Project Record · CaseStore × JCM
The custom web & iPad system replacing FileMaker — from proposal to go-live, and the partnership after. This page updates as we move.
You are here
You've approved the proposal and the care plan — thank you. Here's exactly how we move from a handshake to a working system.
One-time setup
Paid 50% to begin, 50% on delivery.
Annual care plan
≈ $350/mo, billed annually · revisitable in good faith after year one.
The full platform proposal — scope, a tour of the working system with real screenshots, a phased timeline, and pricing.
JCM reviewed and approved the scope and the $4,200/year care plan, with a green light to move forward as long-term partners.
"Fair and reasonable — happy to move forward. Looking forward to working together for years to come."
A concise services agreement in plain language: you own the code and data, source available anytime, no lock-in, and the fee revisitable after year one. Ready for your review in the client portal.
The 50% setup deposit starts the build and locks in your place on the schedule.
We move your live FileMaker records — projects, inspection reports, time cards, and photos — into the new platform, so you start with your real history, not a blank slate.
Needs your current backupThe core platform is already built and running: projects, all inspection report types, time cards, daily work, invoicing, waivers, the client portal, one-click PDF, and digital signatures. This stage tailors it to JCM and adds your remaining forms.
Head start · core already builtEvery screen and the full report workflow are covered by automated tests (33 passing today). We run them again against your real data before anything reaches your hands.
You use it and send your tweak list and any missing forms. Small changes are turned around quickly — that's exactly what the care plan is for.
The platform goes live on your own domain, on the web and on iPad in the field. Bank-style login, daily backups, your data.
Estimated: web platform ~6–8 weeks after kickoff · iPad-responsive screens ~2–4 weeks after. Timelines firm up once we have your data.
We stay your development team — responsive tweaks, new forms, and improvements over the years. Nothing set in stone; the system grows with your business.