This board is the single place we both work from, instead of a project tool neither of us opens. What is live, what is open and who owns it, every app and its cost, and what ships when.
You answered nine things here on Aug 2 and Aug 3. When we reworded the rows afterwards, your answers stopped showing, so some of them got asked again. That was our fault and it is fixed. Here is every answer you have given us and what happened to it.
Nine pages are live on your own domain. The five that sell are below. Swipe sideways or use the arrows, and tap a card to open the real page. The other four are the booking page and three guide articles that ads and search will land on.
Built to your rule: the phone rings for your team for about four rings, and the system only steps in when nobody picks up or it is after hours. JobTread stays for repairs and jobs only.
Open: automatic missed-call texts need ten minutes with the Google Voice login, which is a different account from the Google Business one Fallon sent on Aug 12. AI answering needs the number moved to a carrier account in your name. Plan on about three weeks from the day you say go, and that clock cannot be shortened by paying more. Everything else on your team’s list is built or in build.
| Item | Owner | By | Status |
|---|---|---|---|
| With you · these are the ones that unblock us | |||
| You can answer any of these right here. Tap Comment under a row and type your answer. It stays on the board where the item is, so it cannot get buried in a text thread, and anyone on your team can see it and add to it. Texting us still works if that is faster. | |||
| Two brands, two campaigns: yes. One licence, two names: not allowed. Separate campaigns for the two brands: agreed, and easy. The catch is narrow: a contractor licence can carry only one trading name, and 1061967 shows DTAG INC alone. So the campaigns can be separate, but the licence line inside them has to read the same name. Quickest route: say go, both campaigns start this week with DTAG INC on the licence line, while we find out what it takes to give Balcony & Deck its own, or whether it needs one at all given it advises rather than builds. | You | Say go | Need you |
| The 800 number: worth doing, but it does not replace the move. Easy to set up, and we will. Two cautions: for a local LA trade a 424 number usually gets answered and trusted more than an 800, so we would keep 424-946-8057 on the site and the ads. And an 800 in front still does not let anything answer the calls you miss. The fastest win is unchanged: ten minutes with Fallon on the Google Voice login turns on automatic texts to missed callers straight away, nothing moved, nothing to pay. | You | 10 minutes | Need you |
| Understood on the pipeline, we will back your approach instead of pushing calls. Fair strategy, and we will stop asking for a calling week. Instead we will build the systematic follow up so it runs itself rather than relying on someone remembering. From JobTread today: 61 people hold $5.26M in open quotes, and separately 11 people hold $467,190 you already approved that never got into the diary. That second pile is scheduling rather than selling, and it is the only part we would still nudge you on. | Us | In build | In build |
| Job photos, with Jack. You said you would arrange it with Jack, so this is just here so it does not get lost. Ten to fifteen before, during and after shots. Send them however is easiest: email them to us, or Jack can share a folder. There is no upload on this board, and that is our gap to close, not something for you to work around. | You | With Jack | Need you |
| The review drive: booked in, we will bring the plan. You said let us discuss and make it happen. We will bring a written plan to the next session: who gets asked, in what order, the exact wording, and how it keeps running without your team having to remember. The one thing only you can supply is the names of customers you finished before JobTread existed. Inside JobTread we count 12 completed jobs, which is not enough on its own, and we can pull those ourselves. | Both | Next session | In build |
| CAI-GLAC is off the list. We should be at AAGLA instead. You told us CAI-GLAC is too national, you found little value and you cancelled the membership. That is useful and it changes our plan, because we had been costing a table at their September expo. You are a current AAGLA member, which is the Los Angeles apartment owners association, and SB 721 balcony work is squarely an apartment owner problem. We are pricing AAGLA instead and will come back with what a presence there costs and what it would realistically return. Nothing needed from you. | Us | We price it | In build |
| With us · what we are doing next | |||
| Build the phone system. Your rules are locked: humans answer first, the AI is the backup. The receiving side and the missed-call catcher are both live on our side; AI answering waits on the number move, which starts the day you say go and takes two to five weeks. | Us | In build | In build |
| Put Balcony & Deck Advisors back on the site, properly. Fallon is right and you agreed. B&D is nowhere on the new pages, so every referral and past inspection client who lands there sees a name they do not know. The fix, and we have checked it works: Balcony & Deck fronts the inspection side as the advisor who arranges and reads the inspection, LACC fronts the repairs as the licensed contractor who does the work. That is exactly what both your sites already say, so nothing about how you operate has to change. Both pages will state plainly how the two relate, in your own words, One Team One Process. It touches nine pages, both Google listings and the email footer, so we will give you a date once it is scoped rather than a guess. | Us | Scoping now | In build |
| Split the leads: inspections out of JobTread, repairs in. Fallon asked for this and it is the right call, so we are changing it. JobTread stays what you wanted it to be, repairs and jobs only. Inspection enquiries stop at a lead board that shows every enquiry, which advert or page produced it, and what stage it is at, and only become a JobTread job if they turn into repair work. That board already exists and we never gave you the login, which is our mistake. Sending it today. | Us | Today | In build |
| Take over your two Google listings and get reviews running. Now that we have the login we check what is on each listing, fix the address and details so they match everywhere, and set up the review request. You will not have to touch it beyond approving the wording. | Us | This week | In build |
| Get the ads ready to switch on. Tracking so Facebook can see which visitors actually become enquiries rather than just clicks, the missing preview image, and the first test budget. All of it waits on the one line above about the name. | Us | On your word | In build |
| Build the CRM automations. Stages, instant reply, follow-up, reminders. The seven automations in your scope. Being straight with you: this has not started. The lead alert is live and web enquiries reach JobTread, but the other six are queued behind the ads and the phone. If you want them moved up, say so and they go first. | Us | Queued | Queued |
| Move the database and workers into an account in your name. They run in ours because they were built first. This is the handover, and it happens before the engagement ever ends, not at the end of it. | Us | Queued | Queued |
| Friendly reminders · small things, no rush, comment on any of them | |||
| These are gentle nudges, not chase-ups. Tap Comment under any row to reply, ask a question, or tell us it is handled. Anyone on your team can comment and everyone sees it. | |||
| The IRS letter: just email it, there is no upload here yet. You asked how to upload it on this board and the honest answer is that you cannot, which is our gap and we are adding it. Send it to joseph@paperst.ai along with whose name the 424 number is registered under. Those two start the three week clock on moving the number, which is the piece that lets something answer the calls nobody picks up. | You | One email | Need you |
| Address: 13636 Ventura Blvd Ste 292, and 13547 is coming off everything. Settled, and we are acting on it. No need to answer again. One thing to flag: your licence record and your domain registration both still say 13547 Ste 171, and the state expects a contractor to report an address change. Google will also check the listing against somewhere you genuinely operate. We will prepare both corrections for you to sign. | Us | We prepare it | In build |
| Your contractor licence expires October 31. We are watching it, you do not need to report back. We can read the state register ourselves, and we checked it today: still active, still expiring 10/31/2026, no renewal showing yet. We will check weekly and tell you if it gets close. It matters because ads carry the licence number and have to stop if it lapses. And you are right on the timing: the state does not accept a renewal more than 60 days out, so the window opens around September 1. Nothing for you to do until then. Sorry about the confusing note you replied to — that was an internal scribble of ours that should never have appeared on your board. It is gone, and we have changed how this board works so it cannot happen again. | Us | Weekly check | We watch it |
| The “independent advisor” wording is still live on your Balcony & Deck site. You ruled this out twice, on Aug 2 and Aug 3, and we recorded it as done. It is not. We checked the live page today: the homepage still says “we act as an independent compliance advisor… compare qualified estimates”, and the same idea appears seven times across three pages plus in the hidden data search engines read. Nothing on that site has been edited since January. This one is on us: we recorded your ruling in our own words rather than yours, so every check we ran said it was already fixed. We will send the exact replacement wording to whoever manages that site, if you tell us who. | Us | We draft it | In build |
| Anything on your mind, put it here. Questions, corrections, something we have got wrong, or something you want moved up the list. Comment on this row and it reaches us the same day. Your comments stay on the board now, so you can always see what you told us. | Anyone | Any time | Open |
In the order we would spend your time and money, cheapest first. Nothing here needs a new system: everything runs on what you already own or on what is already built.
| The play | What it costs | Where it runs | Status |
|---|---|---|---|
| 1 · The people already holding your quotes. 61 people, $5.26M, plus 11 more holding approved work never scheduled. They asked you for a price already. You have said you work these by email systematically, so we are building that follow up rather than asking you to phone. | Free | JobTread | In build |
| 2 · Your email list. Your Aug 10 send produced 131 clicks in a day. Every one landed on your old site, which has no enquiry form on it, so all 131 went nowhere. Pointing the next send at the new pages costs nothing and is the single fastest change on this list. | Free | Mailchimp | Fix now |
| 3 · Google reviews and your two listings. You already have two Google listings and we now have the login. Reviews are what makes you show up in the map when someone searches balcony inspection near them. Not a fast win, it compounds over months, which is why it starts now. | Free | In build | |
| 4 · Paid ads, small and measured. A first test of roughly $120 total, capped so it cannot overrun. Its job is to prove the machine catches and reports a lead, not to make money. Blocked only on the licence name. | ~$120 test | Meta | Need you |
| 5 · Being in the room with apartment owners. AAGLA, where you are already a member, rather than CAI-GLAC which you told us you left. SB 721 balcony work is an apartment owner problem, so this is the right room. We are pricing it. | We are pricing it | AAGLA | Queued |