The Monday morning ten minutes

The scenario. It is Monday. You have a shoot on Thursday, some vague sense that an invoice is late, and a suspicion you have forgotten something. This is the ten minutes that answers all of it without opening your email.

Every other guide here is a project. This one is a habit, and it is the thing that makes the rest of the app worth having — a record you never look at is just typing.


1. Open the Dashboard and read Needs Attention

Dashboard

Needs Attention is the whole point. It is not a feed or a summary — it is a list of things that have gone wrong or are about to, assembled from every module at once.

Company Settings

What can appear there:

Money

People waiting on you

Paperwork

The shoot itself


2. Work top down, and actually clear them

The list is ordered by urgency, so start at the top and do not skip.

Most rows take under a minute:

The ones that take longer — a permit application, a service booking — put in the diary rather than leaving on the list. An item you skip three weeks running stops being information and becomes wallpaper.


3. Look at the week ahead

Dashboard → the week’s bookings

For each shoot in the next seven days, glance at three things:

The conditions. Open the booking. If the light or the tide has moved against you since you scheduled it, Monday is when you can still do something — move the start time, warn the client, change location.

The people. Is everyone confirmed? Has the call sheet gone out?

The kit. Is anything on it away being serviced, or hired and not yet collected?


4. Ten seconds on the money

Business → Profit & Loss, or the dashboard’s revenue card

Not a full review — just the shape. Revenue this month against last, and what is outstanding.

The number worth watching weekly is what is unpaid. Everything else can wait for the quarter.


5. Once a month, look further out

Add one question to the Monday routine on the first of the month: how full is the diary in three months’ time?

That is the earliest warning you get. A thin April discovered in January is a marketing problem you can still solve; discovered in April it is a thin April.

With Pro, Insights answers this properly — how enquiries are trending, where they stall, and how far ahead the diary is filled.


Why this beats a to-do list

A separate task list has to be maintained. Needs Attention is derived — it is worked out from the records themselves every time you open it, so it cannot go stale and there is nothing to tick off.

Pay an invoice and it leaves the list. Sign a contract and it leaves the list. Nothing to keep in step, which is the only kind of system that survives a busy season.


Modules used

Module Guide
Dashboard Dashboard
Invoices Invoices
Leads Leads
Bookings Bookings
Insights Insights