Step 2

Setup wizard for Phase Three Contracting

Which stages should ServiceLane track? New Lead Contacted Quote Needed Quote Sent Approved Scheduled In Progress Complete Invoiced

Common job types

Modules to include Lead Memory Quotes & Estimates Scheduling Task Accountability Photos / Drawings / Files Follow-up Watchdog

Follow-up tone What should the first win be?

ServiceLane pilot demo — local build, ready to port to MySQL/cPanel.