Job Lifecycle
*************

The Job Lifecycle outlines the complete end-to-end workflow for how a production moves through
Maryland Productions and Event Revolution. This includes every stage from initial inquiry to final
closeout. A consistent lifecycle ensures accurate quoting, smooth internal communication, predictable
warehouse operations, and a professional client experience.

This document provides an overview of each phase. Detailed SOPs for individual steps are linked from
this page.


Purpose
=======

- Standardize the flow of every job across sales, operations, logistics, and warehouse.
- Ensure critical information is collected at the correct time.
- Provide predictable handoffs between teams.
- Prevent oversights, double-bookings, and last-minute emergencies.
- Improve communication across MP and RV.
- Deliver consistent, high-quality client experiences.


Overview of Stages
==================

The full Job Lifecycle has nine stages:

1. **Lead Intake**  
2. **Qualification**  
3. **Quoting & Budgeting**  
4. **Contracting & Deposit**  
5. **Advancing / Pre-Production**  
6. **Prep & Warehouse Operations**  
7. **Show Execution (Load-In → Show → Strike)**  
8. **Returns & Reset**  
9. **Closeout & Billing**

Each stage is documented below.


1. Lead Intake
==============

The first contact from a client or vendor.

Goals:
- Capture essential event details.
- Determine venue, date, timeline, and scope.
- Identify required rental or production services.

Key Inputs:
- Client name and contact
- Event date(s)
- Venue/location
- General equipment needs
- Budget range (required for MP quoting accuracy)

Next Step:
- Move into **Qualification**.


2. Qualification
================

Determine whether the lead is viable and a good fit.

Goals:
- Confirm availability of staff, equipment, and date.
- Validate client budget and expectations.
- Identify special requirements.

Typical Outcomes:
- **Qualified → Proceed to Quoting**
- **Not a Fit → Refer or Decline Politely**


3. Quoting & Budgeting
======================

Build the formal estimate in Current RMS (MP) or Flex (RV).

Process:
1. Create job in the appropriate system (based on asset ownership).
2. Build equipment lists.
3. Add labor, trucking, consumables, and venue requirements.
4. Verify pricing.
5. Send estimate to client.

Key Requirements:
- Venue information must be known.
- Budget range must be established.
- Travel, parking, rigging, and local labor must be considered.

Once approved → move to **Contracting**.


4. Contracting & Deposit
========================

Formalizing the agreement.

Steps:
1. Send contract or rental agreement.
2. Secure deposit (if required).
3. Update job status to **Confirmed**.
4. Lock in equipment availability.
5. Add to Logistics Calendar.

This stage triggers **Advancing**.


5. Advancing / Pre-Production
=============================

Collect all technical, scheduling, and logistical details.

Tasks include:
- Confirm schedule (load-in, rehearsal, show, strike).
- Create site plan or CAD if needed.
- Verify power, rigging, and venue restrictions.
- Coordinate crew and transport.
- Communicate with client or production manager.
- Clarify any last-minute changes.

Deliverables:
- Advance packet  
- Updated equipment list  
- Technical notes  
- Crew schedule  
- Truck schedule  

When advancing is complete → job is ready for **Warehouse Prep**.


6. Prep & Warehouse Operations
==============================

The full warehouse workflow includes:

- Pull Sheet generation
- Asset scanning
- Staging
- Prep & Testing
- Truck Loading

Each of these has its own SOP.

Goals:
- Ensure all equipment is correct, functional, and complete.
- Scan MP and RV assets properly into jobs.
- Provide a clean, organized, and efficient loading process.

Once the truck is loaded → the job moves into **Show Execution**.


7. Show Execution
=================

The on-site portion of the production.

Phases:

- **Load-In:** --  Deploy equipment, build the rig, set up consoles, run power.
- **Show / Event:**  --  Operate systems, troubleshoot issues, support the client.
- **Strike:**  --  Safely remove equipment, pack cases, load the truck.

Crew Lead Responsibilities:
- Maintain safety and professionalism.
- Document missing or damaged items.
- Communicate changes to PM.

After returning to the warehouse → proceed to **Returns & Reset**.


8. Returns & Reset
==================

Gear arrives back at MP or RV.

Sub-stages:
- Returns & Check-In  
- Scanning internal case contents  
- Cleaning  
- Testing  
- Repair intake  
- Reset & Maintenance  

Goals:
- Restore equipment to shelf-ready condition.
- Update inventory accurately.
- Identify missing or damaged gear early.
- Prep stock for next job.


9. Closeout & Billing
=====================

Finalize the job.

Steps:
1. Update actual labor hours.
2. Add client-requested add-ons or onsite changes.
3. Update missing/damaged items report.
4. Send final invoice.
5. Reconcile deposits and payments.
6. Archive job notes and documents.

A job is considered fully complete once billing and documentation are closed.


Job Lifecycle Diagram (Optional)
================================

.. note::

   A future visual flow diagram can be added here for faster onboarding.