System Overview

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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.

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Job Lifecycle Overview

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

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Typical lifecycle flow:

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Core Modules Breakdown

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.

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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.

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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.

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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.

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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.

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Navigation Structure

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

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Bottom Navigation (Daily Operations)

• Home – Overview and quick actions
• Calendar – Scheduling and availability
• Jobs – Active and completed jobs
• Invoices – Billing and payments
• Settings – Business configuration

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Header / Menu Navigation (Administration)

• Admin
• Analytics
• Ads Management
• Online Booking Page
• Inventory
• Asset Tracking
• Support
• Feedback
• Pricing

This structure keeps everyday workflows fast and uncluttered.

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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.

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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.

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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.

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Next Steps

Continue with:

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