Overview

The APA Customer Tracker is an internal tool for American Pride Asphalt Service Co. staff. It manages the complete lifecycle of customer work — from the first phone call all the way through job completion, invoicing, and payment.

What It Does

• Capture new contacts as Tickets so nothing gets forgotten
• Track bids with follow-up reminders to stay on top of every prospect
• Schedule jobs and view the crew calendar at a glance
• Monitor billing with automatic status transitions based on invoice date
• Record payments and summarize total revenue in Finished Work

The Workflow at a Glance

New Contact → Ticket (BID_PENDING)
   ↓  Submit bid
Ticket (BID_SUBMITTED) — follow up until...
   ↓  Customer says yes
Job (APPROVED) — added to calendar
   ↓  Date confirmed
Job (SCHEDULED) — crew scheduled
   ↓  Work done, invoice sent
Job (COMPLETED) → auto-INVOICED → auto-OVERDUE
   ↓  Payment received
Job (PAID) — lives in Finished Work

If a bid isn't awarded, the job moves to the Cold List for potential future re-engagement.

Navigation

The top navigation bar is always visible and links to every major section:

Link	What It Shows
Sales Pipeline	Active tickets and newly approved jobs
Production & Billing	Scheduled, completed, invoiced, and overdue jobs
Calendar	Monthly work calendar (crew scheduling)
Sales Calendar	Monthly follow-up calendar for open tickets and bids
Finished Work	Paid jobs with total revenue
Cold List	Jobs that weren't awarded
Customers	Full customer directory
Admin	User management (admin only)
+ New Ticket	Shortcut to create a ticket from anywhere