The handoff · Fundy Freight Co.
Read through, then confirm the handoff at the bottom.
handoff package · private link · yours to keep

It's yours now.

The build is live, the manual work is gone, and as of today everything in this package belongs to you: the accounts, the data, the keys, the documentation. This page is the receipt. Keep it somewhere your whole team can find.

ForFundy Freight Co.
ProcessNew customer order
Live sinceAugust 7, 2026
Handed overAugust 8, 2026
Watch perioduntil September 7, 2026
part 1 · the Clean Plan, as built

What runs now.

"New customer order" · live · 5 steps · 0 flags
1
Order form writes each order straight into the shared order list
runs itself
2
Stock checked against live inventory; warehouse gets a pick ticket instantly
runs itself
3
Invoice sent the same minute; reminders on day 3 and day 7 until paid
runs itself
4
Dana reviews unusual orders before they ship, judgment stays human
stays human - judgment
5
Payment → warehouse → shipped, with your daily summary at 5pm
runs itself
part 2 · what you own

Your accounts, your data, your keys.

Everything below is in your name, under your control, as of the handoff date. I keep nothing.

whatwhere it livesadmin
Shared order listyour account, everyone can see itSam
Automation flows (all five connections)your automation accountyou
Invoice + reminder sequenceinside your QuickBooks + emailDana
Daily summary + alertssent to your inboxyou
All passwords & access keystransferred to your password manageryou

my access was removed on the handoff date. nothing routes through me, nothing renews through me.

part 3 · how it runs

The docs, in plain language.

How an order flows now

One page, one diagram: the Clean Plan with every step explained. Start here for new hires.

The shared order list, explained

What each column means, who updates what, and what replaced the master spreadsheet.

Changing the invoice & reminder wording

Where the templates live and how to edit them without breaking the sequence.

Adding or removing a step safely

How to change the workflow without quietly re-creating the manual work.

delivered as PDFs + a shared folder on the handoff date. lost them? ask, resending is free forever.

part 4 · if something breaks

You'll hear it from the system, not a customer.

!
An order fails to reach the order list
alert → Sam + you, within minutes
!
An invoice fails to send or a reminder bounces
alert → Dana, same day
!
The daily summary doesn't arrive by 5:30pm
that IS the alert. Check the first-aid list
first aid: check these before anything else
  1. Check the alert email. It names the exact step that failed and usually the fix.
  2. Check the shared order list. If orders are landing there, the core path is fine.
  3. Try the "resend" button named in the alert. Most hiccups are one click.
  4. Still stuck? Email me. During the watch period I fix it free; after that, small fixes are small invoices.
part 5 · keeping it clean

Watch for the four flags.

Manual work grows back the same way it grew the first time. If you spot any of these creeping in, that's the moment to act, not six months later.

Repeated by hand

If anyone starts re-typing or copy-pasting between systems "just this once", stop and ask why. The answer is usually a 20-minute fix, not a new habit.

Waiting on someone

If work starts waiting on one person's inbox again, the workflow has grown a step nobody designed. Check the "adding a step safely" doc.

Held together by a workaround

If a new side-spreadsheet appears that only one person understands, that's the old manual work sprouting. Fold it into the shared order list instead.

Failing silently

If the numbers in the daily summary drift from what you expect, don't shrug. Something is falling through quietly. The summary exists so nothing can.

part 6 · before → after, measured

The plan made estimates. Here's what actually happened.

touch time / order
~45 min4 min
measured over first 30 orders
handoffs
31
by design
orders re-typed
all of them0
since Jul 25
invoices unpaid & unnoticed
2 last quarter0
reminders caught 4

measured from your live data between Jul 25 and Sep 7, these replace the plan's estimates.

Confirm the handoff.

One click confirms you've received everything in this package: the access, the docs, the keys. If anything's missing or unclear, hit the red button and I'll make it right before we call this done.

Something's missing

watch period runs until September 7, 2026. I fix anything that wobbles, free. after that, you own a clean workflow and owe me nothing.

The handoff: everything in your name. Yours starts with a free map.← Back to the siteMap my workflow →
Handoff - New customer order - Clean Workflows