Working with Russell. Working on custom CSS and precise placement for form controls, including some media queries, and responsive design. Small work session on a new graphic homepage for invoices.

Three different sessions throughout the day paying bills, emails, and recording notes from 4/28/25 to 4/30/25.

Working with Bryan on merchant processing stuff. Going over settings for Clover and CardPointe and which auth keys go where, in the setup and settings pages. This is the trick, who holds the knowledge... that is hard to track down (meaning which developer built it and what do they know). Making sure that things get put into help files and passed along.

Working with Cory. She had a list of things to go over and check on. Small data clean-up for a client. Checking on a few removed line items (from a PO) and their subs. Looking things up in the database.

Spent the whole last part of the meeting talking about mental challenges (mine) and how to overcome those things. Topics included burnout, more and more projects, unknown finish lines, demands, payments, etc. Small venting and meltdown session. Sorry Cory! :)

Working with Shannon on verbiage for the adilas investment options page. We were working on the last few options. Just an observation, it is so interesting to see how the process goes for smoothing things out (making good content). You almost have to rough cut it, refine, refine, maybe even give it some time, and then circle back around again. It is fun to be part of the process. Good work session today.

Went into town to meet with Andrew from Host Huski (web hosting and website builders and web consultants). We met and talked about websites, common ground buildouts between both of our parties, and options going forward. Here are some of my notes:

- He would like to make a Huski Point of Sale or HuskiPOS white label, using the adilas engine. That would be really fun.

- He made a huge spreadsheet of the different features that adilas has. They came from the presentation gallery pages. He gave me the homework assignment of pairing things down and getting rid of things. There are almost 800 lines (features and points). Along those same lines, he would like me to really spend the time and make it easy for a client or user to both understand and basically see what they get at a glance.

- Along with pairing down the list of features. We want to categorize things into plans and packages. Ranging from free to full enterprise or custom.

- We talked about doing a full website redesign for the main adilas.biz website. We would base this off of the features list that we are going to be creating.

- For me, I like to say we have 12 main functions and 12 main player groups. Maybe get rid of the numbers and say something like: Our essential business functions and key components (parts and pieces... aka the 12 main player groups).

- Andrew asked me about "roll call" and what that meant. As we talked about it, we thought that "lifecycle tracking" may be a better fit.

- ACL (access control list) - and having permissions better organized and even sub divided into better or real groupings. Light conversations about where we could go with that. We already have that, but it could use a little bit of loving.

- Letting clients do their own data imports and importing data. Maybe even doing some automated combing and virtual pre-flight checks on the data (does it pass, without trying to do it).

- Good discussion on moving things around. What is the most important to our clients and potential clients? Put that first, other stuff, either get rid of it, move it to another area, or keep it as is. Helping with organization and flow. The easier things are to do and follow, the less need for tech support, training, and handholding. They can then do it themselves to a certain level.

- Good faith - work on both parts (Andrew and Host Huski and Brandon and adilas).

- Lots of focus on getting organized.

- Easy onboarding

- Going over design principles and the power of 3 (design stuff).

- Andrew is trying to work with SEO guys, marketing, CRM, hosting, payment solutions, and POS guys. He wants to create a super team to help do all of the pieces.

https://data0.adilas.biz/top_secret/secure/invoice_sales_search.cfm

https://data0.adilas.biz/top_secret/custom/sales_reports_home.cfm

Paying bills and checking emails.