Staff sign-in
U01
Basic layout / demo actions
Basic layout / demo actions
Sign in to BreezeCome
Staff access only. Your administrator assigns permissions.
name@company.com
••••••••••
Access denied? Contact your company administrator.
A page-by-page proposal for the internal app, its supporting views and the separately scoped extensions.
Each screen has a real low-fidelity layout, named fields/actions, a feature list, role notes and scope boundaries. Three responsive variants and two shared-state sheets supplement the 72 functional views.
These are proposed design units, not a count supplied by the client and not a fixed-price estimate. Related forms, tabs and drawers may be combined during implementation.
Source: Request for Budgetary Proposal: HVAC CRM and Workflow System | BreezeCome Home Services, email dated 14 October 2026, 7-page supplied PDF. Screen notes identify source sections/pages.
Screen structures and supporting controls are design proposals. Optional AI and later installer uploads are kept separate from the core. No third-party access has been verified.
The left side is the app layout. The right side lists the features required on that screen, its user roles, key rules and source. The HTML includes a separate wireframe browser; that browser is not part of the app navigation.
Function or constraint explicitly supported by the client brief.
A supporting field, screen or control inferred for a workable app; subject to approval.
Separately priced AI / advanced automation; never required for core operation.
Installer completion-sheet and photo upload extension; separate scope.
| Role / boundary | Proposed experience | Important restriction |
|---|---|---|
| Sales | Company weekly schedule, customers, contracts, invoices and requested follow-up. | No advertising-lead assignment or auto-created inquiry tasks. |
| Admin | Operational queues, documents, equipment, warranty, stock and service work. | Migration access still requires a separate management grant. |
| Finance / management | Installation-month statements, cost adjustments and lifetime order contribution. | Preserve closed statements; ordinary overhead is excluded. |
| Installer | Very simple phone schedule and assigned-job detail. | Own jobs only; no uploads in the first-release installer view. |
| Migration operator | Separate management-authorized workspace. | Read-only sources; no ordinary CRM navigation entry. |
Navigate by screen ID, the outer browser, linked workflow buttons or previous/next. Search and scope filtering help you review the pack. Form controls/tabs are illustrative; no data is stored and no messages are sent.
No public website, public registration, general customer portal, payment gateway, purchasing system, full accounting replacement, ongoing two-way QuickBooks sync or generic AI chat app. Provider signing is an external journey.
Click a screen name in the HTML or PDF to open it. Screen numbers are stable references for feedback and estimation.
Click a screen name in the HTML or PDF to open it. Screen numbers are stable references for feedback and estimation.
An invoice may be generated from a contract or manually without one (F01–F03). Do not force all contract routes or an invoice-after-installation sequence.
Planned and actual dates are distinct. Reschedule posting needs reconciliation. Historical monthly statements are preserved, while later service changes lifetime contribution.
When subsequent signature completion is recorded/synced, clear both reminders. Enbridge Sustain and Financeit each need a separate feasibility assessment; manual records remain core.
Sources remain unchanged. The import workspace is not in ordinary CRM navigation. No ongoing two-way QuickBooks synchronization is included.
Secure entry into the role-based application.
Staff access only. Your administrator assigns permissions.
Activate or recover an authorized staff account.
Manage personal account settings without changing business permissions.
Retain and review advertising-sourced customer inquiries.
| Inquiry | Contact | Advertising source | Received | State |
|---|---|---|---|---|
| INQ-210 | Sample Customer | Google / campaign A | 14 Oct | Linked |
| INQ-211 | Example Prospect | Facebook / form B | 14 Oct | Needs review |
| INQ-212 | Demo Contact | Google / campaign B | 13 Oct | Retained prospect |
Connect an advertising submission to the correct lasting customer record.
| Candidate | Match signals |
|---|---|
| CUS-0182 | Same phone and email |
Operate lead imports and their exceptions without adding lead routing.
| Source adapter | Mode / access | Last import | Review |
|---|---|---|---|
| Google lead source | To be confirmed | Not connected | Configure |
| Facebook lead source | To be confirmed | Not connected | Configure |
| Future channel | Inactive extension point | — | No API assumed |
| Incoming | CRM destination |
|---|---|
| full_name | Customer name |
| phone_number | Phone |
| campaign_id | Advertising source ID |
Let sales confirm installation availability immediately.
Create and change installation bookings without conflicts or lost history.
| Installer | Selected slot |
|---|---|
| Installer A | Available |
| Installer B | Available |
| Installer C | Conflict: other booking |
Surface only the follow-up work requested by the brief.
| Order | Customer | Action needed | Provider | Since |
|---|---|---|---|---|
| ORD-1042 | Sample Customer | Complete missing details | Enbridge Sustain | 14 Oct |
| ORD-1039 | Demo Customer | Signature invitation sent; unsigned | Financeit | 12 Oct |
Find the correct customer before starting new business.
| Customer | Contact | Properties | Orders | Source | History |
|---|---|---|---|---|---|
| CUS-0182 • Sample Customer | 555-0100 | 2 | 3 | Current + imported | |
| CUS-0183 • Example Prospect | 555-0101 | 0 | 0 | Prospect retained | |
| CUS-0110 • Demo Company | accounts@example.test | 4 | 6 | Referral | Repeat business |
Capture the customer quickly, then choose the next transaction step.
CUS-0182 has the same phone. Review before creating a duplicate.
Make the customer the permanent anchor for all work and documents.
| Record | Description |
|---|---|
| PROP-024 | 18 Sample Street |
| ORD-1042 | Current furnace installation |
| ORD-0852 | Imported installation • Oct 2024 |
Keep installations and service tied to the correct physical location.
| Record | Details |
|---|---|
| EQ-301 | Installed furnace • serial DEMO-301 |
| ORD-1042 | Furnace replacement • 16 Oct 2026 |
| SRV-018 | Service visit • 02 Oct 2026 |
Find and manage transactions independently of their shared customer.
| Order | Customer / property | Install date | Salesperson | Route | Install state |
|---|---|---|---|---|---|
| ORD-1042 | Sample Customer / PROP-024 | 16 Oct | Rep A | Electronic | Scheduled |
| ORD-1041 | Demo Customer / PROP-025 | 15 Oct | Rep B | Paper | Scheduled |
| ORD-1039 | Example Customer / PROP-021 | 12 Oct | Rep A | Financeit | Completed |
Connect every operational step to the same order record.
| Model | Qty | Warranty |
|---|---|---|
| DEMO-FURN-1 | 1 | Per contract |
Prepare a quotation without making it mandatory for every order.
| Product / model | Qty | Unit price | Line total |
|---|---|---|---|
| DEMO-FURN-1 | 1 | CAD 8,000 | CAD 8,000 |
Company template. Tax treatment and price rules to be confirmed.
Use and retain the correct quotation version.
| Version | Saved | Salesperson |
|---|---|---|
| v2 • current | 14 Oct 2026 | Rep A |
| v1 | 13 Oct 2026 | Rep A |
Prepare a complete agreement and initiate the signing workflow.
| Product / model | Qty | Warranty terms | Agreed price |
|---|---|---|---|
| DEMO-FURN-1 | 1 | Enter agreed terms | CAD 8,000 |
Know whether a contract really sent and signed, and retain the evidence.
Capture a paper contract against the right customer route.
Enter customer details during the next step.
Turn the signed paper contract into verified structured order data.
Missing fields are highlighted before save.
Manage the requested provider-specific workflows in one visible queue.
| Order / provider | Installation | Information | Subsequent signature | Funds |
|---|---|---|---|---|
| ORD-1042 / Enbridge | Scheduled | Missing details | Not requested | Not received |
| ORD-1039 / Financeit | Completed | Complete | Sent; unsigned | Not received |
| ORD-1035 / Financeit | Completed | Complete | Signed | Received |
Store the external agreement and complete its required CRM information.
| File | Evidence state |
|---|---|
| external-signed-agreement.pdf | Signed original uploaded |
Keep the two reminder lists synchronized with actual signature status.
Separate provider progress from actual funds and the order revenue basis.
| Event | Date | Amount | Evidence / actor |
|---|---|---|---|
| Confirmation | 10 Oct | — | Manual / Admin |
| Settlement | 11 Oct | CAD 7,500 | Provider statement |
| Funds received | 14 Oct | CAD 7,500 | Receipt reference / finance |
Highlight the operational work that needs administrative action.
| Order | Planned install | Salesperson | Next step |
|---|---|---|---|
| ORD-1040 | 13 Oct | Rep B | Receive / verify completion |
| ORD-1038 | 12 Oct | Rep A | Contact operations |
| Order | Provider | Sent | Salesperson |
|---|---|---|---|
| ORD-1039 | Financeit | 12 Oct | Rep A |
Verify what was installed and when, and connect the supporting evidence.
| Equipment model | Quantity | Serial number | Completion record |
|---|---|---|---|
| DEMO-FURN-1 | 1 | Enter installed serial | Not received |
Convert installation paperwork into verified order and equipment data.
Upload control accepts photos/PDF; preserve original file, uploader and timestamp.
Confirm the physical return using traceable documentary evidence.
Find, view and correctly link the files supporting the workflow.
| File | Type | State |
|---|---|---|
| contract-signed.pdf | Contract | Archived |
| completion-photo.jpg | Completion | Verified |
| return-receipt.jpg | Return receipt | Verified |
| warranty-proof.pdf | Warranty | Attached |
Keep each installed unit and its warranty evidence identifiable for years.
Prevent verified installations from losing their warranty registration follow-up.
| Equipment / order | Model / serial | Completion sheet | Registration | Proof |
|---|---|---|---|---|
| EQ-301 / ORD-1042 | DEMO-FURN-1 / DEMO-1042 | Received | Not registered | — |
| EQ-298 / ORD-1039 | DEMO-AC-2 / missing | Received | Blocked: serial | — |
| EQ-296 / ORD-1035 | DEMO-FURN-1 / DEMO-1035 | Received | Registered | Missing |
See stock and the planned impact of upcoming installation work.
| Model | Description | On hand | Scheduled demand [P] | Projected [P] |
|---|---|---|---|---|
| DEMO-FURN-1 | Furnace | 12 | 2 | 10 |
| DEMO-AC-2 | Air conditioner | 4 | 1 | 3 |
| DEMO-WH-1 | Water heater | 0 | 1 | -1 |
Provide consistent equipment identifiers and controlled commercial defaults.
Establish a verified starting point for stock movements.
| Model | Opening quantity | Current balance | Validation |
|---|---|---|---|
| DEMO-FURN-1 | 12 | 0 | Ready |
| DEMO-AC-2 | 4 | 0 | Ready |
| DEMO-WH-1 | 0 | 0 | Ready |
Record stock received from a purchase with a complete movement trail.
| Model | Qty received | Unit cost [P] | Stock after posting |
|---|---|---|---|
| DEMO-FURN-1 | 3 | Company policy | 15 |
| DEMO-AC-2 | 2 | Company policy | 6 |
Reconcile counted stock without losing the history of why it changed.
| Model | System qty | Physical qty | Adjustment |
|---|---|---|---|
| DEMO-FURN-1 | 12 | 11 | -1 |
| DEMO-AC-2 | 4 | 4 | 0 |
Explain every balance movement and keep scheduled deductions consistent.
| Date | Type | Order / reference | Qty | Balance | Reason |
|---|---|---|---|---|---|
| 01 Oct | Opening | LAUNCH-01 | 12 | 12 | Verified opening count |
| 12 Oct | Install deduction | ORD-1038 | -1 | 11 | Scheduled installation date |
| 13 Oct | Receipt | PURCHASE-84 | 3 | 14 | Stock received |
| 14 Oct | Adjustment | COUNT-14 | -1 | 13 | Physical count correction |
ORD-1040 was rescheduled after a stock event. Review reversal/repost; do not create another unlinked deduction.
Find ongoing and historical service work without separating it from the original sale.
| Service case | Customer / original order | Equipment | Service date | Work / state |
|---|---|---|---|---|
| SRV-018 | Sample Customer / ORD-0852 | EQ-155 | 02 Oct 2026 | Repair • in review |
| SRV-019 | Demo Customer / ORD-0910 | EQ-188 | 12 Oct 2026 | Follow-up • open |
Record the service work and its original business context correctly.
Review the repair and its traceable effect on the original order.
Record service finances in the right period and against the right original sale.
Find and manage customer invoices regardless of the contract route.
| Invoice | Customer | Origin | Amount | Status |
|---|---|---|---|---|
| INV-0512 | Sample Customer | CON-0302 / ORD-1042 | CAD 8,000 | Unpaid |
| INV-0513 | Demo Company | Manual B2B order | CAD 2,000 | Paid |
Create the required invoice without forcing an unnecessary contract step.
| Description | Qty | Unit price | Line total |
|---|---|---|---|
| Furnace supply and installation | 1 | CAD 8,000 | CAD 8,000 |
Issue the invoice and track its payment status without confusing delivery with payment.
Report installation contribution by the month the work actually happened.
| Order / customer | Actual install | Scope / installer | Revenue | Product cost | Install fee | Extra | Other | Commission | Profit |
|---|---|---|---|---|---|---|---|---|---|
| 1042 / Sample | 16 Oct 13:00 | Furnace / A | 8,000 | 3,500 | 1,200 | 200 | 100 | 400 | 2,600 |
| 1039 / Demo | 12 Oct 15:00 | AC / B | Company settlement | Policy | Policy | Policy | Policy | Rule | Calc. |
See what an order has contributed from installation through later years of service.
| Effective / incurred date | Entry | Source | Effect on contribution |
|---|---|---|---|
| 18 Oct 2024 | Installation close | October 2024 statement | +2,600 |
| 02 Oct 2026 | After-sales cost | SRV-018 | -350 |
| 03 Oct 2026 | Confirmed repair income | SRV-018 | +100 |
| 04 Oct 2026 | Confirmed compensation | SRV-018 | +50 |
Make controlled expense corrections with an explainable financial effect.
Preserve what was reported for an installation month without losing lifetime updates.
| Install month | Version | Closed by / date | Status | Stored contribution |
|---|---|---|---|---|
| October 2024 | v1 | Finance / 04 Nov 2024 | Preserved | CAD 2,600 • selected example |
| September 2026 | v1 | Finance / 05 Oct 2026 | Preserved | Example statement |
| October 2026 | Draft | Not closed | Review required | Recalculate before close |
See when later service costs happened and which original orders they affect.
| Date incurred | Type | Original order / install | Service | Cost | Confirmed inflow | Net effect |
|---|---|---|---|---|---|---|
| 02 Oct 2026 | Company cost | 0852 / Oct 2024 | SRV-018 | 350 | — | -350 |
| 03 Oct 2026 | Repair income | 0852 / Oct 2024 | SRV-018 | — | 100 | +100 |
| 04 Oct 2026 | Compensation | 0852 / Oct 2024 | SRV-018 | — | 50 | +50 |
Give the installer a private, read-only view of assigned work.
ORD-1042 • Furnace replacement
18 Sample Street • Sample Customer
View assigned jobNo further assignments.
Give the assigned installer the information needed for the scheduled task.
Install DEMO-FURN-1, quantity 1.
Remove existing furnace; return required.
Access notes: entered by office.
Control who can access the app without losing transaction history.
| Staff | Role | Status |
|---|---|---|
| Sample Sales A | Sales | Active |
| Sample Admin | Admin | Active |
| Installer A | Installer | Active |
| Example Finance | Finance | Invited |
Translate role restrictions into enforceable viewing and editing controls.
| Area | Sales | Admin | Finance | Installer |
|---|---|---|---|---|
| Customer / order | View / edit | View / edit | As granted | Assigned-job minimum |
| After-sales | View / follow-up | Record / handle | Cost view / confirmation | None in core |
| Financial cost / profit | Company-defined | Company-defined | View / edit | None |
| Schedule | Company view | Manage | As granted | Own only |
| Historical import | No default | No default | No default | No |
Management authorizes a person/tool and a defined read/import scope separately in H01.
Make financial automation explicit and controlled rather than hard-coding invented rules.
The example formula is not a production default.
Generate consistent business documents without re-entering company information.
Operate the integrations and show when a manual route is being used.
| Connection | Requested purpose | Capability status | Fallback |
|---|---|---|---|
| Google / Facebook | Lead imports | Access to confirm | Exception review |
| E-signature provider | Send + completion evidence | Provider to select | Core e-sign service required |
| Email delivery | Invoice / invitations | Provider to select | Visible failed-send queue |
| Enbridge Sustain | Agreement / follow-up status | Not confirmed | Upload + manual status |
| Financeit | Agreement / follow-up status | Not confirmed | Upload + manual status |
| Event | Result | Action |
|---|---|---|
| Invoice INV-0512 email | Failed (example) | Retry safely |
| Contract CON-0302 completion | Processed once | View signed file |
| Lead external ID 211 | Needs review | Open import review |
Make the non-AI automation visible, diagnosable and safe to retry.
| Core rule | Trigger | Outcome | Last status |
|---|---|---|---|
| Archive signed contract | Verified signature / paper archive | Update booking | Success |
| Subsequent signature reminder | Invitation sent / signature done | Create / clear role queues | Success |
| Stock deduction | Scheduled installation date | Post model / quantity movement | Needs review |
| Furnace returned | Receipt linked + confirmed | Update return state | Success |
| Contribution calculation | Confirmed financial change | Update cumulative result | Success |
Explain consequential changes and provide an authorized route to the company data.
| Time | Actor | Record | Change | Reason |
|---|---|---|---|---|
| 14 Oct 10:42 | Admin | ORD-1042 | Completion verified | Source sheet reviewed |
| 14 Oct 11:05 | Finance | ORD-0852 | Service cost added | Repair receipt |
| 14 Oct 11:30 | Management | Role: Sales | Permission policy updated | Approved access change |
Authorize and audit historical migration without exposing it to ordinary users.
| Batch | Source | Scope | Status |
|---|---|---|---|
| MIG-001 | Approved QuickBooks export | Customers + invoices / defined dates | In review |
| MIG-002 | Paper archive copies | Installations + repair records | Mapping |
Prepare a source-preserving, correctly linked migration batch.
| Source field | CRM destination | Validation |
|---|---|---|
| CustomerRef | Customer external key | Required relationship |
| ServiceAddress | Property address | Normalize for review |
| Model / Serial | Equipment model / serial | Validate model |
| ExpenseDate / Amount | Incurred date / cost | Check date and numeric format |
| SourceFile / RecordID | Original provenance | Preserve |
Avoid duplicates and preserve the relationships that make historical profit traceable.
Inspect exactly what will be imported before changing the CRM.
| Entity | Ready | Issue / review |
|---|---|---|
| Customers | 45 | 2 candidate matches held |
| Properties | 52 | 1 missing customer link |
| Contracts / equipment | 68 | 1 missing model mapping |
| Expenses / repairs | 15 | 3 amounts require review |
Prove what was imported, where it came from and which records still need review.
| Source ID | CRM result | Entity | Result |
|---|---|---|---|
| QB-DEMO-182 | CUS-0182 | Customer | Linked existing |
| PAPER-DEMO-852 | ORD-0852 | Historical order | Created |
| REPAIR-DEMO-18 | SRV-018 | Service record | Created |
Run assisted recognition without bypassing the core manual workflow.
| Document | Type | Extraction | Match proposal | Next action |
|---|---|---|---|---|
| paper-contract-42.jpg | Paper contract | Ready | CUS-0182 / ORD-1042 | Review before save |
| completion-42.jpg | Completion | Unclear serial | ORD-1042 | Human verification |
| return-42.jpg | Return receipt | Ready | Ambiguous order | Choose correct link |
Turn AI suggestions into verified records with accountable human review.
| Field | Suggested value | Review |
|---|---|---|
| Customer | CUS-0182 | Check match |
| Model | DEMO-FURN-1 | Accept / correct |
| Serial | DEMO-?042 | Unclear → correct |
| Installation date | 16 Oct 2026 | Accept / correct |
Automate eligible registrations while retaining proof and a human fallback.
| Equipment | Manufacturer route | Run result | Proof |
|---|---|---|---|
| EQ-301 | To be confirmed | Needs review | — |
| EQ-298 | Manual only | Human action required | — |
| EQ-296 | Supported test route | Registered example | Proof archived |
Login challenge, unsupported form or missing serial → pause this item and let authorized staff complete it.
Handle provider automation and exceptions without overstating available access.
| Action | Feasibility | Run state | Manual fallback |
|---|---|---|---|
| Retrieve signed agreement | Unconfirmed | Disabled | E02 upload |
| Subsequent invitation | Unconfirmed | Disabled | E03 record sent |
| Confirmation / settlement | Unconfirmed | Disabled | E04 status update |
| Receipt of funds | Needs reliable evidence | Disabled | Finance records receipt |
Reduce preparation effort while retaining the same source-preserving import controls.
| Source | Candidate entity | Issue | Core review destination |
|---|---|---|---|
| scan-001.pdf | Customer + contract | Possible existing customer | H03 |
| scan-002.jpg | Equipment | Unclear serial | H04 |
| scan-003.pdf | Repair + expense | Missing original order link | H04 |
Keep optional automation governed, measurable and separable from the core.
| Package | Enabled | Human gate | Usage example |
|---|---|---|---|
| Document extraction | Optional / off | Paper review always | 0 documents |
| Warranty submission | Optional / off | Exceptions to Admin | 0 registrations |
| Enbridge / Financeit | Optional / off | Action-specific approval | 0 provider actions |
| Historical preparation | Optional / off | Authorized verifier | 0 batches |
Let installers send completion evidence to the existing review process.
completion-1042.jpg • ready
finished-installation-1.jpg • ready
Close the upload loop when files fail or need correction.
Submitted 16 Oct, 13:10 • awaiting review
Show how the core sales schedule adapts to a phone.
09:00–13:00 • ORD-1042
Sample Customer • booked by Rep A
Retain the three requested customer-entry paths on a narrow screen.
Make the order usable on a phone without losing its key actions.
Contract: signed
Completion sheet: not received
Return: required
Make the main workflows recoverable instead of showing only the happy path.
Loading customer records…
No customers match these filters.
Your other entries are retained.
The upload was not completed. No record was posted.
Define common safeguards for busy, multi-user operational workflows.
Leave without saving this draft?
Another user updated this order. Compare before saving.
This installation stock event has already been posted.
Review existing movementPost a -1 count correction? Reason and actor will be recorded.
Verified completion saved and linked. Warranty follow-up is now available.
Open warranty recordAll seven requested core areas are represented; supporting UI is labeled rather than presented as client-specified.
p.1 · §1
L01–L03; S04–S06; A05
Automatic source-preserving imports, retained prospects and future adapter points. No advertising assignment or new-inquiry to-do automation.
p.2 · §2
S01–S15; E01–E04; F01–F03; V01–V03
Shared weekly schedule, customer-only entry with three save paths, persistent customer/property history, four shortcuts, optional quote step, electronic/paper alternatives and invoices without contracts.
pp.2–3 · §3
D01–D07; I01–I06; E03–E04; A06
Overdue sheets, manual document verification, furnace return confirmation, warranty proof, synced signature reminders and settlement/funds tracking. Opening stock, purchase/count adjustments and dated deductions.
p.3 · §4
R01–R04; S06–S07; F05; F08; A02
Repair work, costs, remarks and evidence stay linked to original customer/property/order/equipment. Role-specific access. Costs years later affect the original order.
p.3 · §5
M01–M02 core; M03–M04 later
Own schedule, installation dates/times and assigned tasks in core. Completion sheets and finished photos are separately scoped later uploads into the existing verification workflow.
pp.3–4 · §6
F04–F08; R04; E04; A03
Actual installation-month/salesperson reporting, itemized commercial/cost fields, fixed company rules, reasoned expense adjustments, preserved closes and later incurred-month history.
p.4 · §7
H01–H05; A01–A02; A07
Authorized bulk migration and duplicate verification. Preserve read-only sources/provenance; retain all named historical entities. Keep the workspace out of ordinary CRM navigation.
pp.4–5 · optional scope
X01–X06
Document recognition/review, daily supported warranty registration, provider automation with human takeover and historical batch preparation. Separate feasibility, access and usage cost decisions.
Proposed acceptance walkthroughs to validate the scope; not a substitute for implementation test cases.
S05 saves without products, property, date or order; each of the three save actions follows the correct path.
S05 → S12 starts a contract without requiring a quotation. Generated quotations still retain history.
S12 → S13 records sent only on success; a completed signature archives once and updates/flags the schedule.
S14 chooses new/existing customer before upload; S15 requires review and enters the same installation process.
F02 manual route creates/sends a Paid or Unpaid invoice without forcing a contract.
L01/L02 keep the non-purchasing prospect and source; no lead owner or automatic sales task is created.
S02/A06/I06 reconcile a posted stock event on reschedule/cancel without duplicate deduction or erased history.
D02 captures actual installation; F04 groups by actual month while I06 retains the scheduled stock event.
D04 marks Returned only after link + confirmation. D06 supports manufacturer-site registration with uploaded proof.
E02/E03 keep initial and subsequent signatures distinct. Sent-but-unsigned queues clear together on completion.
E04 does not infer funds received from a settled/approved provider status; amount and evidence are recorded separately.
R04/F08 show a 2026 service entry against the original 2024 order; F05 changes lifetime contribution but F07 preserves the close.
H01 authorization limits scope; H03/H04 verify duplicates and links; H05 reconciles results without writing to QuickBooks/source files.
M01/M02 expose only own assignments. M03/M04 do not appear until the separate later phase is enabled.
Disable all X views. Manual contract entry, document verification, warranty proof, reminders, inventory and profit calculations still work.
UX01/UX02 cover failed uploads, stale edits and retry; A02 restrictions also apply to direct URLs, documents and export endpoints.
The brief leaves user/document volumes, detailed financial rules and go-live timing open (p.5). These decisions can materially change implementation effort. The pack proposes a complete reviewable app scope, not a fixed implementation promise.
Confirm user counts by role, cross-salesperson record visibility, financial field access, and who can change/install availability or make migration grants.
Confirm crews versus individual installers, durations, holds, unassigned jobs, cancellation/reschedule rules and the company time zone.
Supply the fixed formulas, sale/settlement revenue selection, product-cost method, extra-charge treatment, correction policy and service income confirmation rules.
Confirm numbering, taxes/currency, company versus individual fields, deposits/partial payments, credit/correction needs and exact contract/template content.
Assess Enbridge Sustain and Financeit separately: permissions, required fields, status vocabulary, supported actions, fees and manual workflow. No access is assumed.
Identify the exact lead products/forms/accounts, mapping/source fields, chosen signing/email tools, delivery evidence and applicable usage limits.
Confirm opening quantities, model/serial rules, stock-posting timing/corrections and eligible manufacturers. Multiple warehouses or procurement flows are not assumed.
Confirm QuickBooks edition, entities/date scope, data quality, source-file volumes, duplicate policy, historical finance treatment and management authorization.
Confirm repair status vocabulary, role editing/confirmation rights and whether the proposed submission-feedback view is wanted in the later installer upload package.
Discovery, backend data relationships, transaction safety, security testing, migration reconciliation, backups/restores, hosting, training, export and launch support must still be scoped.