Keep the handoff obvious
The order desk follows the same three checks before a carton leaves the branch.
Desk note
Filed weekly
Filed weekly
A practical system for a practical office
Make the ordinary repeatable
Put a name on the request
A named owner stays with every customer question from first call to delivery note.
Owner
Required
Required
Leave room for the exception
The shared log gives unusual jobs one clear place to land, without another meeting.
Open line
For odd jobs
For odd jobs
Close the loop in ink
Friday's dispatch sheet turns loose promises into a list someone can actually finish.
Friday
Closeout
Closeout