Customer Invites Wizard
Step-by-step lead-to-customer onboarding with service selection + payment.
Last updated 05/24/26
What this surface does
The Customer Invites Wizard drives a lead through service selection, agreement signing, pre-pay, and account creation in a single guided flow. State is persisted in `client_invite_wizard_state` so partial completions survive sessions.
When to use it
- A qualified lead is ready to onboard — start the wizard from the lead card.
- Re-resuming a stalled invite (the wizard state row remembers where they left off).
- Manually onboarding a customer who paid out-of-band — admin can complete remaining steps on their behalf.
Key gotchas
- Service Catalog must have the selected service active and priced. A placeholder-priced service (e.g. yard signs pre-pricing) blocks completion.
- An invite that has been signed but not paid sits in "agreement-signed, awaiting-payment" — chase via the auto-reminder cron or call.
- Completing the wizard fires the campaign-creation trigger. Aborting mid-flow leaves orphaned state — clean up from this surface.
Related
- Service Catalog, Agreement Templates, Prepay Requests.