# Contractor Quote-to-Cash Checklist

## Lead
- [ ] Intake source recorded
- [ ] Contact and company normalized and deduplicated
- [ ] Opportunity estimated and scored

## Quote
- [ ] Scope defined with inclusions and exclusions
- [ ] Parts, labor, and markup listed
- [ ] Expiration date set
- [ ] Customer quote approval captured

## Delivery
- [ ] Work order created from approved quote
- [ ] Technician matched and assigned
- [ ] Closeout evidence collected

## Cash
- [ ] Invoice generated from closeout
- [ ] Payment collected or terms documented
- [ ] Revenue event recorded in canonical graph
- [ ] Follow-up scheduled for review / referral