Proposal Total
$18,853.00
Deposit required before scheduling
Command Center
Jobs
Command Center
Jobs
Job Setup
ScheduledWhat is job setup?
J-DEMO-CALDER-001 | Calder Design Studio | 42 Bank Street, New York, NY
Proposal Total
Deposit
Setup Checklist
Photos
Why is a deposit blocking scheduling?
Create the deposit invoice from the accepted proposal, record manual payments, and use the paid/override state as the scheduling gate.
Status
Required
Send Hearth financing information before the proposal, during proposal review, or during job setup. Track conversations, application sends, customer application state, approvals, declines, amount financed, and office notes.
Status
Amount Financed
Link Delivery
Capture the office setup details that need to be settled before production scheduling and field handoff.
Use these cards as the office handoff gate before scheduling production. Items can be completed, skipped, or reopened as details change.
Confirm the required deposit is collected or intentionally waived.
Paid
Balance
$5,655.90 total | $0.00 paid | $5,655.90 due
Due Jul 15, 2026
Manual deposit payments will appear here.
Last Update
Discussed
Jul 7, 2026
Application Link Sent
Jul 7, 2026
Customer Applied
Jul 8, 2026
Approved
Jul 8, 2026
Declined
Not set
Confirm the homeowner accepted/signed the proposal version tied to this job.
Record whether financing is approved, pending, declined, or not needed.
List special materials, long-lead items, or standard materials to pull.
Confirm whether permits are needed and who owns them.
Confirm customer access, lockbox, parking, pets, and basement entry.
Assign a crew or crew lead before moving the job to ready.
Set a target production window before final scheduling.