A property-specific brief
Keep the household need, property and responsible project owner together.
PROJECTS · SAMPLE WORKFLOW
Remodeling CRM
Bring the property brief, scoped estimate and review history into one considered project conversation.
STEP 01
Qualify the brief
Keep the household need, property and responsible project owner together.
Estimates are sample scope records, not binding quotes, design-fee receipts or payment evidence.
Sample estimate · v1Review required
| Record | Stage | Next step | Sample control |
|---|---|---|---|
| Garden room | Survey review | Confirm constraints | |
| Kitchen renewal | Estimate draft | Review exclusions | |
| Entryway update | Brief review | Agree the next visit |
Explore a workflow step or change a sample record. Nothing leaves this page.
What changed in the scope before anyone agrees?
Versioned scope
Changing a sample estimate creates a new review version. Approval applies to that version only.
Milestone handoff
Keep a next review step explicit; no deposit or accounting integration is inferred.
Make the next step specific.
Estimates are sample scope records, not binding quotes, design-fee receipts or payment evidence. A live version needs an agreed data model, permissions, persistence, acceptance tests and release approval.
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