Start-of-day workflow
The start-of-day workflow turns the platform's current records into a prioritized and owned work plan before new calls, messages, visits, applications, or payments begin arriving.
A strong morning review should take approximately 15–30 minutes for the person coordinating daily work. Individual staff members should then review their own assigned items.
Purpose
The workflow is designed to:
- identify urgent financial, customer, lot, and access exceptions;
- prevent overdue follow-ups from being forgotten;
- confirm who owns each priority;
- separate advisory summaries from verified facts; and
- establish the order in which the team should work.
Before you begin
Confirm that you are signed in with your own account and that the Dashboard reflects the current business date. If information appears unusually old or incomplete, refresh the page and open the underlying records before assuming there is no work.
Step 1: Review urgent exceptions
Start with issues that can create immediate customer, financial, or inventory risk:
- payment entries missing required receipt information, proof, or references;
- overdue collections commitments or promised payment dates;
- lot conflicts, expired reservations, or buyers interested in unavailable lots;
- applications blocked by missing information or an unavailable preferred lot;
- contract or access issues that prevent staff from completing assigned work; and
- urgent post-sales tasks whose delay may affect a customer commitment.
Assign or confirm an owner before moving to lower-priority work.
Step 2: Review overdue and due-today work
Open the follow-up, site-visit, application, reservation, collections, and post-sales queues. For each item:
- confirm the record is still active;
- read the latest activity or note;
- identify the current owner;
- complete, reschedule, or escalate the action; and
- avoid moving the due date without documenting why.
An overdue item should not remain overdue for several days simply because the customer did not answer. Record the attempted contact and set the next appropriate action according to the business process.
Step 3: Review the Dashboard
Use the Dashboard to scan the broader operation:
- new or aging leads;
- follow-ups and upcoming visits;
- reservation and deposit-readiness exceptions;
- application workload;
- lot availability;
- collections alerts;
- post-sales tasks; and
- recent movement or activity.
Dashboard cards identify where to look. Open the authoritative record before changing a status or giving instructions.
Step 4: Review the Daily Brief
When authorized, open the Daily Brief. Compare it with the previous brief and review carried-forward action items.
For each significant statement:
- open the related record;
- verify the current status and latest activity;
- correct stale data before acting on the summary;
- assign the action to a person; and
- mark an action done or dismissed only after the underlying work is complete or no longer applicable.
The Daily Brief is advisory. It does not approve applications, reconcile payments, reserve lots, alter contracts, or send email automatically.
Step 5: Establish the day's work order
Use this general priority order unless management gives a different instruction:
| Priority | Examples | Expected response |
|---|---|---|
| 1 — Immediate risk | Payment discrepancy, lot conflict, unauthorized access, contract blocker | Assign and begin immediately; notify the responsible manager. |
| 2 — Customer commitment due | Site visit today, promised callback, reservation expiry, payment promise | Complete before the promised time or proactively reschedule. |
| 3 — Overdue operational work | Missed follow-up, aging application, overdue post-sales task | Resolve or create a documented recovery plan today. |
| 4 — New work | New inquiry, new application, new task | Acknowledge, assign, and set the first next action. |
| 5 — Improvement and housekeeping | Documentation, non-urgent cleanup, enhancement ideas | Schedule after critical and customer-facing work is controlled. |
Step 6: Confirm ownership
Before the morning review ends, every priority item should have:
- a named owner;
- a clear action;
- a due date or expected completion time;
- an escalation contact where needed; and
- enough context for the owner to begin without searching through private messages.
Example morning review
The Dashboard shows:
- one payment missing a manual receipt number;
- two overdue follow-ups;
- one reservation expiring tomorrow;
- one application whose preferred lot is no longer available; and
- three new leads.
A suitable plan is:
- Assign the missing receipt information to the finance owner for immediate review.
- Assign the unavailable-lot application to the application reviewer and sales owner together.
- Contact the buyer whose reservation is expiring and record the expected next step.
- Complete or reschedule the overdue follow-ups.
- Assign and acknowledge the three new leads.
End condition
The start-of-day workflow is complete when:
- urgent exceptions have owners;
- due and overdue work has been reviewed;
- new work has been assigned;
- Daily Brief statements have been verified where material;
- no critical item remains only in a message or personal note; and
- the team understands the day's first priorities.
Common mistakes
- Starting with new leads while ignoring a payment or lot conflict.
- Reading a Dashboard total without opening the records behind it.
- Marking a Daily Brief action complete when only the reminder was reviewed.
- Reassigning an item without notifying the new owner.
- Moving overdue dates forward without recording an attempt or reason.
- Treating every item as equally urgent.