Full Project Flowchart

flowchart TD
    A["Lead"]:::start --> B["Contact Customer"]:::sales
    B --> C["Create Job in SquareCoil
Job Name • Contact Info • Billing Info • Scope of Work"]:::sales
    C --> D["Submit Design Request
Type • Format • Description • Technical Detail + Site Photos"]:::design
    D --> E["Customer Signs Off on Design Sheet"]:::design
    E --> F["Create Estimate
One line item per Scope of Work item"]:::sales
    F --> G["Build Proposal from Estimates
Set Tax Type • Save & Complete"]:::sales
    G --> H["Send Proposal to Customer & Get Signed"]:::sales
    H --> I["Process Shop Order
Design Sheet • Proposal • Due Date • Pricing
Send task to Tonya & Eva"]:::sales
    I --> J{"Job Type?"}:::decision
    J -->|"Manufacturing"| K1["Manufacturing Checklist"]:::sales
    J -->|"Low Complexity"| K2["Low Complexity Checklist"]:::sales
    J -->|"Ship-In"| K3["Ship-In Checklist"]:::sales
    K1 --> L["Generate Checklist
Team Hub Checklist Generator"]:::sales
    K2 --> L
    K3 --> L
    L --> M{"Permit Needed?"}:::decision
    M -->|"Yes"| N["Fill Out Permit Checklist"]:::sales
    M -->|"No"| O["Place Checklist in 'Needs Approval' Bin"]:::sales
    N --> O2["Place Checklist in 'Needs Approval' Bin
+ Permit Checklist in Permit Dept Bin"]:::sales
    O --> P["Sales Manager Review"]:::approval
    O2 --> P
    P --> Q{"Approved?"}:::decision
    Q -->|"No"| R["Manager Adds Revision Notes
Returned to Top Bin"]:::loop
    R --> P
    Q -->|"Yes"| S{"Permit Required?"}:::decision
    S -->|"Yes"| T["Wait in 'Awaiting Permits' Bin"]:::loop
    T --> U["Job Sleeve → 'Approved' Bin"]:::approval
    S -->|"No"| U
    U --> V["Operations Manager Collects & Disperses Job Pack"]:::approval
    V --> W{"Job Type?"}:::decision
    W -->|"Manufacturing"| X["Fab Dept: Manufacture + Quality Check"]:::production
    W -->|"Low Complexity"| X["Fab Dept: Manufacture + Quality Check"]:::production
    W -->|"Ship-In"| X2["Receiving: Inspect • Record • Upload"]:::production
    X --> Y["Ops Manager Signs Off Production"]:::approval
    X2 --> Y
    Y --> Z["Installation"]:::install
    Z --> AA["Post-Install Checklist"]:::install
    AA --> AB["Installer Initials → Returns to Ops Manager"]:::install
    AB --> AC{"Complete?"}:::decision
    AC -->|"No"| AD["Return to Installer to Finish"]:::loop
    AD --> AB
    AC -->|"Yes"| AE["Ops Manager Signs Off
Drops Job Pack at PM Bin"]:::approval
    AE --> AF["PM Reviews Billing for Change Orders"]:::closeout
    AF --> AG["Mark 'Turned In for Billing' in Shop Order"]:::closeout
    AG --> AH["Accounting Invoices"]:::closeout
    AH --> AK["PM Final Review
Notes • Checklist • Thank-You Note • Follow-Up Email"]:::closeout
    AK --> AI["PM Turns in Job Pack to Ownership Review"]:::closeout
    AI --> AJ["Ownership Review & Sign Off"]:::closeout
    AJ --> AL["Job Closed"]:::start

    classDef start fill:#CC202D,color:#ffffff,stroke:#7a1218,stroke-width:2px,font-weight:bold;
    classDef sales fill:#2b6cb0,color:#ffffff,stroke:#1a4971,stroke-width:1px;
    classDef design fill:#805ad5,color:#ffffff,stroke:#5b3a9e,stroke-width:1px;
    classDef decision fill:#F5A71C,color:#000000,stroke:#8a5c00,stroke-width:1px,font-weight:bold;
    classDef approval fill:#CC202D,color:#ffffff,stroke:#7a1218,stroke-width:1px;
    classDef production fill:#2f855a,color:#ffffff,stroke:#1c5236,stroke-width:1px;
    classDef install fill:#c05621,color:#ffffff,stroke:#7a3714,stroke-width:1px;
    classDef closeout fill:#000000,color:#ffffff,stroke:#333333,stroke-width:1px;
    classDef loop fill:#F0F0F0,color:#000000,stroke:#999999,stroke-width:1px,stroke-dasharray: 3 3;