Follow the same move through the system.
Same customer, same reschedule, same contract as the Before demo. This time the job always belongs somewhere, and it's always in front of someone. Watch the job card as it moves from department to department.
1. Book the move
You're in sales. Marcy Hollins wants her four-bedroom house moved on Tuesday, June 10, and her details are already on the job. Instead of calling operations, check crew capacity right here.
Estimate over $5,000: this job goes to contract review before it reaches operations' pending list.
2. The customer reschedules
Marcy calls back. The closing on her new house moved, so can you do Thursday, June 12 instead? Pick the new day.
3. Contract review
Because the estimate is over $5,000, the system won't put the job on operations' schedule until the contract is reviewed.
| Job | Customer | Estimate | Review |
|---|---|---|---|
| 2311 | Pemberton | $5,400 | Waiting |
| 2318 | Hollins | $6,850 |
4. Moving day
Now you're Theo in operations. Here's Thursday's pending list. The crew just finished the Hollins move.
- Baker: crew 1
- Park: crew 2
- Hollins: crew 3
5. Invoice and follow up
You're in accounts receivable. The Hollins move is on your ready-to-invoice list the same day it was finished.
Hollins, job 2318: $6,850 invoiced 15 days ago, no payment yet. Follow up with the customer.
You call Marcy. What happens next?
That was the same move.
Same customer, same reschedule, same contract. This time the job never went missing, because at every step it belonged to someone, and the next person saw it the moment it was ready for them.
- 0emails between departments
- 1place the job lived
- 0handoffs made for you
- 0handoffs dropped
Simplified, with sample data. The real system has more detail, but the idea is the same: every job is always in front of someone.
Where do jobs slip in your business?
Tell us how work passes between people today, in your own words. It's a 20-minute call with no technical requirements and no pressure. We'll tell you honestly whether we can help.