Roadmap
Phased 18-month implementation plan
Sequenced to build credibility with quick wins, lay a clean data spine, then unlock strategic capability.
Phases3
Items17
Horizon18 months
Roadmap principles
1.
Quick wins first — build credibility and free up capacity before tackling system rewrites.
2.
Establish a clean data spine — estimating → costing → margin — so every later automation rides on trusted data.
3.
Reduce owner bottlenecks — every phase removes a category of decisions from Victor's inbox.
Phase 1
Quick Wins (0–3 months)
1
Weekly Cash Flow Report Auto-Refresh Template
low
Impact 7
0.5h/wk
2
JobNimbus Completion Definition Checklist
low
Impact 8
2h/wk
3
One-Click Missed Bid Prevention Reminders (Approval SLA)
low
Impact 8
1h/wk
4
AI Drafts Monthly Finance Narrative Summary
low
Impact 7
0.5h/wk
5
Automated Morning Crew Check-In via SMS
low
Impact 8
5h/wk
6
Automated Text Confirmations for Scheduled Installs
low
Impact 8
10h/wk
Phase 2
Foundational Growth (3–9 months)
1
Operations Inbox: From Text Threads to Job Notes
medium
Impact 8
3h/wk
2
Permit Inspection Alerts to Prevent Missed Visits
medium
Impact 8
1h/wk
3
Sales-to-Customer Handoff Packet Automation
medium
Impact 8
2h/wk
4
Automated Lead Follow-Up Sequences for Open Quotes
medium
Impact 8
2h/wk
5
Automated CRM Activity Capture for Sales Reps
medium
Impact 6
1.5h/wk
6
Structured Service Ticketing with SLA + Escalation Timers
medium
Impact 8
3h/wk
Phase 3
Strategic Transformation (9–18 months)
1
Multichannel Customer Support Agent with Human Escalation
high
Impact 9
10h/wk
2
Commercial Bid Win-Loss Intelligence System
high
Impact 8
2h/wk
3
End-to-End Estimating → Job Costing Data Spine
high
Impact 9
4h/wk
4
AI-Assisted Crew Scheduling and Dispatch Optimizer
high
Impact 9
5h/wk
5
Live Job Margin + Overrun Alerts While Jobs Are Open
high
Impact 9
2h/wk