How BriteBase models a job
The lifecycle every job moves through — from a qualified lead to the season-end takedown — and how the stages connect.
This is a concept guide
It explains how BriteBase thinks about a job, so you can see where any record sits and what happens next. For step-by-step instructions on each stage, follow the linked how-to guides.
Every piece of work you do in BriteBase follows the same path — from the moment a client is ready for a price to the day you take the lights down. Understanding that path, and how one stage becomes the next, is the fastest way to feel at home in BriteBase.
The lifecycle at a glance
Qualified lead → Quote → Work order → Install → Takedown
A job moves left to right, and each stage hands off to the next at a clear moment. The sections below walk through each stage and the hand-off that moves a job into it.
The shape of a job
A job is one continuous thing that changes shape as it moves. It starts life as a quote — your working estimate. Once your client accepts and you confirm the details, that quote becomes a work order: the confirmed job your crews work from. The install, any mid-season maintenance, and the end-of-season takedown all happen against that same work order. So while the name changes along the way, you're always looking at one job traveling through its life.
The qualified lead
A job begins with a qualified lead — a client who's ready for a price. BriteBase picks up right here: you already know who the client is and that they want a quote (see Where BriteBase starts and stops below). Your next move is to build them a quote.
The quote
A quote is your priced estimate of the work — the roofline lighting, the trees, the custom pieces — usually presented to the client as a polished proposal, the client-facing version of the quote. You can offer the client more than one option to choose from, and each item can be leased or purchased.
What moves it forward: you send the proposal, and the client reviews it.
The work order
When your client accepts the proposal — and, if you ask for one, pays a deposit — your office confirms the details that make the job real: the install date, the takedown date, site notes like a gate code, and the materials it needs. With those in place, the accepted quote becomes a work order: the confirmed job your office and crews work from.
What moves it forward: once the work order is created, the job is ready to schedule.
The install
You schedule a crew, and they go out and put the lights and decorations up. After the install, the job is live for the season — and if anything needs attention while the lights are up, a maintenance visit happens against the same work order.
What moves it forward: the season runs its course, and the takedown date arrives.
The takedown
At the end of the season, you send a crew back to take down and remove everything you installed. Takedown is what sets BriteBase apart from one-and-done work: because the job includes removal — and, for leased décor, storage — the same client comes back next season, which is where renewals begin. Once the work is complete, you invoice for the job — crediting any deposit already paid — and close it out.
How the stages connect
The hand-offs are the heart of the model — each stage becomes the next at a specific moment:
- A qualified lead becomes a quote when you build one for them.
- A quote is accepted when the client says yes — and once your office confirms the details, it becomes a work order.
- A work order becomes an install when a crew completes the work.
- After the season, that same work order drives the takedown — then you invoice and close the job.
Because it's all one job, nothing gets re-entered as it moves: the scope you quote is the scope your crew installs and the scope you take down.
Where BriteBase starts and stops
BriteBase is not a CRM. It doesn't find or qualify leads — it picks up after a lead is qualified and ready for a price, and it connects to the CRM you already use (like Salesforce) so client details flow in without anyone re-typing them. At the other end, once a job is taken down, invoiced, and closed, its history stays in BriteBase and feeds next season's renewal.
Related
- New here? Start with Welcome to BriteBase and Set up your company.
- Lease vs Purchase — the two ways a client can get their décor, and how leasing feeds renewals.
- Step-by-step guides for each stage — building a quote, sending a proposal, creating the work order, scheduling the install, and running a takedown — are on the way.
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