01
Step 1
Inbound lead capture
Sarah Whitfield — referred by their architect, David Kim, AIA — fills out the "Start a project" form on cornerstonebuilds.com. Interface365 captures the lead with full source attribution to the architect referral. The form gathers project type, scope, timing, and budget envelope so the estimator can show up to the site visit prepared.
Why this matters →Form submissions auto-capture with referral attribution, route to an owner, and never live in someone's inbox.
Start a project
Sarah Whitfield
sarah.whitfield@gmail.com
+1 (617) 555-0184
David Kim, AIA (Kim & Park Architects)
Kitchen renovation + addition
$600K – $800K
Start project
SW
Sarah Whitfield
Lead
SourceArchitect referral · David Kim
Lead score82 / 100
Rating● Hot
OwnerMarcus Davis
CreatedMar 5, 2026 · 09:17
Status
New
How it gets there: The website form posts to Interface365's webhook endpoint with the lead payload. The matching
Source ("Architect referral") is configured under Settings → Sources, so attribution is automatic — and the architect is tagged on the lead immediately so reciprocity tracking starts on Day 1. Leads land round-robin on whichever PM is on intake duty.02
Step 2
Qualification call & lead enrichment
Marcus calls Sarah within two hours, qualifies the project, and enriches the lead record with custom fields. The lead status flows New → Contacted → Qualified.
Why this matters →One call, six custom fields filled, status flipped — the record is now pipeline-ready without any retyping at the site visit.
Lead status progression
New → Contacted → ● Qualified
Activity logged
Initial inquiry call
Marcus called Sarah at 11:30 the same morning. Discovery: kitchen reno + ~350 sq-ft addition (mudroom + home-office expansion off the back). Architect drawings already permit-ready. Target start late spring; substantial completion before Thanksgiving non-negotiable (hosting in-laws). Budget envelope $700K but flexible to $800K for the right scope. Booked a site visit with Marcus + Rachel (estimator) for Mar 9. Architect (David Kim) cc'd on the calendar invite.
Custom fields (Lead)
Project type
Kitchen + addition
Estimated sq-ft
~350 (addition only)
Materials grade
Premium (TBD at SV)
Budget envelope
$600K – $800K
Target start
Late spring 2026
Architect engaged
✓ David Kim, AIA
03
Step 3
Lead conversion — one click, three entities
With the lead qualified, Marcus clicks Convert. Interface365 creates a Contact + Source organization + Deal all linked, and links them together.
Why this matters →One click creates Contact + Source organization + Deal, all linked. No retyping, no orphaned records.
SW
Sarah Whitfield — Lead
Status: Converted
Converts to
SW
Sarah Whitfield
Contact
Mobile+1 (617) 555-0184
Emailsarah.whitfield@gmail.com
TypePotential Customer
KP
Kim & Park Architects
Source organization
TypeResidential Architecture
Size6 staff (boutique)
Websitekim-park.com
RelationshipReferrer · 6th referral this yr
Whitfield — Kitchen + Addition
Deal
Estimate range$700K (envelope)
StageSite Visit Scheduled
StatusOpen
One transaction, atomic. Either all three entities are created, or none. The lead's notes, activities, and files are reassigned to the new contact/company/deal automatically — nothing is lost.
04
Step 4
Deal enrichment — decision team, custom fields, tags
Residential construction always has a decision team — both homeowners (joint signers on contracts), the architect (design authority), and often an interior designer or structural engineer. Marcus adds Jonathan and David Kim to the deal with explicit roles.
Why this matters →Multi-contact deals with explicit roles model the real decision team natively — not as comma-lists in a notes field.
Decision team — 3 contacts on this deal
SW
Sarah Whitfield
Homeowner · sarah.whitfield@gmail.com
JW
Jonathan Whitfield
Homeowner (spouse) · jonathan.whitfield@gmail.com
DK
David Kim, AIA
Architect of record · david@kim-park.com
Custom fields (Deal)
Project type
Kitchen + 350 sq-ft addition
Materials grade
Premium
PM assigned
Marcus Davis
Estimator
Rachel Ochoa
Project address
42 Oakwood Rd, Newton MA
Job number
WHF-2026-014
Tags & visibility
Tags
Architect Referral Premium grade Kitchen + addition Hot
Visibility
Project team — PM + Estimator Owner & expected contract
Owner: Marcus Davis
Expected contract sign: Apr 5, 2026 (31 days)
Expected contract sign: Apr 5, 2026 (31 days)
05
Step 5
Site visit, notes & files — the full project context
Over the next two weeks, Marcus and Rachel log every interaction. The site visit, photos, scope notes, sub bid solicitations, architect drawings, and internal margin commentary all live on the deal record — nothing in side-channel emails or random Drive folders.
Why this matters →Every interaction, decision, and document lives on the deal — not scattered across email, text threads, and shared drives.
Activity timeline
Site visit — 42 Oakwood Rd
Met Sarah, Jonathan, and David Kim on site. Walked the existing kitchen + the addition footprint at the back of the house. 1934 colonial, 2,400 sq-ft existing, full basement, gas heat. No structural surprises in the kitchen; the addition will need a foundation tie-in to the existing fieldstone wall (mason flag — adds ~$8K). Photos + LIDAR scan attached. Soils look fine; no ledge expected based on neighbour's recent dig.
Referral thank-you to David Kim
Marcus sent a personal thank-you note + a bottle of wine to David Kim's office for the referral. David tagged as
Referrer for reciprocity tracking — 6th project this year from his firm, total trade volume ~$3.2M.Sub bids solicited (5 trades)
Sent the architect drawings + RFP to 5 trade partners: framer (Dunn & Sons), electrician (Boylan Electric), plumbing (Murphy Plumbing), HVAC (NorEast Mechanical), tile/stone (Granite Works). All confirmed receipt; bids due back Mar 19.
Estimate sent — $850K
Rachel finalised the line-item estimate ($850K total) and emailed Sarah + Jonathan + cc'd David Kim. Estimate PDF + assumption schedule auto-attached. Stage moved to Estimate Sent. Sarah opened it 14 minutes later. No reply.
Internal notes
Mar 9
Both clients are highly engaged — Sarah did her homework (referenced Houzz portfolios mid-walkthrough). Jonathan is the budget anchor; Sarah is the design driver. They're locked on the Thanksgiving deadline — anything that threatens that becomes a deal-breaker conversation. Premium grade is real, not aspirational; they've already short-listed Wolf for the range.
Mar 19
All 5 sub bids in. Framer came in $4K above last project (lumber forecast nudged up). HVAC needs a callback — quote feels low; want to confirm they sized the addition correctly. Total estimated cost basis: $670K direct + $112K OH&P + $68K contingency & allowances = $850K. That's $130K over their budget envelope. Going to need a value-engineering conversation.
Mar 22
Sending the $850K estimate as-spec — but flagging in the email that we have three trim levels we can walk through together. Don't lead with the discount; lead with the trade-offs. If they bite at $850, great. If not, the VE meeting is the pivot — that's where most premium reno deals close.
Files attached (4)
whitfield-architect-set-v3.pdf
site-photos-mar9.zip
sub-bids-roll-up.xlsx
whitfield-estimate-v1.pdf
06
Step 6
Tasks & follow-ups — never let a thread drop
Tasks attach to the deal with priority, due dates, and assignees. Polymorphic — they can also attach to contacts, companies, or projects.
Why this matters →Polymorphic tasks (deal / contact / company / project) with priority + due-date — follow-ups stop slipping.
Tasks for this deal
Day-5 follow-up call after estimate sent
Schedule value-engineering meeting (3 trim tiers prepared)
Send revised estimate v2 after VE meeting
9 task types · 4 priority levels · 5 statuses. Tasks support: To Do, Phone Call, Email, Meeting, Follow Up, Demo, Proposal, Deadline, Other. Priority: Low / Medium / High / Urgent. Status: Pending / In Progress / Completed / Cancelled / Deferred.
07
Step 7
Pipeline progression & stagnant alerts
As the deal advances, Marcus drags it through stages. If activity drops for 7+ days post-estimate (or 14+ days mid-bid), Interface365 flags it as stagnant and surfaces it on the dashboard. In construction the cost of a forgotten estimate isn't lost time — it's a lost project.
Why this matters →Drag-drop stages with weighted forecast, plus stagnant alerts that flag idle estimates before competitors close them.
✓ New Inquiry
5%
✓ Site Visit Scheduled
15%
✓ Site Visit Complete
25%
✓ Estimate Drafted
40%
● Estimate Sent
55%
Negotiation
70%
Whitfield — Kitchen + Addition
Deal · in Estimate Sent
Estimate value$850,000
Probability55%
Weighted forecast$467,500
Days in stage5 days (approaching stall window)
Last activity5 days ago (estimate sent)
Target closeApr 5, 2026 (target was 30 days)
Stagnant deals (last activity 14d+)
Hartley — Master Bath Reno
$210K · Estimate Sent · 19d idle
Mendoza — Whole-Home Reno
$1.4M · Negotiation · 15d idle
Whitfield — Kitchen + Addition
$850K · Estimate Sent · 5d idle
Forecasting math: Weighted forecast = estimate value × stage probability. $850K × 55% = $467,500 weighted. As the deal advances Estimate Sent → Negotiation → Contract Signed, the weight tightens — and so does the firm's quarterly cashflow plan + sub commitments + materials lead-time decisions.
08
Step 8
Pricebook — labour rates, assemblies, allowances
Cornerstone's pricebook — labour rates by trade, common assemblies (kitchen demo, foundation pour, framing per sq-ft), material categories with grade tiers, and allowances. Lifecycle states (Active / Draft / Retired) keep last quarter's lumber prices off a new estimate.
Why this matters →A versioned pricebook with lifecycle states — old rates can't accidentally land on a new estimate, and the team estimates from the same source of truth.
Active
Demolition — interior gut
CB-DEMO-INT
Site / demo
$8.50 / sq-ft (incl. dumpster)
Active
Foundation — addition tie-in
CB-FDN-TIEIN
Foundation
$32 / sq-ft (mason allowance separate)
Active
Framing — addition shell
CB-FRM-ADD
Framing
$48 / sq-ft (sub: Dunn & Sons)
Active
Cabinetry — Tier 2 (premium semi-custom)
CB-CAB-T2
Finishes
$420 / linear ft installed
Active
Stone counters — quartzite allowance
CB-CTR-STN
Allowances
$135 / sq-ft installed
Active
Site visit + estimate
CB-SV-EST
Pre-construction
$0 / initial (no fee on residential)
Draft
Spray-foam insulation upgrade
CB-INS-SPF
Insulation
$5.20 / sq-ft (Q2 sub re-bid)
Pending sub re-bid · don't use on new estimates yet
Retired
Cabinetry — Tier 1 (stock builder)
CB-CAB-T1
Finishes
$220 / linear ft
Stock supply unreliable since Q4 — using Tier 2 as floor
09
Step 9
Estimate — line items by trade, allowances, snapshot pricing
Rachel assembles the formal estimate pulling line items + sub bids + allowances. Pricing is snapshotted at the moment of creation — Q3 lumber pricing changes won't retroactively touch the Whitfield's number.
Why this matters →Construction estimates are line-item-driven by trade. Snapshot pricing, transparent allowances + assumptions, single source of truth for the inevitable change-order conversations.
EST-2026-014
| # | Trade / scope | Qty | Unit cost | Markup | Total |
|---|---|---|---|---|---|
| 1 | Demolition + dumpster + protection Existing kitchen gut · floor + finish protection · 2× 30-yd dumpsters | 340 sf | $8.50 | 15% | $3,323 |
| 2 | Foundation — addition tie-in 350 sf foundation + mason allowance for fieldstone tie-in (sub: P. Russo Mason) | 350 sf | $32 + $8K | 18% | $22,420 |
| 3 | Framing — addition shell + kitchen reframing Sub: Dunn & Sons · LVL header for new opening · roof tie-in | 350 sf | $48 | 15% | $19,320 |
| 4 | Mechanical, electrical, plumbing (MEP) Boylan Electric · Murphy Plumbing · NorEast HVAC (mini-split for office) | lump | $84,000 | 15% | $96,600 |
| 5 | Cabinetry — Tier 2 premium semi-custom 42 lin-ft kitchen + 14 lin-ft mudroom · soft-close · paint-grade | 56 lf | $420 | 22% | $28,694 |
| 6 | Stone counters — quartzite (allowance) Allowance: 95 sf @ $135/sf · client to select slab from Granite Works | 95 sf | $135 | 15% | $14,749 |
| 7 | Tile, flooring, paint, trim, finishes Wide-plank white-oak floors (allowance) · subway backsplash · 4-coat trim paint | lump | $78,000 | 18% | $92,040 |
| 8 | Appliance allowance (Wolf / Sub-Zero / Cove) Range / refrigerator / dishwasher / hood · client-select within allowance | lump | $36,000 | 5% | $37,800 |
| 9 | Windows + exterior — Pella mid-range 12 windows + 1 exterior door · LP Smartside cladding · roof tie-in shingles | lump | $58,000 | 15% | $66,700 |
| 10 | PM, supervision, OH&P Marcus Davis (PM, 25%) + Tom Henderson (super, full-time on site) · 6-month build | 26 wk | — | incl. | $112,000 |
| 11 | Permits, insurance, contingency Newton building permit + electrical/plumbing sub-permits · 6% contingency reserve | lump | — | incl. | $68,000 |
| 12 | Site visit + estimate No fee on residential — included as part of contract terms | 1 | $0 | — | $0 |
Estimate total
Subtotal (12 line items, markup applied)$561,646
Allowance over-run buffer (counters / floor / appliance)$108,354
Builder's profit + material escalation reserve$180,000
Total estimate$850,000
Proposed draw schedule
1. On contract (5%)$42,500
2. Foundation complete$127,500
3. Framing + roof complete$170,000
4. Rough mechanicals$170,000
5. Drywall + cabinets set$170,000
6. Substantial completion + punch$170,000
Estimate total
$850,000
Stipulated-sum contract · 6 progress draws · contingency 6%
Pricing snapshot + assumption-transparent. Each line locks in the cost basis at the moment of estimate creation. If lumber runs up 8% in Q3, the Whitfield contract holds the Mar pricing. The estimate ships with an assumption schedule (foundation depth, soils, ledge, mason allowance) and three named allowances (counters, flooring, appliances) — homeowners pick within those budgets. Anything outside the assumptions/allowances is a change order, written, signed, dated.
10
Step 10
Estimate lifecycle — value engineering saves the deal
The estimate came in $130K over budget. Most builders lose this deal here. Cornerstone runs a structured value-engineering conversation — three trim tiers walked through line-by-line — and lands a $720K signed contract. This is the construction conversation.
Why this matters →When estimates land over budget, the win isn't the discount — it's the structured trade-off conversation. Three tiers, transparent line items, scope-down without quality-down.
Draft → Sent → Viewed → ✓ Accepted
Alternate outcomes
✕ Declined ○ Expired
EST-2026-014 · event timeline
Mar 22 · 09:15
Estimate created by Rachel Ochoa Draft
Mar 22 · 14:30
Estimate sent to
sarah.whitfield@gmail.com, jonathan.whitfield@gmail.com · cc David Kim SentMar 22 · 14:44
Estimate viewed by Sarah Whitfield · 2nd view by Jonathan at 19:10 Viewed
Mar 25 · 08:42
Sarah's reply lands. "Marcus — we love the scope but the number is well above where we'd budgeted. Our HELOC came back at $700K, so that's now a hard ceiling — we don't have headroom to push it like we'd hoped. Is there room? Or do we need to scope down?" — This is the construction conversation.
Mar 26 · 10:00
Marcus + Rachel sit down for a VE prep session. Rather than discount the $850K (which kills margin), they prepare three trim-level tiers showing what each line item costs at Stock / Premium / Luxury — let the homeowners trade off knowingly.
Mar 30 · 15:00
Value-engineering meeting at 42 Oakwood — Marcus, Rachel, Sarah, Jonathan, and David Kim around the kitchen table. Rachel walks the line items: cabinets Tier 2 → Tier 1.5 saves $11K · stone counters → quartz allowance saves $6K · keep Wolf range, swap secondary appliances to Bosch saves $14K · paint-grade Pella windows (no upgrade) saves $9K · keep core scope, shrink mudroom built-ins saves $8K. Total VE: $130K out without touching kitchen quality or the addition footprint.
Apr 1 · 11:30
Revised estimate EST-2026-014-r2 sent at $720,000 — Tier 2 (premium) on the items that matter, Tier 1.5 elsewhere. Whitfields reply same day: "This works. Send the contract."
Apr 4 · 16:20
Contract signed at $720,000 (stipulated-sum, 6 progress draws, 6% contingency). $36,000 first draw captured via wire (5% on contract). Stage flips to ✓ Contract Signed · permit-filing task auto-fires for Apr 8.
Why the structured VE conversation mattered. When premium-reno estimates land over budget, the wrong move is "we can knock 15% off" — that destroys margin and signals the estimate was inflated. The right move is three transparent trim tiers with the homeowner choosing what to trade off. The Whitfields kept the things they cared about (Wolf range, addition footprint, premium cabinets) and traded the things they didn't (window upgrade, mudroom built-ins). $130K out, deal signed, margin intact, relationship strengthened. 30–40% of premium-reno deals stall here; the firms that have a structured VE motion close them.
11
Step 11
Contract Signed — Closed Won 🏆
Contract signed + first draw captured triggers the deal to move to Closed Won. Probability flips to 100%. Estimator commission unlocks. Forecast updates. Construction is just beginning — but the bid pipeline's job is done. The active project moves to the project pipeline (Step 13).
Why this matters →Closed Won fires when the contract is countersigned and the first draw lands — not when the build finishes. Revenue is forecastable from this point; the build itself is project-management, not sales.
✓ Estimate Sent
✓ Negotiation (VE)
★ Contract Signed
Whitfield — Kitchen + Addition
Closed Won — Contract Signed · Apr 4, 2026
Original estimate$850,000
Final contract value$720,000
VE savings−$130K (Tier 1.5/2 mix)
First draw captured$36,000 (5% on contract)
PMMarcus Davis
Estimator commission (1.5%)$10,800 — paid now
PM bonus (10% net margin)~$13,464 — paid on substantial completion
Days inquiry → contract30 days (target was 35)
Construction startMay 5, 2026 (after permits)
Substantial completionSep 15, 2026 (target)
$720K
Contract value
30 d
Inquiry → contract
$10.8K
Comm paid now (PM bonus $13.5K → Sep)
12
Step 12
Webhooks fire — Slack, QuickBooks, procurement
The instant the deal flips to Won, Interface365 fires deal.won webhooks to every subscribed endpoint. Slack celebrates. QuickBooks creates the project + first invoice. Procurement starts the long-lead-item order list (windows + appliances).
Why this matters →Outbound webhooks to Slack / QuickBooks / procurement / anything — HMAC-signed, retried, logged in delivery history. The build starts moving the same minute the contract is signed.
Webhook payload (POST)
// POST https://hooks.zapier.com/... // X-I365-Signature: sha256=... { "event": "deal.won", "timestamp": "2026-04-04T16:20:18Z", "data": { "deal_id": "d_w42h7r9", "name": "Whitfield — Kitchen + Addition", "contract_value": 720000, "original_estimate": 850000, "first_draw_captured": 36000, "estimator_commission": 10800, "job_number": "WHF-2026-014", "currency": "USD", "source_organization": "Kim & Park Architects", "contact": "Sarah & Jonathan Whitfield", "owner": "Marcus Davis", "construction_start": "2026-05-05", "target_completion": "2026-09-15", "closed_at": "2026-04-04T16:20:18Z" } }
Slack #sales-wins
#new-projects
Cornerstone Builds · 14 members
Interface365 APP 4:20 PM
🎉 Contract signed — Deal Won!
Marcus Davis just locked Whitfield — Kitchen + Addition at $720,000 ($36K first draw captured).
Estimator: Rachel Ochoa · Estimator commission: $10,800 · Construction start: May 5 · Target substantial: Sep 15.
VE saved $130K from the $850K original — full margin held. Procurement task auto-fired for windows + appliance long-leads.
Marcus Davis just locked Whitfield — Kitchen + Addition at $720,000 ($36K first draw captured).
Estimator: Rachel Ochoa · Estimator commission: $10,800 · Construction start: May 5 · Target substantial: Sep 15.
VE saved $130K from the $850K original — full margin held. Procurement task auto-fired for windows + appliance long-leads.
HMAC-signed, retried, logged. Every webhook gets an
X-I365-Signature: sha256=... header so receivers can verify authenticity. Failed deliveries auto-retry with exponential backoff. The Settings → Webhooks → Delivery logs page shows every fire with status code, response, and retry count.13
Step 13
On the job + the change-order conversation
Construction deals don't end at "Won" — that's where they really begin. The active project lives in its own pipeline (foundation → framing → mechanicals → finishes → punch). Auto-tasks fire on each draw milestone. And mid-build, the inevitable conversation: "While we're at it, can we also...?" Change orders are where construction margin really lives.
Why this matters →The Project pipeline tracks the active build separately from the bid pipeline. Change orders run through a structured workflow: scope → price → sign → invoice — the difference between "billable change order" and "scope creep eating your margin" is having that motion in CRM, not in email threads.
Whitfield — Active build (WHF-2026-014)
Project · linked to deal · superintendent: Tom Henderson
Linked dealWhitfield — Kitchen + Addition
Construction startMay 5, 2026
Substantial completion targetSep 15, 2026
Permit statusIssued · Apr 22
Draws collected$144,000 of $720,000 (20%) — signing + foundation
Project tierPremium · Architect-led
Project pipeline (build phases)
✓ Permits Issued
✓ Demo + Foundation
● Framing + Roof
Rough Mech
Drywall + Cabs
Finishes
Punch + Closeout
Project tasks (build phase)
Framing + roof tie-in (sub: Dunn & Sons)
Frame inspection — Newton ISD
Rough electrical / plumbing / HVAC
Cabinet template + countertop measure
Substantial completion + punch walkthrough
Project budget tracker
$720K
Contract value
$248K
Actual costs to date
$144K
Draws collected
34% complete by cost · tracking on budget at week 7 · framing draw ($170K) due Jun 24 · contingency $43K still untouched
Project signals
Status● On schedule
Margin (forecast)18.7% net (target 18%)
Client NPS (mid-build)9 / 10 · "Tom is great"
Mid-build · change order #1
Whitfields ask for window upgrade + powder room — +$28,200
Jun 16, week 7 of the build. Sarah and Jonathan walk the site for their weekly Friday update. Mid-tour, looking at the framed addition: "While the walls are open, can we also (a) upgrade the windows from Pella mid-range to Marvin Signature, and (b) add a small powder room off the mudroom? We didn't realise how much we'd use the back entrance." Tom escalates to Marcus same-day; Rachel writes CO-2026-014-01: windows upgrade +$8,400, add powder room (rough plumbing already framed-adjacent, sub re-bid 24h) +$19,800. Total: +$28,200.
Marcus presents the CO same week with a clean line-item breakdown + revised draw schedule. Both Whitfields sign on Jun 19. $14,100 (50% of CO) captured immediately as supplemental draw. Project value: $720,000 → $748,200. Substantial-completion target slips by ~6 days (Sep 21 vs Sep 15) — Sarah confirms still well clear of Thanksgiving. Tagged ● Billable change order.
Without the change-order workflow + project record: this would have been a verbal "yeah we can do that" that the field super agrees to, the homeowner forgets, the bill arrives 3 months later, and now it's a fight. Instead: scope priced in 24h, signed in writing in 3 days, supplemental draw captured, schedule reset transparently. Change orders are typically the highest-margin work on a project — properly captured, they often add 5-10% to top-line revenue at higher-than-base margins.
14
Step 14
Dashboard view — Friday morning, week 7
It's Friday morning, week 7 of the Whitfield build. Cornerstone has 4 active builds, $3.2M in active project value, and 14 deals in the bid pipeline. The Whitfield CO + draw lands on the same dashboard as everyone else's work.
Why this matters →Live KPIs roll the Whitfield deal up alongside everything else — bid pipeline, draws by project, stagnant estimates, change-order pipeline, all in one view.
KPIs · This month vs last month
Bid pipeline value
$5.8M
↑ +$1.1M MoM Draws collected (MTD)
$612K
↑ +14% Stagnant estimates (7d+)
3
$580K at risk Change-order revenue (YTD)
$148K
↑ 7.2% over base
Bid pipeline · weighted forecast
New Inquiry (4)
$1.2M
Site Visit Complete (3)
$960K
Estimate Sent (4)
$2.1M
Negotiation (2)
$1.5M
Active Builds (4 / 19 wks avg)
$3.2M
Top closers · this month
🏆
Marcus Davis
3 contracts signed YTD
$1.94M
#2
Rachel Ochoa
3 estimates won
$29.1K comm
#3
Tom Henderson
2 builds on schedule
$1.32M live
#4
Will Boyer
1 estimate won
$3.6K comm
Upcoming draws (next 14 days)
Whitfield · Frame + roof draw $170K · due Jun 24
Vasquez · Substantial completion $220K · due Jun 28
Park-Lee · Rough mech draw $135K · due Jul 6
15
Step 15 · the prequel
What Cornerstone set up before any of this worked
Rewind a few hours from "Day 1." Every screen you just walked through — the source dropdown on the contact form, the decision-team roles, the 8-stage residential sales pipeline, the 7-phase project pipeline, the pricebook, the change-order template — was configured once by Cornerstone's office manager in Settings. Then it reused itself through every project that followed.
Why this matters →Everything you saw was configured once before Day 1. Configure once, reuse forever — no per-project setup overhead.
Pipelines & stages (2 pipelines)
Sales · 8 stages Project · 7 phases
Custom fields (18 across 4 entities)
Lead · 6 Deal · 7 Contact · 2 Project · 3
Activity types
Initial inquiry call Site visit Estimate review Owner meeting (VE) Subcontractor call Change order discussion Punch list walkthrough Closeout / warranty
Lead statuses
New Qualifying Site Visit Scheduled Nurture (90d) Disqualified
Tags (color-coded)
Repeat client Architect referral Plan room High margin Public works
Sources (lead origin)
Architect referral Past-client referral Houzz Google / website Plan room (commercial)
Webhooks (3 active endpoints)
Slack #new-projects Zapier → QuickBooks Procurement order trigger
Roles, teams & permissions
14 users · 2 estimators 5 roles PM-scoped project visibility
One-time setup, lifetime value. A typical office manager spends ~4 hours configuring all of this on day one (the pricebook is the longest part). Every project afterward inherits the conventions automatically — change orders, draws, sub coordination, all run on the same templates. New estimators onboard in an afternoon because the workspace already speaks their language. And critically: every $ of margin shows up in dashboards, not in someone's spreadsheet.
Entity relationship map
How every entity in this walkthrough connects
Lead
converts to→
Contact
+
Source org
+
Deal
Activities
+
Notes
+
Tasks
+
Files
attach to→
Deal
Products
line items in→
Quote
accepted, closes→
Deal Won
creates→
Project
Webhooks
fired by every event→
Slack
Zapier
Custom endpoints
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