Plumbing business setup
The original onboarding/tutorial spirit has been reframed into a service-business configuration flow with company details, dispatch rules, SMS defaults, and branding.
Company Profile
Peanut Plumbing LLC
Company Settings: Define how the plumbing business operates, where it works, and what rules office staff follow when jobs come in.Core operating defaults used across the demo.
Business setup
Service area: Tampa Bay, St. Petersburg, Clearwater, Brandon, and realtor partner accounts across Hillsborough + Pinellas
Business model: Residential service, light commercial, emergency response, and realtor turn service
Coverage: Both
Technicians: 4
Dispatch + billing defaults
Hours: Mon-Sat 7:00 AM to 7:00 PM
After-hours rule: Emergency calls route to the on-call technician with office follow-up at 7:00 AM.
Invoice terms: Due on receipt with card, ACH, check, and field collection enabled.
SMS default: Enabled
Brand colors
Demo Setup
Seed data checklist
Demo Seed Data: Shows that the workspace is populated with realistic plumbing customers, jobs, technicians, invoices, estimates, and campaigns.Confirms the app opens in a believable, polished state.
Onboarding Flow
What the business configures
Onboarding Inputs: Collect the settings that a plumbing owner would actually expect during setup.A direct translation of the original onboarding pattern into plumbing operations language.
Platform Notes
Isolation summary
Environment Isolation: Confirms this plumbing demo is intended to run independently from the original FelixCRM deployment and database.Important for tomorrow’s demo and future handoff.