Abe Martin Lodge — Gel coat, paint, hardware replacement
Nutshell Lead 61583 · Nashville, Indiana · Safe Slide market
Won

Operational Job

One canonical Job anchored to the Nutshell Lead, with production readiness tracked independently from the CRM pipeline stage.

Contract value
$37,428
Source: Nutshell Lead value
Operational window
Nov 10–30
Soft Start → Soft Stop, 2026
Production trigger
Won
Not tied to pipeline milestone

Job record

Account
Abe Martin Lodge
Primary contact
Mark Stroud
Address
1405 IN-46 W, Nashville, IN 47448
Sales owner
Dalton King
Lead created
March 3, 2026
Lead won
October 1, 2026
Nutshell stage
Seven Touches independent of Won
Territory
Zone 3
Tag
Indoor
Source: Nutshell Lead 61583

Production readiness

Nutshell outcome is WonReady
Commercial value reconciles to product linesReady
Soft scheduling window existsReady
Project Manager assignmentNot set in inspected Lead
Hard Start / Hard StopNot set
Structured attraction inventoryNot yet imported
CompanyCam project linkNo match found

Scheduling fields currently present in Nutshell

Estimated StartAug 15, 2026
Job StartNov 10, 2026
Soft StartNov 10, 2026
Soft StopNov 30, 2026
Hard Start—
Hard Stop—

Commercial

Agent Smith mirrors the Lead's job-specific product mappings instead of relying on catalog defaults.

Product / serviceTypeJob-specific price
Gel CoatService$19,363
PaintService$11,827
Hardware ReplacementService$5,490
BuyBoard 2%Product$748
Total$37,428
Source: Nutshell product mappings for Lead 61583. Catalog entries themselves may have $0 defaults.

Attractions / Assets

A facility-level asset registry will sit below the Job so inspection findings can be reused across proposals, work orders, service, and future inspections.

No structured attraction inventory was present in the inspected Lead.This is intentionally left empty rather than inventing slide names, manufacturers, colors, measurements, or prior restoration history.

Planned asset fields

Asset / attraction nameManufacturerInstall yearRAL colorsDimensionsPrevious coatingsRepair historyInspection findings

Production Schedule

Drag the Abe Martin Lodge card to another PM row. This demonstrates local-only resource scheduling; nothing is written back.

Prototype assignment: Unassigned. Dates remain Nov 10–13 for the demo card.

Field / CompanyCam

One Agent Smith Job can link to multiple CompanyCam projects because field-project naming and granularity vary.

No CompanyCam project matched “Abe Martin Lodge.”The correct production behavior is an explicit unlinked state, with a search/link action—not a guessed project association.

Relationship model

Agent Smith Job
1 canonical job
CompanyCam
0…many linked projects
Field photos
Selected from linked projects and reusable in findings/documents
Writeback
Disabled in this prototype

Documents

Documents are first-class records with type, version, status, source, and lifecycle—not anonymous attachments.

Proposal.Contract - Abe Martin Lodge - Safe Slide Restoration - 06.29.2026.pdf
Proposal / Contract
Current
Nutshell
Proposal.Contract - Abe Martin Lodge - Safe Slide Restoration - 06.29.2026.docx
Editable source
Source
Nutshell
Abe Martin Lodge -Mastersheet - Safe Slide Restoration - 6.29.2026.xlsx
Master sheet
Source
Nutshell
Abe Martin Lodge- Proposal.Contract - Safe Slide Restoration - 03.16.26 .pdf
Prior version
Archived
Nutshell
Abe Martin Lodge- Proposal.Contract - Safe Slide Restoration - 03.12.26 .docx
Prior editable
Archived
Nutshell

Activity / Audit Trail

Every operational transition will eventually record who changed what, when, why, and which source system was affected.

Lead created

Nutshell Lead 61583 created for Abe Martin Lodge.

Proposal versions attached

Proposal/contract and master-sheet versions appear in the Nutshell file history.

Current commercial package attached

Proposal/contract PDF + DOCX and master sheet attached to the Lead.

Lead marked Won

Operational Job becomes eligible for activation independent of the pipeline stage.

Soft production window

Current Nutshell fields define Job Start / Soft Start on Nov 10 and Soft Stop on Nov 30.

System Ownership

The prototype makes source-of-truth boundaries explicit so users know where each field belongs.

Domain
System of record
Agent Smith behavior
Companies, People, Lead, salesperson, Won/Lost, commercial value
Nutshell
Mirror + deep link; selective writeback later
Operational Job, work packages, readiness, scheduling, service history
Agent Smith
Own
Field photos and annotations
CompanyCam
Link 0…many projects; select photos into records
Templates and generated-file archive
Google Drive
Generate, version, archive
AR / invoicing / financial closeout
Existing finance workflow initially
Trigger handoff and mirror status