Question by question, with the gaps.
Every kickoff discovery question with Trevor's response beside it. He answered the org, enrollment, and scheduling questions in detail — the instructor, money, compliance, and volume questions, plus all five build decisions, are still open. Those are the gaps to close tomorrow.
To cover tomorrow
- W-2 / 1099 mix; tied to one location?
- Certifications, expiry tracking, lapse = stop driving?
- Instructor quits / sick — what happens to their week?
- Refund reality — quit mid-package, who decides?
- Who reconciles — location / franchise / corporate?
- Which TDLR filings, how often, who does them?
- Hour types — behind-the-wheel / observation / classroom?
- Completion certificates (DE-964) — who issues, how?
- Students/location/month, lessons/week, headcount?
- Pilot location, champion, definition of "this works"?
- Access: GitHub/AWS, sample CSVs, compliance docs (§8 — due in 5 business days)
- Texas compliance (TDLR/DPS)
- Legacy data · Cutover approach
- Notifications · Design system
- Current enrollment intake process
- Instructor-side no-show handling (Q11)
Org & hierarchy
4 of 4 answeredEach tier can do everything the tier below can, and more (corporate ⊇ franchise ⊇ operator ⊇ instructor).
Instructors are the lowest admin level — lessons, road tests, scheduling. Separate Guardian → Student tree: guardians handle billing/scheduling but can't take lessons or tests. Multiple guardians per student.
Yes and yes — locations are assigned to an operator.
Corporate sets the standard, franchise manages locations, locations run daily execution.
- Pricing — corporate owns the menu + prices; franchises toggle which packages are active, can't change price/contents.
- Cancellation — corporate locks the fee + 24h window; operators can waive.
- Hiring — local, but a compliance lock: no live slot until license, credentials & background checks are approved.
- Hours — total location control (shifts, time-off, cars offline).
Corporate sees all franchises + locations; franchise sees only its locations; operator sees only locations assigned to their user.
Students & enrollment
5 of 5 answered90% web, 10% phone / walk-in. Web enrollees self-enroll (account, track, intake, payment); phone/walk-in are entered by the operator from the admin backend.
- Minor <18 — students + assigned guardians can pay, get emails, schedule.
- Adult 18–24.
- Older adult 25+.
Captured (so compliance reports compile): legal name (F/M/L/Suffix), DOB, gender; age-track by DOB; home/mobile/email; parent contact if minor; intake questionnaires + a medical-conditions free-text.
Blocks: missing name/gender/DOB; minor with no parent contact; invalid email/phone.
Offered: their current intake processPackages = behind-the-wheel items + online products + misc (certificates, fees, swag).
Behind-the-wheel: Track (a lesson) → Track Items → Elements (small steps). Multiple kids → separate student accounts, shared guardians.
No mandatory end. Teen or adult students can have guardians (even HR for a company's fleet drivers). Should let a student remove guardians once adult.
Scheduling
6 of 6 answered95% self-serve, 5% operator. Families expect a modern portal — real-time availability, self book/reschedule.
Late cancel <24h → auto-flagged, $50 fee on the balance; waivable by operators / corporate admins.
Student no-show (~15-min grace) → forfeits the slot, treated like a late cancel.
Instructor-side no-show not addressedManager declares location + window → system batch-cancels everything in that window → SMS + email blast → "Act of God": 24h fee engine bypassed, zero fees, no hours deducted, hours credited back instantly. Instructor payroll reviewed manually.
Instructors set availability, operators approve it onto the schedule. 2-hour booking buffer (no drive within 2h of now). Between-lesson buffer TBD but likely needed.
Not locked to an instructor — operator assigns a car to a shift block or pairs it to a slot by key availability. Down → operator marks it inoperable; only the operator returns it to service.
Today it's manual — operators run reports and reach out; no waitlist. They want to automate SMS/email to fill open slots.