Steps the Stage Already Proves

'Estimate sent' is pre-checked in the Estimate Sent stage, because standing in that stage is what proves it happened.

What it is

Four steps are definitionally satisfied by being in their stage: sent in Estimate Sent, sent in Contract Sent, form received in Info Submitted, and log approval in Estimate Approved. They render as done, are not clickable, are labelled auto, and never count as outstanding work.

Also called: don't tell me to do what I just did · auto-checked step · pre-checked checklist item

See it
Steps the Stage Already Proves
Dirt work
Foundation
3
Framing
4 photos
4
Roofing
5
Trim
6
Final
The Estimate Sent checklist with 'Estimate sent' shown ticked and labelled auto, and the remaining steps live. Sample data — no customer information appears here.
How it works
  1. 1A map pairs a stage with the one step it proves
  2. 2Progress counting treats an entry marker as done without any stored state
  3. 3The current-step pointer skips entry markers when picking what to work next
  4. 4Reminder suggestions skip them too — you do not set a reminder to do what you already did
Why we built it

Standing in Estimate Sent is proof the estimate was sent, but the checklist still asked the rep to tick sent — and being told to do the thing whose completion is the stage reads as the platform not knowing what just happened. Steps the stage itself proves now render already ticked and never count as outstanding work. The same applies to the intake form arriving, the approval being logged and the contract going out.

The problem
  • Checklists asking for work the stage already proves
  • Progress counts made meaningless by unticked obvious steps
Sound familiar?
What you get
The checklist only asks for work that is genuinely outstanding
Progress counts mean something
The platform reads as if it is paying attention

See it on your own jobs

Twenty minutes, your numbers, no slide deck. We’ll build one of your real buildings in front of you and send you the estimate link at the end — yours to keep either way.

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