The whole job, compressed. If you do nothing else, do this for every location, every day.
Morning
- Sign in to Chatwoot and go available — AI-transferred calls come to you there.
- Open the platform dashboard — scan every location’s counts (unread / bookings / intake forms / open threads) and triage.
- Every van staffed, first appointment set, route optimized and visible.
- Clear overnight messages; scan AI phone + Facebook bot activity for issues; process automation-created intake forms (check coat type & quote); backfill same-day cancellations.
- Call back AI hang-ups — numbers in MoeGo messages from callers who dropped off the AI get a callback from us.
Throughout the day
- Answer clients fast from the platform (saved replies); keep vans on schedule; handle incidents via the field guides.
End of day — THE ONE RULE
- NEXT TWO DAYS FULL — to capacity, never past it. Gaps filled via Patcher first, then waitlist / recurring-due / route-tightening.
- NEXT TWO DAYS FULLY CONFIRMED — every client confirmed, no Unconfirmed left overnight.
- Fill priority: (1) don’t overbook the groomer, (2) drives under ~20 min, (3) soonest opening that fits. Capacity never bends; (2) and (3) bend for deliberate exceptions.
- Routes reviewed by hand (not just Smart Scheduler) — clients pulled sooner, long drives fixed, no area ping-ponging — within agreed time windows and visible to groomers.
- Inbox and Slack clear; risks for the days ahead noted.
THE TEST: If you disappeared tonight, would the next two days run perfectly at every location? When the answer is yes, you’re done.