Private demo lab

Approved workflow verification surfaces through M9.1.

These controls are intentionally separated from the landing page. They are for private demo/UAT verification, not public marketing. Payment proof upload, receipt confirmation, disputes, payment processing, escrow, subscription billing, provider integrations, native apps, and production launch remain deferred.

M9.1 PayTrack Schedule/Status

Track external payment schedules and PayTrack status.

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M9.1 coordinates external payment schedule/status only. It is not escrow, payment processing, subscription billing, or contractor payout handling.

M8.3 Warranty Request Dashboard

Submit, review, schedule, and resolve warranty requests.

Customers submit warranty requests against active warranties. Selected contractors review, request more information, approve, schedule, perform service, resolve, reject with reasons, or close the request.

M8.3 adds warranty request submission, private evidence metadata, contractor review, scheduling, resolution, rejection, and closure.

M8.2 Warranty Definition

Define coverage, limits, expiration, and no-warranty cases.

Contractors define project warranties and customers view clear coverage. Warranty requests, service visits, evidence upload, PayTrack, payments, procurement, and provider integrations remain deferred.

M8.2 defines warranty coverage, limitations, expiration, manufacturer source, and explicit no-warranty cases.

M8.1 Material Management

Track project materials, responsibility, and ordered/received status.

Contractors can manage project materials while customers can view responsibility and status. Procurement, payments, inventory, vendor integrations, and warranty workflows remain deferred.

M8.1 tracks project materials, responsibility, ordered/received state, and estimate/milestone links.

M7.4 Schedule Conflict and Reminder Support

Manage schedule conflicts, reminders, and change notifications.

Contractors and customers can see private overlap warnings, upcoming reminder records, and schedule-change notification status. External delivery providers and calendar sync remain deferred.

M7.4 adds private schedule conflict warnings, configurable reminders, and in-app schedule-change notifications.

M7.3 Customer Reschedule Workflow

Request, review, reject, accept, or propose an appointment alternative.

Customers can request a new time for an existing schedule entry. Selected contractors can accept, reject, or propose an alternative. Original appointment data remains preserved until acceptance.

M7.3 preserves the original appointment until the selected contractor explicitly accepts a customer reschedule request.

Schedule crews with availability and conflict warnings

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M7.1 Core Project Scheduling

Schedule project appointments with explicit timezone handling.

Project customers and selected contractors can view schedule entries. Selected contractors can create, edit, and cancel entries. Crew scheduling, double-booking warnings, external calendars, and notifications are later milestones.

M7.1 scheduling is project-level only. Crew scheduling and conflict warnings are deferred.

M6.4 Preset Contractor Company Reports

Run eight preset contractor company reports.

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M6.4 reports are private company operational information.

M6.3 Multi-Project Management

Manage company portfolio, risk, and same-timeframe capacity.

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M6.3 portfolio management is private to company owners and delegated admins.

M6.2 Crews and Teams

Manage company crews, members, leaders, and transfers.

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M6.2 crews are private company team records.

Company dashboard

Company workspace

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Loading your company workspace...

M5.1 Contractor Selection

Create and review core estimates, then select from accepted estimates.

Contractors can draft and submit a basic estimate; project customers can review, accept, or reject. Estimate questions, contractor responses, no-response follow-up status, and private read-only comparison are now captured in estimate context. Standard Estimate detail is supported for local MVP workflow, and M5.1 now allows selection from an accepted estimate plus active project context. Payments, PayTrack, scheduling, messaging, and direct contact release remain deferred.

Contractor core estimate draft

Customer estimate review

M4.4 Multiple Estimate Comparison

Compare multiple estimates side by side.

Project customers can compare submitted, withdrawn, rejected, accepted, and expired estimate information in a read-only view. This does not select a contractor, release direct contact details, or activate project execution.

M5.1 Contractor Selection

Select contractor and activate project.

Customers can select a contractor only from an accepted estimate, then activate the project execution context. Accepted terms remain visible to the customer and selected contractor. This does not release direct contact, exact worksite address, scheduling, messaging, PayTrack, escrow, invoices, or payments.

M5.2 Project Milestones

Manage active project milestone timeline.

Selected contractors can create, reorder, and transition milestones for an active project. Customers can view the timeline. This is not scheduling, messaging, PayTrack, payment, change orders, or evidence uploads.

M5.3 Project Progress

Track active project progress and private evidence.

Selected contractors can post project or milestone progress and private evidence metadata. Customers can view progress history and the documented overall calculation. This is not messaging, scheduling, PayTrack, payment, warranty, change orders, public file sharing, or native app behavior.

Private evidence metadata

M5.4 Project Messaging

Send private project-linked messages.

The project customer and selected contractor can exchange ordered private messages, track unread/read state, and add protected attachment metadata. This is not realtime chat, AI summaries, scheduling, PayTrack, payment, change orders, public contact release, external delivery, or native app behavior.

Protected message attachment metadata

M5.5 Change Orders

Manage controlled post-acceptance change orders.

Selected contractors can propose scope, cost, or schedule-impact changes after project activation. Customers approve or reject before revised terms are recorded. This is not PayTrack, payment, invoices, scheduling, warranty, materials procurement, or property-management behavior.

M4.5 Standard Estimate

Build a detailed standard estimate.

Contractors can add detailed line items, materials, discounts, tax, payment schedule labels, and warranty limitations. Payment schedule entries are planning information only, not PayTrack, escrow, invoices, or money movement.

Line item

Materials, discount, tax, payment, warranty

M4.2 Estimate Questions

Clarify an estimate before acceptance.

Customers can ask estimate-specific questions and the matching contractor can respond. This is not general messaging, direct contact release, contractor selection, scheduling, or payment coordination.

M4.3 No-response Follow-up

Review estimate follow-up status.

Customers receive no-response reminders through in-app notifications only. Contractors can see follow-up and expiration status without receiving private contact details.

Admin reminder policy

M3.4 Marketplace Notifications

Review in-app marketplace notifications.

Notifications are user-owned, in-app only, and use safe action links. Email, SMS, push, real-time delivery, estimates, contractor selection, scheduling, PayTrack, blog, showcase, and commerce remain deferred.

Unread: not loaded

No notifications yetWhen an in-scope marketplace event happens, it will appear here without exposing private data.

M3.3 Contractor Opportunity Search

Find eligible contractor opportunities.

Authenticated contractors can search open projects, check eligibility, and save opportunities. Estimates, bids, customer contact release, and exact worksite details remain deferred.

Optional project-name suggestions
  • Add a short project name that tells contractors the main work type.
  • Avoid generic words like “help,” “project,” or “fix.” Use the exact job type instead.
Project type ?
Project photos ?
Repair / diagnosis details
Optional project brief suggestions

Make this project easier to bid.

25% needs detail

Demo-safe guidance only: this preview does not inspect photos, price work, or call a live AI provider yet. It helps the customer add the details contractors usually ask for before they can estimate confidently.

Suggested details to add

  • Describe the current condition, desired finished result, and what should stay unchanged.
  • State the main issue or symptom so contractors know what problem they are estimating.
  • Add observable context such as noises, stains, weather, affected rooms, or what changed before the issue appeared.
  • Add customer questions the contractor should answer in the bid or first visit.
  • Mention which photos you can upload, such as current condition, problem areas, and room overview.
  • Add rough measurements or room count so contractors can size the job before visiting.
  • List preferred materials, finishes, brands, or say that contractor recommendations are welcome.

Questions this can prevent

  • What exactly is included in the bid scope?
  • How big is the work area and what photos are available?
  • Are there material preferences or should I include allowances?
  • When can work start and are there access restrictions?
Service location and contact source ?

Some customer profile defaults are missing. Use Profile + verification to finish setup, or add project-specific details below for this draft. Open profile setup

Budget indication
How homeowner intends to pay ?
Urgency

M2.6 Public Project Opportunity Discovery

Browse privacy-safe open project opportunities.

Visitors can browse limited opportunity information before registration. Public project responses must not reveal customer identity, private contact, exact worksite address, private attachments, internal notes, payment proof, or precise coordinates.

Open opportunity filters

M2.5 Public Contractor Discovery

Search privacy-safe public contractor profiles.

Visitors can search limited contractor data before registration. Public responses must not reveal private email, private phone, exact addresses, verification documents, private notes, or direct contact details.

Public search filters

M2.4 Categories and Skills

Manage active service taxonomy.

Platform admins can create and deactivate service areas, project categories, and specific services. Public/customer forms only receive active options; inactive items remain interpretable for historical records.

M2.3 Contractor Company Profile

Manage a tenant-isolated company profile.

Owners and delegated admins can maintain company profile details. Owner-only admin delegation and cross-company isolation are enforced by the backend.

Company profile

M2.2 Individual Contractor Profile

Build a privacy-safe contractor profile.

Contractors can describe their capabilities, active categories/skills, service areas, and certifications. The public profile stays useful without exposing private contact data.

Contractor profile

Marketplace promotion

Optional. When a promotion is active, contractor marketplace cards show this promotion before the regular service summary.

No approved project categories selected yet.

No approved specific services selected yet.

No approved service areas selected yet.

M2.1 Customer Profile

Manage private customer profile details.

Customers can save their own profile and preferences. Email and phone remain private; public projections are intentionally limited.

Profile details

Loading existing customer profile...

M1.3 Identity Verification

Verify before protected marketplace actions

These flows exercise the M1.3 verification API, admin decision path, and server-side protected-action gate. Direct file upload and third-party verification provider integration remain deferred.

Submit verification

Enter private storage metadata only. Public URLs are rejected by the backend.

M1.1 Account Model and Registration

Choose how you want to register

Create the account type that matches what you want to do first. Customer, contractor, and company-owner paths stay separated.

Account details