Client Onboarding (Email-only)

Truck Cab Ops — Your truck is your office. We run the paperwork.

This is built for contractors/trades who are on job sites all day and doing admin at night.

1) How you submit work

• Forward everything to: info@truckcabops.com
• Best subject format: JOB NAME / ADDRESS — WHAT THIS IS
• Examples:
  • 14 Pine St — Home Depot receipt
  • Smith Kitchen Reno — Customer follow-up
  • 123 Main — Schedule change

2) If you can’t do subject lines, paste this at the top

JOB: ____
TYPE: receipt | follow-up | schedule | invoice | quote | other
URGENCY: today | this week | can wait

3) What counts as an “item”

1 item = 1 email thread OR 1 receipt/photo batch OR 1 document OR 1 open-loop request.

Bundling helps. Sending 12 separate emails for the same thing counts as 12 items.

4) What NOT to send

• No passwords or logins
• No banking details
• No credit card numbers
• No SIN/ID numbers

5) What you get back

• A weekly Office Packet with top priorities, calls/emails, waiting-on list, schedule notes, receipts captured, and open loops.
• Drafts ready to send (you approve before anything goes out by default).

6) Mark something urgent

Put URGENT in the subject line. Everything else gets batched intelligently.

Support: reply to your thread with “What do you need from me?” and we’ll keep questions minimal.