The list that defines a wired-in account: signed in, logo uploaded, business info filled in, team invited, website form connected and receiving leads, Meta and Google connected, texting applied and approved, email sending set up, SmartBuild connected and pulled, leads imported, first estimate sent, a customer opened one, a customer approved one, email and text flowing both ways, and even having reported a bug or asked for a feature. Each carries a weight and a plain hint explaining why it matters.
Also called: setup progress · am I set up properly · integration checklist · adoption milestones
- 1Each milestone reads its own source table — a logo from invoice settings, texting from the registration row, a first estimate from the estimate links.
- 2Milestones that do not apply to an account (SmartBuild for a builder who does not use it) are marked not applicable and excluded from the score.
- 3The ledger shows the date each was reached.
- 4Setup and integration milestones drive the score; the value milestones are counted separately.
The engine names why they are derived: milestones are 'each derived from the tables where the fact lives, never hand-ticked.' The hints carry the reasoning per milestone — 'Single-user accounts churn'; 'The moment they get value'; 'Engaged enough to tell us what's broken.'
- Hand-ticked onboarding lists drift away from what is actually configured.
- 'Set up' meant different things to different people.
- Missing integrations were only discovered when something failed.
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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