Visual reference for every flow.

flowchart LR
    A[Sub awarded scope
CM/PM Panel] --> B[Upload draft
subcontract PDF]
    B --> C[Claude AI review
risk + flags + recommendation]
    C --> D{Need redline?}
    D -->|Yes| E[PM redlines
upload redlined]
    D -->|No| F[Upload executed PDF
status: awarded]
    E --> F
    F --> G[Invite sub to portal
magic link email]
    G --> H[Sub signs in via
Google OAuth]
    H --> I[Sub submits Pay App
Sub Portal
amount + period + lien release]
    I --> J[Accounting reviews
status: approved]
    J --> K[Check cut
status: paid]
    K --> L[Unconditional release
received on file]
    L --> M[Next pay cycle unlocked]
    M --> I

    classDef pm     fill:#fef3e8,stroke:#b45a32,color:#2a2722
    classDef ai     fill:#f3e8f7,stroke:#7a2eb4,color:#2a2722
    classDef sub    fill:#fff7e6,stroke:#c89020,color:#2a2722
    classDef acct   fill:#e8f0fe,stroke:#1e6cb4,color:#2a2722
    classDef done   fill:#e8f7ee,stroke:#1e7a3a,color:#2a2722
    class A,B,E,F pm
    class C ai
    class G,H,I sub
    class J,K acct
    class L,M done
          

flowchart LR
    A[Sub gets invite email
magic link] --> B[Clicks link & signs in
Google OAuth]
    B --> C{Authorized
contact?}
    C -->|No| Z[Locked out:
'Contact A. S. Toler']
    C -->|Yes| D[3-tab Portal:
Jobs · Compliance · Profile]
    D --> E[Jobs tab
KPIs + Avg days invoice→paid
Contracts + Pay Apps]
    D --> F[Compliance tab
CSLB · DIR · WC · GL · W-9
tab badge when expiring]
    D --> G[Profile tab
Legal name · DBA · Contacts
CSI div · License #s · read-only]
    E --> H[+ Submit New Pay App]
    H --> I[Pick project + period + amount]
    I --> J[Status: submitted
Accounting reviews]
    J --> K[Status: approved
Check cut: paid]

    classDef neutral fill:#f0ecdf,stroke:#8a8479,color:#2a2722
    classDef good    fill:#e8f7ee,stroke:#1e7a3a,color:#2a2722
    classDef bad     fill:#f5e8e8,stroke:#b43232,color:#2a2722
    classDef accent  fill:#fef3e8,stroke:#b45a32,color:#2a2722
    class A,B,C,D,E,F,G neutral
    class H,I,J accent
    class K good
    class Z bad
          

flowchart LR
    A[Prospect visits
tolercorp.com] --> B[Clicks "Start a conversation"]
    B --> C[/start/ inquiry form
name · email · project · budget · timeline · scope/]
    C --> D{Honeypot &
email validation}
    D -->|fail| X[Marked spam
no emails sent]
    D -->|pass| E[Insert into
leads_cloud
status: new]
    E --> F[Email Alex
at alex.toler@tolercorp.com]
    E --> G[Auto-ack to prospect
"reply within 1 business day"]
    F --> H[Bid Panel → Leads]
    H --> I{Pipeline status}
    I --> I1[new]
    I1 --> I2[contacted]
    I2 --> I3[qualifying]
    I3 --> I4[proposing]
    I4 --> I5[proposed]
    I5 --> I6[won/lost]
    I6 -->|won| J[Promote to firms_cloud +
contacts_cloud +
bids_cloud or projects_cloud]
          

flowchart TB
    subgraph P0["PHASE 0–1 · Lead & Setup"]
      direction LR
      L1[Inbound ITB / SBX listing] --> L2[+ New Bid
Bid Panel]
      L2 --> L3[EST# YY-NNN assigned
Storage prefix + Gmail label]
    end

    subgraph P2["PHASE 2–4 · Estimate & Award"]
      direction LR
      E1[AI Takeoff +
Sub solicitation] --> E2[Bid sent
status: SENT]
      E2 --> E3{Outcome}
      E3 -->|Awarded| E4[JOB# AST-YY-NNN
status: AWARDED]
      E3 -->|Lost| EX[Archived for analytics]
    end

    subgraph P5["PHASE 5 · Promotion to Project"]
      direction LR
      PR1[Sign prime contract
CM/PM Panel] --> PR2[Customer portal
account created]
      PR2 --> PR3[Contract PDF uploaded
Customer can download]
    end

    subgraph P6["PHASE 6 · Pre-Construction"]
      direction LR
      C1[SOV created
line-by-line by CSI div] --> C2[Subcontracts awarded
+ AI review]
      C2 --> C3[Submittals seeded
permits + COIs in]
    end

    subgraph P7["PHASE 7 · Construction"]
      direction TB
      F1[Field: daily reports
photos · time · receipts]
      F2[CM/PM: RFIs · submittals
punchlist · COs / PCOs]
      F3[Sub bills A.S. Toler
+ lien release]
      F4[Pay App → Invoice
G702/G703 PDF]
      F4 --> F5[Customer portal
Approve / Reject / Comment]
      F5 --> F6[Payment received]
      F6 --> F7[Sub disbursement
+ unconditional release]
      F7 --> F3
    end

    subgraph P89["PHASES 8–9 · Closeout & Archive"]
      direction LR
      Z1[Substantial completion
cert + punchlist signed] --> Z2[Final invoice + retention
release + warranty letter]
      Z2 --> Z3[NOC filed with county]
      Z3 --> Z4[jobs_archive_cloud
profit % · lessons]
    end

    L3 --> E1
    E4 --> PR1
    PR3 --> C1
    C3 --> F1
    F1 --> F4
    F2 --> F4
    F7 --> Z1

    classDef phase0  fill:#f0ecdf,stroke:#8a8479,color:#2a2722
    classDef phase2  fill:#fef3e8,stroke:#b45a32,color:#2a2722
    classDef phase5  fill:#e8f0fe,stroke:#1e6cb4,color:#2a2722
    classDef phase6  fill:#fff7e6,stroke:#c89020,color:#2a2722
    classDef phase7  fill:#e8f7ee,stroke:#1e7a3a,color:#2a2722
    classDef phase8  fill:#f3e8f7,stroke:#7a2eb4,color:#2a2722
    classDef done    fill:#dcf5e3,stroke:#1e7a3a,color:#2a2722,font-weight:bold
    classDef gone    fill:#f5e8e8,stroke:#b43232,color:#2a2722

    class L1,L2,L3 phase0
    class E1,E2,E3,E4 phase2
    class EX gone
    class PR1,PR2,PR3 phase5
    class C1,C2,C3 phase6
    class F1,F2,F3,F4,F5,F6,F7 phase7
    class Z1,Z2,Z3 phase8
    class Z4 done
          

flowchart LR
    A[Contract signed] --> B[PM creates SOV
in CM/PM Panel]
    B --> C{Monthly walk
~25th of month}
    C --> D[PM enters % complete
per SOV line
Pay App = draft]
    D --> E[PM hits 'Send to
Accounting']
    E --> F[Accounting reviews
math + COs
Pay App = submitted]
    F -->|Looks good| G[Accounting generates
G702 PDF + emails
Pay App = sent]
    F -->|Needs fix| D
    G --> H[Customer opens
portal invoice]
    H --> I{Customer
action}
    I -->|Approve| J[Invoice = approved
Awaiting payment]
    I -->|Reject + comment| D
    I -->|Comment / question| F
    J --> K[Payment received]
    K --> L[Accounting marks paid
Pay App = paid]
    L --> M[Sub disbursement
+ lien releases]

    classDef pm     fill:#fef3e8,stroke:#b45a32,color:#2a2722
    classDef acct   fill:#e8f0fe,stroke:#1e6cb4,color:#2a2722
    classDef cust   fill:#e8f7ee,stroke:#1e7a3a,color:#2a2722
    classDef contract fill:#f0ecdf,stroke:#8a8479,color:#2a2722
    class A,M contract
    class B,C,D,E pm
    class F,G,L,K acct
    class H,I,J cust
          

flowchart LR
    A[Inbound ITB / RFP / RFQ
email arrives] --> B[Bid Radar:
Claude classifies]
    B -->|Real invitation| C[Lands on Bid Panel
'Suggested Bids' tab]
    B -->|Vendor reply / OOS| X[Filtered out]
    C --> D[Estimator clicks
'Set up bid']
    D --> E[EST# assigned
e.g. 26-047
Gmail label + storage
prefix created]
    E --> F[Estimator solicits
subs via Sub Solicitation
tab]
    F --> G[Sub bids come in
tracked per CSI div]
    G --> H[Estimator builds
final bid amount]
    H --> I[Bid sent to GC/owner
before due date]
    I --> J{Outcome}
    J -->|Awarded| K[JOB-YY-NN assigned
Project becomes active
in CM/PM Panel]
    J -->|Not awarded| L[Archived in Bid Panel
kept for win-rate analytics]
    K --> M[Billing flow begins
see above]

    classDef inbox  fill:#f0ecdf,stroke:#8a8479,color:#2a2722
    classDef est    fill:#fef3e8,stroke:#b45a32,color:#2a2722
    classDef sub    fill:#fff7e6,stroke:#c89020,color:#2a2722
    classDef done   fill:#e8f7ee,stroke:#1e7a3a,color:#2a2722
    classDef gone   fill:#f5e8e8,stroke:#b43232,color:#2a2722
    class A,B inbox
    class C,D,E,H,I est
    class F,G sub
    class K,M done
    class X,L gone
          

flowchart LR
    A[Client signs in with
Google: client@theirco.com] --> B{Authorized
contact?}
    B -->|Yes| C[Dashboard:
Outstanding $ · Billed YTD · Paid YTD]
    B -->|No| Z[Locked out:
'Contact billing@tolercorp.com']
    C --> D[Active Projects card
per project: contract,
billed, balance, % billed]
    C --> E[Outstanding Invoices
per invoice: status pill,
balance, View/Download/Approve]
    C --> F[Recently Paid
last 5 paid invoices]
    E --> G{Click
invoice}
    G -->|View PDF| H[G702-style PDF
opens in new tab]
    G -->|Download| I[Saves INV-NNNN.pdf]
    G -->|Approve| J[Status: approved
Accounting notified]
    G -->|Reject / Comment| K[Comment thread
visible to A. S. Toler staff]

    classDef neutral fill:#f0ecdf,stroke:#8a8479,color:#2a2722
    classDef good    fill:#e8f7ee,stroke:#1e7a3a,color:#2a2722
    classDef bad     fill:#f5e8e8,stroke:#b43232,color:#2a2722
    classDef accent  fill:#fef3e8,stroke:#b45a32,color:#2a2722
    class A,B,C,D,E,F neutral
    class H,I,J good
    class Z bad
    class G,K accent