Phase 1 - SNW Installs

Make sure Opportunity doc-type has all fields needed, remove unneeded fields (2h)
Create a dashboard or calendar for Josh/Kris to handle going on-sites (3h)
- Same calendar may need to also show Kris's project hand-off meetings, so that he can make sure they don't overlap
Make sure Estimate doc-type has all fields needed, remove unneeded fields (2h)
Email template with button that triggers to API for estimate acceptance or denial (5h)
Report for Courtney that should which estimates are accepting or declined so she can handle accordingly (1h)
Make sure Sales Order doc-type has all fields need, remove unneeded fields, make sure pulling items from quote is smooth (maybe button on quote to convert directly to sales order) (3h)
Auto-create project from sales order or make it easy to create project from a sales order (1h)
Create project calendar for scheduling (investigation needed to see what is currently available)
Implement view and roles for all users (10h)
Customize employee record to track each crew member to the crew they are on, make crew a select list instead of link so that we can create a kanban board to move people between crews. (2h)
Time tracking automation, distribute from foreman to crew for HR purposes on timesheet save when tracked to a project (3h)

Phase 2 - Lowe Fencing

This should be simpler than SNW, the company is smaller

This needs to be done before fall scheduling