Morning Checklist
Start of Day Routine:
1. Check Dashboard
- Review jobs from previous day (completions, pending payments)
- Check for pending payments needing follow-up
- Note any issues or refund requests
2. Verify Incoming Jobs
- New jobs created overnight
- Confirm all details correct
- Assign to appropriate operators
- Confirm branch assignments
3. Staff Assignments
- Verify all operators assigned
- Check staff availability
- Adjust assignments if needed
- Communicate start times to team
4. Payment Status
- Check for unpaid jobs
- Follow up on payment issues
- Verify all receipts generated
- Process any pending refunds
5. System Health
- Verify SMS notifications enabled
- Check SMS quota status
- Review error logs if any
- Test core functions
6. Customer Communication
- Verify customers notified via SMS
- Check notification delivery
- Share job tracking links if needed
- Respond to customer inquiries
End of Day Checklist
End of Day Routine:
1. Complete All Jobs
- Move completed jobs to "Picked Up"
- Generate bills for paid jobs
- Archive completed jobs
2. Verify Payments
- Reconcile cash/card payments
- Compare with system records
- Investigate discrepancies
- Deposit cash if using physical payments
3. Process Outstanding
- Follow up on unpaid jobs
- Attempt collections calls
- Process refunds if approved
- Update payment status
4. Review Performance
- Check today's metrics
- Review operator efficiency
- Identify issues or concerns
- Document issues for follow-up
5. Generate Reports
- Run daily revenue report
- Verify accuracy of totals
- Compare with previous days
- Archive reports
6. Prep for Tomorrow
- Check scheduled jobs
- Assign operators
- Prepare customer lists
- Plan staffing as needed
7. System Maintenance
- Clear browser cache
- Log out of all sessions
- Backup critical data if needed
- Note any technical issues for support