Basic Assignments
 
Options & Settings
 
Main Time Information
Color Code: Yellow
Assigned To: Brandon Moore
Created By: Brandon Moore
Created Date/Time: 4/13/2026 12:05 pm
 
Action Status: Blank (new)
Show On The Web: Yes - (public)
Priority: 0
 
Time Id: 12814
Template/Type: Brandon Time
Title/Caption: Planning with Bryan
Start Date/Time: 4/14/2026 1:00 pm
End Date/Time: 4/14/2026 3:00 pm
Main Status: Active

Sorry, no photos available for this element of time.


Notes:

Working with Bryan. Working on our pitch and a plan. We want to speed up and get some turnkey onboarding (instant start), QuickBooks equivalent (simplicity), full operational expansion (inventory, POS, manufacturing, CRM). We would also like to do some module separation, UI/UX improvements, with the major benefit of faster customer onboarding. Something to replace Clover, Toast, Square, QuickBooks, Shopify, etc.

From Bryan... the problems we must solve
- onboarding is too complex for new users
- UI/UX slows adoption and sales
- User default to known industry software packages for familiarity
- nonmodern UI/UX experience - expectations

We then talked about some things that we could do. This ended up in a small brainstorming session of sorts.

- Scope - figure that out, where are we headed for this lift
- Friction and pain points
- Map it out
- Time to first invoice (<10 minutes) - we want it less than 10 minutes. Super simple setup.
- Solving the same problems over and over again
- Helping the accountants adopt the new solution - if the accountants are onboard, they can help influence and push the clients

For us...
- Database scaling - known issue. We can make more and more of them, meaning databases, but we can't intermix them right now.

- You need a full staff member to run it, meaning adilas. If you just touch it every once in a while, you really don't get the full benefit of it.

- Some people and clients that we are looking at - Andrew with Hosthuski and Brian with Finetech - both have an existing set of clients and a possible sales funnel, even though it is small. People come to them and they reach out to people and small businesses that need tools and services.

- API integrations with delivery systems

- Canned business solutions or fully custom solutions - there is a difference - this gets tough.

- Auto launch a corp and be able to move it later if needed. Back to database scaling and mixing.

- We build and develop - we would love to have others sell it and support it.

- We all live on little islands, and nobody knows what he other are doing - meaning the adilas team

known needs:
- Need to simplify
- Turn modules on/off
- Create our own buttons and nav options
- Map out the system
- Known bigger pieces - db (database), nav, permissions, settings, functions
- Super small mini POS - vendors, part cats, items, cart favorite buttons, etc. Simple.
- Quick setup form... quick vendors, part categories, taxes
- Quick corp-wide settings (limited view)
- Simple forms first, then link to full pages if needed. think layers...
- Quick users with preset permissions
- Quick access to the last few invoices
- Quick access to setup (layered with nav, if needed)
- Quick sales graph and charts.
- Layers - pretend that we are dealing with the cache valley kid's market - see EOT # 12656
- Mapping out the mini POS system - pages, flows, screens, etc.
- Maybe look-up some ideas on wizards and quick setup flows.
- Old idea of a simple app for users, timecards, and project time tracking. We have all of those pieces, similar to the normal POS stuff. We just want to make some super simple versions.
- Ask Wayne where he is at on the db stuff - get an update.