Read the stage off the card — or email them their live order page:
Email for now — becomes a text the day SMS approval lands. While the customer order page is still unlaunched, this sends a personal update instead of a link.
What do they want changed?
Lands ON the job + pings the team channel — never just a phone memory.
What went wrong? (job optional)
Goes straight to Josh, logged on the job when one's picked — a record, not a sticky note.
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Add details — any of it, any time.
What do they want?
Measurements / site notes
Need by
Notes
🌅 My day
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Installs come from the calendar — schedule or move one there.
My tasks
Follow-ups from calls, visits and meetings — tap the box when it's done.