DoorPro Quote — Mobile Flow

Initial flow built from the April 16, 2026 prototype walkthrough. This mirrors the reference flow format: overview lanes, detail pages for each step, and deeper mobile wireframes for the highest-risk screens.

Project Timeline

The project plan is now split into phased delivery so the AMARR quote can ship first, followed by additional door manufacturers and openers, and then services once those specs exist.

Phase 1
AMARR Door Quote
Deliver the first production-ready AMARR quote flow before the broader manufacturer and opener expansion.
April 29, 2026
Mike
AMARR attributes finalized and loaded
Finalize AMARR door attributes and ensure every required attribute is correctly loaded in both the development and production Acumatica environments.
May 8, 2026
Adriaan
First functional version for Mike
First functional AMARR quote version available for Mike to test.
May 8–15, 2026
Adriaan + Mike
Mike test, feedback, and fixes
Mike to test and provide feedback while Adriaan incorporates changes and fixes during the same window.
May 15, 2026
Adriaan
Fully functional version published
Fully functional AMARR solution published and ready for Mike to train the team with.
May 15, 2026
Mike
Internal DoorPro training
Internal DoorPro training based on the fully functional AMARR solution.
May 17, 2026
Adriaan
Deploy Phase 1 to production
Deploy the AMARR quote solution to production if training does not produce significant changes.
Phase 2
Add CHI, CLOPAY, CUSTOM Doors and Openers
Expand the delivered AMARR base by loading the remaining manufacturer attribute structures and the opener definitions, then release the broader configuration set.
May 5, 2026
Mike
CHI, CLOPAY, and CUSTOM attributes from Mike
Mike to provide the finalized attribute document for CHI, CLOPAY, and CUSTOM doors and ensure those attributes are loaded into both the development and production Acumatica instances.
May 5, 2026
Mike
Opener attribute specification from Mike
Mike to provide all opener attribute specifications in a Word document and ensure they are loaded into both the development and production Acumatica instances.
May 22, 2026
Adriaan
Additional doors and openers ready for test
CHI, CLOPAY, CUSTOM doors, and opener support added to the solution and ready for Mike to test.
May 25, 2026
Adriaan
Deploy additional doors and openers
If testing does not introduce significant changes, the additional door manufacturers and openers are ready for deployment to production.
Phase 3
Services
Services remain a separate later phase because there is no finalized service specification available yet.
TBD
TBD
Service specification required
Service sales will be planned only after the service attribute structure, pricing rules, and Acumatica mapping requirements are defined.

Open Questions

These items require input from Mike and/or supporting Acumatica configuration before implementation can be finalized without risk of rework.

Needs Mike
Quote re-enable after Acumatica changes
Once one quote has been added to Acumatica, that quote gets the order tag and all other quotes should be locked from Add to Acumatica. We still need Mike's guidance on what should happen if service-order lines are deleted later or the customer changes the spec and quotes must become editable and re-addable.
Needs Mike
Opener attribute structure
The opener attribute map is pending from Mike. Until it is supplied, opener wireframes remain structural only and cannot be finalized at the same level as the door builder.
Needs Mike
Attribute values loaded
Door attribute definitions and their selectable values must be loaded into Acumatica by April 24, 2026 so the forms can bind to real configuration data and development can proceed.
Needs Mike and Adriaan
Where attribute mappings are stored
The manufacturer-specific attribute lists and the Acumatica segment order are currently documented in Word. Jigx needs these mappings in a table-driven source so the forms can honor them reliably. We need confirmation whether this should live in Acumatica or in Jigx Dynamic Data.
Needs Adriaan
Hard-coded screens vs dynamic builder
This design decision depends on the mapping-storage decision above. Once it is confirmed whether the mappings live in Acumatica or Jigx Dynamic Data, Adriaan can determine whether manufacturer-specific door builders should be hard-coded per manufacturer or generated dynamically from that stored structure.
Timeline Risk
Changes after April 24
Any significant changes introduced after April 24, 2026 can impact the implementation and testing timeline described above.
Quote Entry Quote-Level Sections Line Items Review, Output & Sync

Quote Entry

2 steps
to Quote-Level Sections

Quote-Level Sections

3 steps
to Line Items

Line Items

6 steps
to Review, Output & Sync

Review, Output & Sync

2 steps