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Blueprint / Billing

Invoicing and billing terms

Not shown in the Loom recording.

Why this block matters
  • Not shown in the Loom recording.
Areas in this block:
Not shown in the Loom recording.
Shown by: FieldRoutes, PestPac, Briostack, GorillaDesk, Research and sources for this block
1Our CRM and vendors2How it connects3Inbox

How Well We Know This Block

A person sets it on a 5-step scale. Click a step to set it as Ivan (mock sign-in, top right).

1
Not Explored
Nobody looked into this block yet.
2
First Look
Someone read the vendors’ public pages for it once.
3
Vendors Compared
We know how each of the 4 vendors does it.
4
Plan Drafted
Our CRM plan for the block is written. Open points remain.
5
Full Clarity
We agree how we build it. No open points remain.
Now: Not Explored. Set by Ivan, 2026-10-28 07:08 UTC (mock).
Now: Not Explored. Set by Ivan, 2026-10-28 07:08 UTC (mock).
Now: First Look. Set by Ivan (mock).
Now: Vendors Compared. Set by Ivan (mock).
Now: Plan Drafted. Set by Ivan (mock).
Now: Full Clarity. Set by Ivan, 2026-10-28 07:12 UTC (mock).
Earlier settings (1)Earlier settings (1)Earlier settingsEarlier settingsEarlier settingsEarlier settings (4)
Not shown in the Loom recording.
1
Step 1

Our CRM and the 4 Vendors

One tab each, same layout. The number counts the lines, terms and notes in a tab.
Our CRMFieldRoutes107 terms and notes, 34 screensPestPacBriostackGorillaDeskFull screen
Our CRM in Invoicing and billing terms

Our CRM: How We Build Invoicing and billing terms

The same layout as a vendor tab. Each line carries one mark: agreed by a person, or waiting. Our CRM across all 20 blocks

Agreed by a person, with the dateWaiting: said or asked in Slack, or agent researchExample. No decision yet.

Screens

No screens of our own CRM for this block yet.

What the block does for us

Nothing yet. A line arrives here when a person accepts an item from the inbox.

The data it holds

Nothing yet. A line arrives here when a person accepts an item from the inbox.

Our picks: which vendor idea we take, and why

Nothing yet. A line arrives here when a person accepts an item from the inbox.

Open points

Nothing yet. A line arrives here when a person accepts an item from the inbox.
2
Step 2

How This Block Connects

Click a block for its vendor terms.
Scheduling andappointmentsis billed byWork orderisinvoicedasCommercial accountsis billedwithPayments andcollectionsis paid byInvoicing andbilling termsSet to Not Explored by Ivan (mock).Set to First Look by Ivan (mock).Set to Vendors Compared by Ivan (mock).Set to Plan Drafted by Ivan (mock).Set to Full Clarity by Ivan (mock).
Solid arrow: a source shows this linkDashed arrow: our hypothesis, no source yetThe word on an arrow says what one block does to the next.
3
Step 3

Inbox: New Items for This Block

Items from Slack, uploads and agent research wait here. Accept moves an item to its place.

Add from here

Planned: post in Slack and mention the agent, and it files the post here. Today the copy of Slack keeps the text and file names only.

Upload a screen or note

Ask the agent to research

For example: how does PestPac bill a customer with 12 sites?Ask

Mock: no agent runs in this static page.

Nothing waits in this inbox.

Where this block is stored: How it works, part 2.