Stop before creation
No accepted revision means no production job. A blank customer, work property, scope, invalid amount or missing revision needs a visible correction, not a partial record.
A small working example · synthetic job data
The estimate was accepted.
What reaches the crew?
A roofing quote changes twice before approval. The production job must retain the accepted revision, exact scope, property and amount.
This example creates a job only from an accepted, complete quote. Change the sample to see which missing details should stop the handoff.
The rule in action
Keep the sale
traceable.
- Source quote
- Q-104 · revision 3
- Customer and property
- Northbank Roofing · 18 Oak Street
- Accepted amount
- $18,450
- Production stage
- Ready to schedule
Accepted scope: Replace 21 squares; ice barrier; remove old shingles
This check runs locally in your browser. It does not send data, create a job or represent a live roofing system.
Acceptance checks
Do not let the handoff rewrite the deal.
Keep a trace back
The job points to the source quote and preserves its accepted revision, agreed amount, customer, property and scope. Scheduling, deposits, materials and change orders need separate rules.
What this proves
A small, testable handoff rule with explicit stop conditions and a source link back to the accepted quote. The synthetic case can be repeated and challenged.
What a live system still needs
Permissions, multiple properties, signed documents, attachments, deposits, tax, material lists, change orders, weather moves, notifications, audit history and export reconciliation need their own design and tests.
Use this in your software comparison
What gets lost between sale and crew?
Take the handoff rules you tested here into a vendor demo. Ask them to show a real change from accepted estimate through to the field team.
Read the roofing software guide ↗