One next thing per customer — and it's always true

Every customer shows exactly one next action, and only when it is yours to do. If the work is being handled for you, the card says so quietly instead of handing you a task that is not a task. If a job already has a date, it never asks you to set one. Nothing is ever marked finished because it was merely started. And the optional extras are labeled optional, so they can never crowd out the thing that actually closes the job. A list you have to second-guess is a list you stop reading — so this one gives you nothing to second-guess.

The customer list with each job's status column, the flagged differences and the day groups. — Captured live from the site. Customers appear by first name only; surnames, addresses, phone numbers and emails are obscured on purpose. Tap the image to fill the screen.

1Where every job stands, read top to bottom
2Anything that doesn't match is flagged, not buried
3What isn't done yet says so plainly
4Every day's jobs, one tap to open

How you use it

Work your customers from the top. Each one names one thing.
If a card shows a quiet status instead of an action, nothing is needed from you yet — move on.
Anything marked optional is exactly that. It will never block the job, and it will never nag you.

What it does, step by step

Every customer shows exactly one next action, only when it is yours to do.
If the work is being handled for you, the card says so quietly.
A job that already has a date is never asked for one.
Optional extras are labeled optional and never block the job.

Time it saves Estimates

Task	By hand, typically	With the app, typically
Working out what to do next for each customer	1–2 min each, across 20+ customers	Named on the card

Typically 20–40 minutes a day.

Typical estimates, not guarantees.

Errors it prevents Guesstimates

Doing a task already being handledThe card says it is being handled.Guesstimate: wasted tasks gone
Setting a second date on a jobIt never asks for a date that is already set.Guesstimate: double-date mix-ups gone
Something marked done that was only startedNothing is marked finished because it was started.Guesstimate: fewer jobs that look done and aren't

Time figures are typical estimates for an active rep, not guarantees. Error figures are guesstimates for a rep closing about 10 jobs a month. Both vary with the rep, the office and the job.

Who it helps

The repA list you can trust, so you keep reading it.
Office & installersFewer half-finished tasks.
The customerTheir job keeps moving.
The managerThe list means the same thing for everyone.