/01
Take over & assess
We review the codebase, dependencies, data flows, environments, and deployment process, then establish the cleanup priorities.
/01 · Executive summary
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 review, frontend and backend cleanup, professional environment setup, and automated QuickBooks data imports.
Delivery
Three weekly milestones covering assessment, cleanup, QuickBooks integration, and handover.
3-week engagement
Scope, deliverables, dependencies, and acceptance criteria are listed below.
/02 · Requirements
Current requirements.
The engagement covers three required outcomes:
REQUIRED OUTCOMES
- The existing dashboard is reviewed and transitioned into a maintainable codebase
- The frontend, backend, environments, and deployment workflow are organized professionally
- QuickBooks data imports run automatically through a documented integration flow
The codebase, hosting environment, and QuickBooks data requirements will be confirmed at kickoff.
/03 · Our approach
Delivery plan.
Week 1 covers the technical assessment and setup plan. Weeks 2 and 3 cover cleanup, QuickBooks integration, validation, and handover.
/02
Clean up & professionalize
We refactor the agreed frontend and backend areas, organize configuration, improve maintainability, and establish a professional delivery setup.
/03
Connect & hand over
We connect QuickBooks, automate the agreed data imports, validate the flow with Autosculpt, and document the resulting 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
- 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
/04 · Scope & deliverables
Included deliverables.
Each milestone includes a deliverable and an acceptance criterion.
| Milestone | Deliverable | Accepted when… |
|---|---|---|
| M1 · Takeover | Codebase review, technical assessment, and professional setup plan | Autosculpt receives the findings, prioritized cleanup plan, and agreed implementation direction |
| M2 · Cleanup | Frontend and backend cleanup across the agreed dashboard scope | The agreed dashboard workflows operate in the professionalized setup and the reviewed cleanup items are complete |
| M3 · Integrate | Automated QuickBooks data import and technical handover | The agreed QuickBooks data imports automatically into the dashboard and setup documentation is delivered |
/05 · Timeline
3-week schedule.
Week 1
Takeover & assessment
Kickoff, access review, codebase assessment, environment review, and agreement on the priority cleanup plan.
Week 2
Frontend & backend cleanup
Refactor the agreed areas, organize the application setup, and review the professionalized dashboard workflow.
Week 3
QuickBooks integration & handover
Connect QuickBooks, automate the agreed imports, validate the data flow, and deliver the setup documentation.
Autosculpt reviews the completed milestone at the end of each week.
/06 · Investment
Project price.
A fixed-scope engagement covering the dashboard takeover, frontend and backend cleanup, professional setup, automated QuickBooks data imports, and handover.
Recommended
Dashboard modernization
15,000 CAD fixed
Delivered over 3 weeks through clear weekly milestones.
- Existing dashboard takeover and technical assessment
- Frontend and backend cleanup across the agreed scope
- Professional environment and delivery setup
- Automated QuickBooks data import
- Validation and technical handover documentation
/07 · Terms
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
- Confirm acceptance of this proposal by email
- Webisoft schedules kickoff and coordinates the required access
- Week 1 begins with the dashboard takeover and technical assessment
The project schedule will be confirmed once access and kickoff availability are aligned.
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