow-up message for later that only sends if its conditions still hold (for example, the quote is still unanswered).

If they haven’t approved the quote by Monday, nudge them.

Track a task

manageTask
Records

Creates, assigns, and lists internal tasks across projects.

Make a high-priority task for me to call back about tile selection by Friday.

Add visit media to a checkup

ingestVisitMedia
Records

Pulls a walkthrough video or photos into a property visit so the checkup can be generated from them.

Add this walkthrough video to the 126 Oakland visit.

Generate a checkup report

generateCheckupReport
Records

Starts checkup generation from the recorded walkthroughs. Takes a few minutes; read it back when it finishes.

Regenerate the checkup at 126 Oakland, the last one came out truncated.

Read a checkup report

getCheckupReport
Looks up

Reads the draft or finished checkup for a property.

Give me the findings from the Hatfield checkup.

Edit checkup findings

editCheckupFindings
Records

Adds, edits, or removes findings on a draft checkup, including tenant-caused damage and estimates.

Add the broken screen door as a tenant-tagged finding at $180.

Fix a photo label

editVisitMediaMeta
Records

Corrects a photo’s room or caption on a checkup.

That photo is the second bathroom, not the kitchen.

Remove stray media

archiveVisitMedia
Records

Archives a photo or clip that doesn’t belong on a checkup. Reversible.

Drop the two laptop screenshots from the Hatfield checkup.

Add project photos

addProjectPhotos
Records

Attaches photos from the chat to a project.

Add these to the Warwick job as before photos.

File a document

processFileUpload
Records

Classifies and saves a document you attach (a receipt, a permit, a supplier invoice) to the right project.

File this Home Depot receipt against the Miller kitchen.

Field toolset · 6 tools

Pull up the job

getContext
Looks up

Reads the project: scope, status, the schedule, the customer’s notes, and recent messages.

What’s the scope on my 1pm, and is there a gate code?

Find a job

searchProjects
Looks up

Finds projects you are assigned to by customer name, address, or status.

Find the Hatfield bathroom job.

Log progress

manageProject
Records

Updates a project record you are on: a summary of what was done, a status change, or a note for the coordinator.

Log that the rough-in is done and we’re waiting on inspection.

Add job photos

addProjectPhotos
Records

Attaches before and after photos to the project from the chat.

Add these photos to the Oakland Ave job.

Adjust a visit

manageAppointment
Asks first

Requests a reschedule or cancels a visit on one of your jobs. Staffing changes still go through the coordinator.

Push my 3pm to tomorrow morning; the part didn’t arrive.

Radio the coordinator

communicate
Asks first

Sends a message on the project so the coordinator sees it in the same thread as everything else.

Tell the coordinator the customer wants to add a second outlet.

Connect once · about a minute

Add ZenLink to the assistant you already use.

You need a ZenLink login first (the one you use for the app or the web). Sign-in is the phone number on your account and a 6-digit code. StoneLink staff: if you have not been set up yet, ask your ZenHome coordinator before connecting; the connector can’t create an account.

  1. 1

    Start on a computer

    Use the Claude desktop app or claude.ai in a browser. The Claude phone app can’t add a new connector yet — once it’s set up here it shows up on your phone by itself.

  2. 2

    Add ZenHome

    Open Connectors, click the + (or “Browse”) in the top right, choose “Add custom connector,” and paste the address below. It won’t be in the list already — ZenHome is a custom connector, so you add it by address.

    Open Claude’s connectors
  3. 3

    Sign in with your phone

    Claude hands you to ZenHome to approve. No password — just the phone number on your account and a 6-digit text code.

  4. 4

    Ask your first question

    Back in Claude, ZenHome shows as connected. Ask it to plan a project or check on one.

On a Team or Enterprise plan, an Owner enables it once for everyone — add it org-wide. Everyone still signs in as themselves.

Connecting to Claude · Connectors → + / BrowseAdd custom connector → paste https://zenhome.ai/api/mcp

From a coding agent (Claude Code, Cursor, Codex)

Same address, same sign-in. Add it as a remote MCP server and authenticate in the browser window it opens. Claude Code, for example:

claude mcp add -t http zenlink https://zenhome.ai/api/mcp

Then run /mcp and pick ZenLink to sign in. Cursor and Codex take the same URL in their MCP settings.

Setup detail, sign-in snags, and the per-tool reference are on the documentation page.