Guides
Short guides. Then a person. Email the team with the job context instead of losing time in a wiki.
The board · 2 min
Guide 01 of 09
Open the board
The day is the list. Oak is a row. If it is not on the board, it is not a job.
Open the job
Click 114 Oak. Kitchen leak. $186. Nobody is on it yet.
Send Mike
Mike · Truck 12. Confirm. He sees Oak on the phone. You do not type “you up for Oak?”
Watch En route
The row moves. The office already knew. That is the whole dispatch.
The phone · 1 min
Tap Arrive with a glove onThe next stop is the only thing on the screen. Wet gloves. A thumb.
The invoice · 2 min
Collect before you leave the driveThe invoice is the last thing on the job. Then they leave.
People · 1 min
Add a tech without a seatMonday a new name starts. You do not get an invoice for existing.
Switch · A week, not a quarter
Move the shop off ServiceTitanCSV, documents, or the API. You look at the dry-run. Dual-run until you pick the morning.
The owner · 1 min
See what closed this weekCash. Trucks. Who ran. Not a dashboard you have to sit down for.
The books · 10 min
Keep QuickBooks as the booksJobs here. Chart of accounts there. One-way. Dry-run first.
Switch · One morning
Run both for a morningKeep theirs on. Run a real day on ours. You pick the morning.
Collect · A note
An invoice will not go paidDue that will not close. We look at the job, not a ticket.
Rather talk first? Email the team.
