{
  "version": 4,
  "kind": "lists",
  "app": "Experto",
  "exportedAt": "2026-10-01T03:59:50.168Z",
  "settings": {
    "theme": "light",
    "language": "en-US",
    "timeZone": "America/Sao_Paulo",
    "selectedListId": "comece",
    "activeTab": "lists",
    "lastSyncAt": null,
    "seededMessagesAt": null
  },
  "profile": null,
  "lists": [
    {
      "id": "comece",
      "name": "Start here",
      "color": "#4f7fe8",
      "position": 0,
      "kind": "account",
      "createdAt": "2026-10-01T03:59:50.168Z",
      "updatedAt": "2026-10-01T03:59:50.168Z",
      "deletedAt": null
    },
    {
      "id": "projeto",
      "name": "Design",
      "color": "#7a8aa0",
      "position": 1,
      "kind": "account",
      "nextListId": "aprovacao",
      "nextEstimate": {
        "amount": 3,
        "unit": "business_days"
      },
      "createdAt": "2026-10-01T03:59:50.168Z",
      "updatedAt": "2026-10-01T03:59:50.168Z",
      "deletedAt": null
    },
    {
      "id": "aprovacao",
      "name": "Design approval",
      "color": "#3aa2e6",
      "position": 2,
      "kind": "account",
      "nextListId": "compras",
      "nextEstimate": {
        "amount": 10,
        "unit": "business_days"
      },
      "createdAt": "2026-10-01T03:59:50.168Z",
      "updatedAt": "2026-10-01T03:59:50.168Z",
      "deletedAt": null
    },
    {
      "id": "compras",
      "name": "Procurement",
      "color": "#c2925a",
      "position": 3,
      "kind": "account",
      "nextListId": "execucao",
      "nextEstimate": {
        "amount": 10,
        "unit": "business_days"
      },
      "createdAt": "2026-10-01T03:59:50.168Z",
      "updatedAt": "2026-10-01T03:59:50.168Z",
      "deletedAt": null
    },
    {
      "id": "execucao",
      "name": "Site work",
      "color": "#f29b3b",
      "position": 4,
      "kind": "account",
      "nextListId": "vistoria",
      "nextEstimate": {
        "amount": 2,
        "unit": "business_days"
      },
      "createdAt": "2026-10-01T03:59:50.168Z",
      "updatedAt": "2026-10-01T03:59:50.168Z",
      "deletedAt": null
    },
    {
      "id": "vistoria",
      "name": "Inspection",
      "color": "#f26d6d",
      "position": 5,
      "kind": "account",
      "nextListId": "aceite",
      "nextEstimate": {
        "amount": 3,
        "unit": "business_days"
      },
      "createdAt": "2026-10-01T03:59:50.168Z",
      "updatedAt": "2026-10-01T03:59:50.168Z",
      "deletedAt": null
    },
    {
      "id": "aceite",
      "name": "Owner sign-off",
      "color": "#2bb3c4",
      "position": 6,
      "kind": "account",
      "nextListId": "entregue",
      "nextEstimate": {
        "amount": 2,
        "unit": "business_days"
      },
      "createdAt": "2026-10-01T03:59:50.168Z",
      "updatedAt": "2026-10-01T03:59:50.168Z",
      "deletedAt": null
    },
    {
      "id": "entregue",
      "name": "Handed over",
      "color": "#5fc266",
      "position": 7,
      "kind": "account",
      "createdAt": "2026-10-01T03:59:50.168Z",
      "updatedAt": "2026-10-01T03:59:50.168Z",
      "deletedAt": null
    },
    {
      "id": "rotina",
      "name": "Site routine",
      "color": "#8c62e0",
      "position": 8,
      "kind": "account",
      "nextListId": "rotina",
      "nextEstimate": {
        "amount": 1,
        "unit": "weeks"
      },
      "createdAt": "2026-10-01T03:59:50.168Z",
      "updatedAt": "2026-10-01T03:59:50.168Z",
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  ],
  "items": [
    {
      "id": "item-1",
      "listId": "comece",
      "title": "1. Turn on sub-accounts as Sites",
      "description": "**Why:** each site becomes a sub-account. That's what keeps each site's work apart and lets the owner see and approve only what belongs to their project.\n\n**How to do it:**\n\n1. Open **Administration › Account**.\n2. Switch on **Turn on sub-accounts**.\n3. In **Call them**, choose **Sites**. An architecture firm that would rather talk about projects can choose **Projects**.\n\n**Done when:** **Manage sites** shows up on the account page.",
      "dueAt": null,
      "durationMinutes": null,
      "startAt": null,
      "startMode": "auto",
      "done": false,
      "completedAt": null,
      "position": 0,
      "createdAt": "2026-10-01T03:59:50.168Z",
      "updatedAt": "2026-10-01T03:59:50.168Z",
      "deletedAt": null
    },
    {
      "id": "item-2",
      "listId": "comece",
      "title": "2. Add your active sites",
      "description": "**How to do it:** in **Administration › Account › Manage sites**, create a **New site** for each build or renovation in progress, with a name, color and photo (the facade or the floor plan work well).\n\n**What comes with it:** each site you create automatically gets a list of its own, **Lista - {site name}** (you can rename it), open to the owner. Use it for one-off decisions they need to approve, like a change order or a finish swap outside the design.\n\n**Heads up:** the owner sees and can complete whatever is in this list. For internal site notes, open the list settings and set **Sites who see it** to **None**.\n\n**Done when:** every active site is added.",
      "dueAt": null,
      "durationMinutes": null,
      "startAt": null,
      "startMode": "auto",
      "done": false,
      "completedAt": null,
      "position": 1,
      "createdAt": "2026-10-01T03:59:50.168Z",
      "updatedAt": "2026-10-01T03:59:50.168Z",
      "deletedAt": null
    },
    {
      "id": "item-3",
      "listId": "comece",
      "title": "3. Choose who's in each list",
      "description": "**Why:** the template's lists arrive set to **Admins only**. Your team only sees the stages after this step.\n\n**How to do it**, in each list's settings, under **Who’s in**:\n\n- **Design, Procurement, Site work, Inspection and Site routine:** **Everyone in the account**.\n- **Design approval and Owner sign-off:** **Specific people**, with the architect or engineer in charge. These are the people who get the **Guest completed** notification when the owner approves.\n- **Handed over:** whoever handles progress billing and site finances.\n\n**Tip:** the site foreman or a subcontractor can get **Can view**. They see the work item and complete it, and it moves on, but they can't change the spec.\n\n**Done when:** each person on the team sees the lists they work in.",
      "dueAt": null,
      "durationMinutes": null,
      "startAt": null,
      "startMode": "auto",
      "done": false,
      "completedAt": null,
      "position": 2,
      "createdAt": "2026-10-01T03:59:50.168Z",
      "updatedAt": "2026-10-01T03:59:50.168Z",
      "deletedAt": null
    },
    {
      "id": "item-4",
      "listId": "comece",
      "title": "4. Open only the owner's lists to the owner",
      "description": "**Why:** the owner needs to see what's waiting on their decision, and only for their own project.\n\n**How to do it:** in the settings of **Design approval** and **Owner sign-off**, under **Sites who see it**, choose **All sites**. The other lists stay on **None**.\n\n**Careful:** an item with no site tagged shows a crossed-out eye in these lists. That means no guest sees that item.\n\n**Done when:** only these two lists (and each site's own list) are open to owners.",
      "dueAt": null,
      "durationMinutes": null,
      "startAt": null,
      "startMode": "auto",
      "done": false,
      "completedAt": null,
      "position": 3,
      "createdAt": "2026-10-01T03:59:50.168Z",
      "updatedAt": "2026-10-01T03:59:50.168Z",
      "deletedAt": null
    },
    {
      "id": "item-5",
      "listId": "comece",
      "title": "5. Turn on the Key date and check your working hours",
      "description": "**Key date:** in **Administration › Account**, switch on **Use key date**. Use the Key date as the milestone each work item supports: key handover, the owner's move-in, the store opening. It stays fixed while the work moves through the stages, and the owner sees it too.\n\n**Working hours:** on the same page, under **Business days and hours**, check your working days and hours. If your crews work Saturday mornings, include them. Each stage's deadlines are counted in business time based on them.\n\n**Done when:** the Key date shows up on items and your working hours are right.",
      "dueAt": null,
      "durationMinutes": null,
      "startAt": null,
      "startMode": "auto",
      "done": false,
      "completedAt": null,
      "position": 4,
      "createdAt": "2026-10-01T03:59:50.168Z",
      "updatedAt": "2026-10-01T03:59:50.168Z",
      "deletedAt": null
    },
    {
      "id": "item-6",
      "listId": "comece",
      "title": "6. Invite each site's owner",
      "description": "**How to do it:** on the site's profile, use **Invite guest** with the owner's email (or whoever decides for them).\n\n**How it works for the owner:**\n\n- Guests are free, unlimited and don't take a seat.\n- A guest only sees their own site's items, in the lists open to sites, with title, description, deadlines, Key date and attachments (the drawings in PDF, the inspection photos).\n- They can only complete: completing is approving. After completing, they have 20 seconds to undo.\n- It works on the web and in the iPhone app.\n\n**Heads up:** every guest on a site sees every list open to sites. Only invite people who can approve on the owner's behalf.\n\n**Testing tip:** create a test site and invite yourself with another email to see exactly what the owner sees.\n\n**Done when:** each site's owner accepts the invite.",
      "dueAt": null,
      "durationMinutes": null,
      "startAt": null,
      "startMode": "auto",
      "done": false,
      "completedAt": null,
      "position": 5,
      "createdAt": "2026-10-01T03:59:50.168Z",
      "updatedAt": "2026-10-01T03:59:50.168Z",
      "deletedAt": null
    },
    {
      "id": "item-7",
      "listId": "comece",
      "title": "7. Agree on the workflow rules with your team",
      "description": "- **One item per job, per room:** a title in the `Room - Work` pattern, for example `Kitchen - Cabinetry` or `Guest bathroom - Tiles and fixtures`. When you create it, also type `#Site` (its saved name): the `#Site` disappears from the title and the item comes in with the site tagged.\n- **The description is the work spec:** room, specification, quantities and the drawings attached as a PDF. The owner reads the spec in Design approval and in Owner sign-off, so write it for them.\n- **Completing sends the work to the next stage**, with a new deadline.\n- **Whoever takes on the stage Pulls the item:** the architect in Design, the buyer in Procurement, the foreman in Site work. It goes into that person's daily checklist, and everyone sees who has it.\n- **Inspection:** check the work against the drawings and attach the photos. All good? Complete it and it goes to the owner's sign-off. Found a defect? Note it in the description and use **Move to… › Site work**, with a deadline.\n- **The owner didn't approve:** they said something is wrong? Note it on the item and use **Move to… › Site work** (or **Design**, if the spec has to change).\n- **Final punch list:** each defect becomes an item in **Site work**, with the room in the title and the photo attached. It goes through Inspection and the owner's sign-off like any other work item.\n- **Drawing revisions:** attach the new version to the item and tell the team in **Administration › Messages › New message**, marked as **Important**, to see who has read it.\n- **In Handed over:** the item arrives open. Add it to the next progress billing and complete it. Don't use **Clear** on the Completed group in this list if you want to keep the site's history.",
      "dueAt": null,
      "durationMinutes": null,
      "startAt": null,
      "startMode": "auto",
      "done": false,
      "completedAt": null,
      "position": 6,
      "createdAt": "2026-10-01T03:59:50.168Z",
      "updatedAt": "2026-10-01T03:59:50.168Z",
      "deletedAt": null
    },
    {
      "id": "item-8",
      "listId": "comece",
      "title": "8. Take the sample work item through the workflow",
      "description": "There's a sample work item in **Design** and a punch list item in **Site work**. Use both to see the whole workflow before real sites:\n\n1. Tag both items with the test site (the item's **Site** field).\n2. Complete the work item in **Design** and watch it arrive in **Design approval** with a deadline.\n3. Sign in as the test owner and approve it.\n4. In **Procurement** and **Site work**, **Pull** it and complete it.\n5. In **Inspection**, test **Move to… › Site work** and then complete it.\n6. Approve it as the owner in **Owner sign-off** and watch it arrive in **Handed over**. Complete it to close it.\n\n**Done when:** the sample work item is completed in Handed over.",
      "dueAt": null,
      "durationMinutes": null,
      "startAt": null,
      "startMode": "auto",
      "done": false,
      "completedAt": null,
      "position": 7,
      "createdAt": "2026-10-01T03:59:50.168Z",
      "updatedAt": "2026-10-01T03:59:50.168Z",
      "deletedAt": null
    },
    {
      "id": "item-9",
      "listId": "comece",
      "title": "9. Match the deadlines to your sites' pace",
      "description": "Each list gives the work item a deadline when it moves to the next one (list settings › **Connected list** › **Estimate**):\n\n| On arrival in | Deadline |\n|---|---|\n| Design approval | 3 business days |\n| Procurement | 10 business days |\n| Site work | 10 business days |\n| Inspection | 2 business days |\n| Owner sign-off | 3 business days |\n| Handed over | 2 business days |\n\nAdded up, a work item takes about 30 business days from the end of design to handover. Work with its own timeline (cabinetry, window frames, a special-order material)? Edit the item's deadline when it reaches the stage.\n\n**Done when:** the deadlines match your sites' real pace.",
      "dueAt": null,
      "durationMinutes": null,
      "startAt": null,
      "startMode": "auto",
      "done": false,
      "completedAt": null,
      "position": 8,
      "createdAt": "2026-10-01T03:59:50.168Z",
      "updatedAt": "2026-10-01T03:59:50.168Z",
      "deletedAt": null
    },
    {
      "id": "item-10",
      "listId": "comece",
      "title": "10. Set up each site's routine",
      "description": "**How it works:** the **Site routine** list is connected to itself. Complete an item and it comes back open, with a 1-week deadline.\n\n**How to do it:** tag the site on the three routine items. With more than one site, create the same three items for each one, with `#Site` in the title (your AI agent can do it in a single request).\n\n**Done when:** each site has its own weekly routine.",
      "dueAt": null,
      "durationMinutes": null,
      "startAt": null,
      "startMode": "auto",
      "done": false,
      "completedAt": null,
      "position": 9,
      "createdAt": "2026-10-01T03:59:50.168Z",
      "updatedAt": "2026-10-01T03:59:50.168Z",
      "deletedAt": null
    },
    {
      "id": "item-11",
      "listId": "comece",
      "title": "11. Connect your AI agent (optional)",
      "description": "**How to turn it on:** in **Administration › AI agents**, switch on **Allow AI connections** and, under **What the AI can do in this account**, choose **Read only** or **Read and edit**. Then each person connects their own agent (Claude, ChatGPT or another MCP-compatible app) at getexperto.com/app/mcp. The AI only sees what that person sees.\n\n**Account context for the AI** (on the same page): write your active sites, the rooms in each one, how work items are named and what goes into the spec.\n\n**Example requests:**\n\n- \"Read the #Site specifications and create one work item per room in Design, with the spec in the description and the key handover as the Key date.\" (up to 50 items per request)\n- \"Turn this punch list into items in Site work, with a 5-business-day deadline.\"\n- \"What has been waiting for the owner's sign-off for more than 3 days?\"\n\nThe AI never deletes anything.",
      "dueAt": null,
      "durationMinutes": null,
      "startAt": null,
      "startMode": "auto",
      "done": false,
      "completedAt": null,
      "position": 10,
      "createdAt": "2026-10-01T03:59:50.168Z",
      "updatedAt": "2026-10-01T03:59:50.168Z",
      "deletedAt": null
    },
    {
      "id": "item-12",
      "listId": "projeto",
      "title": "Guest bathroom - Tiles and fixtures",
      "description": "This is a sample work item. Take it through the workflow following step **8** of **Start here** and, at the end, complete it in **Handed over**.\n\n**Room:** guest bathroom.\n\n**Work:** new floor and wall tiles, toilet, sink and faucets.\n\n**Specification:**\n\n- Floor: porcelain tile, with the color and grout the owner chose.\n- Walls: tile up to the ceiling.\n- Fixtures: toilet, sink and faucet from the specifications.\n\n**Quantities:** floor and wall area, with the waste allowance included.\n\n**Drawings:** attach the floor plan and tile layout as a PDF.\n\n**Milestone:** the Key date is the day the bathroom has to be ready.\n\n**In Design approval, the owner approves** this specification. **In Owner sign-off, they approve** the finished work, checked at inspection, with the photos attached.",
      "dueAt": null,
      "durationMinutes": null,
      "startAt": null,
      "startMode": "auto",
      "done": false,
      "completedAt": null,
      "position": 0,
      "createdAt": "2026-10-01T03:59:50.168Z",
      "updatedAt": "2026-10-01T03:59:50.168Z",
      "deletedAt": null
    },
    {
      "id": "item-13",
      "listId": "execucao",
      "title": "Living room - Fix the balcony door (punch list)",
      "description": "A sample item from the final punch list. Each defect you find becomes an item in **Site work**, with the room in the title, the photo attached and a deadline.\n\n**What to do:** the balcony door drags on its track. Adjust the rollers and check the seal.\n\n**Done when:** the door opens and closes smoothly. Complete it: the item goes through **Inspection** and then **Owner sign-off**.",
      "dueAt": null,
      "durationMinutes": null,
      "startAt": null,
      "startMode": "auto",
      "done": false,
      "completedAt": null,
      "position": 0,
      "createdAt": "2026-10-01T03:59:50.168Z",
      "updatedAt": "2026-10-01T03:59:50.168Z",
      "deletedAt": null
    },
    {
      "id": "item-14",
      "listId": "rotina",
      "title": "Site log and weekly summary for the owner",
      "description": "**What to do:** record what got done this week, what's coming next week and the decisions waiting on the owner. Send them the summary through the usual channel, with photos.\n\n**Done when:** the summary is sent. Complete it: the item comes back with a 1-week deadline.",
      "dueAt": null,
      "durationMinutes": null,
      "startAt": null,
      "startMode": "auto",
      "done": false,
      "completedAt": null,
      "position": 0,
      "createdAt": "2026-10-01T03:59:50.168Z",
      "updatedAt": "2026-10-01T03:59:50.168Z",
      "deletedAt": null
    },
    {
      "id": "item-15",
      "listId": "rotina",
      "title": "Site safety and cleanup",
      "description": "**What to check:** PPE use, collective protection, fire extinguishers, material storage and site cleanup.\n\n**Done when:** everything is checked and anything out of place is fixed. Complete it: the item comes back with a 1-week deadline.",
      "dueAt": null,
      "durationMinutes": null,
      "startAt": null,
      "startMode": "auto",
      "done": false,
      "completedAt": null,
      "position": 1,
      "createdAt": "2026-10-01T03:59:50.168Z",
      "updatedAt": "2026-10-01T03:59:50.168Z",
      "deletedAt": null
    },
    {
      "id": "item-16",
      "listId": "rotina",
      "title": "Schedule and next progress billing",
      "description": "**What to do:** check the deadlines of the site's work items, adjust what changed and set aside what goes into the next progress billing (the items in **Handed over**).\n\n**Done when:** the schedule is up to date. Complete it: the item comes back with a 1-week deadline.",
      "dueAt": null,
      "durationMinutes": null,
      "startAt": null,
      "startMode": "auto",
      "done": false,
      "completedAt": null,
      "position": 2,
      "createdAt": "2026-10-01T03:59:50.168Z",
      "updatedAt": "2026-10-01T03:59:50.168Z",
      "deletedAt": null
    }
  ],
  "notes": [],
  "messages": [],
  "pending": {
    "lists": [],
    "items": [],
    "notes": [],
    "messages": []
  }
}