Resk Support

Daily checklist

Daily checklist

Use this checklist to keep Resk tidy during the day. Most teams only need a few minutes in the morning, a quick check during busy periods, and one closing review.

Opening checklist

  1. Open the Dashboard.
  2. Check badges beside Calls, Follow-ups, Messages, Orders, Bookings, and Payments.
  3. Review today’s bookings, reservations, jobs, or orders.
  4. Confirm the right staff are available for the day.
  5. Check your business hours if today is a holiday, closure, or special service day.
  6. Make sure urgent follow-ups are assigned or completed.

During the day

Check Why it matters
Missed calls Customers may still need a callback, booking, quote, or answer.
Follow-ups Resk creates tasks when a customer needs a human response.
Payments Deposits, balances, and failed payments should be handled quickly.
Bookings Same-day bookings can change your capacity.
Messages SMS replies can contain changes, questions, or cancellations.

Closing checklist

  1. Clear or assign open follow-ups.
  2. Review missed calls from the day.
  3. Check payments that are incomplete or require staff action.
  4. Confirm tomorrow’s bookings, reservations, orders, or jobs.
  5. Update availability if tomorrow has different hours.
  6. Leave notes for the next person if something is still waiting.

Restaurant checks

  1. Check public ordering and restaurant business hours before service starts.
  2. Confirm menu items, modifiers, and unavailable items.
  3. Watch active orders and kitchen display during service.
  4. Review paid orders before closing.
  5. Turn off ordering or adjust availability if you close early.

Garage checks

  1. Check today’s jobs and vehicle bookings.
  2. Review customer notes and requested services.
  3. Confirm invoices that need sending or payment.
  4. Update job status so customers and staff stay aligned.

Weekly admin

  1. Review analytics for busy days, missed calls, and booking patterns.
  2. Check team members and remove old staff access.
  3. Review AI agent rules if customers are asking the same question repeatedly.
  4. Confirm integrations are still connected.
  5. Export or review payment reports if your finance process needs them.

Last updated: April 2026