Overview
The Production & Service system manages the complete lifecycle of a job from sale through completion and beyond. With 40+ fields on the Job model covering permits, inspections, financing, and scheduling, this module handles the complexity of home improvement project management.
Job Lifecycle
Comprehensive Job Model
The Job model tracks every aspect of production with 40+ fields covering status and scheduling (start date, order date, completion date), financials (sale price, contract price), permits and inspections (permit status, inspection dates for final/framing/footer), materials (delivery date), and complexity metrics (1-3 scale, duration in days).
Status Workflow
Jobs progress through defined statuses:
- Sold → Initial sale recorded
- Measured → Site measurements complete
- Ordered → Materials ordered
- Scheduled → Installation date set
- In Progress → Work underway
- Complete → Job finished
- Released → Final payment received
Service Tickets
Post-installation service management:
Ticket Types
- Warranty Work: Covered repairs
- Service Calls: Paid service visits
- Callbacks: Issues from original install
Ticket Workflow
Tickets track status (New → Scheduled → In Progress → Complete), type, scheduling (start/end/completed dates), assignments (tech, installer, multiple techs), and financials (payment status, amount due).
Features
- Multi-tech Assignment: Assign multiple technicians
- Scheduling Calendar: Visual scheduling interface
- Payment Tracking: Track amounts due and collected
- Admin Assignment: Route tickets to product admins
Installer Portal
Communication hub for subcontractors:
Messaging System
Messages between office staff and installers with read tracking, client read timestamps, seen-by lists, and email event logging for delivery confirmation.
Features
- Job Updates: Installers see their assigned jobs
- Two-way Messaging: Communication with office
- Email Notifications: Alerts for new messages
- Read Receipts: Track message engagement
Change Orders
Handle scope changes after sale with date, adjustment amount (positive or negative), notes, and job linkage.
- Positive Adjustments: Additional work
- Negative Adjustments: Scope reductions
- Audit Trail: Full history of changes
Payment Tracking
Financial management via Payment records (amount, date, description, method, financing vs cash) linked to Folder records that track financing details (cash/loan split, lender, loan status, contract price).
Features
- Multi-payment Support: Track multiple payments per job
- Loan Tracking: Monitor financing status
- Lender Integration: Track loan details
- Balance Calculation: Automatic remaining balance
Satisfaction Surveys
Customer feedback collection with dynamic question format, 1-5 overall rating, and linkage to both contact and job records.
- Automated Sending: Triggered after job completion
- Rating Tracking: Monitor customer satisfaction
- Job Linkage: Surveys tied to specific jobs
Commission Tracking
Sales rep compensation tracked via ReleasedActivity records with effective date, type (Released or Adjustment), notes, freebie flag, and linkage to job and salesman.
Features
- Release Tracking: When jobs are paid
- Monthly/Yearly Views: Released activity summaries
- Freebie Flagging: Track non-commissioned sales
- Salesman Attribution: Tie to specific reps
Portfolio Significance
The Production system demonstrates:
- Complex Domain Modeling: 40+ fields, multiple related entities
- Workflow Management: Multi-step status progressions
- Financial Systems: Payments, loans, change orders
- Multi-party Communication: Installers, techs, customers
- Enterprise Complexity: Real-world business operations
Results
The system manages complete production operations:
- End-to-end Tracking: Sale to completion in one place
- Service Efficiency: Quick ticket resolution
- Financial Visibility: Real-time payment status
- Customer Satisfaction: Systematic feedback collection
