Freedom Plumbers

WORK FIRST

What are we working on?

Create an estimate, present it to the customer, mark it accepted, then convert it into a job.

Recent Projects

WORK

Jobs

SALES

Estimates

Project Type

Selected workflow Residential Estimate Uses the residential unit/service Price Book and owner/service routing rules.

Customer / Company Name Contact Person Phone Email (optional) Street Address Unit / Apt / Suite (optional) City State ZIP Code

Formatted project address

Who hired Freedom Plumbers? Commercial project type Work situation

SERVICE / REPAIR DETAIL

Who initiated this service call? Is the proposed work limited to what is reasonably necessary to correct the reported problem? Will the system prevent any payment from being due or accepted until the repair work is completed? These questions appear only for a potential Service & Repair route because the contract library requires every statutory routing condition to pass.

Scope / Work Description

RESIDENTIAL PRICING

Price Book Services

Sample prices only. Eddie's approved Excel Price Book can replace these later.

Service Qty

COMMERCIAL PRICING

Commercial Estimate

Pricing Method

Lump Sum Bid Amount

Use unit/fixture pricing for commercial jobs when appropriate. This can later use a separate Commercial Bid Items tab from the Excel Price Book.

Commercial Unit Pricing Total

Estimated Labor Estimated Materials Other / Equipment

Custom Bid Amount

Subcontract Bid Details

General Contractor / Direct Contractor Bid / Project Number Plans / Specification Reference Exclusions / Clarifications

Discount / Adjustment

Type Amount Reason

Subtotal$2,500.00

Discount / Adjustment-$0.00

Estimate Total$2,500.00

RESIDENTIAL ESTIMATE

DRAFT

Subtotal$2,500.00

Discount / Adjustment-$0.00

Estimate Total$2,500.00

CUSTOMER DECISION

Has the customer accepted this estimate?

The estimate stays separate from the job until Eduardo marks it accepted.

ESTIMATE ACCEPTED

Ready to create the job

When you continue, the system will create the job, determine Freedom Plumbers' contractual role, and ask only the additional questions required for that contract.

Complete Contract Details

The system reuses everything already known from the estimate and asks only what this contract still needs.

Contract selected automatically Contract Route Based on the estimate and hiring relationship.

Known data reused

ALREADY KNOWN

Known project facts

Additional Contract Details

Questions change automatically depending on the contract route.

Admin / Company Profile Requirements

Company-wide information such as CSLB data, company phone/email, insurance selections and approved warranty terms belongs in Company Settings and should not be re-entered on every job.

JOB

Project

Accepted estimate project

Job StatusOpen

EstimateAccepted

Contract Value$0.00

Contract RoutePending

Work Progress

Water heater replacement Pressure regulator Final testing

Accepted Estimate

The accepted pricing snapshot remains attached to this job. Contract selection is derived automatically from the job facts.

ELECTRONIC CONTRACT

California Home Improvement Contract

CONTRACT REVIEW

1 Route

2 Complete

3 Review

4 Initial

5 Sign

6 Finalize

AUTOMATIC ROUTING

California Home Improvement Contract

Selected automatically from the job facts. Eduardo does not choose the legal form manually.

Status: Route resolved.

GENERATED FROM APPROVED ESTIMATE DATA

Contract

The selected versioned template is populated from the authoritative job record and must pass all data and execution controls before signing.

Waiting for contract route.

Legal source: Freedom_Plumbers_Contract_Library_DRAFT_2026-08-15.docx · Templates FP-HIC / FP-SRC / FP-SUB / FP-CDC · Legal review date August 15, 2026.

EXECUTION READINESS

Execution status

Generate the contract to run execution-readiness validation.

Change Orders

Electronic change orders will inherit the original job and contract, then capture changed scope, amount, schedule effect, initials and signatures.

Documents

Final signed contract PDFs, notices, change orders and project records will be stored here after cloud storage is connected.

SEPARATE ADMINISTRATIVE AREA

Project Controls

Billing, notices, lien review, deadlines and activity stay separate from daily work.

ContractUnavailable

InvoicedUnavailable

PaidUnavailable

Ready to InvoiceUnavailable

Open a verified job to load billing data.

Legal review gate. Unknown or unverified controlling facts block statutory completion. Residential/commercial classification is never used as private/public classification.

Separate legal records: the contract Mechanics Lien Warning is part of the applicable contract package; a California Preliminary Notice is a recipient-specific notice and physical-service workflow; any later Claim of Mechanics Lien belongs to a separate nonpayment and legal-review workflow. Completing one does not complete another.

ContractCONTRACT_INFORMATION_INCOMPLETE

Mechanics Lien WarningREQUIRED_INCOMPLETE

Preliminary NoticeRECIPIENT_DETERMINATION_PENDING

CoverageLEGAL_REVIEW_REQUIRED

PENDING VERIFICATION. Verify private/public work and who hired Freedom Plumbers.

Work classification Freedom Plumbers project role Scheduled / approximate first-work date transferred from jobPlanning data only. It never becomes the legal first-furnishing date without verification. First furnishing date — actual and verified Freedom Plumbers last substantive work / ceased furnishing Verify claimant ceased-furnishing date Overall work-of-improvement completion date Verify overall project completion date Recorded completion/cessation notice Recorded notice date Does the recorded notice shorten this claimant deadline? Construction lender determination Owner nameOwner mailing address Direct contractor nameDirect contractor mailing address Construction lender nameConstruction lender mailing address Hiring party nameHiring party mailing address

Open a verified job to load Project Controls.

Planning first-work dateUnavailable

Ordinary 90-day datePending verification

Potential 30-day dateNot established

Controlling deadlineLIEN DEADLINE PENDING VERIFICATION

Deadline status: LIEN_DEADLINE_PENDING_VERIFICATION

20th dayPending

CoverageUnverified

Protected valueUnverified

Unprotected valueUnverified

PHYSICAL STATUTORY SERVICE

Record recipient-specific mailing or delivery

RecipientService dateRecognized physical methodCarrier / tracking or receipt number Record a separate courtesy email delivery event (not statutory service)

MOBILE SERVICE EVIDENCE

Capture receipt, tracking, delivery, or proof evidence

CategoryRecipientService event IDCamera or file

No evidence selected.

Dates & Deadlines

Start, completion, permit/inspection, payment and legal tracking dates live here.

Activity and audit history

Estimate accepted → job created → contract generated → signatures → finalized PDF.

ADMIN / PRICING

Price Book

Price Book remains separate from contract drafting. Approved estimate pricing flows into the contract automatically.

SYSTEM

More

COMPANY PROFILE

Company Settings

Prototype configuration. These values are reusable company settings, not job-specific answers. Warranty wording remains subject to legal approval before live customer execution.

Standard Workmanship Warranty Period Used by residential, service & repair, subcontract and commercial contract routes unless a future approved route-specific rule overrides it. Manufacturer / Product Warranty Terms This text is stored as company configuration so it can be revised later without changing application code.