Ops, QBO & Launch | WTP Pitch
10 / 14 · People · money · cutover

Run the business. Keep QBO. Go paper-light.

Employees & security

  • Role permissions by station
  • PIN sign-off on production
  • Yard staff can adjust inventory with audit trail
  • Protected allocations (no accidental steal)

Management & QBO

  • Dashboard: sales, margin, WIP, receivables
  • QuickBooks Online = accounting system of record
  • Sync architecture finalized in config phase
  • Purchasing, vendors, receiving against POs

Migration & paperless

  • Historical Clover/Invoiss data in
  • Customer dedupe from dual exports
  • Yard label strategy: barcode sticker with WTP PO / customer name
  • Launch checklist from §33 requirements