LB & Sons — Daily Plan (Shared)

"Plan first, work smooth. One board, both of you write on it." — build the plan below. It saves and shares by itself. When it's ready, press Generate Plan, then Open in Email.

How to use this (30-second guide)

1) Tap your name up top (Yvette or Julio). 2) Set the date. 3) Check the top notes & repairs crew. 4) Set who supervises what. 5) Add a job card for each truck/crew — pick a known job site and the Job#, ticket, type & supervisor auto-fill. 6) Tap crew names and equipment to add them. 7) Press Generate Plan, then Open in Email — the crew is already in the To line; review and Send from Outlook.

Every change saves to the shared cloud automatically. If the other person edits, a yellow bar appears so you can load their version. Use Manage Lists to add or remove people and trucks.

📅 Date

Plan date

Shows as

Start here each morning: set the date, then tap to pull that day's jobs from the LB White Board calendar (number, location, ticket, type & gear fill in automatically). Then just add crews and trucks below.

📸 Standing Note (top of plan)

The "ATTENTION LEADS" photo note that goes at the very top every day.

1 Yard / Repairs Crew

Repairs crew line Extra yard lines (one per line, optional) Repairs list bullets (one per line)

2 Supervision

Each supervisor and the area(s) they cover. Yvette usually covers "All Jobs".

🚚 Job Assignments

"Load jobs from calendar" pulls the jobs Phoebe & Yvette put on the LB White Board calendar for the date above, and fills in each job's number, location, ticket, type and gear. You just add the crews and trucks.

✉️ Email Recipients

The crew "To:" list. "Open in Email" drops these straight into the To line.