# CoolRoute Command tenant seed package

Seed package for turning HVAC Dispatch into a configured buyer tenant with users, roles, data sources, integrations, feature flags, automations, notifications, support defaults, and launch assets.

Tenant: Evergreen Mechanical
Production domain: hvac-dispatch.ideas-realized.com
Preview domain: hvac-dispatch.ideas-realized.com
Primary proof screen: route
JSON manifest: /demo-library/hvac-dispatch/tenant-seed-package.json

## Seed Counts

- Users: 3
- Permission scopes: 3
- Data sources: 3
- Integrations: 4
- Automations: 3
- Notifications: 2
- Feature flags: 14
- Support tickets: 5
- Launch assets: 4
- Needs client input: 3

## Users And Roles

- Maya Chen (maya.chen@evergreenmechanical.example) as Dispatcher: Owns the same-day board, technician assignments, and priority exceptions.. Permissions: Daily board and customer communication control; Assign technicians; Approve ETA messages
- Luis Romero (luis.romero@evergreenmechanical.example) as Service manager: Monitors utilization, recurring coverage, and incomplete work orders.. Permissions: Assigned job and mobile status visibility; Review assigned work; Update field status
- Dana Patel (dana.patel@evergreenmechanical.example) as Technician: Receives assigned jobs, status tasks, notes, and route context.. Permissions: Capacity, parts, and escalation oversight; Approve parts blockers; Review urgent reassignment

## Permission Scopes

- Technician assignment: Dispatcher, Service manager. Restricted: Capacity override, Urgent priority override, Writeback approval. Launch check: Urgent reassignment records owner and reason in the ledger.
- ETA messaging: Dispatcher. Restricted: Customer phone, Customer email, Unapproved message body. Launch check: ETA draft requires dispatcher approval before send state.
- Parts hold release: Service manager. Restricted: Part cost, Approval note, Customer quote state. Launch check: Parts hold remains blocked until manager release is recorded.

## Data Sources

- [needs-client] Service jobs export from ServiceTitan, Housecall Pro, FieldEdge, or CSV schedule export: 40 to 160 open jobs. Owner: Dispatch manager. Template: /demo-library/hvac-dispatch/import-templates/work-order-import. Required fields: ServiceJob.externalId, Customer.displayName, ServiceJob.category, ServiceJob.window
- [ready] Technician roster from Field-service platform or HR roster export: 8 to 60 technician records. Owner: Service manager. Template: /demo-library/hvac-dispatch/import-templates/technician-roster. Required fields: Technician.displayName, Technician.skills
- [template] Parts holds from Inventory hold list or parts counter spreadsheet: 10 to 80 parts-held job rows. Owner: Parts coordinator. Template: /demo-library/hvac-dispatch/import-templates/work-order-import. Required fields: PartsHold.jobId, PartsHold.partName

## Integrations

- [template] Customer ETA messages (Dispatch manager): SMS/email wording and triggers are scoped for same-day dispatch.
- [needs-client] Service platform sync (Service manager): Depends on ServiceTitan, Housecall Pro, Jobber, or custom records.
- [optional] Map routing (Parts coordinator): Can be connected after technician and address data are live.
- [ready] CSV job import (Dispatch manager): Work order fields map cleanly to a pilot import.

## Feature Flags

- core_dispatch_board_and_technician_calendar=on: Dispatch board and technician calendar. Owner: Dispatcher. Enabled for pilot launch.
- core_inbound_service_request_intake_and_triage=on: Inbound service request intake and triage. Owner: Service manager. Enabled for pilot launch.
- core_work_order_detail_view=on: Work order detail view. Owner: Technician. Enabled for pilot launch.
- core_technician_load_and_assignment_controls=on: Technician load and assignment controls. Owner: Dispatcher. Enabled for pilot launch.
- core_customer_communication_queue=on: Customer communication queue. Owner: Service manager. Enabled for pilot launch.
- core_parts_needed_exception_workflow=on: Parts-needed exception workflow. Owner: Technician. Enabled for pilot launch.
- core_technician_field_execution_log=on: Technician field execution log. Owner: Dispatcher. Enabled for pilot launch.
- core_route_sequence_panel=on: Route sequence panel. Owner: Service manager. Enabled for pilot launch.
- core_recurring_maintenance_plan_list=on: Recurring maintenance plan list. Owner: Technician. Enabled for pilot launch.
- core_status_progression_workflow=on: Status progression workflow. Owner: Dispatcher. Enabled for pilot launch.
- optional_technician_mobile_app=off: Technician mobile app. Owner: Dispatcher. Disabled until buyer approves add-on scope.
- optional_call_center_or_web_form_intake=off: Call center or web-form intake. Owner: Technician. Disabled until buyer approves add-on scope.
- optional_customer_eta_notifications=off: Customer ETA notifications. Owner: Service manager. Disabled until buyer approves add-on scope.
- optional_servicetitan_housecall_pro_sync=off: ServiceTitan/Housecall Pro sync. Owner: Dispatcher. Disabled until buyer approves add-on scope.

## Automations

- [ready] Unassigned urgent job alert: Urgent job is unassigned within 30 minutes of appointment window. -> Move job into dispatch risk and create manager review task.. Fallback: Highlight job card if escalation notifications are disabled.
- [needs-client] ETA message preparation: Technician assignment changes or route window slips. -> Prepare ETA or delay message for dispatcher approval.. Fallback: Create an internal call task instead of sending customer-facing message.
- [template] Parts hold route block: Job has required part with unknown or late ETA. -> Flag route risk and notify parts coordinator before route sequence is finalized.. Fallback: Keep job in parts-hold swimlane until ETA is resolved.

## Notifications

- [template] ETA approval draft (In-app, Dispatcher): Customer ETA message ready
- [ready] Parts hold escalation (In-app, Parts coordinator): Scheduled job blocked by parts

## Support Defaults

- [open/urgent] HVAC-SUP-417 Approve ETA delay message for Lakeside Market: Technician is running 28 minutes behind and customer copy is staged for review.. Owner: Dispatcher
- [open/watch] HVAC-SUP-422 Resolve condenser fan motor parts hold: Job cannot be routed to completion until branch pickup or truck stock is confirmed.. Owner: Parts coordinator
- [in-review/normal] HVAC-SUP-431 Balance afternoon emergency load: One technician is above target utilization and has a low-margin callback queued.. Owner: Service manager
- [scheduled/urgent] HVACDISPATCH-SUP-700 Demo app availability: Rollback DNS alias to preview or pause launch announcement until the route passes.. Owner: Technical lead
- [scheduled/watch] HVACDISPATCH-SUP-701 Urgent jobs assigned with approved ETA or parts status before service window risk: Review analytics key, event mapping, and privacy guardrails before widening access.. Owner: Growth lead

## Launch Assets

- [ready] Dispatch status map: Scheduled, en route, on site, needs part, and complete states are defined.
- [template] Technician role matrix: Skills, territory, capacity, and assignment rules are ready to tailor.
- [ready] SEO landing page: Canonical page targets HVAC dispatch and scheduling searches.
- [template] Customer messaging scripts: ETA and delay copy can be branded per service company.

## Implementation Links

- Client launch plan JSON: /demo-library/hvac-dispatch/client-launch-plan.json
- Deployment launch plan JSON: /demo-library/hvac-dispatch/deployment-launch.json
- OpenAPI implementation spec: /demo-library/hvac-dispatch/openapi.json
- Sample data package JSON: /demo-library/hvac-dispatch/sample-data-package.json