This intake board turns brunch bookings, coffee drops, and private event leads into scheduled customer records that can be advanced into work orders and invoices.
New entries here become real customer cards in the board below. From there, viewers can advance status, move the date forward, or send the customer straight into the work order system for staffing, service prep, and invoice follow-through.
Reservations, espresso bar pickups, office drops, and private event requests all start here.
Lead and support employees are assigned right at intake so the operational story stays believable.
The work order page can immediately pick up any customer created here.
Advance status, reschedule, or send any customer to work orders.
Customers are grouped by date so timing is easy to review at a glance.
