Client intake

Create a request, assign the team, and push it into the truck workflow.

This intake board is the first handoff point. New clients created here flow into the dashboard, work orders, client history, and billing views through local-only demo state.

Client name Phone

Service Location

Date Time

Lead employee Support employee

Notes

Open Work Orders

Why it matters

Create a request, assign the team, and push it into the truck workflow.

One form, multiple local-only handoffs.

Newest client cards