A visual walkthrough of the systems that keep every fabrication order, permit filing, and installation on schedule — and how role-based access keeps client data isolated across brands.
Each location moves through six deterministic stages. The rules engine advances stages automatically when the required artifacts are attached.
| Capability | Client | PM | Admin |
|---|---|---|---|
| View own locations | |||
| View all brands | — | ||
| Update project stage | — | ||
| Add notes & photos | |||
| Create/edit locations | — | ||
| Manage brand accounts | — | — | |
| Manage team users | — | — | |
| View audit log | — | — |
When a shop order is confirmed on a Fabrication project, the system automatically flips it to Scheduled and prompts for an install date.
Clients are notified only when a location they own moves to Installing or Completed — silencing internal noise.
Any project stuck in Permitting for > 30 days raises a red flag on the Admin dashboard and pings the assigned PM.
Every data query is scoped by brand_id. A client account literally cannot fetch another brand's rows — enforced at the data layer.
New addresses are geocoded and validated. Coordinates >100 miles from the stated city trigger a review flag.
Each stage has a target duration. Projects exceeding thresholds appear in a dedicated at-risk queue for PMs.