From approved contract to finished job.
Intake, permits, production and job cost on one record.
Everything the work needs.
Job intake
- Approving a contract opens a job intake with scope lines, contact and address
- Scope lines stay in step with the contract lines
- Intake totals re-sum whenever a line changes
- A contract cannot be approved without a matching jurisdiction
Permits and deposits
- Permit records follow the jurisdiction rules for city and state
- Deposit and permit requirements are checked for you
- Production is held until the requirements are met
Production
- Booking a job creates exactly one production job
- Status only moves forward
- Scheduling and starting a job advance its status
- Scheduling edits are blocked at the wrong stage
Job cost
- Material quantities use conversion, waste and rounding rules
- Cost lines group into materials, labor, equipment, subcontractors and other
- Profit, overhead and margin come from those costs and the net sale
- Each cost line plans its cash
- Completing a job opens its commission record
Three modes. You stay in charge.
Planned. AI works inside the same rules as every person on your team.
Audit
Reads job intakes, permits and cost lines. Finds jobs held on a requirement and costs that are running over. Writes nothing.
Plan
Proposes the next steps for a job. You review and approve every change.
Execute
Acts only when you authorize it.
One record, from first contact to final result.
Every unit of work is an Action. The Result of each Action decides the next one, so nothing is left without an owner or a next step.
Single source of truth
One record for each project. Notes, calls, photos, results and points stay with the record, not with a person.
Canonical
One rule set. The same rules apply on the phone, on the desktop and in every module.
Action engine
Actions AE runs every step. An Action ends with a Result, and the Result decides what happens next.
Deterministic
The same Result leads to the same next step every time. Nothing is guessed.
Nothing forgotten
A case always has a next action until a final Result closes it.
Cradle to grave
Each module hands its record to the next: lead, deal, work, money, claim and warranty.
Setup is guided and short. Each product is optional, so you start with one. Specified behavior of the platform; products open as listed.
What gets fixed.
| The problem | The answer |
|---|---|
| The delivery team receives an incomplete sales handoff. | Carry the agreed scope and supporting information into the work record. |
| Work has no clear responsible person. | Assign ownership, timing and required outcomes to the next work step. |
| Everyone has to call around for progress updates. | Make the current work state and next responsibility visible. |
| Changes disappear into texts and verbal conversations. | Keep a traceable record of what changed, who changed it and why. |
| Work is declared finished without adequate proof. | Define completion requirements and associate the required evidence with the final Result. |
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