Epic 1

CRM Foundation

CompleteR1

Feature Checklist

User Stories

#1

As a salesperson, I want to create a customer and project before starting a quote, so that all quote data is tied to a real account.

#2

As a estimator, I want to find previous customer projects quickly, so that I can reuse context and avoid re-entering information.

Acceptance Criteria

  • User can create/edit/archive customers and projects
  • Projects belong to customers
  • Notes and attachments saved per project
Epic 2

Quoting Engine

Up NextR1

Feature Checklist

User Stories

#1

As a estimator, I want to create a standard tooling quote using formulas, so that repeat work is priced quickly.

#2

As a estimator, I want to a separate path for fiberglass parts, so that I can use flexible logic when the standard multiplier does not fit.

Acceptance Criteria

  • User can create a draft quote and choose a quote mode
  • Square footage stored on quote
  • Standard formulas compute price
  • User can override with manual adjustments
  • Expected material usage generated
Epic 3

Quote Output & Approval

PendingR1

Feature Checklist

User Stories

#1

As a salesperson, I want to generate a PDF from a quote, so that it can be sent to the customer in a clean format.

#2

As a operations user, I want to a quote to remain inactive until approved, so that only sold work becomes a real job.

Acceptance Criteria

  • User can export quote PDF
  • Quote status defaults to draft
  • Approved quote converts to job
  • Duplicate conversion blocked
Epic 4

Job Creation & Traveler

PendingR1

Feature Checklist

User Stories

#1

As a operations manager, I want to approved quotes to become jobs automatically, so that the shop does not re-enter information.

#2

As a shop-floor lead, I want to a traveler/spec sheet generated from the quote, so that the production team sees the correct instructions.

Acceptance Criteria

  • Job created from approved quote
  • Traveler/spec sheet exists for each job
  • Key quote fields flow into job
  • Traveler can be edited without losing quote history
Epic 5

Department Workflow Engine

PendingR2

Feature Checklist

User Stories

#1

As a operations user, I want to a job to move from department to department, so that the shop always knows where work is.

#2

As a department lead, I want to to see which steps are pending, active, or blocked, so that I can manage throughput.

Acceptance Criteria

  • Departments and steps can be configured
  • Each job has step instances
  • Users can update step statuses
  • Notes can be added at step level