Sprint Roadmap

9 Sprints · 20 Weeks · 3 Releases

Release 1 — Quoting FoundationRelease 2 — Job Tracker & LaborRelease 3 — Materials & Purchasing
1–2
R1
Weeks 1–4
Complete ✅

CRM Foundation + Quoting Setup

Deliverables

  • Customer & project CRUD with search
  • Contact management
  • Project status & priority tracking
  • Dashboard with live stats
  • D1 database + migrations
  • Deployed to Cloudflare Pages
Note: Complete ✅
3
R1
Weeks 5–6
In Progress

Quoting Engine

Deliverables

  • Quote creation UI with type selector
  • Standard formula pricing engine
  • All quote type support (fiberglass, T&M, kits, services)
  • Manual complexity adjustment
  • Quote line item management
  • Draft save and revision tracking
Note: Formula logic complexity — validate against existing Excel sheets early
4
R1
Weeks 7–8
Planned

Approval Flow + Quote → Job

Deliverables

  • PDF quote generation
  • Quote status state machine
  • Approval workflow
  • Signed document attachment
  • One-click quote-to-job conversion
  • Duplicate conversion guard
Note: PDF layout fidelity — agree on template before sprint starts
5
R1
Weeks 9–10
Planned

Job Creation + Traveler

Deliverables

  • Convert approved quote to job
  • Generate spec sheet/traveler
  • Copy sq ft and assumptions
  • Copy expected materials and hours
  • Traveler edit without losing quote history
Note: Traveler field list must be finalized with shop floor before sprint
6–7
R2
Weeks 11–14
Planned

Department Workflow Engine

Deliverables

  • Department configuration (admin)
  • Step template library
  • Job workflow step instances
  • Department board UI
  • Step status transitions
  • Step assignment to employees
  • Notes per step
Note: Department definitions must be finalized — gather from shop floor leads
8
R2
Weeks 15–16
Planned

Time Tracking + Labor Allocation

Deliverables

  • Employee records
  • Manual time entry
  • Time-clock import (CSV/API)
  • Allocation to one or multiple jobs
  • Utilized vs unallocated report
Note: Time-clock export format — confirm before sprint
9
R3
Weeks 17–20
Planned

Materials, Purchasing + Reporting

Deliverables

  • Material master + allocation rules
  • Vendor database
  • Purchase orders + receiving
  • Expected vs actual material dashboard
  • Job profitability rollup
Note: Data completeness — reports only useful if prior sprints captured clean data