Contractor Intake Wizard

A1 — Magic Link Email Live

onboarding.3bids.io/invite/abc123

You've Been Invited to 3Bids

Hi Marcus,

Johnson HVAC Services has been invited to join 3Bids — the home services marketplace where top contractors connect with verified homeowners.

Click the button below to set up your account and start receiving job leads in your area.

Begin Onboarding

This link expires in 7 days. If you didn't request this, you can safely ignore this email.

SendGrid template. Magic link token is SHA-256 hashed, single-use. Admin triggers from CRM pipeline.

A2 — Account Setup (Clerk) Live

onboarding.3bids.io/setup

Create Your Account

Complete your profile to get started with 3Bids.

First Name *

Last Name *

Pre-filled from invitation

Password *

Confirm Password *

Secured by Clerk

Clerk-powered auth. Email pre-filled from magic link token. Password requirements enforced client-side.

A3 — Complexity Selector Live

onboarding.3bids.io/welcome

Choose Your Setup Path

Select the complexity that matches your business. You can always upgrade later.

Solo

One-person operation.
Get started fast.

6 Sections

Growing

Small team with employees.
Add commissions & services.

9 Sections

Owner Profile

Tell us about yourself. This information will be visible to homeowners when they view your company.

Personal Information

First Name *

Last Name *

Phone *

Bio

0 / 500 characters

First wizard step. Email pre-filled from Clerk auth. Back button hidden on step 1.

B2 — Owner Photo Live

onboarding.3bids.io/wizard/owner-photo

Owner Profile

Owner Photo

Delegation

Roles

Team Roster

Team Invites

Review

Company

Portfolio

Services

Commission

Pricing

Documents

15% Complete

STEP 2 OF 13

Owner Photo

Upload a professional headshot. This builds trust with homeowners browsing your profile.

Profile Photo

Drop your photo here or click to browse

JPG, PNG, or WebP. Max 5MB. Minimum 400×400px.

AI Enhancement

Automatically enhance lighting, remove background, and optimize for web.

Preview

GPT Image 1.5 powers AI enhancement. Photo stored in Convex file storage with CDN delivery.

B3 — Delegation Plan Live

onboarding.3bids.io/wizard/delegation

Owner Profile

Owner Photo

Delegation

Roles

Team Roster

Team Invites

Review

Company

Portfolio

Services

Commission

Pricing

Documents

23% Complete

STEP 3 OF 13

Delegation Plan

Decide how your team will complete this wizard. You can delegate specific sections to team members.

Who will complete this wizard?

I'll do it myself

Complete all 13 sections on your own. Takes about 30 minutes.

I'll delegate sections to my team

Assign specific sections to team members via magic link invites.

My team will handle everything

Delegate the entire wizard. You'll review and approve before submission.

How Delegation Works

Each team member receives a magic link to their assigned sections. They can only see and edit their sections. All submissions require your final approval before the wizard is complete.

Delegation choice determines whether Team Invites and Submission Review steps are active or skipped.

B4 — Role Definitions Live

onboarding.3bids.io/wizard/roles

Owner Profile

Owner Photo

Delegation

Roles

Team Roster

Team Invites

Review

Company

Portfolio

Services

Commission

Pricing

Documents

31% Complete

STEP 4 OF 13

Role Definitions

Define the roles within your organization. These will be used for team assignments and commission tracking.

Company Roles

Sales Rep

Handles lead intake and initial customer contact

Technician

Performs on-site service and installation work

Project Manager

Oversees job scheduling and quality control

Dispatcher

Assigns technicians and manages routing

Office Manager

Handles invoicing, payroll, and administration

Pre-populated with common contractor roles. Custom roles feed into commission and team assignment systems.

B5 — Internal Team Roster Live

onboarding.3bids.io/wizard/team-roster

Owner Profile

Owner Photo

Delegation

Roles

Team Roster

Team Invites

Review

Company

Portfolio

Services

Commission

Pricing

Documents

38% Complete

STEP 5 OF 13

Internal Team Roster

Add your team members and assign their roles. They'll receive access to the 3Bids contractor dashboard.

Team Members

5 members

Name

Role

Status

Marcus Johnson

Owner

marcus@johnsonhvac.com

Active

Sarah Chen

Office Manager

sarah@johnsonhvac.com

Active

Mike Torres

Sales Rep

mike@johnsonhvac.com

Invited

David Park

Technician

david@johnsonhvac.com

Pending

Lisa Ramirez

Dispatcher

lisa@johnsonhvac.com

Active

Team members map to contractorUsers with shadow accounts. Status tracks invitation lifecycle.

B6 — Team Invites Live

onboarding.3bids.io/wizard/team-invites

Owner Profile

Owner Photo

Delegation

Roles

Team Roster

Team Invites

Review

Company

Portfolio

Services

Commission

Pricing

Documents

46% Complete

STEP 6 OF 13

Team Invites

Send magic link invitations to team members so they can complete their assigned wizard sections.

Send New Invite

Name *

Email *

Role

Sections to Delegate

Company

Services

Pricing

Portfolio

Documents

Commission

Sent Invites

2 sent

Sarah Chen

Sections: Company, Portfolio • Sent 2 hours ago

Accepted

Mike Torres

Sections: Services, Pricing, Documents • Sent 1 day ago

Pending

Magic Link Invites

Each invite generates a unique magic link. Recipients can only access their assigned sections. Links expire in 7 days and can be resent.

Magic links scoped to specific sections via intakeData MCP bridge. Shadow accounts auto-created on accept.

B7 — Submission Review Live

onboarding.3bids.io/wizard/submission-review

Owner Profile

Owner Photo

Delegation

Roles

Team Roster

Team Invites

Review

Company

Portfolio

Services

Commission

Pricing

Documents

54% Complete

STEP 7 OF 13

Submission Review

Review and approve submissions from your team members before proceeding.

Sarah Chen

Office Manager • Submitted 2 hours ago

100%

Company Portfolio

Mike Torres

Sales Rep • In progress

67%

Services Pricing Documents

2 of 3 sections completed. Waiting on Documents.

David Park

Technician • Invite pending

Commission

Owner reviews all team submissions before wizard can advance. Changes create a feedback loop via magic link.

B8 — Company & Branding Live

onboarding.3bids.io/wizard/company

Owner Profile

Owner Photo

Delegation

Roles

Team Roster

Team Invites

Review

Company

Portfolio

Services

Commission

Pricing

Documents

58% Complete

STEP 8 OF 13

Company & Branding

Set up your company details and brand identity for your 3Bids profile.

Company Info

Contact

Branding

Project Portfolio

Showcase your best work. Homeowners look at portfolios when choosing contractors.

Full HVAC System Install

Complete ductwork and 5-ton unit installation for 3,200 sq ft home.

HVAC

Commercial Rooftop Unit

10-ton rooftop unit replacement for office building.

Commercial

Heat Pump Conversion

Gas furnace to heat pump conversion with rebate assistance.

Energy

Emergency AC Repair

Same-day compressor replacement during peak summer.

Emergency

Portfolio images stored in Convex file storage. AI auto-tags categories via Gemini vision. Min 3 projects recommended.

B10 — Services & Operations Live

onboarding.3bids.io/wizard/services

Owner Profile

Owner Photo

Delegation

Roles

Team Roster

Team Invites

Review

Company

Portfolio

Services

Commission

Pricing

Documents

69% Complete

STEP 10 OF 13

Services & Operations

Select the services you offer and define your operating parameters.

Services

Service Areas

Hours

Service Categories

HVAC

Heating

Cooling

Plumbing

Electrical

Roofing

Ductwork

Insulation

General Contracting

Painting

Air Quality

Solar

Service chips map to the platform's service taxonomy. Selected services determine which job categories appear in the feed.

B11 — Commission Basics Live

onboarding.3bids.io/wizard/commission

Owner Profile

Owner Photo

Delegation

Roles

Team Roster

Team Invites

Review

Company

Portfolio

Services

Commission

Pricing

Documents

73% Complete

STEP 11 OF 13

Commission Structure

Configure how your team earns commission on completed jobs.

Enable Commission Tracking

Track and calculate commissions for your team automatically.

Default Rate (%)

Pay Period

Minimum Threshold ($)

Commission payouts below this amount roll over to next period.

Commission System

Commissions are calculated after the platform fee is applied. The 40/60 escrow split means commissions on the first 40% are available after the hold period, and the remaining 60% after job completion.

Commission basics — default rate, pay period, threshold. Enterprise-only section. Feeds into payout-payroll system.

B12 — Commission Base Rates Live

onboarding.3bids.io/wizard/commission/rates

Owner Profile

Owner Photo

Delegation

Roles

Team Roster

Team Invites

Review

Company

Portfolio

Services

Commission

Pricing

Documents

75% Complete

STEP 11 OF 13

Commission Base Rates

Set commission rates for each role in your organization.

Basics

Base Rates

Bonus Rules

Review

Role-Based Rates

Role

Base Rate %

Cap

Override

Sales Rep

Technician

Project Manager

Dispatcher

Office Manager

Base rates per role from complexPricing MCP tools. Override toggle allows per-team-member rate exceptions.

B13 — Commission Bonus Rules Live

onboarding.3bids.io/wizard/commission/bonus

Owner Profile

Owner Photo

Delegation

Roles

Team Roster

Team Invites

Review

Company

Portfolio

Services

Commission

Pricing

Documents

77% Complete

STEP 11 OF 13

Bonus Rules

Incentivize your team with performance-based bonuses.

Basics

Base Rates

Bonus Rules

Review

3 Active Bonus Rules

Up to 8% additional commission + $250 per referral

Revenue Target Bonus

Team-wide bonus when monthly target is exceeded

+5%

Bonus Rate

Monthly Target

Bonus Rate (%)

Customer Rating Bonus

Maintain 4.5+ star average across all jobs

+3%

Bonus Rate

Min Rating (stars)

Bonus Rate (%)

Referral Bonus

Flat bonus per converted customer referral

$250

Per Referral

Per Referral ($)

Max Per Period

Bonus rules stack on top of base rates. Revenue target checked monthly via Blueprint Automations.

B14 — Commission Review Live

onboarding.3bids.io/wizard/commission/review

Owner Profile

Owner Photo

Delegation

Roles

Team Roster

Team Invites

Review

Company

Portfolio

Services

Commission

Pricing

Documents

80% Complete

STEP 11 OF 13

Commission Review

Review your complete commission structure before confirming.

Basics

Base Rates

Bonus Rules

Review

Base Rates Summary

Sales Rep 12% (cap: $5,000)

Technician 8% (cap: $3,000)

Project Manager 5% (cap: $2,000)

Dispatcher 3% (cap: $1,500)

Office Manager 4% (cap: $2,500)

Bonus Rules

Revenue Target +5% over $50K/mo

Customer Rating +3% at 4.5+ stars

Referral $250/referral (max 10)

Est. Monthly Commission Pool

$8,450

Based on $50K revenue

Final commission review with estimated pool calculation. Confirmation locks rates until owner edits in dashboard.

B15 — Pricing Model Live

onboarding.3bids.io/wizard/pricing

Owner Profile

Owner Photo

Delegation

Roles

Team Roster

Team Invites

Review

Company

Portfolio

Services

Commission

Pricing

Documents

83% Complete

STEP 12 OF 13

Pricing Model

Choose how you price your services. This determines how bids are structured.

Flat Rate

Fixed price per service. Simple and predictable for homeowners.

Hourly

Charge by the hour. Best for diagnostic or variable-scope work.

Per Unit

Price per square foot, linear foot, or per unit installed.

Tiered

Good/Better/Best tiers. Gives homeowners options at different price points.

Pricing model selection determines the grid columns in the next step. Flat Rate selected (terracotta border).

B16 — Service Pricing Grid Live

onboarding.3bids.io/wizard/pricing/grid

Owner Profile

Owner Photo

Delegation

Roles

Team Roster

Team Invites

Review

Company

Portfolio

Services

Commission

Pricing

Documents

85% Complete

STEP 12 OF 13

Service Pricing Grid

Set your base prices for each service you selected.

Model

Pricing Grid

Modifiers

Flat Rate Pricing

Service

Unit

Base Price

Min

Max

AC Installation

Per Job

Furnace Repair

Per Job

Duct Cleaning

Per Job

Heat Pump Install

Per Job

Air Quality Test

Per Job

Thermostat Install

Per Job

Pricing grid auto-populated from selected services. Min/Max define bid range shown to homeowners.

B17 — Modifiers & Bundles Live

onboarding.3bids.io/wizard/pricing/modifiers

Owner Profile

Owner Photo

Delegation

Roles

Team Roster

Team Invites

Review

Company

Portfolio

Services

Commission

Pricing

Documents

88% Complete

STEP 12 OF 13

Modifiers & Bundles

Set surcharges for special conditions and create service bundles for homeowners.

Model

Pricing Grid

Modifiers

Price Modifiers

Emergency

+50%

After-hours & emergency service calls

Weekend

+25%

Saturday and Sunday service calls

Holiday

+100%

Federal holidays and company closures

Service Bundles

Spring HVAC Package

AC tune-up + duct cleaning + air quality test

$975 $799

AC Tune-Up Duct Cleaning Air Quality Test

Modifiers auto-apply to bids based on job timing. Bundles create discounted packages visible to homeowners.

B18 — Documents: Verification Live

onboarding.3bids.io/wizard/documents

Owner Profile

Owner Photo

Delegation

Roles

Team Roster

Team Invites

Review

Company

Portfolio

Services

Commission

Pricing

Documents

90% Complete

STEP 13 OF 13

Documents & Verification

Upload your professional documents for platform verification.

Verification

Business Docs

AI Review

Contractor License

Uploaded

johnson-hvac-license-2026.pdf

1.2 MB • Uploaded Mar 19, 2026

Verified

Insurance Certificate

Pending

Upload insurance certificate

PDF or image. General liability & workers comp required.

Bond Certificate

Optional

Upload bond certificate

PDF or image. Surety bond if applicable.

License verified via state API lookup. Insurance and bond reviewed by admin within 24 hours.

B19 — Documents: Business Live

onboarding.3bids.io/wizard/documents/business

Owner Profile

Owner Photo

Delegation

Roles

Team Roster

Team Invites

Review

Company

Portfolio

Services

Commission

Pricing

Documents

92% Complete

STEP 13 OF 13

Business Documents

Upload additional business documents for your records.

Verification

Business Docs

AI Review

W-9 Form

Upload W-9

Required for tax reporting. PDF format.

Operating Agreement

johnson-hvac-operating-agreement.pdf

3.4 MB • Uploaded Mar 19, 2026

Standard Operating Procedures (SOPs)

sop-hvac-installation.pdf

2.1 MB • Uploaded Mar 18, 2026

sop-emergency-response.pdf

1.8 MB • Uploaded Mar 18, 2026

Business docs stored encrypted in Convex file storage. SOPs used for AI-assisted job matching.

B20 — AI Extraction Review Live

onboarding.3bids.io/wizard/documents/ai-review

Owner Profile

Owner Photo

Delegation

Roles

Team Roster

Team Invites

Review

Company

Portfolio

Services

Commission

Pricing

Documents

95% Complete

STEP 13 OF 13

AI Extraction Review

Our AI has analyzed your uploaded documents. Review the extracted data below.

Verification

Business Docs

AI Review

Business Information

High Confidence

Legal Name Johnson HVAC Services LLC

EIN 82-4791035

State of Formation Texas

Formation Date March 14, 2014

Services Detected

High Confidence

HVAC Installation HVAC Repair Duct Cleaning Heat Pump Systems Air Quality Testing Thermostat Installation Preventive Maintenance

Insurance Details

Medium Confidence

Provider State Farm Commercial

Policy Number GL-2026-48291

Coverage Amount $2,000,000

Expiration December 31, 2026

Workers comp details could not be extracted. Please verify manually.

You can edit any extracted data from your contractor dashboard after onboarding.

Gemini 3 Flash extracts data from uploaded PDFs. Confidence badges indicate extraction accuracy. Medium/Low fields flagged for manual review.

C1 — DocsBucket Upload Live

onboarding.3bids.io/wizard/docs-bucket

Owner Profile

Owner Photo

Delegation

Roles

Team Roster

Team Invites

Submission Review

Company & Brand

Portfolio

Services

Commission

Pricing

Documents

Docs Bucket

Jargon

96% complete

Section 14 of 15

Docs Bucket

Upload business documents and website URLs. Our AI will extract key information automatically.

Upload

AI Analysis

Drag files here or click to browse

PDF, Word, Excel, Images, ZIP — up to 50MB per file

Or add a website URL to crawl

https://

Bucket Contents

contractor-license.pdf

2.4 MB

Uploaded

insurance-cert.docx

1.1 MB

Uploaded

https://johnsonhvac.com

Website

Crawled

https://johnsonhvac.com/about

Website

Crawling...

Pro Tip

Upload all relevant business documents and website URLs. Our AI will extract key information automatically.

DocsBucketSection — drag-drop upload + URL crawl. Files stored in Convex file storage, URLs queued for AI crawl.

C2 — DocsBucket AI Analysis Live

onboarding.3bids.io/wizard/docs-bucket/analysis

Owner Profile

Owner Photo

Delegation

Roles

Team Roster

Team Invites

Submission Review

Company & Brand

Portfolio

Services

Commission

Pricing

Documents

Docs Bucket

Jargon

97% complete

Section 14 of 15

Docs Bucket

Review AI-extracted information from your uploaded documents and URLs.

Upload

AI Analysis

Business Information

Company Name

Johnson HVAC Services High

Address

4521 W Camelback Rd, Phoenix AZ High

Phone

(602) 555-0187 High

EIN

86-*****42 Medium

Years in Business

14 years Medium

Services Detected

HVAC Installation High

AC Repair High

Duct Cleaning Medium

Furnace Maintenance Medium

Heat Pump Low

Team & Operations

Team Size

8–12 employees Medium

Operating Hours

Mon–Fri 7AM–6PM High

Service Area

Greater Phoenix Metro High

Social & Web Presence

Website

johnsonhvac.com Verified

Google Reviews

4.8 stars, 234 reviews High

BBB Rating

A+ High

AI extraction via Gemini 3 Flash. Confidence scoring per field. Accept all or review individually.

C3 — Jargon Auto-Detected Live

onboarding.3bids.io/wizard/jargon

Owner Profile

Owner Photo

Delegation

Roles

Team Roster

Team Invites

Submission Review

Company & Brand

Portfolio

Services

Commission

Pricing

Documents

Docs Bucket

Jargon

97% complete

Section 15 of 15

Jargon Dictionary

Review AI-detected industry terms from your documents. Approve or reject each term.

Auto-Detected

Manual Entry

Pending

Approved

Rejected

SEER Rating HVAC 94%

Seasonal Energy Efficiency Ratio — measures AC cooling efficiency per watt of energy.

Load Calculation HVAC 91%

Manual J calculation to determine heating/cooling capacity needed for a space.

Change Order General 87%

Formal document modifying original scope of work, materials, or project timeline.

Rough-In Construction 72%

Initial installation phase before walls are closed — plumbing, electrical, and HVAC runs.

Punch List General 68%

List of remaining items to complete before final payment is released.

AI jargon extraction from DocsBucket. Approve/reject per term. Confidence thresholds: green ≥80%, amber 60–79%, red <60%.

C4 — Jargon Manual Entry Live

onboarding.3bids.io/wizard/jargon/manual

Owner Profile

Owner Photo

Delegation

Roles

Team Roster

Team Invites

Submission Review

Company & Brand

Portfolio

Services

Commission

Pricing

Documents

Docs Bucket

Jargon

98% complete

Section 15 of 15

Jargon Dictionary

Add custom industry terms your team uses that weren’t auto-detected.

Auto-Detected

Manual Entry

Add New Term

Term *

Definition *

Configuration Summary

Review all sections before submitting your application for admin review.

Total Sections

Complete

Team Members

Documents

Owner Profile

Name, phone, bio, experience

100%

Edit

Owner Photo

AI-generated professional headshot

100%

Edit

Delegation

Wizard delegated to office manager

100%

Edit

Roles

4 roles configured

100%

Edit

Team Roster

8 team members added

100%

Edit

Team Invites

6 invites sent, 4 accepted

100%

Edit

Submission Review

All submissions reviewed

100%

Edit

Company & Brand

Johnson HVAC Services, Phoenix AZ

100%

Edit

Portfolio

12 projects, 48 photos

100%

Edit

Services

5 service categories selected

100%

Edit

Commission

Tiered structure configured

100%

Edit

Pricing

Base rates and hourly rates set

100%

Edit

Documents

License, insurance, bonding verified

100%

Edit

Final review of all 13 wizard sections. Each row links back to its section for editing.

D2 — Submit for Review Live

onboarding.3bids.io/wizard/submit

Owner Profile

Owner Photo

Delegation

Roles

Team Roster

Team Invites

Submission Review

Company & Brand

Portfolio

Services

Commission

Pricing

Documents

Docs Bucket

Jargon

Review

100% complete

Ready to Submit!

All sections are complete. Review the checklist below and submit your application for admin review.

All required sections complete

Documents verified

Commission structure confirmed

Team invites sent

I accept the Terms of Service and Privacy Policy

Your application will be reviewed within 24–48 hours. You’ll receive an email notification when your account is approved.

Final submit screen. TOS checkbox required. Triggers admin notification via Slack ops_alerts channel.

E1 — Owner Setup Live

onboarding.3bids.io/onboard/owner

Owner

Team

Docs

AI Call

Checkout

Tour

Your Info

Photo

Company

Tell us about yourself

Basic info to get your account started.

First Name *

Mike

Last Name *

Johnson

Phone *

(602) 555-0187

Email *

mike@johnsonhvac.com

Simplified flow Step 1. Three sub-steps: Your Info, Photo, Company. Pre-filled from magic link.

E2 — Invite Team Live

onboarding.3bids.io/onboard/team

Owner

Team

Docs

AI Call

Checkout

Tour

Invite Your Team

Add team members so they can manage jobs and bids on your behalf.

Quick Invite

Name

Role

Sent Invites

Sarah Chen

sarah@johnsonhvac.com · Office Manager

Accepted

Tom Rodriguez

tom@johnsonhvac.com · Lead Tech

Pending

Dave Park

dave@johnsonhvac.com · Estimator

Pending

Simplified Step 2. Quick invite form with role picker. “Skip for now” option for solo contractors.

E3 — Documents Live

onboarding.3bids.io/onboard/documents

Owner

Team

Docs

AI Call

Checkout

Tour

Upload Documents

Upload your business documents and website. Our AI will handle the rest.

Drag files here or click to browse

License, insurance, certifications — PDF, Word, Images up to 50MB

Add your website

https://johnsonhvac.com

contractor-license.pdf

2.4 MB

Uploaded

insurance-certificate.png

890 KB

Uploaded

Simplified Step 3. DocsBucket-style upload with URL crawl. Fewer categories than full wizard.

E4 — AI Voice Call Live

onboarding.3bids.io/onboard/call

Owner

Team

Docs

AI Call

Checkout

Tour

AI Voice Interview

Tell our AI about your business. It will auto-fill your profile based on the conversation.

AI Assistant is listening...

Live Transcript

AI Assistant

Tell me about your business and the services you offer.

Mike Johnson

We’re Johnson HVAC, we do residential and commercial HVAC — installation, repair, maintenance. Been in business 14 years.

AI Assistant

Great! How many team members do you have?

Mike Johnson

About 12 full-time, plus some seasonal contractors.

AI voice interview via WebRTC. Gemini 3 Flash transcribes and auto-fills remaining profile fields.

E5 — Checkout (Stripe) Live

onboarding.3bids.io/onboard/checkout

Owner

Team

Docs

AI Call

Checkout

Tour

Choose Your Plan

Select the plan that fits your business. Cancel or upgrade anytime.

Starter

$49/mo

For solo contractors just getting started.

Up to 10 bids/month

1 team member

Basic analytics

Email support

Professional

$149/mo

For growing teams that need more power.

Unlimited bids

Up to 10 team members

Advanced analytics

AI voice assistant

Priority support

Recommended

Enterprise

$299/mo

For multi-location operations at scale.

Everything in Professional

Unlimited team members

Multi-location support

Custom integrations

Dedicated account manager

Secured by Stripe. 256-bit SSL encryption.

Stripe Checkout integration. Three tiers: Starter $49, Professional $149 (recommended), Enterprise $299. Stripe Customer + Subscription created.

E6 — Guided Tour Live

onboarding.3bids.io/onboard/tour

Owner

Team

Docs

AI Call

Checkout

Tour

You're All Set!

Welcome to 3Bids, Marcus! Your contractor profile is live. Explore your new tools below.

Your Dashboard

Real-time overview of jobs, revenue, team performance, and upcoming appointments.

EXPLORE →

Bid on Jobs

Browse verified homeowner projects in your area and submit competitive bids.

EXPLORE →

Manage Team

Invite crew, assign roles, set commissions, and track field performance.

EXPLORE →

Pricebook

Configure service pricing, modifiers, bundles, and instant estimate generation.

EXPLORE →

Onboarding complete. Feature discovery cards link to key app sections. Dashboard redirect on CTA.

Contractor	Tier	Status	Progress	Sections	Last Activity
Marcus Johnson	Enterprise	In Progress	78%	10/13	2h ago
Sarah Chen	Growing	Complete	100%	9/9	1d ago
Mike Rodriguez	Solo	Link Sent	0%	0/6	3d ago
Lisa Park	Enterprise	In Progress	45%	6/13	5h ago
David Kim	Growing	Approved	100%	9/9	1w ago

Data Architecture

Schema tables, MCP tools, integrations, and source files powering the Contractor Intake Wizard.

Intake Sections (A–E)

Part A — Pre-Wizard

Magic link email delivery, Clerk account creation, complexity tier selection (Solo / Growing / Enterprise). Routes to simplified or full wizard.

integration mcp

Part B — Full Wizard

20 screens: owner profile, team setup, company branding, services, commission structure, pricing model (flat/hourly/materials), document verification.

mutation mcp

Part C — DocsBucket + Jargon

AI-powered document upload with extraction, trade jargon auto-detection from uploaded content, manual jargon term entry.

hook mcp

Part D — Review & Submit

Configuration summary with section-by-section completion status, final submission with validation gate.

mutation

Part E — Simplified Flow

6-step path for Solo/Growing tiers: owner setup, team invite, documents, AI voice call, Stripe checkout, guided tour.

integration mcp

DocsBucket System

uploadDocument

Handles multi-file upload with type detection (license, insurance, W-9, contract templates). Stores to Convex file storage.

mutation

extractDocumentData

Gemini-powered extraction: license numbers, expiration dates, coverage amounts, company details from uploaded docs.

mcp hook

reviewExtractionResults

Human-in-the-loop review of AI-extracted fields. Confidence scoring, manual correction, approval flow.

mutation

Jargon System

detectJargonTerms

AI scans uploaded documents and profile text to auto-detect trade-specific jargon. Returns term, definition, confidence score.

mcp

addJargonTerm

Manual entry of contractor-specific terminology. Fields: term, definition, category, usage context.

mutation

contractorJargon

Schema table storing per-contractor trade terminology. Indexed by contractorId. Feeds into AI chat and homeowner translations.

schema

AI Voice Call

initiateVoiceCall

Triggers AI-powered voice onboarding call. Collects remaining profile data conversationally. Transcription stored for extraction.

mcp integration

voiceCallTranscript

Schema table for call recordings and transcriptions. Links extracted data points back to wizard sections for auto-fill.

schema

Stripe Checkout

createCheckoutSession

Creates Stripe Checkout session for subscription tier. Handles Solo ($49/mo), Growing ($149/mo), Enterprise (custom) pricing.

integration

handleWebhook

Processes checkout.session.completed webhook. Activates contractor account, triggers guided tour, sends welcome email.

mutation integration

contractorSubscriptions

Schema: stripeCustomerId, subscriptionId, tier, status, currentPeriodEnd. Indexed by contractorId and stripeCustomerId.

schema

MCP Tool Coverage (253 tools)

intakeData (34 tools)

Magic link generation, intake status tracking, section completion, data bridging between MCP and Convex backend.

mcp

onboardingWizard (22 tools)

Multi-person intake orchestration, delegation plan management, role assignment, team invite flows.

mcp

extendedOnboarding (24 tools)

Advanced setup: portfolio, branding, project history, certifications, insurance details.

mcp

complexPricing (56 tools)

Enterprise pricing engine: flat rate, hourly, materials markup, modifiers, bundles, regional overrides.

mcp

teamRoles (22 tools)

Role definitions, commission structures, permission sets, team hierarchy management.

mcp

Status Flow

pending → active → completed

Key Design Decisions

Complexity Routing

Solo → 6-step simplified • Growing → 9-section wizard • Enterprise → 13-section full wizard

AI-First Extraction

DocsBucket uploads trigger Gemini extraction → human review → auto-fill wizard fields

Voice + Web Hybrid

Simplified flow offers AI voice call as alternative to manual form entry. Transcript maps to wizard fields.

MCP Bridge

253 MCP tools power intake — from magic link generation through pricing engine to Stripe checkout