Work moves from enquiry to cash through twelve defined transitions: an enquiry becomes a client and a service location, a quote goes out and is accepted through a signed decision link, a recurring schedule generates individual visits, crews are assigned and rescheduled, field staff capture photographic evidence — including with no signal, replayed when they reconnect — timesheets are submitted and approved, and invoices sync to the accounting system with payments reconciled back. A single state-machine service governs every transition, so the rules for what may change, by whom, and what happens next live in one place instead of being scattered across forms. The platform is multi-tenant by construction: each operating business gets an isolated tenant with its own clients, schedule and books, which also lets a group or network run many businesses on one install with consolidated read-only oversight.
Highlights
- Enquiry to invoice on one record — no re-keying between scheduling, the field and accounts
- Field evidence captured offline and replayed on reconnect — no signal, no blocked crew
- Every workflow transition runs through one state machine service, so the rules live in one place
- Multi-tenant by construction: many operating businesses on one install, isolated at the entity layer
- Oversight is read-only by design — head office sees the numbers without editing anyone’s books
Built with: Drupal 11, PHP 8.3, MariaDB / MySQL, Twig, Offline-capable Field App, Accounting API Sync
