# FieldPad — Professional Field Service Management Platform

> FieldPad is a comprehensive SaaS platform for field service companies (landscaping, construction, electrical, plumbing, HVAC) to manage estimating, contracts, CRM, invoicing, equipment, scheduling, time tracking, purchasing, irrigation inspections, and crew operations from a single dashboard.

## Product Overview

FieldPad provides an all-in-one business management solution for service-based companies. The platform combines 14 specialized modules into a unified workflow, replacing disconnected spreadsheets, paper forms, and multiple software tools.

## Core Modules (Included)

### EstiMate Pad — Estimating & Proposals
- AI-powered line item suggestions with cost estimation
- Catalog-based pricing with markup, burden, and material tax calculations
- Kit/assembly support for bundled services
- Detailed and Lump Sum display modes
- Alternate Options workflow with bidirectional item movement
- Professional PDF proposal generation with custom branding
- Email delivery with open/click tracking and multi-recipient support
- Five-layer Beacon API persistence for reliable saves during tab closure
- Internal comments with @mention notifications

### Report Pad — Property Site Audits
- Property condition assessment with grading system
- Photo documentation with annotations
- Professional branded PDF exports with custom colors

### Note Pad — Meeting Notes
- Rich-text editor with auto-save and Beacon API persistence
- Proposal Requests section with linked estimate status badges
- Create Work Tickets directly from to-do items (bidirectional linking)
- PDF and email export with pre-fetched estimate metadata

### Punch Pad — Work Tickets & Field Operations
- Create from estimates, contracts, irrigation proposals, notes, or standalone
- Approved Work (Job) tab vs Service Tickets routing
- Photo capture with AI analysis, voice-to-notes transcription
- Professional branded PDF/CSV reports with age tracking and priority sorting
- Assignee avatars and context-sensitive source badges

## Add-on Modules

### Irrigate Pad — Irrigation Inspections & Proposals
- Inspection reports with "IRR-XXXXX" numbering and zone tracking
- Full proposal feature parity with EstiMate Pad (Detailed/Lump Sum, email, signatures)
- Approval triggers automated work ticket creation
- Timezone-safe date handling

### Partner Pad — Customer Portal
- Customer-facing project visibility and collaboration
- Estimate and proposal review/approval
- Portal-approved items trigger automated work tickets

### Pipeline Pad — CRM & Sales Pipeline
- Customizable pipeline stages with deal tracking and forecasting
- Customer/contact management with property profiles
- CRM automation rules for task creation on stage changes
- Gmail integration with email threading
- Activity logging and lead source analytics

### EquipMe Pad — Equipment & Asset Management
- Full asset lifecycle tracking (purchase to retirement)
- Preventive maintenance scheduling with overdue alerts
- Equipment check-out/check-in, fuel/meter tracking
- Inspection checklists, depreciation calculations
- QR codes, GPS tracking, warranty/insurance management
- Utilization analytics and CSV export

### Invoice Pad — Invoicing & Billing
- Billable queue with block/skip and batch operations
- Invoice generation from estimates, contracts, and work tickets
- Overdue reminder system with targeted selection
- PDF exports mirroring estimate layout with signature metadata

### Purchase Pad — Purchasing & Vendors
- PO builder with bulk-add from Purchase Queue
- Dynamic page-break PDF exports with branded footer
- Auto-approval thresholds per company

### Sync Pad — Job Scheduling ($20/seat/mo)
- Calendar-based scheduler with dynamic queue from approved estimates
- Job span calculation from hours and crew size
- 24-hour range with zoom, dimming, and auto-scroll
- Archive-based deletion for data integrity
- Geocoding for site coordinates

### Time Pad — Time Tracking ($15/seat/mo)
- GPS-aware clocking with break management
- Manager approval workflows
- Real-time "Who's Working" presence across modules
- Kiosk Mode with PIN-based clocking on shared devices
- Geofencing with 1,000-foot warning threshold

### Commitment Pad — Contract Management
- Recurring service scheduling with service catalog templates
- Monthly amortization (equal spread or seasonal weighting)
- Service completion tracking and renewal reminders
- Linked takeoff measurements

### Takeoff Pad — Measurements ($75/seat/mo)
- 14 industry categories with 30+ material presets
- Count tool, Rectangle quick-draw, and live edge dimensions
- Google Maps-style vertex editing (drag, insert, delete vertices)
- Flexible pricing ($/SF, $/LF, $/CY, $/EA, $/HR) with waste factors
- Zone grouping, bulk editing, material rollups
- Multi-page blueprints with visual scale bar
- Mobile Field Mode with 48px touch targets and offline queue
- AI Auto-measure and AI Area Scan (Mapbox + Gemini Vision)

## AI-Powered Features
- **AI Estimate Builder**: Generates line items from project descriptions using catalog matching
- **Photo Analysis**: Identifies conditions, issues, and repairs from field photos
- **Voice-to-Notes**: Transcribes and formats field voice memos
- **Email Draft Assistant**: Generates professional client communications
- **Takeoff AI**: Auto-measure (address-based) and AI Area Scan (satellite vision analysis)
- **Takeoff Analysis**: Reviews measurements for completeness (MISSING, WARNING, GOOD, TIP)

## Platform-Wide Features

### @Mention & Notification System
- Integrated across all modules with shared MentionInput component
- Individual, @Everyone, and role-based (@Admins, @Managers) mentions
- Rich autocomplete with avatars; styled pill badges
- Jump-to-Message, hover profile previews
- Three notification channels: in-app, push (with DND), and email
- Daily mention digest with settings toggle

### Team Chat
- Slack/Discord-style channels and DMs
- Thread replies, message edit/delete, pinned messages, bookmarks
- Emoji reactions, Markdown, file uploads with drag-and-drop
- Real-time presence, read receipts, density toggle
- Automated notifications via database trigger

### Catalog Management
- Centralized pricing with categories, burden, and markup
- Kit/assembly system with price overrides
- Price change suggestions with approval workflow
- Company default rates for takeoff materials

## Technology
- React 18, TypeScript, Vite, Tailwind CSS (HSL design tokens)
- shadcn/ui, Recharts, TanStack Query, Zustand, Framer Motion
- Konva/Leaflet/Mapbox GL for drawing and mapping
- jsPDF for document generation
- Lovable Cloud backend with PostgreSQL, RLS, Edge Functions, Realtime, and Storage
- Progressive Web App with offline support (IndexedDB)
- Responsive design for desktop, tablet, and mobile

## User Roles
- **Admin**: Full access, settings, user management
- **Manager**: Operations, approvals, crew management
- **Crew**: Field access, work tickets, time tracking
- Multi-company support with invitation system and company-scoped data isolation

## Integrations
- Email (outbound/inbound with Gmail support)
- PDF/CSV document generation
- Stripe for subscription and add-on billing
- File storage for documents and photos

## Full Documentation
- [Complete Platform Documentation](https://everydayworkingscostpad.lovable.app/llms-full.txt)

## Contact
- Website: https://everydayworkingscostpad.lovable.app
- Platform: FieldPad by Natures Care