MERCHANT DASH LLC · PRACTICAL PREPARATION
Describe a mixed fleet and retail job queue accurately

Keep inquiries, scheduled work and completed jobs distinct when describing a repair shop’s activity. Build a scope note from current records without treating the queue as a revenue forecast.

Use this checklist privately. Do not add account numbers, personal identifiers or confidential documents.

1. Define the specific question the scope note answers.
Notes: __________________________

2. Select a relevant source and record its date.
Notes: __________________________

3. Check how the shop uses each queue status.
Notes: __________________________

4. Separate fleet discussions from confirmed recorded events.
Notes: __________________________

5. Have the queue owner review the summary before using it.
Notes: __________________________

This is a preparation checklist, not an application or a funding decision.
This repair-shop operating-request service is unavailable in CT, FL, GA, MO, TX and VA.

Guide: https://merchant-dash.com/funding/guides/describe-a-mixed-fleet-and-retail-job-queue-accurately