A Legacy of Commitment®
Shipping Log·
PO Tracker·
Calendar·
CB Dashboard·
CB Onboarding·
Journal·
Team·
Mission Control·
FlexPro Armor Storefront·
About Page·
Website Homepage·
Shipping Docs·
MSP Rope Orders·
Email Dashboard·
Samson Dashboard·
AI Team·
🚛 Skylift·
reMarkable·
Telegram Log·
Order Monitor·
Email Templates·
Product Reference·
CB Tasks v2·
A/P Dashboard·
PO Tracker v2·
Portal Notes·
Change Log·
Living Dashboard·
Living Roadmap·
AC
Quick Links
Gmail
QuickBooks
Google Drive
UPS Shipping Log
Pricing Tools
Telegram
Email Scanner
Samson Tracker
Project Roadmap
-
Uninvoiced Orders
-
Overdue Follow-Ups
-
Active Pipeline
-
Skylift Trucks Inbound
-
Urgent Roadmap Items
Critical Items
Inventory to Move
EPB Chattanooga — SkyTruck47
Rick Sutherland • Quoted Dec 4, 2025 • LIKELY DEAD — NEEDS CALL
~$185K
Terex OEM Partnership
Bill Kugler • Prospect stage • LIKELY DEAD — NEEDS CALL
$500K+
Skylift — 6 Trucks Inbound
5× SBA40i-LW + 1× SBA47i-MH • PO issued Jan 12, 2026 • ARRIVING — NEED BUYERS
$1,091,402
BSS RCOO at Irby
Jared Lemoine • Positive reception March 18 • FOLLOW-UP NEEDED
TBD
Aaron’s Reminders
7 uncashed checks on your desk. Deposit them.
Alabama Master Dealer License — application not started. Needed before Skylift trucks sell in AL.
Call Bill Kugler re: Terex deal status ($500K+)
Call Rick Sutherland re: EPB status (~$185K)
Schedule MK Smith meeting — Skylift marketing materials needed before trucks arrive
Shipments & Invoicing — March–April 2026
2 orders BLOCKED — ARCH P/Ns unconfirmed with Boss Products. Contact Troy Gongwer and Thayne Grove to resolve before invoicing.
✓
Richard Thornhill — LineTec Services
Product:FlexPro Armor 2-Man Bucket CoverQuantity:1× 2-Man BC (P/N: NU-BC-2851)Amount:$275.00Ship Date:March 20, 2026PO/Ref:—Status:READY TO INVOICESD:No SD
✓
Coy Crosby — Dominion Energy
Product:FlexPro Armor 1.5-Man Bucket CoverQuantity:6× 1.5-Man BC (P/N: NU-BC-2834)Amount:Contact Aaron for pricingShip Date:March 20, 2026PO/Ref:—Status:READY TO INVOICESD:No SD
✓
Jimmy Benz — SWEPCO/AEP
Product:FlexPro Armor 2-Man Bucket CoverQuantity:1× 2-Man BC (P/N: NU-BC-2851)Amount:$275.00Ship Date:March 20, 2026PO/Ref:Truck #860377Status:READY TO INVOICESD:No SD
✓
Richard Thornhill — LineTec Services
Product:FlexPro Armor 2-Man Bucket CoverQuantity:1× 2-Man BC (P/N: NU-BC-2851)Amount:$275.00Ship Date:April 2, 2026PO/Ref:DEPT450Status:READY TO INVOICESD:View SD →
✓
Richard Thornhill — LineTec Services
Product:FlexPro Armor 2-Man Bucket CoverQuantity:1× 2-Man BC (P/N: NU-BC-2851)Amount:$275.00Ship Date:April 6, 2026PO/Ref:DEPT889Status:READY TO INVOICESD:View SD →
✓
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 →
✓
Wayne Abide — 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 →
⛔
Darrell Pickle — Florence Electric
Product:FlexPro Armor Mixed (BCB + ARCH + 1.5-Man)Quantity:1× BCB + 3× ARCH + 2× 1.5-ManAmount:Pending P/N confirmationShip Date:March 20, 2026PO/Ref:—Status:BLOCKED — ARCH P/Ns unconfirmedSD:No SD
⛔
Sammy Myers — AEP/SWEPCO - Roanoke
Product:FlexPro Armor ARCH + ComboQuantity:2× ARCH + 1× Combo 1.5-ManAmount:Pending P/N confirmationShip Date:March 20, 2026PO/Ref:—Status:BLOCKED — ARCH P/Ns unconfirmedSD:No SD
Shipping Document Archive
Complete record of all shipping documents generated for orders
| SD Number | Customer | Company | Ship Date | Items | Invoice | View |
|---|---|---|---|---|---|---|
| SD-TEST-DEMO | John Sample (TEST) | Alabama Power (TEST) | Apr 7, 2026 | 3× 2-Man + 2× 1.5-Man | DEMO | View → |
| SD-2026-BEDWELL-0407 | Dave Bedwell | SWEPCO | Apr 7, 2026 | 4× D-Shape BC | Needed | View → |
| SD-2026-LINETEC-0406 | Richard Thornhill | LineTec Services | Apr 6, 2026 | 1× 2-Man BC DEPT889 | Needed | View → |
| SD-2026-LINETEC-0402 | Richard Thornhill | LineTec Services | Apr 2, 2026 | 1× 2-Man BC DEPT450 | Needed | View → |
| SD-2026-AJ-0401-ARCH | AJ Morris CC +4% | Chain Electric CC +4% | Apr 1, 2026 | 5× 2-Man + 5× 1.5-Man | Needed | View → |
| SD-2026-JeremyBrown-0401-ARCH | Jeremy Brown CC +4% | Chain Electric | Apr 1, 2026 | Mixed ARCH | Needed | View → |
| SD-2026-ABIDE-0331 | Wayne Abide | Primoris | Mar 31, 2026 | 2× 2-Man BC W6237 | Needed | View → |
FlexPro Armor Pricing Reference
All FlexPro Armor products invoiced at 50% margin. Customer Price = Cost ÷ (1 - 0.50).
Action Items
1Invoice orders 1–7 immediately — Thornhill ×3, Crosby, Benz, Bedwell, Abide
2Contact Boss Products to confirm ARCH P/Ns — CC Troy Gongwer AND Thayne Grove
3Invoice orders 8–9 once ARCH P/Ns are confirmed (Pickle, Myers)
Accounts Payable
| Vendor | Amount | Status | Details |
|---|---|---|---|
| Boss Products | $150.66 remaining | PARTIAL PAID | Check #1123 ($20,928) mailed 3/20/26 602 Maple Lane, Wakarusa, IN 46573 |
| Metro Marketing MK Smith | $1,387.43 | STATUS UNKNOWN | Needs verification 2700 Samantha Dr, Dothan, AL 36303 |
| Samson Rope | $14,100.16 | PAID | Checks written 3/20/26 PO Box 536753, Pittsburgh, PA 15253-5909 |
| Majors Law Firm | — | SETTLED | Retainer refunded. Matter closed. |
| EUFMC | $7,350.00 | PAID | Charged 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
Follow-Up Tracker
✓
Rick Sutherland — EPB Chattanooga
✓
Bill Kugler — Terex
✓
Jared Lemoine — Irby Construction
✓
Darrell Pickle — Florence Electric
✓
Izzy B Drilling — BSS Drill Rigs
✓
Richard Baughn — Baughn Construction
Overdue
Due This Week
On Track / Hot Lead
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)
Samson Rope: CC Donna Poll (dpoll@samsonrope.com) AND Sarah Daniels (sdaniels@samsonrope.com)
| Name | Title | Company | Phone | Category | ||
|---|---|---|---|---|---|---|
| HM | Herb Minatre | Owner | BSS (Bay Shore Systems) | — | Herb@bayshoresystems.com | VENDOR |
| AB | Andy Barron | Primary Contact | BSS (Bay Shore Systems) | (208) 660-9438 | abarron@bayshoresystems.com | VENDOR |
| TG | Troy Gongwer | Owner | Boss Products | (574) 226-2099 | tgongwer@bossproductsinc.com | VENDOR |
| TG | Thayne Grove | Sales | Boss Products | (574) 970-0450 x105 | tgrove@bossproductsinc.com | VENDOR |
| DP | Donna Poll | Sales | Samson Rope | — | dpoll@samsonrope.com | VENDOR |
| SD | Sarah Daniels | Sales | Samson Rope | — | sdaniels@samsonrope.com | VENDOR |
| AJ | Andrew Jarmoszuk | Management | Skylift | — | Andrew@skyliftus.com | VENDOR |
| DW | Dale Williams | Sales | Skylift | — | DWilliams@skyliftus.com | VENDOR |
| NJ | Nick Jarmoszuk Jr | Management | Skylift | — | NJ@skyliftus.com | VENDOR |
| JL | Jared Lemoine | Contact | Irby Construction | — | — | CUSTOMER |
| RT | Richard Thornhill | Contact | LineTec Services | (318) 427-8846 | rthornhill@ltspower.com | CUSTOMER |
| AM | AJ Morris | Contact | Chain Electric | (601) 549-5409 | ajmorris@bchain.com | CUSTOMER |
| MW | Michael Waldrep | Contact | Sheffield Utilities | — | mwaldrep@sheffieldutilities.com | CUSTOMER |
| RS | Rick Sutherland | Contact | EPB Chattanooga | — | — | CUSTOMER |
| CC | Coy Crosby | Contact | Dominion Energy | — | — | CUSTOMER |
| JB | Jimmy Benz | Contact | SWEPCO/AEP | — | — | CUSTOMER |
| SM | Sammy Myers | Contact | AEP/SWEPCO - Roanoke | — | — | CUSTOMER |
| DP | Darrell Pickle | Contact | Florence Electric | — | — | CUSTOMER |
| BK | Bill Kugler | Contact | Terex | — | — | PROSPECT |
| MK | MK Smith | Marketing Contractor | Metro Marketing | — | office@metromarketingagency.com | CONTRACTOR |
| PL | Patrick Lavette | Banker | Renasant Bank | — | — | FINANCIAL |
| CB | Caroline Butler | Admin / Operations | Norris Utilities | — | cbutler@norrisutilities.com | TEAM |
| DB | Dave Bedwell | Contact | SWEPCO | — | — | CUSTOMER |
| WA | Wayne Abide | Contact | Primoris | — | — | CUSTOMER |
| JB | Jeremy Brown | Contact | Chain Electric | — | — | CUSTOMER |
| NG | Nick Gordon | Pricing/Specs | Skylift | — | — | VENDOR |
| RN | Ronnie Ray Norris | Nat’l Sales Mgr | Viatec Inc | — | — | FAMILY/INDUSTRY |
CB — Operations
Daily Progress: 0/6
0/6 — 0%
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 Abide / 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
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 Abide / 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
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
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
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 Abide (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
What: Verify/create QuickBooks customer records for Dave Bedwell (SWEPCO), Wayne Abide (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
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 # | Customer | Invoice Amount | Sell Price (30% margin) | Margin $ | Payment Status |
|---|---|---|---|---|---|
| INV 322183 | Mississippi Power | $3,112.56 | $4,446.51 | $1,333.95 | PAID |
| INV 322922 | Mississippi Power | $10,987.60 | $15,696.57 | $4,708.97 | PAID |
| INV 318643 | — | $2,337.80 | $3,339.71 | $1,001.91 | PAID |
| INV 318862 | — | $2,309.80 | $3,299.71 | $989.91 | PAID |
| 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:
Example: NU-MSP-0406-26-001 = Norris Utilities, Mississippi Power, April 6 2026, first PO that day
NU-[CODE]-[MMDD]-[YY]-[SEQ]Example: NU-MSP-0406-26-001 = Norris Utilities, Mississippi Power, April 6 2026, first PO that day
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
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
P/N 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 Command Center Live
6-track action plan: financing, legal, sales, factory visit
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.