The Working Day, Step by Step

1. 1Plan
2. 2Assign
3. 3Load
4. 4Review billing

Inbound Planning

AR Billing

Purpose

The shape of a day, in the order work actually moves. Each step hands something to the next role.

Before you start

• You have the right account for this screen (see Permissions and Access).
• The date and record you are working on are correct.
• Words you do not know are in the Glossary.

Access

Every screen in the workspace. This page is the map.

Screen

No single screen. The

Steps

The Shape of a Day

#	Step	Where	Who	What the next person receives
1	An appointment comes in	Appointment, Email Approval	Office, dispatch	A request that is confirmed or clearly marked unresolved
2	Plan the day	Export Dashboard	Office	Today's workload, what is late, what needs a decision
3	Plan inbound	Inbound > 1. Planning	Office, dispatch	A dated plan row, ready to be given to someone
4	Give the job to a loader	Inbound > 1. Planning → Assignment Board	Office, dispatch	A job, in order, with a named loader
5	Do the loading	Inbound > 3. Loader	Forklift operator	Finished loading, unloading or reload details
6	Move equipment	Yard Map, Yard Dispatch, Yard Instruction	Dispatch, yard	Equipment actually moved, and no leftover queue
7	Deliver	Driver	Driver	Delivery status and times. Office reviews parking
8	Bill and close	Accounting, Report	Office, admin	Charges, invoices, documents and emails each checked on their own

The standalone Assignment Board is no longer where you start. Use the one inside Inbound > 1. Planning.

Before You Close the Day

Go through these one at a time. Each is a question with a concrete answer — see What Must Be True Before You Finish for the full checkpoint list.

Fields

Field	What it means
Step	Which stage of the chain
Who	The role that owns it
What the next person receives	The hand-off. If this is unclear, the chain breaks

Status

There is no status on this page.

A job is finished when the record that owns each step agrees — not when the chain is complete on paper.

Notes

• Work moves in one direction. If you are editing a record you do not own, you are probably on the wrong screen — check Daily Work Overview.
• The schedule board and the yard map are views over the records. Correct a discrepancy on the record that owns it.
• An unfinished item with a name against it is an acceptable close. An unfinished item quietly marked done is not.

If Something Goes Wrong

Situation	What to do
The chain is stuck between two steps	Find which record disagrees, and fix it there
A screen is missing from the menu	Ask an administrator to check your account — see Menu Management and Roles
Something is not done at the end of the day	Write it down with a name and its state against it
The same problem keeps recurring	Follow Errors and Recovery rather than working around it

Related

• Daily Work Overview — which screen owns which step
• Office Control — the morning routine
• Daily Dashboard — the morning snapshot
• What Must Be True Before You Finish — the close-of-day checkpoints

Responsibilities

Dispatch

Task	What it covers
Planning Incoming Deliveries	Plan the day and check work in
Moving Equipment Around the Yard	Raise and schedule yard moves
Order Schedule and Allocation	When work happens
Office Control	The morning routine
Reviewing an Appointment Email	Booking requests by email
Warehouse Map	Where everything is

Forklift Operator

Task	What it covers
Inbound Loader	Your screen: clock in, start, complete
Giving a Loader a Job and a Break	How work reaches you
Loader Timeline and Completed Work	Check what you did
Inbound Planning	What the plan is asking for
Moving Equipment Around the Yard	If a move is on your way

Yard Truck Driver

Task	What it covers
Moving Equipment Around the Yard	Your screen and how to claim
When a Yard Move Only Partly Completed	When a move does not finish
Container List	Finding a container

Truck Operator

Task	What it covers
Working a Delivery	Your whole day on one screen
Driver Delivery	Screen-by-screen reference
Handing Work from the Yard to a Driver	Starting when the yard is ready

Office and Billing

Task	What it covers
Office Control	The morning routine
Creating a Purchase or Sales Agreement	Agreements
Reviewing and Creating an AR Invoice	Invoices
Sending an Invoice to QuickBooks Online	Getting it to the accounts system
Closing Out the Day's Billing	End of day
Reading the Trade Summary	Does the deal add up

Supervisor and Administrator

Task	What it covers
Roles and Access	Who sees what
Fleet Management	Vehicles and equipment
Provider Credentials	Provider secrets
Errors and Recovery	The escalation path
Closing Out the Day's Billing	Finance checks