Purpose
This page explains how the team confirms the field-captured measurements and scope match what the customer was sold before moving to the project deposit.
Who owns it
Door Expert (Phil), with support from Design Concierge for design-related details.
Trigger
A job has been routed for scope validation from /routing after field capture is complete.
Steps
- Open the opportunity on
/opportunitiesand confirm its stage shows scope validation. - Compare the PM's measurements and photos (from
/field, visible via the opportunity) against the original proposal in/proposals. - Check each opening for matches on size, style, material, and any Necessary Components originally quoted.
- If everything matches, mark scope as validated and move the job forward toward project deposit collection.
- If there's a mismatch, determine whether it requires a corrected proposal:
- Minor clarification: document the note on the opportunity and proceed.
- Material change to price or scope: the proposal must be reversed/unsold and re-issued with corrected pricing (proposals are immutable), then re-collect the SAD/deposit as needed.
- Communicate any scope changes to the customer and log the conversation in
/communications. - Once validated, notify the CSR to collect the project deposit.
Done when
Every opening's scope is confirmed to match (or has been corrected via a re-issued proposal), and the job is ready for project deposit collection.
Handoff to
CSR (Danielle), who collects the project deposit — see /help/workflows/project-deposit-to-manufacturing.
Common mistakes
- Approving scope without actually comparing photos/measurements to the original proposal.
- Trying to "just edit" the proposal for a scope change instead of reversing and re-issuing it.
- Not documenting minor clarifications, leading to confusion later during manufacturing release.
Warning: Because proposals are immutable, any scope change affecting price must go through a reverse/re-issue cycle — never assume a small tweak can be made in place.