Review status · October 19, 2026
Ready for your walkthrough.
The Plan-to-Quote journey is available for partner testing. Use this page to separate what you can try today from configuration and future work.
Start with the workflow
Watch it. Then try one Job.
A 22-second overview and a repeatable review guide.
Ready to try
The core Job workflow
- Company setup, team invitations and organization-scoped access
- Customers and Jobs, including editing customer details
- Private Plan uploads, calibration, Line / Area measurements and saved groups
- Measured quantities carried into Quotes, pricing and PDF downloads
- Manual email drafts and signed customer acceptance links
- Accepted Quote → Invoice → manually recorded payment
- Job Opportunities, follow-ups and contextual next steps
Needs setup / review
Before customer rollout
- Resend direct email: implementation ready; account, key and real delivery test pending
- Chriss and QA: complete the walkthrough with realistic sample work
- Confirm the workflow, pricing and measurements fit day-to-day use
- Production identity, custom domain and operational monitoring remain launch decisions
Later
Beyond this pilot
- Twilio SMS and two-way messaging
- Online payments, calendar sync and automatic reminders
- Plan AI search and website lead intake
- Completed Plan vertex editing and further tablet optimization
What has been verified?
The October 18 pilot release passed 415 unit tests and 64 browser scenarios in CI. Private PDF upload, readable Job selection, Opportunities and customer editing were also checked on the shared site. Those checks support a guided pilot; partner acceptance and real email delivery still need their own review.
Try your first Job.
One customer, one Plan, one Quote. Start there.