Complete Phased Roadmap (WBS)

Complete Phased Roadmap (Detailed WBS)

WBS #

Level

Description

Time (Est)

Phase

The Basics (Core Architecture)

Milestone

Company (Multi-Tenant & Access)

1.1

Task

Company Core Data

1.1.1

Sub-Task

Table: Companies

1.1.1.1

Action

Field: __pk_CompanyID [UUID]

1.1.1.2

Action

Field: Company_Name [Text]

1.1.1.3

Action

Field: Logo [Container]

1.1.2

Sub-Task

Layout: Company Settings

1.1.2.1

Action

UI Design & Field Placement

Milestone

Users (Estimators)

2.1

Task

User Management

2.1.1

Sub-Task

Table: Users

2.1.1.1

Action

Field: __pk_UserID [UUID]

2.1.1.2

Action

Field: _fk_CompanyID [UUID]

2.1.1.3

Action

Field: Name & Email [Text]

10m

2.1.1.4

Action

Field: Role [Text] (Default: Estimator)

2.1.2

Sub-Task

Security & Privilege Sets

2.1.2.1

Action

Configure 'Estimator' Privilege Set (Restricted by CompanyID)

Milestone

Customers (Basic Details)

3.1

Task

Customer Database

3.1.1

Sub-Task

Table: Customers

3.1.1.1

Action

Field: __pk_CustomerID [UUID]

3.1.1.2

Action

Field: _fk_CompanyID [UUID]

3.1.1.3

Action

Field: Customer_Name [Text]

3.1.1.4

Action

Field: Contact_Info [Text]

10m

3.1.2

Sub-Task

Layout: Basic Customer Profile

3.1.2.1

Action

UI Design & Field Placement

3.1.2.2

Action

Record Level Security Check (Can edit?)

30m

Milestone

Estimates (Basic)

4.1

Task

Estimate Generation

4.1.1

Sub-Task

Table: Estimates

4.1.1.1

Action

Field: __pk_EstimateID [UUID]

4.1.1.2

Action

Field: _fk_CustomerID [UUID]

4.1.1.3

Action

Field: Total_Value [Number]

4.1.1.4

Action

Field: Scope_Of_Work [Text]

10m

4.1.2

Sub-Task

Layout: Estimate Form

4.1.2.1

Action

UI Design: Estimate Input Screen

Phase

Enhancements & Workflows

Milestone

Quotes (Conversion & Statuses)

5.1

Task

Quote Structure

5.1.1

Sub-Task

Table: Quotes (or update Estimates)

5.1.1.1

Action

Field: Main_Status [Text] (e.g. Pending, Approved)

5.1.1.2

Action

Field: Sub_Status [Text] (e.g. Awaiting Signature)

5.1.2

Sub-Task

Script: Convert Estimate to Quote

5.1.2.1

Action

Write Script (Duplicate record, update type/status)

Milestone

Estimates (Pictures/Media)

6.1

Task

Media Integration

6.1.1

Sub-Task

Table: Estimate_Media

6.1.1.1

Action

Field: _fk_EstimateID [UUID]

6.1.1.2

Action

Field: Image_Container [Container]

6.1.2

Sub-Task

Layout: Media Portal

6.1.2.1

Action

Add Portal to Estimate Layout for Pictures

45m

Milestone

Customers (History & Profile)

7.1

Task

Advanced Customer Profile

7.1.1

Sub-Task

Layout: Customer Dashboard

7.1.1.1

Action

Add Portals for Historical Estimates & Quotes

Milestone

Notes (Polymorphic System)

8.1

Task

Global Notes Engine

8.1.1

Sub-Task

Table: Notes

8.1.1.1

Action

Field: _fk_RecordID [UUID] (Polymorphic Key)

8.1.1.2

Action

Field: Record_Type [Text] (Customer/Estimate/Quote)

8.1.1.3

Action

Field: Note_Content [Text]

8.1.2

Sub-Task

Layout: Notes Widget

8.1.2.1

Action

Build universal Notes portal

45m

8.1.2.2

Action

Integrate Notes portal onto Customer/Estimate/Quote views

Phase

Operations & Dispatch

Milestone

Calendar View (Deadlines & Follow-ups)

9.1

Task

Scheduling Interface

9.1.1

Sub-Task

Table: Tasks/Events

9.1.1.1

Action

Field: Target_Date [Date]

9.1.1.2

Action

Field: Event_Type [Text] (Follow-up, Deadline)

9.1.2

Sub-Task

Layout: Calendar Dashboard

9.1.2.1

Action

Build portal-based or native Calendar View

Milestone

Jobs (Converting from Quotes)

10.1

Task

Job Management

10.1.1

Sub-Task

Table: Jobs

10.1.1.1

Action

Field: __pk_JobID [UUID]

10.1.1.2

Action

Field: _fk_QuoteID [UUID]

10.1.2

Sub-Task

Script: Quote to Job

10.1.2.1

Action

Write conversion script & lock Quote

Milestone

Logs (Audit Trailing metadata)

11.1

Task

Action Logging System

11.1.1

Sub-Task

Table: Audit_Logs

11.1.1.1

Action

Field: Action_Type [Text]

11.1.1.2

Action

Field: User_Name [Text]

11.1.1.3

Action

Field: Timestamp [Timestamp]

11.1.2

Sub-Task

Script: Write to Log

11.1.2.1

Action

Create central script to generate log entries

Milestone

PreFills (Value Lists for fast data entry)

12.1

Task

Data Dictionary

12.1.1

Sub-Task

Table: System_Preferences

12.1.1.1

Action

Field: Pref_Type [Text]

12.1.1.2

Action

Field: Pref_Value [Text]

12.1.2

Sub-Task

Value Lists Configuration

12.1.2.1

Action

Map PreFill tables to FileMaker Value Lists for UI dropdowns

Phase

Field Execution & Financials

Milestone

Mobile App (Field View)

13.1

Task

FileMaker Go UI

13.1.1

Sub-Task

Layout: Mobile Job Viewer

13.1.1.1

Action

Design touch-friendly interface

Milestone

Invoicing

14.1

Task

Financial Output

14.1.1

Sub-Task

Table: Invoices

14.1.1.1

Action

Field: Amount_Due [Number]

14.1.2

Sub-Task

Script: Generate Invoice

14.1.2.1

Action

Convert completed Job to Invoice