{"kind":"demo-statement-of-work-package","version":"wave-1","sourceDemo":{"slug":"roofing-estimator","title":"Roofing Estimator","archetype":"A3","canonicalPath":"/demo-library/roofing-estimator","appPath":"/demo-apps/roofing-estimator","subdomain":"roofing-estimator.ideas-realized.com"},"buyerAgreement":{"productName":"RidgeQuote","buyerDefault":"Northline Roofing Co.","recommendedTier":"Estimator desk pilot","investmentSummary":"$20k-$38k setup and $900-$3.2k/month recurring. 45 percent due at signature for tenant setup, price book mapping, and proposal template review.","targetLaunchWindow":"Weeks 4-8; 1 week price-book prep, 2 weeks estimate and approval hardening, 2 weeks proposal pilot.","term":"5-week estimator pilot for one roofing sales team, one price book, and controlled proposal handoff.","productionDomain":"roofing-estimator.ideas-realized.com","previewUrl":"https://roofing-estimator.ideas-realized.com"},"statementOfWork":{"sowTitle":"RidgeQuote statement of work package","summary":"A buyer-signable SOW packet for turning Roofing Estimator into a paid, rebrandable roofing estimating software for scope, margin, proposal, and e-sign workflows pilot with scoped deliverables, acceptance gates, data responsibilities, support terms, change controls, and signature ownership.","buyer":"Northline Roofing Co.","productName":"RidgeQuote","recommendedTier":"Estimator desk pilot","investmentSummary":"$20k-$38k setup and $900-$3.2k/month recurring. 45 percent due at signature for tenant setup, price book mapping, and proposal template review.","targetLaunchWindow":"Weeks 4-8; 1 week price-book prep, 2 weeks estimate and approval hardening, 2 weeks proposal pilot.","term":"5-week estimator pilot for one roofing sales team, one price book, and controlled proposal handoff.","productionDomain":"roofing-estimator.ideas-realized.com","previewUrl":"https://roofing-estimator.ideas-realized.com","scopeModules":[{"label":"Tenant setup","deliverable":"Estimator and proposal workspace","scope":"Configure roofing systems, material categories, margin thresholds, proposal sections, roles, and brand tokens.","acceptanceSignal":"Scope, sell price, and gross margin update together."},{"label":"Data onboarding","deliverable":"Price-book and proposal template import","scope":"Map price-book fields, validate effective dates, define labor rules, and stage proposal handoff fields.","acceptanceSignal":"Approval checks are visible; send gate needs production workflow."},{"label":"Workflow configuration","deliverable":"Margin approval and proposal readiness","scope":"Configure low-margin approval gates, follow-up reminders, price drift review, and proposal handoff state.","acceptanceSignal":"Proposal sections exist; PDF output provider is not selected."},{"label":"Pilot review","deliverable":"Estimator KPI and handoff package","scope":"Deliver estimate turnaround summary, margin exception report, price-book drift list, and CRM/e-sign recommendation.","acceptanceSignal":"Run price drift review and show stale items before proposal send."}],"milestones":[{"phase":"Kickoff","timing":"Week 1","owner":"Sales manager","deliverable":"Price book, margin rules, and proposal handoff expectations are approved.","exitSignal":"Price-book import template and approval policy are accepted.","paymentTie":"45 percent due at signature for tenant setup, price book mapping, and proposal template review."},{"phase":"Configuration","timing":"Weeks 2-3","owner":"Implementation lead","deliverable":"Estimator, approvals, price-book review, and proposal handoff are configured.","exitSignal":"Sales manager can build and approve sample estimates.","paymentTie":"35 percent due after estimate calculator, approval workflow, and proposal packet pass estimator review."},{"phase":"Pilot","timing":"Weeks 4-5","owner":"Sales team lead","deliverable":"Team uses the workspace for controlled estimate and proposal preparation.","exitSignal":"Proposal handoff export and margin exception report are accepted.","paymentTie":"20 percent due after pilot KPI report and CRM/accounting handoff recommendation are accepted."}],"acceptanceCriteria":["Price book imports with effective dates, units, waste factors, and labor rules.","Low-margin estimates are blocked or flagged before proposal handoff.","Proposal packet export includes scope, alternates, warranty, financing note, and approval state.","Price drift review surfaces stale or missing price-book items before send.","Price book approved: Pilot materials, labor rates, waste factors, and margin floors validated against sample jobs.","Proposal language accepted: Scope notes, exclusions, warranty language, and customer packet wording approved.","Margin approval accepted: Estimator can trigger, resolve, and audit margin approval scenarios in the pilot workspace."],"buyerResponsibilities":["Provide price-book export and approved proposal language before configuration starts.","Confirm margin thresholds and approver roles.","Keep live e-sign, financing, supplier sync, and CRM writeback outside MVP unless separately scoped.","Price-book export with item, unit, labor rule, waste factor, vendor, and effective-date fields.","Sample estimate or proposal packet with warranty, alternates, and financing language.","Margin threshold policy, approver list, and proposal lock expectations.","CRM and e-sign handoff preference for the pilot."],"vendorResponsibilities":["Owns configuration, runbook, QA evidence, and post-pilot backlog recommendation.","A buyer-ready support model for launching Roofing Estimator with triaged tickets, service levels, training artifacts, success milestones, and renewal proof tied to the first pilot cohort.","Estimator launch thread: Business days during pilot","Maintain the demo-derived production domain plan for roofing-estimator.ideas-realized.com."],"dataResponsibilities":[{"owner":"Buyer operations owner","responsibilities":["Load a controlled roof-system price book, validate markup math with the sales manager, then let reps build review-ready estimates while proposal export remains template-based.","Price book: provide 80 to 400 material and labor rows from Estimator spreadsheet, supplier sheet, or existing quoting tool export with [object Object], [object Object], [object Object], [object Object].","Estimate templates: provide 5 to 20 scope templates from Sales spreadsheet or proposal template with [object Object], [object Object], [object Object].","Proposal content: provide 8 to 25 proposal sections from Branded proposal document or PDF copy deck with [object Object], [object Object], [object Object]."]},{"owner":"Ideas Realized implementation lead","responsibilities":["The first pilot should prove estimate consistency before full CRM, e-sign, or PDF automation. The import plan focuses on material/labor line items, margin guardrails, and proposal-ready sections.","Margin math acceptance: Estimate totals cannot be trusted until cost, markup, discount, and tax rules are approved. Resolution: Sales manager signs off on three representative estimates.","Proposal copy approval: Customer-facing sections need brand and legal review before PDF export. Resolution: Mark proposal sections as template until customer packet copy is approved.","CRM handoff rule: The pilot can export estimate status before direct CRM sync. Resolution: Choose CSV, HubSpot, JobNimbus, AccuLynx, or no-sync for phase one."]}],"serviceLevels":[{"channel":"Estimator launch thread","coverage":"Business days during pilot","response":"Next business day","included":"Price-book import questions, approval rule tuning, proposal handoff updates, and report review."},{"channel":"Weekly estimating review","coverage":"One 45-minute session per week","response":"Scheduled","included":"Margin exception review, price-book drift review, proposal readiness review, and expansion planning."}],"changeOrderControls":["Native e-sign sending, financing workflow, or proposal legal review: Scope after proposal handoff export and template language are approved. Owner: Client sponsor.","Supplier price sync or CRM opportunity writeback: Requires API review, price reconciliation plan, and follow-on integration estimate. Owner: Implementation lead."],"exclusions":["No guaranteed measurement accuracy without approved measurement source and estimator review.","No payment collection or financing workflow in the base pilot.","No CRM/accounting writeback unless the connector add-on is signed.","Do not promise automated roof measurement accuracy without source validation.","Do not include live payment collection in the base pilot.","Do not bypass buyer-approved margin floors or proposal exclusions."],"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/roofing-estimator/statement-of-work","jsonPath":"/demo-library/roofing-estimator/statement-of-work.json","dealDeskPackagePath":"/demo-library/roofing-estimator/deal-desk","dealDeskPackageJsonPath":"/demo-library/roofing-estimator/deal-desk.json","procurementPackPath":"/demo-library/roofing-estimator/procurement-pack","clientProposalPath":"/demo-library/roofing-estimator/client-proposal","clientLaunchPlanJsonPath":"/demo-library/roofing-estimator/client-launch-plan.json","implementationWorkOrderPath":"/demo-library/roofing-estimator/implementation-work-order","deploymentLaunchPlanJsonPath":"/demo-library/roofing-estimator/deployment-launch.json","productionDataContractJsonPath":"/demo-library/roofing-estimator/data-contract.json","tenantSeedPackageJsonPath":"/demo-library/roofing-estimator/tenant-seed-package.json","launchRoomPath":"/demo-library/roofing-estimator/launch-room","firstProofUrl":"https://roofing-estimator.ideas-realized.com?screen=proposal","firstProofScreen":"proposal"}}