Hi AJ, hi Claude. Okay, here's what Glide did that we want to replace, and maybe even a bit more.

Number one: we want — every time we save a job that we finalize on — we want to be able to submit that along with payment terms, and for that to be stored somewhere where we can track. We can log in and see, like, kind of a dashboard where that project is up to in terms of payment one, two, three, four, and what it is connected to.

The connections would be triggers. So as we go along, there would be a trigger that triggers that invoice to be sent — and it would be prepared in QuickBooks and sent to Jacob's email to send out to the customer.

And the triggers would be: when we put something in project management, into that queue and Pipedrive. Then as we go along, when we send shops, it should create an invoice to put the windows in production. When we put it in production, it should be set on a trigger — maybe a delay — to create an invoice to ship the windows. And then once it ships, to create a trigger to create an invoice for delivery.

Then it would be good to be able to track everything on a project level, and also on a global level — to see: how much do we have committed, how much have we invoiced, and then how much is still left to invoice.

If we want to go even further, then we also want to save all the assumed numbers from the sheet, and then track incoming and outgoing money in QuickBooks assigned to the project, and see how we are against invoicing and also how we are against purchasing — to be able to compare budget, to track where we're up to now. And that'll be able to feed into a cash flow, to see what we need in order to execute the jobs.