> ## Documentation Index
> Fetch the complete documentation index at: https://docs.estizee.app/llms.txt
> Use this file to discover all available pages before exploring further.

# System Overview

> Here is the place you will find how Estizee is structured.

## How Estizee is Structured

**Estizee** is a modular, workflow-driven platform where every feature is connected.\
At its core, Estizee follows the natural lifecycle of a service job—from **estimate to payment**—while giving administrators full control over pricing, scheduling, and operations.

The system is composed of five main layers:

1. **Estimation & Quotes**
2. **Jobs & Scheduling**
3. **Invoices & Payments**
4. **Customers & Communication**
5. **Admin & Business Settings**

Each layer builds on the previous one.

## Job Lifecycle Overview

Every service request in Estizee follows a defined lifecycle to ensure consistency, automation, and traceability.

### **Typical lifecycle flow:**

<AccordionGroup>
  <Accordion title="Estimate Created" defaultOpen>
    A quote is generated using Turbo or Advanced pricing logic.
  </Accordion>

  <Accordion title="Quote Sent / Shared" defaultOpen>
    Quotes can be shared via PDF, email, or SMS.
  </Accordion>

  <Accordion title="Quote Approved" defaultOpen>
    The customer approves the quote (manually or through the customer portal).
  </Accordion>

  <Accordion title="Job Scheduled" defaultOpen>
    The job is assigned a date, time window, and optionally a team member.
  </Accordion>

  <Accordion title="Job Completed" defaultOpen>
    The job is marked as completed in the system.
  </Accordion>

  <Accordion title="Invoice Generated" defaultOpen>
    Invoices are automatically created from approved quotes.
  </Accordion>

  <Accordion title="Payment Collected" defaultOpen>
    The customer pays online via Stripe or via configured offline methods.
  </Accordion>

  <Accordion title="Follow-ups & Reminders" defaultOpen>
    Automated reminders and future scheduling prompts are triggered.
  </Accordion>
</AccordionGroup>

<CardGroup cols={2}>
  This lifecycle ensures no step is skipped and no revenue is lost.
</CardGroup>

## **Core Modules Breakdown**

<CardGroup cols={2}>
  ### 1. Estimator & Quotes
</CardGroup>

The Estimator is the foundation of Estizee.

* Turbo Quotes for fast, simplified pricing
* Advanced Quotes for detailed, rule-based pricing
* Dynamic surcharges based on job conditions
* Optional admin override using hourly rates
* Automatic job description generation

Quotes in Estizee are structured data—not just prices—allowing them to drive scheduling, invoicing, and reporting.

### 2. Jobs & Scheduling

Jobs represent approved work ready to be performed.

* Calendar-based scheduling
* Open and blocked time slots
* Team or employee assignment
* Job status tracking
* Calendar reminders and notifications

Scheduling is intentionally separated from quoting to prevent premature commitments.

### 3. Invoices & Payments

Invoices are automatically generated once a job reaches completion.

* Quote-to-invoice conversion
* Stripe payment integration
* Payment status tracking
* Partial or manual payments (if enabled)
* Paid-job confirmation triggers

This guarantees billing accuracy and eliminates pricing discrepancies.

### 4. Customers & Communication

Each customer in Estizee has a centralized profile.

* Contact information
* Property details
* Quote, job, and invoice history
* Communication preferences
* Automated SMS and email notifications

All customer interactions are tied to real jobs and transactions.

### 5. Admin & Business Settings

Admins define how Estizee operates.

* Business profile and branding
* Base rates and pricing goals
* Residential and commercial pricing rules
* Notification and reminder settings
* Team management
* Calendar and availability rules
* Coupons and promotions

These settings control the logic used throughout the platform.

## Navigation Structure

Estizee uses a dual navigation system to separate daily operations from administrative tasks.

### Bottom Navigation (Daily Operations)

* **Home** – Overview and quick actions
* **Calendar** – Scheduling and availability
* **Create** - Create manual jobs, invoices, quotes, or smart estimates with one button.
* **Jobs** – Active and completed jobs
* **Invoices** – Billing and payments

### Header / Menu Navigation

* Messaging
* Customers
* Settings
* Plan & Billing
* Support
* Feedback
* Rates & Setup (Mobile)
* Analytics (Web)
* Ads Management (Web) (Coming Soon)
* Online Booking (Web) (Coming Soon)
* Inventory (Web)
* Asset Tracking (Web) (Coming Soon)
* Pricing

This structure keeps everyday workflows fast and uncluttered.

## Data Flow Overview

Estizee is fully data-driven.

* Quotes generate structured job data
* Jobs inherit approved pricing and service details
* Invoices inherit quote data automatically
* Payments update job and customer status
* Notifications respond to lifecycle events

Data flows in one direction—clean, consistent, and auditable.

## Automation & Safeguards

Estizee includes built-in safeguards to prevent operational errors:

* Jobs cannot be scheduled without quote approval
* Invoices cannot be modified after payment
* Pricing rules prevent undercharging
* Status transitions are controlled
* Admin overrides are tracked

These safeguards ensure consistency at scale.

## Built for Real Service Businesses

Estizee is not a generic CRM.\
It is purpose-built for **service businesses that need speed, accuracy, and automation—without operational chaos**.

Flexible where it should be. Strict where it must be.

## Next Steps

Continue with:

* **Core Concepts (Quotes vs Jobs vs Invoices)**
* **Quote Types & Pricing Logic**
* **Job Statuses & Scheduling Rules**