Freedom Plumbers — Dynamic Contract Questions + Contract Generator

Prototype only. Draft legal templates and development integrations. Do not use for live customer signing yet.

WORK FIRST

What are we working on?

Create an estimate, present it to the customer, mark it accepted, then convert it into a job.

Recent Projects

WORK

Jobs

SALES

Estimates

EST-2026-0020Sample Customer · Fixture work

Sent

NEW ESTIMATE

Project Type

Selected workflow Residential Estimate Uses the residential unit/service Price Book and owner/service routing rules.

Street Address Unit / Apt / Suite (optional) City State ZIP Code

Formatted project address

Customer / Company Name Contact Person Phone Email (optional) Who hired Freedom Plumbers? Commercial project type Work situation

SERVICE / REPAIR DETAIL

Who initiated this service call? Is the proposed work limited to what is reasonably necessary to correct the reported problem? Will the system prevent any payment from being due or accepted until the repair work is completed? These questions appear only for a potential Service & Repair route because the contract library requires every statutory routing condition to pass.

Scope / Work Description

RESIDENTIAL PRICING

Price Book Services

Sample prices only. Eddie's approved Excel Price Book can replace these later.

Service Qty

COMMERCIAL PRICING

Commercial Estimate

Pricing Method

Lump Sum Bid Amount

Use unit/fixture pricing for commercial jobs when appropriate. This can later use a separate Commercial Bid Items tab from the Excel Price Book.

Commercial Unit Pricing Total

Estimated Labor Estimated Materials Other / Equipment

Custom Bid Amount

Subcontract Bid Details

General Contractor / Direct Contractor Bid / Project Number Plans / Specification Reference Exclusions / Clarifications

Discount / Adjustment

Type Amount Reason

Subtotal$2,500.00

Discount / Adjustment-$0.00

Estimate Total$2,500.00

RESIDENTIAL ESTIMATE

DRAFT

Subtotal$2,500.00

Discount / Adjustment-$0.00

Estimate Total$2,500.00

CUSTOMER DECISION

Has the customer accepted this estimate?

The estimate stays separate from the job until Eduardo marks it accepted.

ESTIMATE ACCEPTED

Ready to create the job

When you continue, the system will create the job, determine Freedom Plumbers' contractual role, and ask only the additional questions required for that contract.

POST-ACCEPTANCE CONTRACT SETUP

Complete Contract Details

The system reuses everything already known from the estimate and asks only what this contract still needs.

Contract selected automatically Contract Route Based on the estimate and hiring relationship.

Known data reused

ALREADY KNOWN

Reused from the Estimate / Job

ONLY WHAT IS STILL NEEDED

Additional Contract Details

Questions change automatically depending on the contract route.

Admin / Company Profile Requirements

Company-wide information such as CSLB data, company phone/email, insurance selections and approved warranty terms belongs in Company Settings and should not be re-entered on every job.

FP-2026-0042

Armada Terrace

Sample job · Residential home improvement

Job StatusContract Ready

EstimateAccepted

Contract Value$12,500

Contract RouteHome Improvement

Work Progress

Water heater replacement Pressure regulator Final testing

Accepted Estimate

The accepted pricing snapshot remains attached to this job. Contract selection is derived automatically from the job facts.

ELECTRONIC CONTRACT

California Home Improvement Contract

DRAFT / REVIEW REQUIRED

1 Route

2 Complete

3 Review

4 Initial

5 Sign

6 Finalize

AUTOMATIC ROUTING

California Home Improvement Contract

Selected automatically from the job facts. Eduardo does not choose the legal form manually.

Status: Route resolved.

System compliance status

EstimatorEduardo Becerra — Chief Executive Officer

Contract routeResolved automatically

Company profileProduction verification pending

Legal templateDraft / legal review required

The production system will validate company/legal requirements in the background. Eduardo should only be interrupted when a required fact is missing or conflicting.

GENERATED FROM APPROVED ESTIMATE DATA

Draft Contract

The selected draft template is populated from the job record. Draft preview is separate from execution readiness; signing stays locked until company, legal, data, and finalization controls all pass.

Waiting for contract route.

Legal source: Freedom_Plumbers_Contract_Library_DRAFT_2026-08-15.docx · Templates FP-HIC / FP-SRC / FP-SUB / FP-CDC · Legal review date August 15, 2026.

EXECUTION READINESS

Signing locked

Generate the draft to run execution-readiness validation.

ELECTRONIC EXECUTION — PROTOTYPE

Signing step

The generated draft above is the actual routed contract template. Electronic signatures are displayed only after execution-readiness validation passes and will bind to the exact generated document version in the production system.

Buyer agrees to conduct this transaction electronically and receive a retainable electronic copy.

Customer / Authorized Signer

Tap to sign with finger / Apple Pencil

Freedom Plumbers Inc.

Tap to sign

Change Orders

Electronic change orders will inherit the original job and contract, then capture changed scope, amount, schedule effect, initials and signatures.

Documents

Final signed contract PDFs, notices, change orders and project records will be stored here after cloud storage is connected.

SEPARATE ADMINISTRATIVE AREA

Project Controls

Billing, notices, lien review, deadlines and activity stay separate from daily work.

Contract$12,500

Invoiced$6,000

Paid$4,000

Ready to Invoice$3,500

Review gate. No lien deadline or right is automatically approved from this prototype.

Dates & Deadlines

Start, completion, permit/inspection, payment and legal tracking dates live here.

Activity

Estimate accepted → job created → contract generated → initials → signatures → finalized PDF.

ADMIN / PRICING

Price Book

Price Book remains separate from contract drafting. Approved estimate pricing flows into the contract automatically.

SYSTEM

More

COMPANY PROFILE

Company Settings

Prototype configuration. These values are reusable company settings, not job-specific answers. Warranty wording remains subject to legal approval before live customer execution.

Standard Workmanship Warranty Period Used by residential, service & repair, subcontract and commercial contract routes unless a future approved route-specific rule overrides it. Manufacturer / Product Warranty Terms This text is stored as company configuration so it can be revised later without changing application code.