Last night’s todo doc: Desktop
This process doc: Desktop
No more customer tests until tomorrow’s jobs — design only.
TOMORROW-BRIEFING.mdThis process doc: Desktop
COO-SERVICE-PLAYBOOK.mdNo more customer tests until tomorrow’s jobs — design only.
Last real test (from export) — data spine
Source: Export-2.xlsx · end of file · not a made-up example
Test ID: 1945238
VIN: 3AKJGLDR6LSLN3935
Plate: C519FI
Type: OBD (J1939)
Result: Pass
When: 2026-03-24 10:44:43
Received: 2026-03-24 10:45:43 (~1 min)
A complete job always leaves this spine + payment + company name once.
Beginning → end (one job)
0 Pre-day · Calendar jobs · kit · Kennsington: no fake nags
1 Arrive · Intro · price ($75 / 5+@$60 / $199) · name · # trucks
2 Test · Plate → plug OBD → Pass/Fail → Test ID + VIN + time
3 Pay · Collect / Invoice Simple #
4 Leave · “Fleet name once” note · client link if needed
5 HQ night · Export → collapse VIN → enrich contact → Due engine
6 Retest $ · 6+ months or Jan-no-retest only · Bryan GO to send
1 Arrive · Intro · price ($75 / 5+@$60 / $199) · name · # trucks
2 Test · Plate → plug OBD → Pass/Fail → Test ID + VIN + time
3 Pay · Collect / Invoice Simple #
4 Leave · “Fleet name once” note · client link if needed
5 HQ night · Export → collapse VIN → enrich contact → Due engine
6 Retest $ · 6+ months or Jan-no-retest only · Bryan GO to send
Process register (P1–P9)
| ID | Name | Field | HQ agent | Done when |
|---|---|---|---|---|
| P1 | Road day | Bryan | Kennsington | Tested + paid/invoice |
| P2 | Test spine | Bryan | — | Export row exists |
| P3 | Fleet day (JMB) | Bryan | Giovanna | All VINs + one company |
| P4 | Invoice close | Bryan | Condoleeza | Invoice # |
| P5 | VIN registry | — | Giovanna | Latest date per VIN |
| P6 | Retest pull | GO only | Nora/Laura | Truthful Due drafts |
| P7 | Client send | Bryan | — | for-clients + phone |
| P8 | Channel health | — | Giovanna | Email/GChat status known |
| P9 | Do-not-nag | Bryan delete | All | CLOSED written |
JMB-style data rule (PhD ops, simple words)
- Export may have 50 lines for 25 trucks tested twice
- Collapse to 25 VINs — latest test date wins
- Attach one company/email from Invoice Simple
- Due only if last test ≥ 180 days (or never)
- Same VIN sooner → SKIP — they don’t need it
From current export: 670 unique VINs · 494 due · 89 “Jan, no retest” ·
import: Desktop/LEAD-SCRUB/VIN-PORTAL-IMPORT-DUE.csv → /vins
Critical path only (just bought the company)
- Book / show up
- Test → export spine
- Get paid
- Retest when VIN says due
Everything else is support. Agents run HQ; you run the yard.