Shipments & Invoicing — March–April 2026
Open UPS Shipping Log
LIVE SHIPPING LOG
2 orders BLOCKED — ARCH SKUs unconfirmed with Boss Products. Contact Troy Gongwer and Thayne Grove to resolve before invoicing.
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Richard Thornhill — LineTec Services
Product:FlexPro Armor 2-Man Bucket CoverQuantity:1× 2-Man BC (SKU: NU-BC-2851)Amount:$275.00Ship Date:March 20, 2026PO/Ref:—Status:READY TO INVOICESD:No SD
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Coy Crosby — Dominion Energy
Product:FlexPro Armor 1.5-Man Bucket CoverQuantity:6× 1.5-Man BC (SKU: NU-BC-2834)Amount:Contact Aaron for pricingShip Date:March 20, 2026PO/Ref:—Status:READY TO INVOICESD:No SD
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Jimmy Benz — SWEPCO/AEP
Product:FlexPro Armor 2-Man Bucket CoverQuantity:1× 2-Man BC (SKU: NU-BC-2851)Amount:$275.00Ship Date:March 20, 2026PO/Ref:Truck #860377Status:READY TO INVOICESD:No SD
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Richard Thornhill — LineTec Services
Product:FlexPro Armor 2-Man Bucket CoverQuantity:1× 2-Man BC (SKU: NU-BC-2851)Amount:$275.00Ship Date:April 2, 2026PO/Ref:DEPT450Status:READY TO INVOICESD:View SD →
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Richard Thornhill — LineTec Services
Product:FlexPro Armor 2-Man Bucket CoverQuantity:1× 2-Man BC (SKU: NU-BC-2851)Amount:$275.00Ship Date:April 6, 2026PO/Ref:DEPT889Status:READY TO INVOICESD:View SD →
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Dave Bedwell — SWEPCO
Product:FlexPro Armor D-Shape Bucket CoverQuantity:4× D-Shape BCAmount:Contact Aaron for pricingShip Date:April 7, 2026PO/Ref:—Status:READY TO INVOICESD:View SD →
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Wayne Abadie — Primoris
Product:FlexPro Armor 2-Man Bucket CoverQuantity:2× 2-Man BCAmount:Contact Aaron for pricingShip Date:March 31, 2026PO/Ref:W6237Status:READY TO INVOICESD:View SD →
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Darrell Pickle — Florence Electric
Product:FlexPro Armor Mixed (BCB + ARCH + 1.5-Man)Quantity:1× BCB + 3× ARCH + 2× 1.5-ManAmount:Pending SKU confirmationShip Date:March 20, 2026PO/Ref:—Status:BLOCKED — ARCH SKUs unconfirmedSD:No SD
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Sammy Myers — AEP/SWEPCO - Roanoke
Product:FlexPro Armor ARCH + ComboQuantity:2× ARCH + 1× Combo 1.5-ManAmount:Pending SKU confirmationShip Date:March 20, 2026PO/Ref:—Status:BLOCKED — ARCH SKUs unconfirmedSD:No SD
Shipping Document Archive

Complete record of all shipping documents generated for orders

SD NumberCustomerCompanyShip DateItemsInvoiceView
SD-TEST-DEMOJohn Sample (TEST)Alabama Power (TEST)Apr 7, 20263× 2-Man + 2× 1.5-ManDEMOView →
SD-2026-BEDWELL-0407Dave BedwellSWEPCOApr 7, 20264× D-Shape BCNeededView →
SD-2026-LINETEC-0406Richard ThornhillLineTec ServicesApr 6, 20261× 2-Man BC DEPT889NeededView →
SD-2026-LINETEC-0402Richard ThornhillLineTec ServicesApr 2, 20261× 2-Man BC DEPT450NeededView →
SD-2026-AJ-0401-ARCHAJ Morris CC +4%Chain Electric CC +4%Apr 1, 20265× 2-Man + 5× 1.5-ManNeededView →
SD-2026-JeremyBrown-0401-ARCHJeremy Brown CC +4%Chain ElectricApr 1, 2026Mixed ARCHNeededView →
SD-2026-ABADIE-0331Wayne AbadiePrimorisMar 31, 20262× 2-Man BC W6237NeededView →
March 20 Invoice Ref (CB) → Order Monitor Dashboard →

FlexPro Armor Pricing Reference

All FlexPro Armor products invoiced at 50% margin. Customer Price = Cost ÷ (1 - 0.50).

Note: Margin % and cost data visible to Aaron only — not shared with Caroline or customers.

Action Items
1Invoice orders 1–7 immediately — Thornhill ×3, Crosby, Benz, Bedwell, Abadie
2Contact Boss Products to confirm ARCH SKUs — CC Troy Gongwer AND Thayne Grove
3Invoice orders 8–9 once ARCH SKUs are confirmed (Pickle, Myers)
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Accounts Payable
VendorAmountStatusDetails
Boss Products$150.66 remainingPARTIAL PAIDCheck #1123 ($20,928) mailed 3/20/26
602 Maple Lane, Wakarusa, IN 46573
Metro Marketing
MK Smith		$1,387.43STATUS UNKNOWNNeeds verification
2700 Samantha Dr, Dothan, AL 36303
Samson Rope$14,100.16PAIDChecks written 3/20/26
PO Box 536753, Pittsburgh, PA 15253-5909
Majors Law Firm—SETTLEDRetainer refunded. Matter closed.
EUFMC$7,350.00PAIDCharged to credit card 3/19/26
Action Items
1Metro Marketing ($1,387.43) — verify payment status with MK Smith
2Boss Products ($150.66) — small remaining balance, schedule payment
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Follow-Up Tracker
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Rick Sutherland — EPB Chattanooga
SkyTruck47 quote (~$185K) • Quoted Dec 4, 2025 • calculating... • OVERDUE
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Bill Kugler — Terex
OEM partnership ($500K+) • Prospect stage • OVERDUE
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Jared Lemoine — Irby Construction
BSS RCOO presentation • Positive reception March 18 • DUE THIS WEEK
Undo
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Darrell Pickle — Florence Electric
6 Skylift trucks + FlexPro Armor • Aaron’s feedback influenced order • HOT LEAD
Undo
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Izzy B Drilling — BSS Drill Rigs
2 drill rig units • In discussion • DUE THIS WEEK
Undo
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Richard Baughn — Baughn Construction
1 BSS drill rig unit • In discussion • DUE THIS WEEK
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Overdue
Due This Week
On Track / Hot Lead
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Contact Directory
CC RULES — ALWAYS FOLLOW
Boss Products: CC Troy Gongwer (tgongwer@bossproductsinc.com) AND Thayne Grove (tgrove@bossproductsinc.com)
Samson Rope: CC Donna Poll (dpoll@samsonrope.com) AND Sarah Daniels (sdaniels@samsonrope.com)
NameTitleCompanyPhoneEmailCategory
HMHerb MinatreOwnerBSS (Bay Shore Systems)—Herb@bayshoresystems.comVENDOR
ABAndy BarronPrimary ContactBSS (Bay Shore Systems)(208) 660-9438abarron@bayshoresystems.comVENDOR
TGTroy GongwerOwnerBoss Products(574) 226-2099tgongwer@bossproductsinc.comVENDOR
TGThayne GroveSalesBoss Products(574) 970-0450 x105tgrove@bossproductsinc.comVENDOR
DPDonna PollSalesSamson Rope—dpoll@samsonrope.comVENDOR
SDSarah DanielsSalesSamson Rope—sdaniels@samsonrope.comVENDOR
AJAndrew JarmoszukManagementSkylift—Andrew@skyliftus.comVENDOR
DWDale WilliamsSalesSkylift—DWilliams@skyliftus.comVENDOR
NJNick Jarmoszuk JrManagementSkylift—NJ@skyliftus.comVENDOR
JLJared LemoineContactIrby Construction——CUSTOMER
RTRichard ThornhillContactLineTec Services(318) 427-8846rthornhill@ltspower.comCUSTOMER
AMAJ MorrisContactChain Electric(601) 549-5409ajmorris@bchain.comCUSTOMER
MWMichael WaldrepContactSheffield Utilities—mwaldrep@sheffieldutilities.comCUSTOMER
RSRick SutherlandContactEPB Chattanooga——CUSTOMER
CCCoy CrosbyContactDominion Energy——CUSTOMER
JBJimmy BenzContactSWEPCO/AEP——CUSTOMER
SMSammy MyersContactAEP/SWEPCO - Roanoke——CUSTOMER
DPDarrell PickleContactFlorence Electric——CUSTOMER
BKBill KuglerContactTerex——PROSPECT
MKMK SmithMarketing ContractorMetro Marketing—office@metromarketingagency.comCONTRACTOR
PLPatrick LavetteBankerRenasant Bank——FINANCIAL
CBCaroline ButlerAdmin / OperationsNorris Utilities—TEAM
DBDave BedwellContactSWEPCO——CUSTOMER
WAWayne AbadieContactPrimoris——CUSTOMER
JBJeremy BrownContactChain Electric——CUSTOMER
NGNick GordonPricing/SpecsSkylift——VENDOR
RNRonnie Ray NorrisNat’l Sales MgrViatec Inc——FAMILY/INDUSTRY
CB — Operations
Daily Progress: 0/6
0/6 — 0%

Daily Checklist

March 20 Invoice Ref → Email Templates → Product Reference →
QuickBooks To-Do
QB Status: Check QuickBooks for live status
Responsibilities & Permissions
Can do independently: Internal tasks, QuickBooks data entry, A/R follow-up, filing, research, scheduling
Needs Aaron’s review: ALL customer-facing communications — emails, quotes, responses
Cannot do: Pricing decisions, new quotes, vendor negotiations, any financial commitments
Task Format

Every task must include these five elements:

WHAT
WHO
WHEN
WHERE
WHY
Current Assignments
1Invoice 7 ready shipments
What: Create and send invoices for:
1. Richard Thornhill / LineTec — 1× 2-Man BC — $275 (Mar 20)
2. Coy Crosby / Dominion Energy — 6× 1.5-Man BC — ASK AARON FOR PRICE (Mar 20)
3. Jimmy Benz / SWEPCO — 1× 2-Man BC #860377 — $275 (Mar 20)
4. Richard Thornhill / LineTec — 1× 2-Man BC DEPT450 — $275 (Apr 2)
5. Richard Thornhill / LineTec — 1× 2-Man BC DEPT889 — $275 (Apr 6)
6. Dave Bedwell / SWEPCO — 4× D-Shape BC — ASK AARON FOR PRICE (Apr 7)
7. Wayne Abadie / Primoris — 2× 2-Man BC W6237 — ASK AARON FOR PRICE (Mar 31)
Who: Caroline → Aaron reviews before sending
When: TODAY — these are 3-18 days past due
Where: QuickBooks → email to customers
Why: Revenue recognition — oldest orders 18+ days uninvoiced
2Verify Metro Marketing payment status
What: Check QB for $1,387.43 payment to MK Smith / Metro Marketing
Who: Caroline
When: This week
Where: QuickBooks A/P
Why: Status unknown — need to confirm if paid or outstanding
3Schedule Boss Products remaining balance
What: Pay $150.66 remaining balance to Boss Products
Who: Caroline → Aaron approves
When: This week
Where: Mail check to 602 Maple Lane, Wakarusa, IN 46573
Why: Small remaining balance after $20,928 check cleared
4Set up filing system for shipping documents
What: Organize BOLs, invoices, and tracking info for all March shipments
Who: Caroline
When: This week
Where: Shared drive / QB attachments
Why: Clean records for tax season and dispute resolution
5Set up customer accounts for new contacts
What: Verify/create QuickBooks customer records for Dave Bedwell (SWEPCO), Wayne Abadie (Primoris), AJ Morris (Chain Electric — ajmorris@bchain.com, (601) 549-5409, 1308 W Pine St Hattiesburg MS 39401)
Who: Caroline
When: This week
Where: QuickBooks
Why: Need clean customer records before invoicing
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Samson Rope — Invoice Tracker
CC RULE: ALWAYS CC both Donna Poll (dpoll@samsonrope.com) AND Sarah Daniels (sdaniels@samsonrope.com) on every Samson communication
Payment Address
PO Box 536753, Pittsburgh, PA 15253-5909
Do NOT mail to Ferndale, WA address
Samson Invoice #CustomerInvoice AmountSell Price (30% margin)Margin $Payment Status
INV 322183Mississippi Power$3,112.56$4,446.51$1,333.95PAID
INV 322922Mississippi Power$10,987.60$15,696.57$4,708.97PAID
INV 318643—$2,337.80$3,339.71$1,001.91PAID
INV 318862—$2,309.80$3,299.71$989.91PAID
TOTALS$18,747.76$26,782.50$8,034.74
Note: Samson cost data shown. Customer pricing varies by account — see QuickBooks for actual sell prices.
PO Generator
PO Format: NU-[CODE]-[MMDD]-[YY]-[SEQ]
Example: NU-MSP-0406-26-001 = Norris Utilities, Mississippi Power, April 6 2026, first PO that day
PO Log
PO NumberCustomerDateNotesCopy
No POs generated yet
ude
All Tools & Dashboards

Pricing Calculator

All product margins, three-channel pricing, Ben’s Formula

UPS Shipping Calculator

Ben’s Formula — ROUNDUP shipping costs

UPS Shipping Log

Google Sheets — live shipment tracking

Home Base Portal

Central hub — links to all systems

Mission Control

Strategic overview and task management

CB Onboarding

Caroline Butler operations guide

Daily Journal

Agent build log and daily entries

A/P Tracker

Accounts payable — vendor balances

BSS Expense Report

Bay Shore Systems expense tracking

MSP Ordering Portal

Mississippi Power rope order form

FlexPro Armor Store

Product catalog and storefront

Website Homepage

Draft public website

About Page

The Norris Legacy — three generations

Contact Master List

All vendors, customers, and contacts

PO Tracker

Purchase order tracking dashboard

Calendar & Timeline

Agent schedule and project timeline

Shipping Doc Template

Branded shipping document generator

Video Breakdown

Video content analysis tool

AI Team — Live

All 13 agents on OneWheels — live status

reMarkable Notes

Handwritten notes — categorized

Telegram Log

Agent message history — searchable

Project Roadmap

Priority build queue — what’s blocking what

Living Dashboard

Legacy project status — live overview

Living Roadmap

Interactive task board — current state
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Documents & Resources

Alabama Dealer License Guide Coming Soon

Application process, surety bond requirements

CB Operations Workbook Live

Caroline Butler full onboarding guide

Email Templates for CB Coming Soon

Pre-approved customer communication templates

BSS Expense Report Live

Bay Shore Systems expense tracker

FlexPro Armor Product Specs Coming Soon

Full product specifications and fit guide

Samson Rope Order Guide Coming Soon

SKU reference, ordering process, CC rules

Shipping SOP Live

Standard operating procedure for shipments

2025 Goodwill Donations Live

Donation records with values

FlexPro Armor Product Guide Coming Soon

Complete product catalog with sizing and specs

Skylift Truck Specs Coming Soon

SkyTruck47 and fleet specifications

BSS RCOO Program Overview Coming Soon

Remote-Controlled Overhead Operations program details

To add documents, place files in ~/norris-ops/docs/ and they’ll be linked here.

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