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ReferenceGlossary

Glossary

This glossary defines the shared vocabulary used across Commercial Aquatics apps, Salesforce workflows, proposal generation, and catalog administration. It exists because the same word can mean different things in Salesforce, the inspection app, and local operations; consistent definitions reduce mistakes when users discuss mappings, pricebooks, divisions, branches, and proposal states.

Term model

Business term ── maps to ── app behavior
App behavior ── often depends on ── Salesforce object or field
Salesforce object ── controls ── customer, product, pricebook, or proposal state

Branch

A Salesforce/account operating branch. In most pricing workflows, branch is context, while the division pricebook is the pricing authority.

Division

The operational grouping used for access, catalog mapping, form visibility, and pricebook behavior.

Expert Mode

Level 4+ proposal construction flow that starts from a division/customer/pricebook instead of a completed field inspection.

Inspection Item

An app-level form item that may map to a Salesforce Product2. Some items are global; others are division-specific or branch-specific overrides.

Pricebook Entry

The Salesforce PricebookEntry record that makes a Product2 active and priced inside a specific pricebook.

Product Mapping

The app-maintained relationship between an inspection item and a Salesforce Product2 record.

SaleID

Salesforce-generated identifier on an Opportunity. It should appear on customer proposals where traceability is required.

Renovation Review (Field)

A photo-first inspection type built for the field: pick the account and body of water, walk the renovation capturing photos, and complete — no pricing or Salesforce submission. Currently the default inspection type while the company-wide renovation push is on. See Renovation Review (Field).

Review Mode

The internal step where a submitted inspection is checked and adjusted before a customer proposal is generated. Prices, priorities, notes, line items, and the photo appendix are curated here, and the customer proposal is produced here rather than earlier in the flow.

Job Documentation

A durable, per-pool photo and video record that lives on the account rather than inside a single inspection. Media is work-typed as Product, Repair, or Remodel, and browsable as a gallery or timeline.

Body of Water

An individual pool, spa, or feature on a Salesforce account. Inspections and Job Documentation are attached to a specific body of water, and Level 4+ users can create or edit them from the Bodies of Water editor.

Field Survey

The Salesforce Field_Surveys__c record created when a Renovation Review (Field) is completed. It records the account, body of water, and inspecting tech, and links back to the completed review. Controlled by an environment flag and off by default.

Account Cache

An optional local (Postgres) copy of Salesforce Accounts and Bodies of Water, refreshed on a schedule, that lets the new-inspection customer and pool pickers open instantly. Off by default; falls back to live Salesforce until seeded and enabled.

Audit Log

The tamper-evident record of sign-ins, administrative changes, and business activity. Entries are cryptographically signed and checkpointed with daily anchors, and reviewed through a Level 5 console. See Audit Log.

Office Routing

The admin mapping that decides which Salesforce User owns a new opportunity, by division. Owners are Salesforce Users (005 records), never Contacts.

Opportunity Category

A record-type-specific Salesforce field on an Opportunity. Product opportunities use seasonal Parts values; remodel/repair record types use Remodel or Repair. Expert Mode sets it from the selected opportunity type.

Chemical Contract

A chemicals-only service agreement built in Expert Mode (Charlotte), with equipment and tank options and dynamic service-cadence clauses.

Add to Home Screen (PWA)

The inspection app is a progressive web app and can be installed to a phone’s home screen so it launches full-screen. The Renovation Review (Field) first run prompts for this install.

Manager Request

An ask raised on a renovation review for someone to go back out to the pool for more photos, measurements, or specs. Lifecycle is open → submitted → accepted, with cancelled reachable from the first two. Strictly forward-only: an inadequate answer is resolved by raising a new, superseding request. See Manager Requests.

Reviewed by Manager

The one-tap flag recording that a Level 2+ user read a completed renovation review. Available in every division. Distinct from Awaiting Proposals, which additionally means the proposal team owes work.

Awaiting Proposals

The review rung reached when a reviewer submits review notes. It is the signal that the proposal team owes proposals on that review. Submitted notes are permanently locked.

Proposals Complete

The review rung recorded when a Level 4+ proposal manager has built and linked the proposals a review called for.

Sent to Customer

The terminal rung of the review → proposal pipeline — the proposals left the building and nobody owes the review anything further.

Request outstanding

A chip shown on the Renovation Reviews queue and on account rows while a review has a Manager Request that is either unanswered or answered-but-not-accepted. While it is showing, that inspection can only be deleted by a Level 5 admin.

Pilot division

A division listed in RENOVATION_WORKFLOW_DIVISIONS, and therefore one where the full review → proposal workflow is switched on. The gate fails closed: unset or blank means no division has it. Evaluated against the review’s division, not the viewer’s.

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