Step 1 · Before you start
Before you start
Four accounts, one of them optional. If you already have them, you can breeze through this page.
The accounts you'll need
Which Claude plan do I need?
This is the one prerequisite worth getting right, because it decides whether everything else will work. You need a paid Claude plan — Claude Pro (about $20/month) is the right starting point.
Here's why Pro, specifically:
- Uploading your own skills requires a paid plan. The free plan doesn't allow it.
- You'll connect several tools (Airtable, Stripe, and maybe Gmail). The free plan only allows one such connection — not enough for this. Pro removes that limit.
One setting to switch on in Claude
The skills produce files and run small calculations, so Claude's code-and-file feature needs to be on. It usually already is, but to be sure: open Settings → Capabilities and make sure “Code execution and file creation” is turned on. You'll do this once.
A note on Airtable's free plan
A free Airtable account is perfect for getting started and trying everything out. Its one limit worth knowing: a free database holds up to 1,000 records in total. Every customer, pool, visit, reading, and invoice is a record — so an active route fills that up over time. When you get close, Airtable's Team plan raises it to 50,000 and your data carries over untouched. Nothing to decide today; just know the upgrade path exists.
You'll also want, on hand
- Your business name, phone, and email.
- Optionally, a link to your logo and your brand color — they'll appear on the service reports your customers receive.