feat: Adds initial note

20251124165555.Service_CRM_Plan.md

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+# Service CRM Plan
+
+My thoughts / planning around building a custom CRM software specific to HVAC. One of the problems I
+have with many of the CRM's is they try to shoehorn themselves into too many industries, which makes
+it a subpar experience for everyone.
+
+This document is me starting list out and explore ideas surrounding what _I_ need in a CRM. While it
+should hopefully be general enough to work for most size companies. Ultimately I would like to
+explore how services / protocols that already exist could be utilized or married together, to
+prevent from reinventing the wheel where it is not needed.
+
+## General
+
+1. Ideally there would be self-hosting options.
+1. An API, so I can do things from the terminal.
+1. **_Keyboard Shortcuts_**
+1. Dark mode
+
+## Calendar
+
+1. Integrate with [CalDAV standard protocols](https://datatracker.ietf.org/doc/html/rfc4791), so
+   that native calendar applications could be used.
+   1. Office staff /roles would need to subscribe to all calendars
+   1. Field staff would only need to subscribe to their calendar, but then there would need to be
+      some sort of note / link that allowed them to navigate to job details.
+1. Be able to toggle calendars on / off from dispatch display.
+1. Would need an unassigned job calendar for times that it doesn't make sense to assign a job right
+   away to a specific user.
+1. Generated events for maintenance customers.
+
+[See also: Scheduling](#scheduling)
+
+## Customers
+
+1. Integrate with [CardDAV standard protocols](https://datatracker.ietf.org/doc/html/rfc6352), so
+   that native contacts applications could be used.
+   1. This may present challenge of being able to download all customer contact information. For
+      example, if an employee is terminated how would you ensure that they could not still subscribe
+      to the CardDAV server. This could potentially be mitigated with only allowing certain company
+      owned MAC addresses (devices)??
+1. Need "do not service" option, to mark customers who fail to pay or are a PITA.
+
+### Property
+
+1. Store notes attached to property profile
+1. Store documents attached to property profile
+1. Equipment attached to property
+   1. Ability to retire equipment when replaced.
+   1. Ability to link manuals to equipment profile.
+1. Parent billing / commercial
+1. Map / travel integration
+
+> **NOTE:** Really the property should be separate from contact, for if customer move / property
+> changes hands. You don't want to loose history. So need to think about how the contact relates to
+> the property a little bit more.
+
+### Customer communications
+
+1. Would need the ability to send emails / text messages for job reminders, etc.
+1. Have the communications flow into a unified inbox.
+1. Bulk campaigns, maintenance membership reminders, etc.
+1. Post job review requests
+1. VOIP integration / transcript
+   1. Would potentially be nice
+
+## Maintenance Memberships
+
+1. Support yearly and monthly options
+   1. Current HCP implementation kinda sucks for us. It works well with monthly, but yearly does not
+      "auto-renew", so we have to set everyone up as monthly then hope we remember what visit they
+      owe us money for the renewal.
+1. Support multiple levels of memberships
+1. Support multiple discounts based on membership and service type
+1. Support multiple systems per property
+
+## Scheduling
+
+1. Need to filter the customer list / choose customer
+   1. Need option to also create a new customer from the scheduling workflow.
+1. Ideally this would be a streamlined easy process as it get's used a lot.
+1. Need the ability to have "template" items that pre-populate services / materials.
+1. Ability to have default schedule window / duration.
+1. On-call schedules.
+1. I think some natural language scheduling would be awesome, like how adding events to Apple
+   Calendar works...
+   1. "Schedule heating diagnostic for Joe Customer next Tuesday between 11am and 1pm on Adam
+      Employee's schedule."
+   1. "Schedule cooling diagnostic for Jane Customer on 11/25/2025 starting at 10am" (use default
+      scheduling window duration).
+
+## Pricing
+
+1. Need general labor rate and profit margin settings, company wide
+1. Separate materials from services
+1. Need to easily be able to update via an API, csv, etc.
+1. Discounts based on maintenance membership / service agreements
+
+### Estimates
+
+1. Need templates for system quotes
+1. Image support for templates
+1. Need the ability for estimate to be associated with a job, for service estimates or equipment
+   quotes, for tracking purposes.
+1. Need to look nice / professional, with web view and pdf generation.
+1. Need to expire
+1. Need to be able to select multiple options
+1. Choice / company setup of how multiple options get tracked in financial reports.
+   1. I say this because currently HCP (last I checked) has always been jacked up for reporting
+      closing ratios because even if you "win" a job, the other options get counted against you.
+
+## Jobs / Service Pricing
+
+1. Needs to be easy in the field
+1. Needs to be easy to search for the correct service
+1. Presentation modes
+1. Customer approvals / workflow
+   1. Side by side comparisons of proposed items, including with and without maintenance discounts.
+1. Need to be able to associate which equipment was serviced during a job
+1. Checklists
+1. Post job sign-off
+1. Payment processing
+1. Post job recommendations / workflow automation
+   1. My thoughts here are that it would be nice to automate sending service agreement / maintenance
+      plan estimates easily.
+   1. Also workflow for communicating items are in-complete / need follow up from office.
+
+> **NOTE:** Jobs should be attached / associated to property ID.
+
+### Purchase Orders
+
+1. I already have purchase orders web-site built out that could be integrated.
+
+## Home Performance Assessments
+
+1. Ability to have workflows for home performance tests
+1. Ability for report generation
+
+## MeasureQuick Integration
+
+1. Nice to have, but also fine with just attaching to the job.
+1. The ability for shared customer address, contact, and equipment list is nice.
+   1. Currently in HCP items do not flow back into what they call the "property profile", meaning it
+      would be nice to only have to enter equipment information in one place.
+
+## Inventory / Tools
+
+1. Ability to track items (low priority for me, but probably higher priority for larger companies)
+1. Tool check-out / assignment

justfile

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+
+[private]
+default:
+	@just --list
+
+# Create a new note.
+new *name:
+	@fname=$(echo {{name}}  | tr " " "_") && \
+		doc="$(isosec).$fname.md" && \
+		echo "# {{name}}" > "$doc" && \
+		echo "$doc"
+
+# Get the last note created.
+last:
+	@/bin/ls -t *.md | head -1
+