R4 — Commit to a documented input-refresh schedule before shipping any customer-facing calculator; if you won't, don't ship it
Rule
Rule: Calculators are software, not signage. Before launching one, the client must own a written input-refresh schedule (quarterly minimum; monthly for rate-sensitive verticals; never for solar/incentive-sensitive). If the client will not commit to upkeep, do not ship the tool — ship a directional range with no embedded rates instead.
Why: Prices and incentives drift; solar incentives change daily (Solar incentives can change daily — unmaintained solar calculators actively mislead); the legal exposure of a stale calculator is real (A detailed online estimate with no reasonable basis can expose you to misrepresentation or negligence — even when labelled "estimate"); a stale calculator silently misleads every visitor. The general data-pipeline maintenance literature confirms this is the dominant lifecycle cost — see [[data-pipeline-maintenance]] topic.
How to apply:
- Refresh schedule written into the project scope, not assumed.
- Calculator owner-of-record on the client side.
- Reminder cadence (calendar invite, monitoring alert) set on launch day.
- If client backs out of upkeep commitment, revert to directional-range variant before launch.
Related entries
Depends on
Referenced by (4)
- reference Research brief: customer-facing calculators & tools for SMBs — the honest case (June 2026) relates-to
- reference Article (draft): A calculator can win you work — or quietly cost you the deal relates-to
- rule R5 — Budget for pipeline maintenance from day one; if the client can't commit to upkeep, rent the managed version instead of building one relates-to
- rule R4 — Budget 20-30% of build effort annually for maintenance from day one; assign a metric-definitions owner; audit quarterly and archive any dashboard unopened in 30+ days relates-to