Issues
Everything that needs solving. Summarize it in a sentence, add detail underneath. Score priority 1 to 5, and work the 5s first.
Saved
Actions (to solve the issue)
Each action becomes a to-do. Add as many as it takes.
Comments
Everyone signed in sees this.
Orders
Every paid order, soonest first. Set a delivery day as you build the route and the customer gets an email that morning. When a pickup is set out and labeled, tap the button and they get the "come grab it" email. When a delivery is dropped off, tap Delivered. Under each order is every email we sent them and whether it landed.
To-Dos
Seven day actions. Done or not done, no half credit.
Notes
How a customer travels
Start at the top and follow a line down. Ways in, then the order itself and every choice in it, then everything that happens after it.
Messages
Every message a customer has been sent, and whether it landed. Tap a row to see the rest of it.