New lead / job

One trade per job — a roof + gutters sale becomes sibling jobs under one property (bundle via a deal). Try typing “Henderson” below for the dedup demo.

1 · Contact

Customer name

Dedup key is normalized phone + email (MD§5) — name search here stands in for it.

2 · Property

Service address

Properties are their own entity — storm re-roofs, flips, multi-property owners. A property hosts many jobs over its life.

3 · Division · trade · pipeline

Pipeline

Stages + gates come from this.

Trade

ONE trade per job.

Division

Derived from pipeline — flows to every invoice/payment (kills manual QBO classification).

Roofing — Insurance — 13 stages, starts at “1 · Lead” (gate: property + contact + rep assigned).

4 · Attribution stamp

Setter

Closer

Lead source

Stamped at create from the rep funnel (appointment → sold), read-only after — feeds commissions later (commission MATH is v2, capture starts day one).

(Real build blocks create until contact + property settle — wireframe lets you tap through.)