Guides

How the day runs.

Short guides. Then a person. Email the team with the job context instead of losing time in a wiki.

• The board · 2 min

  Send Mike on 114 Oak

  A leak hits. You do not start a group text. You send a truck.

• The phone · 1 min

  Tap Arrive with a glove on

  The next stop is the only thing on the screen. Wet gloves. A thumb.

• The invoice · 2 min

  Collect before you leave the drive

  The invoice is the last thing on the job. Then they leave.

• People · 1 min

  Add a tech without a seat

  Monday a new name starts. You do not get an invoice for existing.

• Switch · A week, not a quarter

  Move the shop off ServiceTitan

  CSV, 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 week

  Cash. Trucks. Who ran. Not a dashboard you have to sit down for.

• The books · 10 min

  Keep QuickBooks as the books

  Jobs here. Chart of accounts there. One-way. Dry-run first.

• Switch · One morning

  Run both for a morning

  Keep theirs on. Run a real day on ours. You pick the morning.

• Collect · A note

  An invoice will not go paid

  Due that will not close. We look at the job, not a ticket.

Rather talk first? Email the team.