T-01: From signup to the first job scheduled, including importing the 25 customers from CSV

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Sign-up done by Hugo on 2026-09-28 00:30 (Google login; the email form returned 'An unexpected error occurred' with two different addresses). Coordinator-run part started 18:50 CEST. customers.csv converted to Jobber's importer columns (one row per property, canonical ids kept in Notes because the importer has no external-id field). Importer (Flatfile) auto-mapped 12/12 columns; 31 rows processed: 25 clients and 30 properties, exactly the fixture counts; no rejected or merged rows; fixture state 'ZZ' and zip '00000' accepted. Payer-only client Cedar Lane Properties created without property. Payer relationship (commercial-01 pays for commercial-02 and -03 locations) cannot be expressed at import: kept in notes only; to be modelled in T-03. Three technicians created via Manage Team with fixture example.com emails; trial shows '4/1 seats assigned' without blocking. Job 'Fixture service call 1' scheduled for Fixture commercial customer 04 at 125 Fictional Example Lane on 2026-09-15 (fixture date, in the past, so Jobber flags it Late) assigned to Marcus Fixture; reopened job shows client, property, date and technician. Time inputs rejected typed values; 'Anytime' used. Lab configuration note: account currency defaulted to EUR from the Spanish sign-up; to be switched to USD before price evidence.

Execution exe-jobber-t-01-20260928-1 · Protocol 1.0.0 · MacBook Air M3 24 GB · macOS Tahoe 26.6.2 · Claude desktop built-in browser (Chromium) · Home fibre, Cádiz, Spain

partial · Premium Plus

Clients > Bulk Import Wizard accepts a CSV; the sample template has only Name, Contact First, Contact Last, Email Address. Our 31-row fixture file (customers-servicem8.csv: name, contact, email, phone, one-line address, notes) auto-mapped Name, Contact First/Last, Email, Phone (Telephone Number) and Address (Billing Address). Available target fields: company/billing address (also split street/city/state/postcode/country), billing contact, mobile, tax rate, payment terms; there is no notes field and no separate service/site address, so the Notes column (Ridgeline ids) could not be imported. Validation and import ran in the background ('You will be notified via [the account email] when the import process is complete'); about 2 minutes for 31 rows. Result: 25 active clients, not 31. Rows sharing a client name (Fixture commercial customer 02 and 03, three units each; landlords 01 and 02, two properties each) were merged into one client each without warning, and the client kept only the last row's address (e.g. commercial customer 02 = 121 Fictional Example Lane; units at 119 and 120 lost). Staff: Dispatch Board > Invite Staff (name, email, optional mobile) adds each staff member at once and emails a username and temporary password; Marcus, Priya and Tyler added with fictional @example.com addresses in about 1 minute each. First job: New Job creates Job #1 immediately as a Quote; client picked by type-ahead (fills contact name, email, phone) but the job address stayed empty and had to be typed (the imported billing address is not proposed as the job site). Schedule > Add Booking (staff, duration, date, time, with a list of suggested free slots) booked Marcus on Wed Sep 30 2026, 8:00-10:00; it shows on the Dispatch Board staff schedule. Result partial: import and staff setup are quick, but same-name rows are merged silently with address loss, notes cannot be imported and the job site must be retyped.

Execution exe-servicem8-t-01-20260929-1 · Protocol 1.0.0 · MacBook Air M3 24 GB · macOS Tahoe 26.6.2 · Claude desktop built-in browser (Chromium) · Home fibre, Cádiz, Spain