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Roofer MBA

Touch It Once — Do It, Move It, or Date It

Module 8 · Get Yourself Organized · Play 3 of 4

In a hurry? ↓ Do this this week

The problem in one breath

That change-order text has sat on your phone since Monday. You've opened it six times — six times you half-decided, felt the knot in your gut, and set the phone back down. Six dreads, zero decisions — no closer to handled than it was Monday morning.

Why it happens

The first time something lands on you — a text, a voicemail, a scrap of paper a homeowner shoves at you — it feels easier to glance at it and deal with it "later." So you put it down. But "later" you pick it right back up, feel the same dread, and put it down again. Nothing moved. You just paid the worry twice. Do that five times and you've dreaded a job all week without ever spending the two minutes it'd take to kill it. Every time you pick a thing up without deciding it, you pay the dread and get nothing back. The warranty claim riding shotgun on your truck seat for two weeks is the same trap, just slower.

The play

Everything that lands on you gets ONE decision the first time you touch it. Three doors, and it goes through exactly one: do it, move it, or date it.

  1. Do it — if it's quick, kill it now. If the thing takes under two minutes — a one-line text back, a yes-or-no answer, a photo sent — you do it right there and it's gone. That's the do-it-now rule (Clear the Phone); this play adds the other two doors, for everything bigger.
  2. Move it — hand it to the one man who owns it. If somebody else should be carrying this, hand it off with one clear name on it, and say exactly what you need back and by when. That's one name on it (Module 2, "One List for Every Promise"). Handing it to "the office" or "somebody" is the same as keeping it — a thing only leaves your plate when a single person owns it. That material shortage you keep meaning to deal with? One text to your office manager, her name on it, "call me back by four" — forty seconds, gone.
  3. Date it — if it's yours and it's real work, give it a day. If it's your job and it's more than two minutes, put a day and a time on it: a slot on the phone, or one line on your list. Not "this week." A day and a time. Now it has a home, and you can quit carrying it in your head.
  4. When you're torn, lean to doing. Close to two minutes? Just do it now instead of dating it. Momentum beats a tidy calendar.
  5. There is no fourth door. There's no "leave it and think about it later" — thinking about it later is the re-touch. If you honestly can't decide, the decision is date it: put a time on the phone to decide, and move on.

Do this this week

Take the one thing you've been carrying longest — the text you keep reopening, the claim on the seat. Right now, run it through the three doors. Under two minutes? Do it. Somebody else's? Move it — one name on it, today. Yours and real work? Put a day and a time on it. One thing you've dreaded all week, decided once, in the next five minutes.

The tool

No spreadsheet — a card for the visor. When something lands and your gut says "later," you look at this instead:

  TOUCH IT ONCE — the three doors

  Every text, call, and scrap of paper gets ONE decision
  the first time you pick it up. Pick one, then move on:

  ▸ DO IT    — under 2 minutes? Knock it out now. It's gone.
  ▸ MOVE IT  — someone else's? Hand it off with ONE name on it
               + what you need back + by when. Off your plate.
  ▸ DATE IT  — yours, real work? A day AND a time. Not "this week."

  NO fourth door. "Think about it later" = picking it up again
  = dreading it twice for nothing. Torn? Lean to DO IT.

If your crew is 1099

The "move it" hand-off works the same, with one honest catch: when the one name on it belongs to a 1099 sub, that hand-off is a request, not an order. You're asking another company to pick something up on your terms — not directing an employee. Same three doors for you; just word the sub's hand-off as "can you have this to me by Thursday?" instead of "go do this."

The one thing

Do this this week

Take the one thing you've been carrying longest — the text you keep reopening, the claim on the seat. Right now, run it through the three doors. Under two minutes? Do it. Somebody else's? Move it — one name on it, today. Yours and real work? Put a day and a time on it. One thing you've dreaded all week, decided once, in the next five minutes.

Take it with you

One email unlocks this and every other sheet and card on the site. The plays stay free.

Same fire

Buried — forty texts, forgotten orders, late bids

All the fires →

Fixed this?

The pile and the lost hours are the same fire from two ends.

The fire right behind it is usually You're working nights and can't say what ate the day.

These plays are how we run a shop — they are not legal, tax, or accounting advice. Rules change by state and by contract, so before you act on the legal-sounding parts, run them past your own attorney or accountant. It's your business, and what you do with any of this is your call and your responsibility.

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