Ops — your shop's daily open/run/close checklist

Who it's for

Owners and managers set up the routine; production staff and installers run through it every day. Daily Ops is the shared checklist that makes sure nothing gets skipped between unlocking in the morning and locking up at night — alarm on, ink checked, vehicles photographed, trash out, doors locked.

Where it fits

Daily Ops sits alongside the production day. It isn't tied to any one job — it's the shop-level routine that keeps the floor running. See workflow-map.md and personas.md.

Overview

Daily Ops is a single screen showing today's checklist, split into three parts of the day:

Opening — what you do when you arrive (unlock, lights, voicemail, review the schedule, check materials).
Production — the running checks during the workday (ink levels, vehicle arrivals, condition photos, status updates, quality checks).
Closing — wrapping up (clean work areas, store materials, take out trash, set the alarm, lock up).

Each part shows its own progress, and the top of the page shows your overall progress for the day with a percentage bar that fills as you check things off. The checklist resets each day, so every morning starts fresh.

Your shop starts with a ready-made list of common tasks. You can tailor that list to how your shop actually works — add your own steps, rename them, remove ones you don't use, and reorder them.

Daily Ops (/ops) Reach it from the top navigation under Production → Daily Ops. The page shows today's date and the three checklists (Opening, Production, Closing) side by side, with a progress summary at the top.

Check a task off — tap its checkbox. It's marked done for today (with the time you completed it). Tap again to undo.
Customize — switch into edit mode to add, rename, remove, or reorder tasks. Changes apply to your shop's routine going forward.
Reset — clear today's checkmarks to start the day's list over.

Capabilities

Run the daily checklist

See three grouped checklists — Opening, Production, Closing.
Check off each task as you complete it; the time is recorded.
Watch per-section and overall progress bars fill toward 100%.
Uncheck a task if you marked it by mistake.

Customize the routine

Add a new task to any of the three groups.
Rename an existing task.
Remove a task you don't use.
Reorder tasks within a group.
Your changes become the standard list for every future day.

Start fresh

Reset clears today's completions so you (or the next shift) can run the list again.
The list automatically tracks completions by date, so each day stands on its own.

Step-by-step tasks

Run your opening routine
1. Open Daily Ops from Production → Daily Ops.
2. Work down the Opening list, checking off each step as you go.
3. Watch the progress bar climb — when Opening hits 100%, you're set to start the day.
Tailor the checklist to your shop
1. On Daily Ops, click Customize.
2. Add the steps your shop actually does, rename anything that doesn't match your wording, and remove what you don't use.
3. Reorder steps within Opening, Production, or Closing so they match your real workflow.
4. Click Done. Your list is now the standard for every day going forward.
Close out and reset for tomorrow
1. At the end of the day, complete the Closing list (clean up, store materials, set alarm, lock up).
2. The next morning the checklist is clear again automatically.
3. If you need to clear today's checkmarks mid-day (for a second shift, say), click Reset.

Settings & permissions

Who can see and use Daily Ops

Daily Ops is meant to be a shared, everyone-on-the-floor tool, so by default all four roles — Manager, Designer, Production, and Installer — have the Daily Ops permission and can use it. Access is controlled by that permission: if you remove Daily Ops from a custom role in Settings → Team, those team members will no longer see the screen.

Plan availability

Daily Ops is part of the standard toolset — there's no separate purchase to use it.

Tips & common pitfalls

It's a shop routine, not a job task list. Daily Ops covers the whole shop's day. For step-by-step checklists tied to a specific job and its stage (preflight, install, completion), use the checklist on the job itself — see Jobs.
Customize once, benefit every day. The starter list is a generic template. Spend a few minutes editing it to match your shop, and every future day's checklist fits how you actually work.
Reset is per day. Resetting only clears today's checkmarks; it doesn't change your task list. Your customized tasks stay put.
Best on the shop floor. Daily Ops lives in the desktop Production menu. It's designed to be glanced at and ticked off as you move through the day.

Jobs — per-job checklists and time tracking live on the job, not here.
Inventory — "check ink levels" and "verify materials" steps tie back to your stock.
Calendar — "review today's schedule" reflects what's booked.
Equipment — overdue machine/tool maintenance shows up in your operations view.
Workflow map — where the daily routine fits the bigger picture.
Personas — who uses Daily Ops.