# Clinchr Launch Playbook

Date: February 25, 2026

## Launch objective

Ship a remodeler-first platform that combines AI estimating with practical job execution workflows and a clean homeowner experience, with service-line kits for interior remodel, roofing/siding, and decks/outdoor.

## P0 release requirements

- AI estimate draft flow with line-item source traceability.
- Auto-generated proposal templates by business line (remodel, roofing/siding, decks/outdoor) from estimate line items.
- Proposal builder with options/allowances and e-sign support.
- Change order creation + client approval path.
- Role-based remodeler dashboards.
- Service-line playbooks for remodel, roofing/siding, and decks/outdoor.
- Client portal for timeline, docs, messaging, and approvals.
- Mobile field capture and offline submission queue behavior.
- QuickBooks Online sync for invoices and cost codes.

## Reliability and quality gates

- Web crash-free sessions >= 99.9%.
- Mobile crash-free sessions >= 99.8%.
- Offline sync success >= 99.5%.
- Time to first estimate under 15 minutes from field capture.
- Proposal send latency under 5 seconds.

## Security baseline

- SSO and MFA support for internal users.
- Role-based access control with least privilege defaults.
- Encryption in transit and at rest.
- Immutable audit logs for estimate/proposal/change-order events.
- Backup and restore drill documented before launch.

## Operational commands

- Start production service: `./launch-job-done-prod.sh start`
- Stop production service: `./launch-job-done-prod.sh stop`
- Service status: `./launch-job-done-prod.sh status`
- Tail logs: `./launch-job-done-prod.sh logs`
- Create backup: `./scripts/backup-job-done.sh`
- Restore backup: `./scripts/restore-job-done.sh <archive> --force`

## Validation gate before deploy

- `python3 -m compileall -q backend tests`
- `node --check app/scripts/portal.js`
- `node --check app/scripts/client-portal.js`
- `node --check app/scripts/subcontractor-portal.js`
- `python3 -m unittest discover -s tests -v`

## Team readiness checklist

- Sales demo workspace populated with 3 project archetypes.
- Support scripts for onboarding and migration from spreadsheets.
- In-app guides for estimator and PM workflows.
- Escalation runbook for integration sync failures.

## Suggested first 90 days

1. Expand accounting integrations (Xero parity).
2. Add supplier pricing ingestion and regional cost update automation.
3. Add subcontractor bid collection and compare views.
4. Improve AI scope guard with acceptance feedback loop.