McCully — Order of Events, current state

PROSPECTING ──► HANDOFF ──► DATA COLLECTION ──► REQUEST BIDS ──► ESTIMATE ──► INTERNAL REVIEW ──► PITCH ──► PACKAGE ──► SIGNATURE BD Monday block coordinator bid runner bid runner internal Advisor coordinator client │ WARRANTY ◄── CLOSE-OUT ◄── CONSTRUCTION ◄── MOBILIZE ◄── CLIENT KICKOFF ◄── PURCHASE ORDERS ◄── AWARD ◄── INTERNAL KICKOFF PLANNING ◄┘ parallel, not stages: Discovery Billing (flag) · Builder's Risk (opens at the estimate) · Billing & Payments (opens at signature) suspension, not a stage: PARKED — a flag set on any record

What changed on 08.17–08.18.26 — the short list

The front end is one lane. Prospect, Define Project and PCSA Sent collapsed into PROSPECTING, described by four readiness boxes rather than a rung anyone picks. R152
The handoff is the intake, and Intake is no longer a stage at all. One Monday meeting produces the number, the folder, the Claude Project, the team. R155 · R160 · R187
Data Collection and Scope Definition are one phase, closed by scope approval — an email or a verified conversation, no signature. R157 · R129
Every job is partial. No documented-vs-verbal modes; a coverage profile per source, one register for all evidence, and the Gap Report reports scope resting on words nobody wrote down. R159-REVISED · R162
The ME Setup Meeting is retired. Internal Kickoff Planning is internal-only; the designer and client get a Client Kickoff after POs. R156 · R166 · R167
Never quote four weeks. Client-facing is four to six; milestone + 4 is the internal warning line. R169
Scope approval is waived from stage 7 onward. Required and obtainable on stage 6 and earlier; on a job being priced or already building it is not a gap. 38 records waived, 41 still required. R188
The import step is the JobTread populate, not a Buildertrend import. POs stay in Buildertrend until one clean cutover. R165 · R171

⚠ What is still open — named, so this page is not read as finished

41 records still owe a scope approval — 22 prospects, 13 in Data Collection, 6 out for bids. None has one recorded yet, which is expected (R92/R129), and 38 records past stage 7 are now waived rather than owed (R188). ⛔ The 6 in bid solicitation are the urgent ones: bids are out on some of them ahead of the gate.
Nine live records still have no superintendent, all of them lacking coordinates: the three remaining ex-Intake files, Tolles at 440 days, Waltz, Lamb, Bala, Hoffman.
35 of 37 live jobs have no worksite supervisor named, and four people hold the role against a target of ten.
Coordinator of record per job is ruled and unassigned — 25 records are still co-worked and 30 carry nobody. R183–R186
Does R47's ten-job total exclude the stages that are uncapped for Adam? Unruled, and it is the difference between him reading 6 of 10 and 15 of 10.
The JobTread draft-state question has never been asked of Hilario — can a change order or invoice sit in a genuine unsent draft? It gates R165, R179 and R180.
Discovery Billing, Builder's Risk and Billing & Payments all have a dated Buildertrend dependency and the date is 10.01.26.
✅ R124–R151 CLOSED 08.18.26 — all twenty-eight are now in charter v0.56 and carded in the Ruling Ledger, which runs R40–R188 with no gaps. ⭐ Four had already been overtaken and are carded with their successors. ⚠️ What remains is 55 rulings marked "ruled but not fully in force" — chief among them R124's patch-and-compile, R137's substantial-completion field and R184's weighted targets.