All historical work records and time tracking

If pdfs can be used then create new tasks to use in fillout

Confirm if the following is possible with fillout pdfs and let me know

Setup: confirm BK set due dates for tasks and confirm

Look at using fillout to do the genrate pdf functionality

Add a filter for returning the correct record in find_record()

Setup: confirm BK has outlined pdf feature and set due dates for tasks

Setup: get on call with solomon to confirm and review project

Outline tasks to create inner pages once form software decided

Setup: Confirm fillout can be used for new client application and create tasks to create forms and fields and if we can use it for registration

Outline all code updates that need to be made in this build out

Instead of saving state in _GET params, we store it in session storage, a built-in browser feature

Review outline for creating pdfs and create tasks

Setup: Review https://build.fillout.com/home/ and confirm if it’s possible to use this as the new form option in portal

Airtable Setup: Once confirmed Demo CRM base is working duplicate for Vernon Insurance

Create testing procedure for pushing out updates

Turn 4 code updates into tasks and confirm tasks are understood

Scope and add: Need to add pdf generating to the VI portal. They will need to be able to select what pdf they want to generate for each application. Dealer application has 8 pdfs they might select 4 then they click generate. User will not be able to change information i application after it’s submitted but VI agent can change it on-going and re-generate pdfs

Setup: Confirm sign up flow task created so we don’t rely on zapier, then review

Confirm design is finalized anbd ready to go for the call

Remove all AG content from figma designs then schedule call to review with them

Make sure to use new tow truck questionaire in portal

Setup: Design the layout for the new client application and dashboard views

Airtable Setup: Review the Demo CRM base and make sure that SMS is working, automated action follow up including email, sms, gpt sms, and gpt email follow-up is working

Portal Dev: Build portal on-going client view

Portal Dev: Build portal continue application view

Setup: Create a twilio account for vernon insurance and connect to airtable base so they can use sms functionality

Airtable + Forms: Create form that mirrors form on https://vernoninsuranceutah.com and if the user selected Tow, Bond, Garage, Or Auto Dealership then it auto directs and auto logs them to the portal to complete the full application

Airtable: Setup demo last action and initial follow-ups

Airtable: Once base setup creat interface with their client information and application data

Airtable: Create new client management base and outline for VI

Review the design and provide feedback

Review design of the portal

Review design of the portal

Review design of the portal

Review portal design updates https://discord.com/channels/1194466302341947494/1228400574727458907/1230225587503763477

Review the design sent and provide feedback

Setup: Confirm designer is ready to go and has provided estimate

Follow-up with vernon insurance to make sure we can continue work

Setup: Outline a continue new client application view and how the UX works, how data stores

Forms: Create Bond form in gravity forms with conditional fields https://docs.google.com/forms/d/e/1FAIpQLSdTbJhxw581SUsGi7yJhrLa89pkhn4v0rnx9D1xg3JPJp8t7A/viewform?vc=0&c=0&w=1&flr=0

Forms: Create Tow Truck form in gravity forms with conditional fields https://docs.google.com/forms/d/e/1FAIpQLSfhd4dXTvc_mlgKFKVUwAMvsAdfloB8FR0zbq6FDrlyqBnQgg/viewform?vc=0&c=0&w=1&flr=0

Forms: Create Used Car dealership in gravity forms with conditional fields https://docs.google.com/forms/d/e/1FAIpQLSfPT-1-rAc8stLhGJ22N_4sud526vTNQITVC8xx2Pk5TFS2dQ/viewform?vc=0&c=0&w=1&flr=0

Forms: Create Garage Form in gravity forms with conditional fields https://docs.google.com/forms/d/e/1FAIpQLSdJzJMsV2MdL0hgnKOBiL2al-3QSMXO_d6L6Yz7EsBW7vwR9Q/formResponse

Setup: Send consulting agreement and initial deposit

Send follow-up email for VI to access and also send consulting agreement, ask who to send it to

Outline next steps for V.I. and how we can go live by may 15th

Need to ask about renewals for VI and prepare for callo