- 14Handled directly
- 4Built here, carried out by a person
- 3Waiting on a decision
Handled directly
Done start to finish, no person needed in the loop.
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Sep 12, 2026 · requested by MariaAssemble the trade show packet for the fall home show
Booth checklist, a one-page lookbook of the fall line, a lead-capture sheet, and printed price cards, built from the shop’s photos and this week’s approved prices.
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Sep 11, 2026 · standing taskCheck reorder points and draft purchase orders
Finish supplies and hinge stock crossed their thresholds; two POs drafted against the cheaper of the current supplier sheets and queued for approval.
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Sep 10, 2026 · requested by SamTurn three site visits into priced estimates
Measurements and photos became formatted estimates using the shop’s templates and current material costs, ready for review by 10am.
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Sep 10, 2026 · standing taskPropose next week’s delivery slots and rebuild the route sheet
Six customers confirmed; calendar updated; the install crew’s route sheet rebuilt in stop order.
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Sep 9, 2026 · requested by MariaCompare the new hardwood distributor sheet against current pricing
Line-by-line comparison; six items up more than 8%, walnut cheaper at the second supplier by $410 on a typical order.
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Sep 9, 2026 · standing taskAnswer this week’s customer reviews
A five-star and a four-star review answered personally in the shop’s voice, inside the response window Maria set.
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Sep 8, 2026 · standing taskTriage weekend inquiries before opening
Seven website and voicemail inquiries: three quote requests routed to the estimate queue, four answered directly from the shop’s materials.
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Sep 8, 2026 · standing taskSend round-one reminders on invoices past 30 days
Three friendly reminders in the shop’s voice on the standing schedule; one invoice paid by Wednesday.
Built here, carried out by a person
Drafted or prepared by your staffer, then executed or delivered by a person.
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Sep 12, 2026 · requested by SamDraft the warranty claim for the failed hinge batch
Claim drafted with photos and lot numbers against the supplier’s warranty terms; Sam signed and sent it under his own name.
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Sep 11, 2026 · from a new hireAnswer a payroll withholding question
Outside the shop’s standing answers, so it was summarized with the relevant dates and routed to the accountant, with Maria copied.
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Sep 9, 2026 · requested by a general contractorProvide a certificate of insurance for the Kessler job
Request prepared with the job details and routed to the shop’s insurance broker; confirmation landed Thursday.
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Sep 8, 2026 · requested by MariaGet the fall photography onto the big printer
Print-ready files prepared and sized; the print shop ran them same day.
Waiting on a decision
Ready to move, waiting on a person to decide, with the reason stated plainly.
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Sep 12, 2026 · waiting on MariaApprove the October promotion email before it goes to the customer list
Draft, audience list, and send schedule are staged and ready.
Why a person is involvedEmail to your customers goes out under your name. Nothing sends until you approve it, and the approval is one tap.
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Sep 11, 2026 · waiting on SamPlace the two drafted purchase orders
Both POs are complete with current pricing.
Why a person is involvedSpending the shop’s money stays with the shop. The drafts wait as long as you need.
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Sep 10, 2026 · waiting on MariaDecide whether to take the rush commission for the Hartley project
A feasibility summary is ready: material lead times, crew load next week, and the margin at the quoted price.
Why a person is involvedTaking on rush work changes the whole week for your crew. That call is yours; the numbers are just ready when you are.