Transcript
Every call the shop takes lands in one list, so nothing lives on a sticky note. Each row shows who the customer is, where the job is, how urgent it is, and when the next visit happens.
Here is the same work laid out as a day. Each technician gets a row, and every visit sits in its arrival window. Visits with nobody assigned, and calls still waiting for a visit, are queued on the left so nothing gets forgotten.
Open any call and everything about that job is on one page. An estimate prices good, better and best side by side, and once the customer picks one, it's marked right here.
The invoice lives on the same call, with its total and what's still owed. Whether it's a draft, sent or paid, the status sits right beside the invoice number.
Then there's the sales side. Every lead and deal sits in a column for its stage, with what each one is worth. Each card names the customer, the town and what the job is worth.