Daily Checklist
- Check email & flag anything requiring Aaron's review
- Review A/P Dashboard for payment status updates
- QuickBooks data entry & reconciliation
- A/R follow-up — check outstanding invoices
- Review PO Tracker for order status changes
- File documents & update records
- Check Email Templates for any pending drafts
- End-of-day summary to Aaron via Telegram
CC Rules — Always Follow
Required CC on Every Email
Boss Products:
tgongwer@bossproductsinc.com
AND
tgrove@bossproductsinc.com
Samson Rope:
dpoll@samsonrope.com
AND
sdaniels@samsonrope.com
Permissions Reference
CAN DO Independent Tasks
- Internal administrative tasks
- QuickBooks data entry
- A/R follow-up (internal tracking)
- Filing & document organization
- Research & information gathering
- Scheduling & calendar management
NEEDS REVIEW Aaron Must Approve
- ALL customer-facing communications
- Any email sent to a customer or vendor
- Responses to inquiries
- Anything representing Norris Utilities externally
CANNOT DO Aaron Only
- Pricing decisions of any kind
- Creating new quotes or proposals
- Vendor negotiations
- Financial commitments or approvals