{"kind":"demo-statement-of-work-package","version":"wave-1","sourceDemo":{"slug":"hvac-dispatch","title":"HVAC Dispatch","archetype":"A2","canonicalPath":"/demo-library/hvac-dispatch","appPath":"/demo-apps/hvac-dispatch","subdomain":"hvac-dispatch.ideas-realized.com"},"buyerAgreement":{"productName":"CoolRoute Command","buyerDefault":"Evergreen Mechanical","recommendedTier":"Dispatch board pilot","investmentSummary":"$24k-$42k setup and $1.2k-$4k/month recurring. 45 percent due at signature for territory setup, job import mapping, and dispatcher workflow design.","targetLaunchWindow":"Weeks 2-6; 1 week job import, 2 weeks board and notification workflow, 2 weeks same-day dispatch pilot.","term":"5-week dispatch overlay pilot for one dispatch team, daily job import, technician roster, and prepare-only ETA workflow.","productionDomain":"hvac-dispatch.ideas-realized.com","previewUrl":"https://hvac-dispatch.ideas-realized.com"},"statementOfWork":{"sowTitle":"CoolRoute Command statement of work package","summary":"A buyer-signable SOW packet for turning HVAC Dispatch into a paid, rebrandable hvac dispatch software for same-day service boards and technician routing pilot with scoped deliverables, acceptance gates, data responsibilities, support terms, change controls, and signature ownership.","buyer":"Evergreen Mechanical","productName":"CoolRoute Command","recommendedTier":"Dispatch board pilot","investmentSummary":"$24k-$42k setup and $1.2k-$4k/month recurring. 45 percent due at signature for territory setup, job import mapping, and dispatcher workflow design.","targetLaunchWindow":"Weeks 2-6; 1 week job import, 2 weeks board and notification workflow, 2 weeks same-day dispatch pilot.","term":"5-week dispatch overlay pilot for one dispatch team, daily job import, technician roster, and prepare-only ETA workflow.","productionDomain":"hvac-dispatch.ideas-realized.com","previewUrl":"https://hvac-dispatch.ideas-realized.com","scopeModules":[{"label":"Tenant setup","deliverable":"Dispatch command workspace","scope":"Configure service zones, technician roles, priority labels, dispatch stages, subdomain, and brand tokens.","acceptanceSignal":"Dispatch board and route panel show technician load and sequence changes."},{"label":"Data onboarding","deliverable":"Jobs, technicians, routes, and parts blockers","scope":"Map field-service export, technician capacity, route order, customer risk, and parts hold data.","acceptanceSignal":"Message queue data is present; SMS provider not selected."},{"label":"Workflow configuration","deliverable":"Assignment and ETA preparation","scope":"Configure urgent-job escalation, ETA message prep, parts hold route blocks, and daily dispatch review.","acceptanceSignal":"Parts hold workflow shows ETA, risk, and owner."},{"label":"Pilot review","deliverable":"Dispatch performance and writeback decision","scope":"Deliver assignment report, ETA readiness summary, parts blocker list, and field-service writeback recommendation.","acceptanceSignal":"Surface parts holds and customer-risk blockers in the app and export report."}],"milestones":[{"phase":"Kickoff","timing":"Week 1","owner":"Dispatch manager","deliverable":"Job import, technician roster, and message policy are approved.","exitSignal":"Daily job import template and technician skill map are accepted.","paymentTie":"45 percent due at signature for territory setup, job import mapping, and dispatcher workflow design."},{"phase":"Configuration","timing":"Weeks 2-3","owner":"Implementation lead","deliverable":"Board, assignment logic, ETA templates, and blocker rules are configured.","exitSignal":"Dispatcher can assign sample jobs and prepare ETA messages.","paymentTie":"35 percent due after dispatch board, route sequence, and customer ETA queue pass live review."},{"phase":"Pilot","timing":"Weeks 4-5","owner":"Dispatcher","deliverable":"Team uses the board for live schedule review and blocker triage.","exitSignal":"Assignment clarity, ETA readiness, and parts blocker report are accepted.","paymentTie":"20 percent due after parts-hold report, dispatcher acceptance notes, and expansion plan are delivered."}],"acceptanceCriteria":["Daily job import shows all unassigned urgent jobs and technician capacity.","Dispatcher can assign at least 12 jobs and review route/order changes.","ETA messages remain prepare-only unless client approves send workflow.","Parts holds and customer-risk blockers appear in the board and export report.","Territory and schedule accepted: Pilot territory, technician roster, skill tags, and schedule windows validated.","Customer message copy approved: ETA, delay, and parts-hold templates approved with opt-out/compliance notes.","Dispatcher workflow accepted: Dispatcher completes reschedule, route review, and parts-hold scenarios in the pilot workspace."],"buyerResponsibilities":["Provide daily job export and technician roster before configuration starts.","Approve customer message language before any send workflow is considered.","Assign one dispatch lead to validate board behavior and field-service handoff.","Daily job export with customer, address, priority, service type, window, status, and assignment fields.","Technician roster with skills, service zones, availability, and current dispatch policy.","Approved ETA message language and customer communication policy.","Parts hold categories, escalation thresholds, and dispatch owner assigned."],"vendorResponsibilities":["Owns configuration, runbook, QA evidence, and post-pilot backlog recommendation.","A buyer-ready support model for launching HVAC Dispatch with triaged tickets, service levels, training artifacts, success milestones, and renewal proof tied to the first pilot cohort.","Dispatch launch thread: Business days during pilot","Maintain the demo-derived production domain plan for hvac-dispatch.ideas-realized.com."],"dataResponsibilities":[{"owner":"Buyer operations owner","responsibilities":["Start with a read-only job and technician import, reconcile service categories, then allow dispatchers to update pilot board status while the source platform remains system of record.","Service jobs export: provide 40 to 160 open jobs from ServiceTitan, Housecall Pro, FieldEdge, or CSV schedule export with [object Object], [object Object], [object Object], [object Object].","Technician roster: provide 8 to 60 technician records from Field-service platform or HR roster export with [object Object], [object Object], [object Object].","Parts holds: provide 10 to 80 parts-held job rows from Inventory hold list or parts counter spreadsheet with [object Object], [object Object], [object Object]."]},{"owner":"Ideas Realized implementation lead","responsibilities":["The first pilot can sit beside the field-service platform. Import jobs and technician capacity, then use the board to expose assignment risk, parts blockers, and ETA message readiness.","Job ID system-of-record rule: Dispatch updates must map back to the source service job record. Resolution: Confirm external job ID and export ownership before pilot launch.","Technician capacity review: Missing skills or home zones weakens route and assignment signals. Resolution: Service manager approves skill and zone taxonomy during setup.","Customer messaging consent: ETA message templates require approved phone/email usage rules. Resolution: Limit message previews until communication policy is confirmed."]}],"serviceLevels":[{"channel":"Dispatch launch thread","coverage":"Business days during pilot","response":"Same or next business day for schedule-blocking issues","included":"Import triage, board tuning, message template review, and parts blocker workflow changes."},{"channel":"Weekly dispatch review","coverage":"One 45-minute session per week","response":"Scheduled","included":"Assignment review, ETA readiness review, blocker report, and writeback scope decision."}],"changeOrderControls":["Live SMS/email sending or customer communication automation: Requires sender approval, compliance review, and separate messaging implementation. Owner: Client sponsor.","Two-way field-service writeback, invoices, or technician mobile app: Quote as a follow-on integration or module after daily board pilot acceptance. Owner: Implementation lead."],"exclusions":["No live customer SMS without approved consent language and sender setup.","No field-service-system writeback unless the integration add-on is signed.","Route optimization remains dispatcher-assisted in the base pilot, not autonomous dispatching.","Do not promise autonomous route optimization as part of the base pilot.","Do not send live SMS from the app until consent and sender setup are approved.","Do not commit to FSM writeback before API and field-ownership review."],"legalReviewNotes":["This demo SOW package is a sales and implementation planning artifact, not legal advice.","Final MSA, DPA, payment terms, taxes, procurement language, and security addenda require buyer/legal review before signature.","No regulated production data should be loaded until data-processing, access, retention, and incident-response terms are approved."],"signatureBlocks":[{"role":"Client sponsor","responsibility":"Approves budget, pilot scope, and launch decision."},{"role":"Buyer operations owner","responsibility":"Provides source data, validates workflow language, and accepts launch criteria."},{"role":"Ideas Realized implementation lead","responsibility":"Owns configuration, runbook, QA evidence, and post-pilot backlog recommendation."}]},"counts":{"scopeModuleCount":4,"milestoneCount":3,"acceptanceCriteriaCount":7,"buyerResponsibilityCount":7,"vendorResponsibilityCount":4,"dataResponsibilityCount":8,"serviceLevelCount":2,"changeOrderControlCount":2,"exclusionCount":6,"legalReviewNoteCount":3,"signatureBlockCount":3},"implementationManifest":{"markdownPath":"/demo-library/hvac-dispatch/statement-of-work","jsonPath":"/demo-library/hvac-dispatch/statement-of-work.json","dealDeskPackagePath":"/demo-library/hvac-dispatch/deal-desk","dealDeskPackageJsonPath":"/demo-library/hvac-dispatch/deal-desk.json","procurementPackPath":"/demo-library/hvac-dispatch/procurement-pack","clientProposalPath":"/demo-library/hvac-dispatch/client-proposal","clientLaunchPlanJsonPath":"/demo-library/hvac-dispatch/client-launch-plan.json","implementationWorkOrderPath":"/demo-library/hvac-dispatch/implementation-work-order","deploymentLaunchPlanJsonPath":"/demo-library/hvac-dispatch/deployment-launch.json","productionDataContractJsonPath":"/demo-library/hvac-dispatch/data-contract.json","tenantSeedPackageJsonPath":"/demo-library/hvac-dispatch/tenant-seed-package.json","launchRoomPath":"/demo-library/hvac-dispatch/launch-room","firstProofUrl":"https://hvac-dispatch.ideas-realized.com?screen=route","firstProofScreen":"route"}}