The project plan
Built around the way contractors work.
01 / Purpose
Less re-entering. More doing.
Keep customer details, drawings and pricing together instead of moving between disconnected tools.
02 / People
One shared workspace.
Owners, estimators and project managers work together. Customers receive Quotes without a team account.
03 / Right now
Validate one real workflow.
The core is built. Chriss and QA can now review the complete journey with realistic sample work.
Delivery roadmap
Built. Reviewing. Next.
7 of 9 milestones built
Implementation progress is separate from customer sign-off. Expand a milestone for its scope.
01Foundation
Built
Repo, auth, DB, CI/CD, design system, app shell
Complete when: Auth flow works, DB connected, deploys on push
02Customers & Jobs
Built
Full CRUD, org-scoped data, customer detail and connected Job workspaces
Complete when: Create, edit, delete customers and Jobs
03Quotes & Invoices
Built
Builder, trade presets, lifecycle, PDF, public response and manual email; direct email awaits setup
Complete when: Build, share, accept, invoice, and record payment
04Plans
Built
PDF upload, canvas measurements, takeoffs, save to Job
Complete when: Upload PDF, measure, save takeoff to Job
05Job Opportunities
Built
One Opportunity per Job, lifecycle-derived stages, follow-ups, and persistence
Complete when: Quote events update Job stages and project-scoped totals
06Dashboard
Built
Activation checklist, stat cards, Quote summary, recent Quotes, quick actions
Complete when: Dashboard shows live stats and recent activity
07QA & Launch
In review
Automated tests, security review, staging deployment, and QA handoff
Complete when: All staging gates pass and reviewers receive the QA guide
08Staging Smoke Test
Built
Login works, staging boots, public resources and protected pages load
Complete when: Sign in → dashboard, every nav item loads, no crash
09Feature Verification
Upcoming
Every feature tested end-to-end: customers, Jobs, Quotes, Plans, Opportunities, dashboard
Complete when: All features in the testing guide pass with real data
Next phases
After the pilot.
These are ideas for later, not promised features or committed dates. First, validate the work that takes you from a Plan to a customer Quote.
- Schedule / Calendar
- Two-way SMS Inbox
- Follow-up Automation
- Website Form Integration
- Plan AI Search
- Mobile App
- Analytics & Reporting
- Payment Processing (Stripe)
Try your first Job.
One customer, one Plan, one Quote. Start there.