Good morning, Sam
Tuesday. Rillo worked while you were out.
While you were out
6 things ranInvoice sentNorthline, $418, paid the same day
Quote draftedHarbor Point, second lift, $28.4k
3 leads discoveredFleet yards, 30 to 50 trucks, no contract on file
2 emails draftedWaiting on your approval
PM scheduledNorthline, Oct 14, on your calendar
Stock countedSeal kits down to 2, reorder suggested
Pipeline
$84.2k
Quoted this week
$18.4k +12%
Win rate, 90 days
38%
Accounts gone cold
6
Rillo lined these up for you
3 to approveNL
Follow up with Northline Logistics
No contact in 12 days, $12.6k quote still open
Draft ready
LC
Win back Lakeside Cold Storage
Quoted 6 days ago, went quiet
Draft ready
+
3 new leads that look like Northline
Fleet yards, 30 to 50 trucks, no service contract on file
Found overnight
Pipeline
HP
Harbor Point Foods
Proposal sent, decision expected this week
$28.4k
GF
Grandview Facilities
Walkthrough today at 3p, first meeting
$19.0k
LC
Lakeside Cold Storage
Quote out, no reply yet
$7.4k
MR
Meridian Rental Group
Renewal conversation, 60 days out
$29.4k
Stops today
4
Jobs closed this week
17
Collected
$9.2k
Tools due for cal
7
Rillo lined these up for you
3 to approveCK
Reorder caster kits
3 left, below your reorder point of 8
Suggested
TW
Book calibration, 3/4 torque wrench
Overdue by 6 days
Overdue
HP
PM due at Harbor Point Foods
90 days since last service on two dock levelers
Schedule it
Today's route
31.6 mi, resequenced8a
Harbor Point Foods
PM on two dock levelers
4.2 mi
10a
Northline Logistics
Forklift service, quote follow-up
11.8 mi
1p
Meridian Rental Group
Calibrate 4 torque wrenches
6.5 mi
3p
Grandview Facilities
New account walkthrough
9.1 mi
Ask Rillo
Talk to it like you would a coworker. It already knows your accounts.
Ask Rillo
Demo repliesJust serviced the forklift at Northline, used two caster kits
Done. Logged the service, pulled 2 caster kits from your truck stock, and drafted a service report for Northline Logistics.
Want me to send the invoice for $418 and book the next PM in 90 days?
Yep, send it
Sent. Payment link is with them and the next PM is on your calendar for Oct 14.
Build a quote for Harbor Point Foods
What's low in the truck?
Who hasn't ordered in 60 days?
Find leads like Northline
Make 3 emails to people I serviced today
Accounts
Everything Rillo remembers, without you entering it.
PH
Northline Logistics
Fleet service, 18 units, Nashville yard, last visit 12 days ago
$42.1k lifetime
SP
Harbor Point Foods
Dock equipment, Chicago DC, PM every 90 days
$28.7k lifetime
UT
Meridian Rental Group
Calibration, Dallas branch, 34 tools on file
$19.3k lifetime
DR
Grandview Facilities
New, Miami metro, walkthrough today at 3p
Prospect
MC
Lakeside Cold Storage
North Jersey, quoted 6 days ago, no reply yet
$7.4k open
Inventory
Scan a bin, the part comes off the count.
Truck stock
2 lowCK
Caster kit
Bin B1 · CK-100
3 left
RR
Retaining ring 3/4
Bin A3 · RR-075
240 left
AB
Axle bolt M10
Bin A7 · AB-M10
120 left
HS
Hydraulic seal kit
Bin C2 · HS-220
5 left
Rillo writes them from what happened. Nothing leaves until you say so.
Drafted for you
From today's workNorthline LogisticsSent 11:06a
Service summary and your next visit
Hi Dana, we swapped two caster kits on the 8,000lb unit this morning and everything else checked out clean. Invoice is attached at $418. I have put the next PM on the calendar for Oct 14, let me know if that week is bad for the yard.
Written from the service ticket Marcus closed at 10:58a.
Lakeside Cold StorageWaiting on you
Following up on the quote from last week
Hi Rob, wanted to check in on the quote we sent over on the 29th. No rush if you are still working through it, but if the number is the holdup I have some room on the parts side. Happy to walk through it on a call.
Quoted 6 days ago, no reply. Rillo noticed before you did.
Harbor Point FoodsWaiting on you
That second lift you mentioned
Hi Ana, Dana mentioned you asked about a second lift again when she was out at the plant. I pulled together what a matching unit would run, including the service plan. Want me to send it over or would you rather look at it together next week?
Dana mentioned it in the shop channel at 8:47a. Rillo picked it up from there.
Sent this week
Quote sent to Harbor PointOpened twice · Monday
Appointment confirmed, RidgeviewReplied "see you then" · Tuesday
Service summary, Cascade FreightWednesday
Invoice reminder, NorthlinePaid the same day · Thursday
The rule
Rillo drafts. You approve. It sends.
No email reaches a customer without a person saying yes first, and that does not relax as the models get better. It is a statement about whose relationship this is.
Team
Five people, one shop. Rillo posts what would otherwise get missed and keeps everyone on the same customer.
SM
Sam WhitakerOutside salesOn the road
MC
Marcus ColeService technicianOn a job
DR
Dana RuizShop managerIn the yard
JR
Jordan ReeseDispatcherAt the desk
PT
Priya TanOffice adminAt the desk
Shop channel
Rillo posts automaticallyNorthline Logistics was serviced this morning
Marcus logged 2 caster kits and closed the ticket. Invoice went out, next PM is Oct 14.
11:04a
JR
Jordan
Anyone have a spare seal kit? Running short on the north route.
9:14a
MC
Marcus
Got two in my truck, swing by the yard.
9:21a
DR
Dana
@Sam Harbor Point asked about the second lift again when I was out there. Worth a call.
8:47a
Marcus hit 30 completed jobs this month
Shop record. Previous best was 27, set in March.
Yesterday
Happy 4 years, Dana
Four years on the crew this Thursday.
Queued
Rillo's read on the week
Written from the numbersService is ahead of pace: 34 jobs closed against 28 by this point last month.
Two accounts went quiet after a quote. Lakeside and Harbor Point, both over six days.
Seal kits are the constraint on the north route. Third time this month somebody has asked.
Every number here came from the record, not from a summary of a summary.
Waiting on someone
3 openSW
Call Harbor Point about the second liftAssigned by Dana · due today
PT
Approve the Lakeside quote before it goesRillo drafted it · waiting on you
MC
Northline PM booked for Oct 14Done this morning
Quotes and invoices
Rillo drafts them from the job. You send, they pay, it files itself.
Open quotes
$12.6k
Awaiting payment
$4.1k
Collected this month
$9.2k
Documents
Rillo drafted 4 of theseNL
INV-2071 · Northline Logistics
Forklift service, 2 caster kits · drafted from your voice note
Drafted, sent, viewed 3:42pm. Not paid.
$418.00Unpaid 4 days
HP
Q-1043 · Harbor Point Foods
Two dock leveler PMs at $340 each
Opened twice yesterday. No reply yet.
$680.00Viewed
MR
INV-2068 · Meridian Rental Group
Calibration, 4 torque wrenches, certs attached
Paid by card, Tuesday. Receipt filed to the account.
$1,240.00Paid
CF
INV-2064 · Cascade Freight
Quarterly service, three units
Part paid. $900 of $2,150 received, balance due the 15th.
$2,150.00Part paid
LC
Q-1039 · Lakeside Cold Storage
Replacement unit and first year of service
Sent 6 days ago. Never opened. Rillo drafted a nudge.
$7,400.00Cold
RV
Q-1046 · Ridgeview Distribution
Drafted overnight from Thursday's fleet walk
Draft. Waiting on your approval before it goes out.
$3,880.00Needs you
Money this week
$1,240 collectedMeridian, card tapped in the yard · Tuesday
$900 part paymentCascade Freight, bank transfer · Wednesday
$418 requestedNorthline, pay by link · today
Every payment files itself to the account it came from. Nothing is typed twice.
Needs a person
2 openSW
Approve the Ridgeview quoteRillo drafted it from the fleet walk
DR
Chase Lakeside, 6 days unopenedNudge already written, waiting on you
Look and feel
Make Rillo match your company. Changes apply instantly, everywhere.
Demo session
Accent color
Signal blue is the default because it reads instantly familiar, the same reason a text thread feels natural. Every other preset is here because a shop should be able to make the tool look like their own.
Appearance
Both modes are built to the same standard, not an afterthought. Every accent color above is tuned to stay readable on either one, so a tech in a dark shop and a manager at a desk both get a tool that looks right.