One lifecycle. Clean customer history.

Transaction types

• Estimates — quote only; no production/inventory commit; convert without re-keying
• Work orders — confirmed; may produce before full payment; track materials + labor
• Paid invoices / orders — stay open until fulfillment finishes; payment does not close the job

Must-haves

• Independent payment vs fulfillment status
• Partial fulfillment by line
• Customer PO and auto-generated WTP internal PO (two fields)
• Notes, attachments, instructions, change history
• Delivery Required? → full ship-to block + multi ship-to addresses

Customer model — Multiple Customer Profiles email

“Alert if there is already an existing customer in the system instead of being allowed to create a new profile. TONS of duplicate customers currently.” — Kelli Bowles

• Hard rule Block / warn on likely duplicate before a new profile is created
• Merge + unhide history after the January changeover (hidden records still exist and split history)
• Migrate both source files as one customer graph: Clover export Customers-20261027 (~2,023) + Invoiss export Clients 10/27/2026 (~11,578)
• Wholesale: one bill-to AP profile, many ordering contacts/reps, unified company order history
• Job name / customer PO captured cleanly — not lost in free-text notes

Sign-off trail

Replace handwritten finished / received / customer pickup signatures with employee PIN sign-off + customer acknowledgment, with optional photos.