Beta Audit

Beta Readiness Audit

Modules
12
Audited
Beta Ready
0
Not enough
Not Ready
12
Needs workflow
Critical
4
Fix first
Jarvix AI Recommendation: Do not add another giant feature patch. Fix Customer 360, Bookings/Quotes, Workforce HR, and Settings first. Each fix must compile before upload.

Module Audit

ModuleViewAddEditSearchReal DataPriorityNext Fix
Customer 360
/customer-360
Yes No No Yes No Critical Connect customer search/list, add/edit profile, saved addresses, communication log, customer portal preview, and private internal notes.
Bookings / Quotes
/bookings
Yes Yes No Yes No Critical Connect Save Quote and Book Service to real tables, quote follow-up queue, booking recurrence creation, and communication logs.
Workforce HR
/workforce
Yes No No No No Critical Merge employees/contractors into Workforce HR with add/edit person, documents, PTO, payroll, GPS, training, and notes.
Invoices / Bills / Expenses
/invoices
Yes No No No No High Create real invoice, bill, expense forms, PDF preview, send, print, mark paid, and attach to customer/vendor/job.
Payments
/payments
Yes No No No No High Add payment terminal, saved cards, refunds, failed payment retry, payment logs, and payment provider settings.
Leads
/leads
Yes No No No No High Add/edit lead, follow-up tasks, communication log, convert to quote, convert to booking.
Marketing
/marketing
Yes No No No No Medium Create SMS/email campaigns, audiences, offers, booking recovery, gift cards, referrals, ROI tracking.
Retention
/retention
Yes No No No No Medium Add win-back actions, price increase workflows, approval/denial handling, retention follow-up tasks.
Reports
/reports
Yes No No No No Medium Add report export, filters, PDF/CSV, financial/customer/workforce/marketing/beta reports.
Settings
/settings
Yes No No No No Critical Add editable tenant name, Google review URL, booking rules, area rules, roles, Twilio, payment provider, customer portal settings.
Internal Chat
/internal-chat
No No No No No Medium Add staff/employee/contractor/supervisor channels, message history, notifications.
AI Photo / AI Speak
/ai-tools
No No No No No Medium Add AI photo intake, paper-to-booking, voice command, English/Spanish approval workflow.