Customer service as the spine
Customer service owns the active order journey after sale: confirmation, manufacturing release, customer updates, installer scheduling, issue resolution, and completion follow-up.
Every order has an ownerEach carport order carries a current status, next step, accountable role, and payment gate so growth does not require a large coordination layer.
Best-reviewed carport companyCustomer updates, install proof, review requests, and recovery support the reputation Yoder Structures wants to earn.
One Yoder Intelligence coreConsolidate website leads, CRM activity, order status, service history, and operating knowledge into one source of truth that gets more valuable as the carport division grows.
Unified call and message historySales, customer service, manufacturing, and installers work from the same customer timeline across calls, texts, notes, updates, and install proof.
Built On The Existing Yoder Intelligence Platform
The signed engagement already establishes the shared Yoder CRM, communications, user management, task infrastructure, reporting foundation, Yoder Intelligence direction, and fractional CTO relationship. This addendum brings the carport division into that same operating platform.
One intelligence layer for the carport business
The carport workflow, website, internal and external communication history, customer-service process, Idea Room context, QuickBooks payment visibility, installer handoffs, reviews, and repair history become part of the same Yoder Intelligence foundation already being built for the broader company.
What stays the sameThe existing signed proposal remains in force and continues to fund the shared Yoder Intelligence platform foundation.
What this addsThe carport order lifecycle from down-payment gate through repair board, plus the public Yoder Structures website that feeds the same operating record.
Why this mattersBecause the carport workflow is added to Yoder Intelligence, every website lead, customer conversation, quote, order, payment signal, install handoff, and service issue strengthens the same operating record instead of scattering across separate systems.
A living operating systemAs Yoder Structures learns, scales, and improves, the carport process can evolve inside the same intelligence platform instead of drifting into disconnected spreadsheets or side systems.
Built Around Yoder Structures' Service Promise
The May 12 carport working session repeatedly centered on customer communication, clean handoffs, seven-day updates, installer accountability, post-install follow-up, and making sure customers never feel lost in the process.
Every order has a next step
The system maintains the status, owner, due date, required proof, communication history, and next action so orders do not depend on memory or scattered follow-up.
Install quality becomes visible
The installer workflow captures the day-before call, final payment proof, happy sheet, photos, and customer outcome before the order is treated as complete.
Growth without service drift
As volume grows, the operating system preserves Yoder Structures' service standards and supports the ambition to become the most trusted and best-reviewed carport company in the country.
Addendum Scope
This scope keeps the proposal focused: the core platform is already approved, and this addendum adds the carport operating workflow plus the website needed to support it.
Carport Customer Service Operating System
$45K
A customer-service-led workflow for the complete carport lifecycle, extending the approved internal and external communication tools into fulfillment without breaking conversation continuity.
- One customer record from website inquiry through repair: every call, message, quote, payment, install photo, review request, and service issue on the same timeline.
- Lead-to-order handoff from the approved CRM foundation into the carport workflow.
- Idea Room quote, order document, and invoice context attached to the order record.
- QuickBooks payment transaction status visible in the order workflow.
- RTO/finance link inside the sales-order flow so the salesperson can keep the customer inside the operating record.
- Down-payment gate before customer-service confirmation and manufacturing release.
- Phone-system call logging for sales, customer service, and installer calls so conversations stay attached to the customer record.
- Seven-day customer update cadence, required next steps, and shared communication history across internal notes and customer-facing messages.
- Installer zones, calendar visibility, time-off, and route-aware scheduling, with manufacturing-released kits visible to assigned installers when ready.
- Installer mobile workflow for the company-phone day-before call, happy sheet, final payment proof, and photos from each side of the completed structure.
- Two-stage closeout: installer marks installed after happy sheet, photos, and final payment; customer service marks completed after next-day follow-up and review request.
- Repair board that mirrors the main workflow: schedule, installer call, on-site before/after photos, and next-day customer-service confirmation.
- Commission and payroll reporting for dealers, installers, and manufacturing, with cancellations posted as negative line items in the month they cancel.
customer serviceoperationsinstall workflow
Yoder Structures Website Buildout
$18K
A public website for the carport division built inside the same operating frame as the software platform.
- Core website pages for carports, process, financing/RTO, reviews, service promise, and contact/quote intake.
- Lead capture and source tracking connected directly to the shared Yoder platform.
- Editable content areas for specials, review highlights, service messaging, and customer education.
- Website data and operating data share the same system foundation, reducing integration friction.
websitesame databaselead capture
Investment
The addendum is priced as a focused extension of the approved engagement, not as a separate platform rebuild.
| Item | Description | Investment |
|---|---|---|
| Approved Yoder Platform | Existing signed engagement for the shared Yoder CRM and intelligence platform foundation. | $70,000 approved |
| Carport Customer Service Operating System | Division-specific customer-service workflow, order lifecycle, unified call/message history, Idea Room and QuickBooks visibility, manufacturing/install handoffs, two-stage closeout, repair board, and commission reporting. | $45,000 |
| Yoder Structures Website | Public website built inside the same Endo operating frame and database as the approved platform. | $18,000 |
| Current Retainer | Existing ongoing fractional CTO and platform stewardship retainer. | $5,000/month |
| Retainer Increase | Additional ongoing coverage for the carport operating system and Yoder Structures website. | +$1,000/month |
$63,000
Total fixed addendum build investment. Ongoing retainer becomes $6,000/month after the carport addendum reaches go-live.
Delivery Approach
The addendum will be delivered as an extension of the active platform work so Yoder does not end up with separate systems for CRM, carport operations, and the website.
1. Finalize carport workflow
Confirm statuses, owners, gates, user roles, Idea Room handoff, QuickBooks transaction visibility, installer responsibilities, and repair flow.
2. Build operating workflow
Extend the approved Yoder platform with the carport order record, service queues, required proof points, unified communication history, and management visibility.
3. Build website layer
Create the public Yoder Structures website with quote/contact intake, service content, reviews, financing/RTO content, and editable customer-facing information.
4. Launch and tune
Train the first users, move real carport orders through the process, tune the workflow, and refine the system based on operational reality.
Terms And Assumptions
This addendum is intended to sit alongside the signed Terms of Engagement and inherit its ownership, confidentiality, and working relationship structure unless separately modified in writing.
Not a replacement agreement
This proposal extends the existing signed engagement. It does not replace or reduce the approved $70,000 platform build.
Payment flow
Idea Room will remain the expected source for quotes, order documents, and invoices. Payment transactions will be handled through QuickBooks.
Third-party costs
Idea Room, QuickBooks, phone/SMS, finance/RTO, hosting, domains, email, maps, and other third-party subscription or transaction costs remain Yoder expenses.
Ongoing retainer
The retainer increases from $5,000/month to $6,000/month after the carport addendum reaches go-live, providing continued fractional CTO coverage and platform stewardship.
Deposit And Acceptance
Acceptance of this addendum authorizes Endo Operating Partners to begin the carport extension work under the same working relationship established in the signed Terms of Engagement.
Deposit required
$31,500 of the $63,000 addendum total is due now to begin the carport build. The remaining $31,500 is due at addendum go-live.
Retainer change
The existing retainer remains $5,000/month until the carport addendum reaches go-live, then increases to $6,000/month.
Acceptance And Signatures
Only the same email addresses that signed the original Yoder Terms of Engagement can sign this addendum. Each confirmation is timestamped and recorded.
Signer authentication
The proposal is viewable by anyone with the link. Signing is restricted to the same two signer emails from the original agreement.
Client
Clinton Yoder
CEO, Yoder Enterprises
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Service Provider
Eugene Ulrich
Managing Partner, Endo Operating Partners
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