MA

Landscaping flow

Q1
The first-adopter division’s home — ONE unbroken flow, estimate → SOW → e-sign → invoice → payment, all in-platform. Today the estimate→invoice bridge doesn’t exist: Rachel re-keys the invoice in JN to match the estimator, Angiepicks it up. Goal state (their words): “completely 100% independently operate in the estimator.”
Estimates out
2
1 EXPIRED · 1 expiring ≤7d
Financing in flight
$18,900
Service Finance — approved · awaiting docs
Blocked handoffs
1
sale-completeness gate unmet
Awaiting payment
$1,150
invoice sent — card link out

Flow board — one flow, one screen

SOW produced ONCE, signable on first send · in-house e-sign (“our own DocuSign”)
Invoice auto-generates off the signed SOW; financing (Service Finance / Sunlight) modeled first-class — pulled to v1, because today it bypasses the platform entirely and lands raw on Rachel (the one books-accuracy leak).
J-1049Sandra WhitfieldSt. George, UTexpires in 4d (Fri 07-24)$4,400
Backyard refresh — sod + drip (estimate v2) · sent 06-24 · v2 re-sent 07-08 — expiry runs from FIRST send
Estimate→SOW→E-sign→Invoice→Payment
estimator import — no XOS job yetCamille FerroWashington, UTEXPIRED 07-18$6,850
Xeriscape front-yard conversion · sent 06-18 — expired before signature; renew to re-open
Estimate→SOW→E-sign→Invoice→Payment
expired estimates can’t advance — renew restarts the 30d clock
estimator import — no XOS job yetDoug & Renee AshbySt. George, UT$18,900
Full re-landscape — design + sod + irrigation · SOW out for signature — signing waits on financing docs
✓ Estimate→✓ SOW→E-sign→Invoice→Payment
Service FinanceLF-01applied ✓→approved · awaiting docs→fundedapproved $18,900
estimator import — no XOS job yetNate & Jess FerrellHurricane, UThandoff blocked$12,400
Paver patio + 900 sqft sod · sold 07-18 · deposit collected — crew handoff gated below
✓ Estimate→✓ SOW→✓ E-sign→Invoice→Payment
Sale-completeness gate — crew handoffrequired before ANY sold job reaches the install crew (Stu — crews show up under-informed today)
  • ✓Signed SOW on file (e-signed 07-18)
  • ✓Deposit collected ($1,240 · settled)
  • ✓Scope line-items complete (from template)
  • !Site photos + attached drawing
  • ✓Install window set (wk of 08-03)
blocked — site photos + attached drawing missing
J-1048Sandra WhitfieldSt. George, UT$9,200
Beds demo + drip system + 1,200 sqft sod · in production — WO-703 dispatched Wed 07-22; invoice auto-generates off the signed SOW at completion
✓ Estimate→✓ SOW→✓ E-sign→Invoice→Payment
estimator import — no XOS job yetMarge HutchinsIvins, UT$1,150
Spring cleanup + sprinkler startup · invoice sent 07-16 (card link) — payments provider still an open XOS decision
✓ Estimate→✓ SOW→✓ E-sign→✓ Invoice→Payment

Sent estimates carry a ~30-day expiry (wishlist #3). Estimator-only rows migrate to real jobs at cutover — no new J-ids in the wireframe. Payments-in-platform provider is still an open XOS decision; templates + auto-populate live on Q2.