# Day-One File Request

**Produced:** 08/14/2026 10:27 PM CDT

This is the fastest file set to gather before the Mac mini arrives on `08/18/2026`.

## Royal first

### Highest-value Royal files

1. QuickBooks company file or clean exports for `2023` through current
2. Accounts receivable aging and customer ledger detail for the roughly `$1,000,000` still owed
3. Warehouse inventory export with item name, SKU, quantity on hand, cost, and target sell price if available
4. Sales history by item or customer if available
5. Website admin access details plus form/inbox destination
6. Main business inbox access or forwarded mail path
7. Quote templates, price sheets, and standard terms
8. Customer list and major account/contact list
9. Vendor list and internal staff directory
10. Any existing task board, install board, or service backlog export

### First Royal wins these files unlock

- receivables recovery dashboard
- inventory sell-through summary
- website lead capture monitoring
- daily owner exception brief

## J&J next

### Minimum J&J starter files

1. bookkeeping or QuickBooks export
2. customer list
3. job/install backlog
4. inbox or message source
5. price sheet or quote template
6. approved requester and recipient list

## Human/admin inputs still needed

1. Final approved requesters for Royal
2. Final approved requesters for J&J
3. Default recipient lists for each business
4. Which outbound actions must always require approval
5. Which system is authoritative for each of these:
   - leads
   - jobs / installs
   - receivables
   - inventory

## Recommended send format

When sharing files or asking for work in chat, start the message with:

- `ROYAL:`
- `J&J:`
- `CROSS:`

That one habit will do a lot to keep the installs clean from day one.