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How A Project Works

This is the normal path from first customer conversation to working installation.

Simple Flow

flowchart TD
    A[Customer conversation] --> B[Configurator creates lead]
    B --> C[Pre-survey checks the property]
    C --> D[Final quote]
    D --> E[Approval and prepayment]
    E --> F[Hardware ordered and configured]
    F --> G[Installation and verification]
    G --> H[Dashboard, support, and next opportunities]

Summary

The configurator supports the sales conversation and the technical workflow. The local partner can use it with the customer, save the lead, add notes, and collect deeper questions before the pre-survey.

The final quote should come after the property is understood. This keeps the customer promise realistic and reduces installation surprises.

Configurator Modes

  • Customer self-service: the customer opens the configurator and selects the features they want.
  • Partner-guided: the local partner sits with the customer and uses the configurator as a sales and discovery tool.
  • Future partner login: the partner can save leads, add notes, unlock deeper questions, attach photos, track survey status, and help prepare the final quote.

Why The Pre-Survey Comes Before The Quote

  • The customer can choose the outcomes they want before the site is checked.
  • The pre-survey confirms what is actually possible in the property.
  • HabitaTech can then quote compatible hardware and realistic installation work.
  • This avoids promising a device or feature that will not work in that property.

Detailed Operational Flow

Click any diagram to open it in a new tab for easier zooming.

sequenceDiagram
    participant C as Customer
    participant P as Local Partner
    participant Q as Configurator
    participant R as HabitaTech
    participant I as Installer

    Note over C,R: Discovery and lead creation
    C->>P: Shares property needs

    alt Customer self-service
        C->>Q: Opens configurator and selects desired outcomes
        Q->>R: Creates lead with initial feature selection
    else Partner-guided meeting
        P->>Q: Opens configurator with customer<br/>on tablet, laptop, or phone
        P->>Q: Selects outcomes with customer<br/>and adds partner notes
        Q->>R: Saves lead, notes, and initial configuration
    end

    R->>R: Reviews lead and checks if customer is serious
    R->>Q: Unlocks deeper questions when needed
    P->>Q: Collects second-level details<br/>rooms, AC units, doors, Wi-Fi, photos
    Q->>R: Sends updated lead and answers

    Note over P,I: Pre-survey before final quote
    R->>P: Sends survey checklist based on selected features
    P->>I: Coordinates property visit
    I->>C: Checks feasibility and takes photos
    I-->>P: Sends notes and effort estimate
    P-->>R: Sends survey results
    R->>R: Selects compatible devices

    Note over C,R: Quote, payment, and installation
    R->>C: Sends final quote
    C->>R: Approves and prepays
    R->>R: Orders and configures hardware
    P->>I: Schedules installation
    I->>C: Installs devices
    R->>R: Verifies dashboard and automations
    P->>C: Local handoff

    Note over P,Q: Future partner login can support<br/>saved drafts, lead notes, follow-up tasks,<br/>survey status, and quote preparation