The five lanes on this desk
- Leads & estimates. Waits for your yes: Approve the estimate for a new customer.
- Jobs & crews. Runs every day, and flags what slips to a person.
- Parts & trucks. Waits for your yes: Approve the parts order.
- Schedule & visits. Runs every day, and flags what slips to a person.
- Billing & payroll. Waits for your yes: Approve this week's payroll.
This desk is a sample business, not a real customer. On your own desk, the lanes are the jobs your team already does by hand, and you decide which ones wait for your yes.