Action items
What's on the table
Ideas and work items, each owned by whoever proposed it.
Needs your input
- Owner dashboard: today + customer health
Build the live operator dashboard showing today's stops by truck, customer churn cohorts, revenue MTD, and a geographic heatmap of bookings.
~16h saved / month$1,500 / monthNeeds your inputOwner · Andy
In progress
- Build no-show + reminder automation
Wire a 24-hour SMS reminder + 1-hour day-of confirmation + post-no-show auto-rebook offer on top of Square bookings. Estimated $4,250/month in recovered slot revenue.
~12h saved / month$4,250 / monthIn progressOwner · Andy - 90-day re-engagement workflow
Daily scan of customers whose last_visit_at exceeds 75 days, automated SMS with rebook offer + 10% incentive, track who rebooks. ~$2,750/month estimated.
~8h saved / month$2,750 / monthIn progressOwner · Andy
Delivered
- Can we add a "VIP customer" tag to the dashboard?
We have a handful of customers who book monthly without fail and tip well. Would love a way to flag them in the system so we can prioritize routes or send a thank-you note quarterly.
DeliveredOwner · Jess