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TODAY
Leads arrive on their own. Do the action, tap done, next card. This page is only what needs a human.
IN THE PIPELINE
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Tap a card to move it or reach out. Anything quiet for 3+ days grows an amber edge on its own.
GARAGE
Measurements live at the MODEL level — one truck measured covers every twin that walks in. If a feature varies truck-to-truck (window styles, bed lengths), flag it so nobody trusts the file blindly.
FRONT DESK
Josh prices it and sends it. The moment he marks it SENT, it lands on your follow-up list automatically.
Leads first (answer fast), then arrivals, follow-ups (two, then hand off), pickup calls, proof chasing. Every ✓ writes the note to ClickUp and the customer's timeline. No dollar amounts on this screen — pricing stays with Josh.
1 · THE PEOPLE2 · THE TRUCK3 · PHOTOS & CONDITION
WHO'S IT FOR — tap a returning customer, or type, or skip
The driver isn't always the customer — capture both and next time it's all on file.
or
Print the sign-off sheet for the customer's signature — photos checklist is on it. Photos upload full-size to this truck's file.
I confirm that I have dropped off my vehicle to Southern Graphics for the purposes of receiving service as outlined in my project details. I understand the vehicle may be moved by staff and that photos have been taken at the time of drop-off for documentation.