Rica Boats
ROS
Rica Operating System · Management
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0 0 0 0

Will · Pending

Needs Approval0

28 Parker · Rick Martínez

Sevenstar freight paid in full. Client funds balance: $7,800 USD.
Next action: continue shipment / import coordination.

Blue Pearl · 29 Regal LX-9

Track rear lounge actuator, hardtop latch, port rear USB and rear trim piece.
OPEN

2012 Volkswagen Tiguan · Stan Buffel

Part ordered via eBay. Client billing currently $420: $100 part + 4 hrs labor @ $80/hr.
ACTIVE

23 Boston Whaler · Manuel Solano

Qualified lead assigned to Brian. Next action: broker follow-up and note.
QUALIFIED

Helena · Pending

28 Parker · Poland Registration

Assigned to Helena. Start Poland registration checklist immediately and identify any missing owner / boat / import documents.
ASAP
ROS v1.12 WIP · Helena My Work acceptance pass · do not deploy

Add Job

The job stays assigned to you until Will approves the requested assignment.

Additional checklist modules

ROS selects the normal defaults. Management can change them for this job.

Connected mode: job changes are saved to the shared ROS database.

Create Client

Search results are checked again before the record is saved.

Create New Listing

Step 1 — identify the Asset. ROS checks for possible existing records while you enter information.

Asset Identity

Enter any known information above. ROS will check for possible matches.

Create Asset

Use the official HIN, VIN, serial or registration number when available.

Checklist Manager

Will-only master templates. Existing jobs retain their frozen checklist version.

Approved ROS workflow blueprints

Create a clean master checklist from the workflow architecture we have approved. Blueprints create a new version-controlled template; existing jobs are never changed.

Choose a workflow only when you want to create its master template.

Bring in an older checklist

Paste an existing checklist from Word, email or notes. Use a heading ending in :, SECTION: Heading, or [Heading] to start a section. Bullets, numbered lines and checkbox lines become checklist items. ROS previews the structure before anything is added.

Nothing queued for import.

Checklist Item

Configure what staff must complete or upload.

My Work

Filter all work linked to you by job type, date, responsibility, client or asset.
0 0 0 0

Add Work

Choose the type of work you need to create.

Add Task

Keep it short: one owner and one next action.
Link to existing ROS records (optional)

Task History

Comments

Files

History

Bills & Payments

Shared reminders, assignments, monthly reporting and permanent payment history.
Open Bills0
Overdue0
Proof Requested0
Total Due in View$0.00

Add Bill / Payment Reminder

Helena and Will can create, assign and maintain these records.
More bill details and recurrence

Payment History

Comments

Archived Files

History

User Permissions

Management controls what each ROS user may view, create, change, approve or publish.