Company:
PROTOTYPE — fictional data
L
Lyle · Admin
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New Lead — Onboarding

Create the customer, book the consult on the internal calendar, and capture in-home measurements — one flow.
Job: Order:
#ProductRoomW × LSq.FtOptionsNet

Status notes

Payments

DateMethodTypeEntered byAmount
Payment type fires the automation rules (Deposit → "Final Measure", Final → "Paid") + the payment chip updates itself

Appointments on this order

TypeStaffWhenNotes
Syncs to the team calendar with a travel-time buffer
Staff:
Types:

Reports

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