PROpulseFSMElite Command Center

Industry Workflow Atlas

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Pick the operating model that matches how your team delivers service.

These maps show default flows by trade. You can configure behavior per tenant while keeping core modules connected for reliable execution, documentation, and billing.

Estimate First

Best when scope, price, and approvals come before scheduling and field execution.

Dispatch First

Best when speed matters and the first field visit often includes diagnosis, repair, and payment.

Route Based

Best when the business runs on recurring service density, route clustering, and visit speed.

Estimate First Workflows

GC

General Contracting

Estimate First

Default
  1. Lead
  2. Site Walk
  3. Contract
  4. Phase Plan
  5. Build
  6. Closeout

Billing

Progress draws by phase

Docs

Contract, permits, change approvals

Admin

Permits, procurement, crew sequencing

Field

Daily logs, scope changes, closeout photos

DC

Decorative Concrete

Estimate First

Default
  1. Intake
  2. Finish Spec
  3. Quote
  4. Prep/Grind
  5. Coat + Cure
  6. QA Closeout

Billing

Deposit + milestone billing

Docs

Photo sets, completion report, warranty

Admin

Cure windows, layer staging, material batches

Field

Surface profile checks, photo checkpoints

R

Roofing

Estimate First

Default
  1. Inspection
  2. Estimate
  3. Permit + Stage
  4. Install
  5. Final Inspect
  6. Warranty

Billing

Deposit + progress + final

Docs

Before/after photos, permits, disposal records

Admin

Weather windows, disposal logistics

Field

Safety logs, section progress, cleanup proof

P

Painting

Estimate First

Default
  1. Scope
  2. Estimate
  3. Prep Plan
  4. Prime/Paint
  5. Punch List
  6. Signoff

Billing

Milestone billing

Docs

Before/after photos, completion packet

Admin

Phase scheduling, labor balancing

Field

Prep checklist, production photos

S

Solar

Estimate First

Default
  1. Design + Proposal
  2. Contract
  3. Permit + Utility
  4. Install
  5. Commission
  6. PTO/Handoff

Billing

Contract milestones

Docs

Permit packet, startup, inspection certs

Admin

Permit and interconnect coordination

Field

Startup sheets, commissioning evidence

R

Remodeling

Estimate First

Default
  1. Discovery
  2. Scope + Design
  3. Estimate
  4. Schedule
  5. Build
  6. Final Walkthrough

Billing

Deposit + phase draw schedule

Docs

Selections log, change approvals, closeout packet

Admin

Selections, change control, phase dependencies

Field

Daily progress notes and punch tracking

F

Fencing

Estimate First

Default
  1. Site Measure
  2. Material Quote
  3. Permit Check
  4. Install
  5. Final Align
  6. Invoice

Billing

Deposit + completion billing

Docs

Survey notes, install photos, completion signoff

Admin

Material lead times and permit checks

Field

Layout proof, install photos, gate test

Dispatch First Workflows

H

HVAC

Dispatch First

Default
  1. Service Call
  2. Dispatch
  3. Diagnose
  4. Repair or Replace Quote
  5. Install/Startup
  6. Invoice

Billing

COD service or financed install

Docs

Service report, startup sheet, warranty

Admin

SLA triage, replacement conversion

Field

Unit photos, startup checks, signoff

P

Plumbing

Dispatch First

Default
  1. Urgent Intake
  2. Dispatch
  3. Diagnose
  4. Repair/Replace
  5. Signoff
  6. Invoice

Billing

Immediate or net terms

Docs

Service report, before/after photos

Admin

Priority queue, permit follow-through

Field

Leak evidence, material usage, report

E

Electrical

Dispatch First

Default
  1. Safety Triage
  2. Dispatch
  3. Diagnose
  4. Repair/Upgrade Quote
  5. Test + Verify
  6. Invoice

Billing

Immediate or staged

Docs

Compliance photos, permit/inspection docs

Admin

License routing, permit scheduling

Field

Safety checklist, test result capture

R

Restoration

Dispatch First

Default
  1. Emergency Call
  2. Rapid Dispatch
  3. Stabilize
  4. Mitigate
  5. Carrier Packet
  6. Closeout

Billing

Carrier and supplemental billing

Docs

Insurance packet, disposal log, daily records

Admin

Insurance workflow, adjuster updates

Field

Chain-of-evidence photos, moisture logs

GD

Garage Door

Dispatch First

Default
  1. Service Request
  2. Dispatch
  3. Diagnose
  4. Repair/Replace Quote
  5. Install/Test
  6. Collect Payment

Billing

COD service or financed replacement

Docs

Service report, safety checklist, warranty details

Admin

Same-day routing and parts availability

Field

Safety check, balance test, photo proof

Route Based Workflows

L/L

Landscaping / Lawn

Route Based

Default
  1. Lead or Renewal
  2. Route Plan
  3. Stop Checklist
  4. Proof Photos
  5. Add-ons
  6. Visit Complete

Billing

Per cut, monthly, or subscription

Docs

Visit report and completion photos

Admin

Zone density, weather skip policy

Field

Mow/trim/blow proof, fuel and mileage

PC

Pest Control

Route Based

Default
  1. Contract Setup
  2. Route Build
  3. Treatment Visit
  4. Compliance Log
  5. Next Visit
  6. Recurring Bill

Billing

Monthly or quarterly recurring

Docs

Treatment record, service report

Admin

Cadence compliance, treatment inventory

Field

Treatment checklist and evidence notes

C&J

Cleaning & Janitorial

Route Based

Default
  1. Contract Scope
  2. Shift Route
  3. Checklist Run
  4. Issue Photos
  5. QA Verify
  6. Monthly Invoice

Billing

Monthly contract billing

Docs

Shift checklist, service verification

Admin

Shift coverage, QA exception loops

Field

Checklist completion and time proof

One core platform, configurable execution.

Keep leads, jobs, inventory, documents, and financial controls connected by design. Then tune the operational sequence for your trade and team style without breaking dependencies.