Monday 31 August · Wanaka Branch

Rep Demo Runsheet

Your crib sheet. Tap steps to tick them off. Every screenshot is what their screen should look like at that moment. Total demo: about 15 minutes, then hands-on.

Before you leave Sunday night / Monday morning

Reassign the orphan clients86 active clients still sit on Alex Bartrum / No Sales Employee / Alyssa's old codes. Admin, Assignments. Otherwise a rep will search a customer and find nothing. Create Alyssa's loginShe is hosting you. Admin, Logins. Decide rep or admin first. Set monthly targets for Rog, Matt Welsh, CourtnieEven provisional numbers. The Today progress bar is the first thing they see. Test @mention push on your own phonePWA on home screen, enable notifications on Chat, have a second login mention you. If it buzzes, step 8 is your finale. Post a welcome message in Team chatSo chat is not empty when they first open it. Print or load the logins listLays OS Logins.txt. Hand each rep ONLY their own line. Delete the file after today. Phone charged, hotspot ready, your PWA signed inDemo from YOUR phone, mirrored or held up. Never from a laptop browser - the whole pitch is that it lives in their pocket.

The demo ~15 min, your phone

One idea per step. Say the line, show the screen, move on. Do not tour every feature - let them find things.

1Open1 min

Say

This is Lays OS. I built it for this counter and your utes. It is not a training course - if you can use Facebook you can use this. It is live now, on your phones, with every client and every price already in it.

Hold up your phone with the Today screen open. Nothing else.

2Today: the call list2 min

Say

Every morning it tells you who has gone quiet BEFORE the month is lost. This client normally spends forty grand a month and has barely ordered - that is a call worth making today, not at month end.

Scroll the Call These First list slowly. Tap the Call button on one so they see it dials. The list is each rep's own book when they log in - yours shows everyone because you are admin.

What their screen shows

3A client's whole story2 min

Say

Tap any client: what they spend, when they last ordered, their price tier, their Hot Points, and what they actually buy. You walk on site already knowing what to talk about.

Open a big client. Point at the What They Buy list.

What their screen shows

4Tap an invoice1 min

Say

Builder rings asking what he paid for those screwbolts in June? Tap the invoice. Every line, on the spot, while he is still on the phone.

Tap one invoice, let the lines drop open.

What their screen shows

5Search speaks trade2 min

Say

Type it how you would say it. m12 galv bolt. Tek screw. 3 by 6 stainless button. It knows what you mean, shows stock at both branches, and every price tier. And Quote Mode locks it to one tier so you can price up in front of a customer without showing what anyone else pays.

Type m12 galv bolt live. Tap a tier in the toggle to show Quote Mode. Invite one rep to try their trickiest search - the synonyms usually survive it, and if one misses, write it down: it becomes a fix this week.

What their screen shows

6Quote in a minute2 min

Say

Plus Quote from any product, pick the customer, and it prices at THEIR tier automatically. GST done. Saved.

Build a 2-3 line quote for a real client, fast. Speed IS the point - do not narrate every tap.

What their screen shows

7Hand them the paper2 min

Say

One tap and it is the exact same quote sheet SAP prints at the counter. Print it, or save the PDF and text it to the builder before you have left the site. That is the moment you win the order.

Tap Print / PDF on the quote you just built. Show the sheet.

What their screen shows

8Chat that buzzes pockets2 min

Say

Work talk out of your personal group chats. Channels for Orders, Stock Transfer, and each branch. And when someone mentions you, your phone buzzes even with the app closed. Watch.

The finale: once a rep has logged in and enabled notifications, @mention them from your phone and let the room hear their phone buzz. Only do this live if your Sunday test worked.

What their screen shows

9Trends + Playbook, 30 seconds each1 min

Say

Trends shows your own numbers - what your book is buying and where you are against target. And the Playbook is every build stage with the products we sell for it - it makes anyone sound like they have ten years on the counter.

Flash both screens. Do not deep-dive. If asked: playbook content is awaiting Matt and Montana's sign-off.

What their screens show

Get them on it ~10 min, hands-on

Hand out loginsEach rep gets only their own. First sign-in on their phone browser at lays-os.gerdilonmsn.workers.dev. Install the appiPhone: Share button, Add to Home Screen. Android: browser menu, Add to Home screen / Install app. It becomes a real app icon. Enable notificationsOpen Chat, tap Enable Notifications. iPhone only works AFTER Add to Home Screen - do that first. First task, everyoneFind your biggest client. Tap their latest invoice. Then search one product you sold this week. Two minutes, and they have used half the app. Capture missesAny search that did not find the product, any client that looks wrong: write them down. Fixes ship this week - fast turnaround is the whole point of in-house.

If something goes wrong

Wifi is rubbishHotspot from your phone. The app is light - it runs fine on one bar of 4G. That is literally who it was built for.

A login will not work8 failed attempts locks the account for 15 minutes. Do not keep retrying - reset the password from Admin, Logins on your phone.

The mention does not buzzDo not debug in the room. Say the in-app badge catches it anyway, move on, we fix it after.

"Where is my client X?"Assignments are being tidied this week. Write the name down, assign them tonight - looks responsive, not broken.

A price looks wrongPrices mirror SAP as at last night. Note the code - if SAP disagrees, that is an import fix, not a rep problem.

Big-screen deck for the laptoplays-os-runsheet-v9t2.pages.dev/deck/

The applays-os.gerdilonmsn.workers.dev

Capability book - safe to text the reps afterlays-os-book-m3x8.pages.dev