Measurement booked
The sales owner confirms the appointment and the estimator. The record contains only the agreed preparation details. A requested date is not presented as a confirmed appointment.
Proposal prepared and reviewed
The estimator or sales owner records the current proposal reference and outstanding questions. Follow-up tasks use the current version. Technical specifications and pricing stay within the contractor’s approved process.
Agreement to installation
After agreement, the operations coordinator receives the verified handoff checklist. Scheduling and customer communication have named owners. The team reviews completion and any unresolved items.
Evidence status
This is a concept created to explain the workflow. It contains no real customer, city, price or performance result and is not evidence of a completed implementation.
