High-Level Entity Relationship Flow
CustomerProjectQuoteApprovalJobTravelerWorkflow StepsTime EntriesMaterial AllocationsPurchase Orders

Implemented Tables (Release 1 - CRM)

customerslive
idnameaccount_typeemailphonebilling_addressshipping_addressindustrynotesstatuscreated_atupdated_at
contactslive
idcustomer_idfirst_namelast_nametitleemailphoneis_primarynotescreated_atupdated_at
projectslive
idcustomer_idnamedescriptionindustrystatusprioritytarget_due_datenotescreated_atupdated_at

Upcoming Tables

quotesR1Quote header, type, sq ft, pricing, status, PDF url
quote_line_itemsR1Priced sections per quote
quote_approvalsR1Approval lifecycle tracking
jobsR1Active jobs created from approved quotes
spec_sheetsR2Traveler / spec sheet per job
departmentsR2Shop departments
workflow_stepsR2Job step instances per department
time_entriesR2Employee labor allocated to jobs
materialsR3Material master with on-hand qty
vendorsR3Supplier master
purchase_ordersR3POs linked to material demand