Product proof
Product tour: one synthetic remodel from lead to warranty
Trace one fully synthetic primary-bath remodel through Service Agent OS Remodelers: lead, site walk, estimate, selections, schedule, change order, client view, billing, closeout, and warranty.
By Tyler Thompson, residential remodeling contractor and product founder · Updated 2026-08-24
Answer first
The Harbor Avenue Primary Bath package uses one set of synthetic IDs, dates, decisions, and dollars from lead through warranty. It demonstrates workflow continuity only—not a customer project, testimonial, performance result, code determination, or accounting record.
Synthetic provenance and project spine
This record demonstrates workflow continuity only. It is not a customer project, testimonial, measured result, code interpretation, or accounting record.
- Project HBR-2401: Harbor Avenue Primary Bath
- Jordan Lee (fictional); 18 Harbor Avenue, Sampleton, FL 00000 (fictional)
- Occupied-home primary-bath remodel; responsible owner Alex Morgan (fictional)
- No customer, employee, property, payment, or production-tenant data appears in this package
- The downloadable source record keeps every ID, date, amount, dependency, and claim boundary auditable
1. Lead becomes a site-walk handoff
Lead LEAD-HBR-2401 records the homeowner request, fit decision, responsible person, and next action. Site walk SW-HBR-2401-01 then converts observations into estimate inputs instead of leaving them in a photo roll or text thread.
Actual product interface populated only with fictional demonstration records. The grouped project view shows operating state; it is not a customer account or measured customer result.
- 1Stage is operating stateThe project moves from first contact through site walk, estimate, design, permitting, production, closeout, and warranty without changing identity.
- 2Ownership stays visibleThe Harbor Avenue package uses Alex Morgan (fictional) as a fictional responsible person and keeps each next action tied to an owner.
- 2026-01-05: Replace the tub alcove with a curbless shower, improve ventilation, and update the vanity, lighting, and finishes.
- Next action: Site walk with homeowner and estimator · Alex Morgan (fictional) · due 2026-01-08
- Rooms: Primary bathroom; Adjacent bedroom protection route
- Affected trades: Carpentry, Plumbing, Electrical, Tile, Painting, Glass
- Estimate handoff: Build a room-based estimate with an allowance schedule and an explicit concealed-condition exclusion.
- Permit and inspection requirements must be confirmed with the applicable authority before work; this fictional record does not state a code determination.
2. Estimate preserves accepted scope and price
Estimate EST-HBR-2401-A2 is the accepted synthetic base contract. Its six client-facing scope sections total $42,800, and its concealed-condition exclusion becomes the boundary for the later written change.
- Preconstruction and occupied-home protection: $4,200
- Demolition and disposal: $3,800
- Framing and verified rough corrections: $5,600
- Plumbing, electrical, and ventilation rough work: $8,800
- Waterproofing, tile, and finish surfaces: $12,800
- Fixtures, vanity, trim, paint, and closeout: $7,600
- Issued 2026-01-16; accepted 2026-01-19; base contract $42,800
- The client version shows scope, price, allowances, exclusions, and terms; internal labor hours, rates, cost, markup, and margin are excluded.
- Boundary carried forward: Concealed damage or nonconforming hidden conditions are not included until exposed, documented, scoped, priced, and approved.
3. Selections release the right work
Four fictional room-level decisions move from preference to approved production inputs. Each selection carries a required-by date and the exact task or purchasing dependency it releases.
- SEL-HBR-01 · Shower valve and trim · Approved 2026-01-20 · Release plumbing rough-in
- SEL-HBR-02 · Wall and floor tile · Approved 2026-01-21 · Release order and confirm layout review
- SEL-HBR-03 · Vanity and faucet · Approved 2026-01-21 · Confirm plumbing locations and delivery
- SEL-HBR-04 · Ventilation · Approved 2026-01-22 · Release electrical and ventilation rough-in
4. Schedule and tasks expose dependencies
Schedule SCH-HBR-2401-R3 covers the fictional client window 2026-01-27 through 2026-02-25 (fictional demonstration). Revision R3 includes the approved change rather than leaving added work outside the current plan.
Actual planner interface using fictional demonstration stops. Route planning is one schedule view; the project record remains the source of task, constraint, and decision context.
- 1Work is planned across projectsThe day map combines assigned stops, drive time, and arrival windows instead of presenting disconnected appointments.
- 2Calendar is not the whole jobDates coordinate execution while TASK-HBR-22 stays blocked until the named fixture selections are approved.
- Protection and demolition: 2026-01-27 to 2026-01-29 · Complete
- Verified repairs and rough work: 2026-01-30 to 2026-02-05 · Complete
- Required inspection and closure: 2026-02-06 to 2026-02-06 · Complete in synthetic record
- Waterproofing, tile, and finishes: 2026-02-09 to 2026-02-18 · Complete
- Trim, glass, paint, and punch: 2026-02-19 to 2026-02-24 · Complete
- Client handoff and closeout: 2026-02-25 to 2026-02-25 · Complete
- TASK-HBR-17 · Verify concealed floor condition after demolition · owner Lead carpenter (fictional) · dependency: Demolition complete
- TASK-HBR-22 · Release rough work · owner Project manager (fictional) · dependency: SEL-HBR-01, SEL-HBR-03, and SEL-HBR-04 approved
- TASK-HBR-31 · Confirm tile delivery before setting date · owner Project manager (fictional) · dependency: SEL-HBR-02 ordered and received
- TASK-HBR-44 · Complete punch verification with homeowner · owner Alex Morgan (fictional) · dependency: Finish work complete
5. A discovered condition becomes an approved change
CO-HBR-2401-01 begins with the condition documented under TASK-HBR-17. The record separates reason, scope, exclusions, price, approval, schedule effect, production work, and billing disposition.
- Reason: A concealed floor area requiring repair was documented after demolition.
- Scope: Remove the documented compromised area and complete the approved repair scope before the shower assembly proceeds; exact repair remains subject to field and responsible-trade verification.
- Exclusions: No unobserved structural, plumbing, electrical, environmental, or code-related work is implied by this fictional example.
- Price: $2,450 · approved 2026-01-29 · adds 2 business days
- Billing link: Included in progress invoice INV-HBR-02
6. The client sees released truth, not the internal record
The client view is a controlled projection of the project record, not a mirror of internal operations.
- Visible: Project overview and current phase
- Visible: Accepted estimate EST-HBR-2401-A2
- Visible: Four approved selections and their decision states
- Visible: Current permit state
- Internal: Internal labor hours and rates
- Internal: Internal cost, markup, and margin
- Internal: Private trade bids and internal notes
- Internal: Draft or superseded scope not released to the client
7. Billing reconciles base contract, change, and invoices
The accepted $42,800 base contract plus $2,450 in approved changes equals the $45,250 current contract. The three synthetic invoices reconcile to that value once—without presenting the project system as the general ledger.
Actual owner-dashboard interface with fictional demonstration values. The screen summarizes operating records; buyers should verify the underlying estimate, change, invoice, and payment detail during a trial.
- 1Commercial state reconciles$42,800 base + $2,450 change = $45,250 current value in this synthetic trace.
- 2Action stays beside reportingAssigned tasks, stale work, issues, project stages, and recent activity sit beside financial summaries so the next decision remains visible.
- INV-HBR-01 · Contract deposit · $12,840 · Paid (synthetic)
- INV-HBR-02 · Production progress including CO-HBR-2401-01 · $22,625 · Paid (synthetic)
- INV-HBR-03 · Final completion balance · $9,785 · Paid (synthetic)
- Invoiced $45,250 · recorded paid $45,250 · remaining $0
- These are operational invoice and payment records in a fictional demo. They do not replace a general ledger or prove bank settlement.
8. Closeout hands a reconciled record into warranty
Closeout CLOSE-HBR-2401 records 3 of 3 punch items closed, reconciles the commercial state, and assigns the warranty record to Alex Morgan (fictional).
- Final scope and approved change reconciled to current contract value
- Client-facing invoices and recorded payments reconciled
- Required synthetic inspection state recorded
- Final photos, care information, and fixture documents attached
- Keys, access, protection, and cleanup handoff recorded
- Documents: Accepted estimate EST-HBR-2401-A2; Approved change order CO-HBR-2401-01; Selection schedule and product-care packet; Final invoice INV-HBR-03 and synthetic recorded receipt; Closeout checklist and final photo index
- Warranty review: 2026-08-25 · Warranty duration and coverage shown here are fictional; actual contract, product, trade, and legal terms control.
Download the record, then verify it in your trial
Download the machine-readable synthetic record below and trace the IDs yourself. Then reproduce the handoffs with one project your company understands. Confirm role permissions, client presentation, field capture, approvals, exports, integrations, and the workflow your team will actually maintain.