Customer and property inquiry
Identify the request, coverage check, appointment and responsible owner. Decide how a returning customer or duplicate property record should be handled.
Workflow map
Map what the next stage needs to know.
Use one safe representative job to identify the person, system and decision behind each handoff.
Inspection information
List the notes, measurements, photos and missing information the contractor needs to prepare its scope. Identify the source and owner of that material; the software does not certify its technical accuracy.
Customer decision
Connect proposal version, selections, exclusions, approvals and open questions. Separate the company's retail and insurance-related workflows where their decisions differ.
Production readiness
Define the approved scope, materials, dates, site constraints and crew information. Name who can approve a change and what happens when the packet is incomplete.
Completion and later history
Link completion material, open items, invoice handoff and customer documents to the property. Keep the next action and responsible person visible.
Faith Forge Labs works on the software and records. Roofing, adjusting, engineering, permitting, code and warranty decisions remain with qualified parties.