Existing customer has a request

Interpret the needs of the customer
Generate a list of end results that the customer needs

Travel to the customer

This is a task and supplies list detailing how the issue will be resolved

Include space for creating customer-facing documentation

Based on the target results, create a plan-of-action to reach the results.

Discuss the estimate with the customer to create a contract, including documentation

The customer and SCTG agree upon and sign a contract for work

Review the contract as necessary and discuss payment options

The contract is in progress

Review and update progress with the customer

The work is approved, FULFILLING or

The invoice is finalized and presented to the customer.
It includes:

Customer pays the invoice, as per the contract.

The service is considered completed, and/or a workaround has been implemented

Note that if the customer decides to opt out of a job, or a partial job, the other parts of the contract (the completed bidded portions) will still be paid

Make regular updates on the objects of the bid

Changes need to be made to the work estimate

Initition

Preparation

Preview

Execution

The bidded jobs are a task list of request headers that say "estimate X hours to do Y at Z rate" as well as materials purchased and other expenses (per diem/gas)

A contract says "The bidded jobs will be completed to the definition of done" and "payment will be made for the completion of tasks" etc

Payment is completed, based on the completed items in the bid, per the contract

Payment

New customer has a request

Create a new customer account folder to start tracking history