03Sale & Delivery · overview
From prepared quote to earned revenue
What separate events must happen after the AI action before any revenue is earned?Illustrative contractor case · no figures are given or implied
One request's road · each marker a separate event
- Qualified opportunityEstimator confirms scopeRecord · Contact, site visit and confirmed scopeNot a booking
- Prepared quoteEstimator sets price; a manager approves where requiredRecord · Estimate version sentNo revenue, no buyer commitment
- Accepted bookingProperty manager acceptsRecord · Signed contract or purchase orderContract value, not recognized revenue
- Scheduled jobScheduler and operations lead commitRecord · Job scheduled; materials and subcontracts orderedDelivery costs begin
- Delivered work, recognized revenueCrew lead delivers; finance recognizesRecord · Progress or completion, revenue entries, job costsUnder contract terms, possibly over time
- Collected cashFinance clerk invoices and collectsRecord · Invoice issued; payment receivedTiming only, no second benefit
Each stage is a different event
A qualified opportunity, a sent quote, an accepted booking and recognized revenue are recorded by different people at different times. Treating an earlier stage as a later one overstates what the change achieved.
The sale runs through people
AI preparation only matters if the estimator acts on it and the property manager accepts. The commercial path runs through human follow-through and a customer decision, not through the software event.
Revenue follows delivery and contract terms
Revenue is recognized as the contract and applicable accounting terms allow, which for longer jobs may happen progressively over time. A booking alone is contract value, not earned revenue.
Decision for your leadership teamCan we link each request in scope to its quote, acceptance, delivered work and recognized revenue records?
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