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 dates below reflect the current expected delivery sequence and should be treated as the working project plan. Significant changes introduced after April 24, 2026 may affect these dates.

April 16, 2026
Provide initial project timeline and plan to Mike
Initial project timeline and plan delivered to Mike by EOD.
April 16, 2026
Opener attributes from Mike
Mike to provide the opener attribute structure to Jigx by end of day.
Monday, April 20, 2026
Screen flow + PRD to Mike
Updated screen flow and PRD delivered to Mike on Monday morning.
April 22, 2026
Open questions answered
All major design and integration questions answered through collaboration between Adriaan and Mike using a Microsoft Teams meeting or chat.
April 24, 2026
Test Acumatica restored
Current production environment restored into a test Acumatica instance for Jigx development and testing. Final attributes must also be loaded and ready for development.
April 27, 2026
Design reflected + final cost
Answered open items reflected in the design by Monday, April 27, with final development cost provided for acceptance. Credit to be applied for amounts already paid toward the Jigx sales solution.
May 15, 2026
First version available for testing
If design is signed off and inputs are delivered without major changes, first version available for Mike and others to test against the test Acumatica instance.
May 16–22, 2026
Fast followup revision + sign-off
Fast followup revisions available during the 7 days after first test release, with target final sign-off for field deployment by May 22.
May 25–29, 2026
Production move window
Planned move from test into production during the week of May 25 through May 29.
June 1, 2026
Target production readiness
Solution ready for full production use without the service sales component. Earlier deployment is possible if timelines are beaten.

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
01 Quotes List From Appointment
Wireframe ready
02 Quote Workspace With Shared Sections + Line Items
Wireframe ready
to Quote-Level Sections

Quote-Level Sections

3 steps
03 Quote Details
Wireframe ready
04 Job Conditions
Wireframe ready
05 Disclosures & Signatures
Wireframe ready
to Line Items

Line Items

6 steps
06 Door Editor
Wireframe ready
07 Second Door Copy Prompt
Wireframe ready
08 Second Door Edit
Wireframe ready
09 Opener Editor
Wireframe ready
10 Second Opener Copy Prompt
Wireframe ready
11 Second Opener Edit
Wireframe ready
to Review, Output & Sync

Review, Output & Sync

2 steps
12 Quote Total, PDF, and Copy Quote
Wireframe ready
13 Acumatica Sync Mapping
Wireframe ready