Documentation Index
Fetch the complete documentation index at: /llms.txt
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For every kind of record, which system owns it and which side wins when they disagree
| Record | Owner | Also lives in | Notes |
|---|---|---|---|
| Lead | Zoho | Supabase | Converting one is done in Zoho |
| Customer, account, property | Zoho and Supabase, last edit wins | QuickBooks (customer only) | Name, contact and address changes flow to QuickBooks |
| Equipment (asset) | Zoho and Supabase, last edit wins | The app can add and edit them on site | |
| Work order and its lines | Zoho and Supabase, last edit wins | The app writes lines; the billing decision is made in Supabase | |
| Appointment | Zoho and Supabase, last edit wins | The app marks no-show and complete | |
| Checklist template | Zoho | Supabase (read-only copy) | Author in Zoho only. Nothing about a template is pushed up from here |
| Checklist answers | Supabase (the app) | Zoho gets the submission | |
| Invoice | Zoho owns the amount; Supabase builds it | QuickBooks | An amount edited only in Supabase is overwritten |
| Payment | Supabase, from the pay page | QuickBooks, Zoho | The engine records the payment when the processor approves it, and the processor posts the same payment into QuickBooks; see How payments work |
| Subscription and its payments | Stripe | Supabase, Zoho | A subscription payment typed into Zoho is refused |
| Product (catalog item) | Zoho | Supabase, QuickBooks item | |
| Stock material, supplier | Zoho | Supabase | |
| Technician | Zoho | Supabase | An email on the technician invites them to the app on its own |
| Phone agent | Zoho | Supabase, Twilio | The engine makes the agent’s Twilio worker and keeps its departments in step |
| Timesheet, time off | The app | Zoho | Approvals can happen on either side |
| Purchase order | The app | Zoho | One made in Zoho comes down too |
| Payroll calendar | Zoho (the parsed PDF) | Supabase | |
| Calls, voicemail, texts | Supabase (from Twilio) | Zoho gets one call history record per call | Every field on that record is the engine’s; an edit in Zoho is pushed back |
