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
Phone
Inventory
What we have left. Type a number and the site counts down against it; set it to 0 and that item shows as out of stock on the website and the checkout stops selling it. Leave the box empty for anything you are not counting. Off is the switch for taking something down without picking a number.
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.