Like jobs, every customer carries a derived next move — and it says why, not just what.
What It Tells You
A customer with nothing on the books says New job. One with a measured but unpriced job says price it. One with a proposal out says present and sign — and tells you how much is on the table and how many days it's been sitting.
A signed-but-unfunded customer says collect the deposit before the crew rolls. One with billed work outstanding says collect, naming the amount. And a happy finished customer says ask for a referral.
- New job · Create proposal · Open proposal.
- Collect the deposit · Record payment.
- Ask for a referral · Schedule a follow-up.
- Each move names the amount and the age when there is one.
The Why Line
Every move carries a sentence explaining itself. "Signed but unfunded — collect before the crew rolls." "Work billed, money out — bring it home." "Measured but not priced — a proposal turns this into money."
The reasoning is there so you can disagree with it. A prompt you understand is one you can override sensibly; a prompt you don't is one you learn to ignore.
- Every move explains its reasoning in one line.
- Amounts and ages are named, not implied.
- Derived from real state — nothing to keep updated.
Pro tip: Ask for the referral while they're still delighted. The window is the week after you finish, not the next time you happen to think of them.