Before the shift
Check the last handover. See what remains and agree who takes the next step.
ORTIE / Service, retail & workshops
Everyone can see where the work stands.
A colleague takes an action over while you help a customer. Its status and questions stay with the task. The next colleague does not need to reconstruct the story.
Explore your workflowDuring the shift
Pick up tasks, ask with context and keep agreements visible in updates.
At the handover
Complete the relevant checklist and pass on what the next colleague needs.
Useful for dealerships, shops, facilities teams and offices. Share working agreements, not customer records.
Start with one real routine.
Choose a location and a common handover. Configure it with your supervisor, involve both shifts and evaluate the open work together. That is more useful than adding every process at once.