Proposal · Confidential

Webisoft · Custom Software Engineering · Montreal & Miami

Dashboard takeover

Take over the existing AI-coded dashboard, clean up the code, establish a Python backend and production server, automate deployment and recurring tasks, connect QuickBooks, and send email alerts when tasks fail.

Prepared forAutosculpt
Prepared byWebisoft
DateSeptember 11, 2026
EngagementFixed scope · 3 weeks
/ At a glance3 weeks

Dashboard takeover

Recommended engagement

  • Take over and assess the existing dashboard
  • Clean up the existing dashboard code
  • Set up a Python backend and production server
  • Automate deployment and recurring tasks
  • Email alerts when a recurring task fails
Review

Clear scope · weekly progress reviews · documented handover

Project overview.

Existing system

Autosculpt has an AI-coded dashboard that requires technical review, cleanup, and a maintainable development setup.

What we propose

A focused takeover covering code cleanup, a Python backend, production server setup, automatic deployment, recurring tasks, QuickBooks imports, and email error alerts.

Delivery

Three weekly milestones covering assessment, application and server setup, automation, QuickBooks integration, and handover.

3-week engagement

Scope, deliverables, dependencies, and acceptance criteria are listed below.

Current requirements.

The engagement covers five required outcomes:

REQUIRED OUTCOMES

  • The existing dashboard code is reviewed, cleaned up, and organized for maintenance
  • A Python backend and production server environment are established
  • Deployment from the agreed source branch to the server runs automatically
  • QuickBooks imports run automatically through a recurring task system
  • Task failures send an email alert to the agreed recipient

The codebase, hosting environment, and QuickBooks data requirements will be confirmed at kickoff.

Delivery plan.

Week 1 covers the technical assessment and setup plan. Weeks 2 and 3 cover code cleanup, the Python backend, server and deployment setup, QuickBooks automation, recurring tasks, error alerts, validation, and handover.

/01

Take over & assess

We review the codebase, dependencies, data flows, environments, and deployment process, then establish the cleanup priorities.

/02

Build the production setup

We clean up the agreed code, establish the Python backend and server environment, organize configuration, and automate deployment.

/03

Automate & hand over

We connect QuickBooks, run the agreed imports through recurring tasks, add email alerts for task errors, validate the flow, and document the setup.

Assumptions

  • Code repository and current hosting access are available at kickoff
  • QuickBooks access and the required authorization are available at kickoff
  • Autosculpt confirms the QuickBooks data to import and provides suitable test data
  • Autosculpt confirms the recipient email address for task error alerts
  • One decision-maker is available for weekly review and scope decisions

Out of scope

  • A full dashboard redesign or replacement
  • New product features beyond the listed cleanup and QuickBooks integration
  • Accounting correction or manual cleanup of historical QuickBooks data
  • QuickBooks subscription costs and other third-party fees

Included deliverables.

Each milestone includes a deliverable and an acceptance criterion.

MilestoneDeliverableAccepted when…
M1 · TakeoverCodebase review, technical assessment, and professional setup planAutosculpt receives the findings, prioritized cleanup plan, and agreed implementation direction
M2 · Production setupCode cleanup, Python backend, server configuration, and automatic deploymentThe agreed dashboard workflows run on the configured server and deployment completes automatically from the agreed source branch
M3 · AutomationQuickBooks imports, recurring task system, email error alerts, and technical handoverA scheduled import runs successfully, a controlled task failure sends an email alert, and setup documentation is delivered

3-week schedule.

Week 1

Takeover & assessment

Kickoff, access review, codebase assessment, environment review, and agreement on the priority cleanup plan.

Milestone 1 · technical direction confirmed

Week 2

Production setup

Clean up the agreed code, establish the Python backend and production server, and configure automatic deployment.

Milestone 2 · production deployment reviewed

Week 3

QuickBooks & task automation

Connect QuickBooks, configure recurring imports, add email error alerts, validate the data flow, and deliver setup documentation.

Milestone 3 · automation and handover

Autosculpt reviews the completed milestone at the end of each week.

Project price.

A fixed-scope engagement covering the dashboard takeover, code cleanup, Python backend, production server, automatic deployment, recurring QuickBooks imports, email error alerts, and handover.

Recommended Dashboard takeover

15,000 CAD fixed

Delivered over 3 weeks through clear weekly milestones.

  • Existing dashboard takeover and technical assessment
  • Code cleanup across the agreed dashboard scope
  • Python backend and production server setup
  • Automatic deployment from the agreed source branch
  • Recurring QuickBooks imports with email error alerts
  • Validation and technical handover documentation
Approve the engagement

Working terms.

Timeline

The scope described in this proposal is delivered over 3 weeks.

Scope control

Work outside the listed deliverables is excluded unless Autosculpt and Webisoft approve a separate scope and quote in writing.

Access & dependencies

The schedule depends on timely access to the codebase, hosting environment, QuickBooks account, required authorization, and suitable test data.

Third-party services

QuickBooks subscriptions, third-party fees, and accounting data correction are not included in the engagement.

Approve the engagement.

Dashboard takeover · QuickBooks integration · 3 weeks

  1. Confirm acceptance of this proposal by email
  2. Webisoft schedules kickoff and coordinates the required access
  3. Week 1 begins with the dashboard takeover and technical assessment
Approve this proposal

The project schedule will be confirmed once access and kickoff availability are aligned.

Prefer to talk first? Book a proposal walkthrough ↗.

Accept & kick off