When a receptionist comes on board, their day-one tool is the
Intake Tool. They:
1. Answer inbound call via Jobber (or the Annie receptionist transfers a live call)
2. Open intake tool — fill out customer, loss details, safety flags
3. Click
Create Job — job appears in KV + Jobber + CompanyCam simultaneously
4. Clayton/Alexis see it on their phone dashboard instantly
No training on Jobber required for basic intake. The tool handles the structure — they just fill in the blanks.
Add receptionist email to Cloudflare Access policy when ready. No other account creation needed.