Build one job everyone can follow.

Have the operating name, contact details, and Florida license reference ready.

Confirm the company identity and defaults used by downstream records.

The company profile shows the identity the team expects.

Choose one active customer and the property where work will occur.

Add the primary contact and property before creating the job.

The customer record can be opened without searching another tool.

Know the job name, owner, expected scope, and current stage.

Create the job as the shared operating record for office and field work.

The job has an owner and a stage that matches reality.

Gather the sold scope, price, terms, and any customer options.

Attach the proposal path so accepted work is understandable later.

Scope and price can be traced back to the same job.

Have the authority, application reference, status, and review timing.

Create the permit record and name the next compliance action.

The review clock and authority are visible on the connected job.

Choose the crew, date, start time, and field handoff owner.

Put the production handoff on the job-aware schedule.

The office can open the scheduled job from the crew handoff.

Choose one permit, contract, photo, or field proof item.

Store it where the related job can retrieve it later.

The file has enough context to be useful during review or closeout.

Know the current application amount, retainage, and approval state.

Review the payment path attached to completed work.

The next collection decision is visible without rebuilding the job history.