Org dashboard of how the team is working accounts — emails, calls, and other touches — groupable by person, account, and week.

Living dashboard: Nathan Clausen commercial + residential roster by city, inbound lead assignment, 15-minute acknowledgement, two reassign cycles, then escalate to VP of Sales. Action-queue notify on each hop.

Sales leaders (residential / commercial) temporarily pause inbound lead generation for a salesperson. Yes = on the city round-robin. No = skip until turned back on.

Hail911 commercial appointments purchased for marketing — full history dashboard. Nightly pull of who was on To/CC and which JRCO inboxes received a copy.

Assign canvas / commercial / residential pools to reps.

Assignment board over tbl_canvas_assignments.

Native Pitch Revenue project list, workspace, estimating, and scope tabs.

Delegate project administration: grant/revoke the rms_admin role. Pitch Revenue admins can edit any project (not just ones they're assigned to). Everyone else can only edit projects they created or are assigned to. Writes tbl_user_roles on ydgez.

Editable table of RMS Home left-nav visibility rules (departments, positions, named people, leadership grant, gate flags). Writes tbl_rms_nav_acl on ydgez; Home merges overrides onto the RmsDeptNav catalog at mount. Admins can also right-click a sidebar link on Home.

Sync CP Account Manager to Pitch Revenue, bulk assign/remove company owners, and manage unassigned customers. Writes tbl_account_ownership on ydgez; optional CP write-back during transition.

Admin-only: configure which deal fields must be populated before a project can move to each status (e.g. qualify → Qualified Lead). Writes tbl_rms_status_required_fields on ydgez.

Admin-only: configure which role(s) get emailed when a project enters each status (salesperson, estimators, watchers, surveyors, leaders, creator, admins, or custom addresses). Fires on direct and leader-approved moves. Writes tbl_rms_status_notification on ydgez.

Admin-only: configure optional, assignable scope team roles (e.g. Surveyor) and the deal statuses in which each can be added to a scope. Writes tbl_rms_scope_role on ydgez.

Admin-only: org-wide sales-process toggles (hide Preliminary Scope, Roofing Calculator, Cladding ROM, Deal Signals; Estimate Intake default view), default gross margin %, pursuit assignment request ON/OFF, and Estimator Load exclusions. Writes tbl_rms_system_setting on ydgez.

Admin-only: configure the scope/product types shown in the Product & Team card on Projects (e.g. Waterproofing) — label, tab label, order, active. Writes tbl_rms_scope_type on ydgez.

Admin-only: configure the Full Estimate estimator activity checklist per scope type on Pitch Revenue (e.g. roof walk, takeoff, formal number loaded). Use _default for the fallback list. Writes tbl_rms_scope_full_estimate_activity on ydgez.

Admin-only: configure unit-of-measure dropdowns on the Change Order Calculator (Labor / Material / Equipment lines on Pitch Revenue). Writes tbl_rms_cor_unit on ydgez.

Admin-only: configure default rates for the Time & Materials CR profile ticket on Pitch Revenue — craft labor ($/hr) and equipment ($/day). Writes tbl_rms_tm_rate on ydgez.

Admin-only: margin-reduction escalation tiers for Change Request approval routing (sales manager / CRO thresholds). Writes tbl_rms_cr_approval_levels on ydgez.

Decision-flow Sankey for warm/forecast classification: rule engine → LLM pass → journaled updates. Links to rms-enrich-state-vertical edge fn.

Manage who can use Add to Project on inbound bid cards (email allowlist on ydgez).

Manage who can view Revenue Backlog & Margin Outlook on the Sales Dashboard (officer / exec email allowlist on ydgez).

Personal Pitch messaging — preferred BambooHR phone and issue / To-Do / Pitch SMS Engagement prefs.

Campaign / service numbers, ops diagnostics, site-health SMS recipients, inbound hashtag routes.

Six Quadrant company roles (Owner / Admin) and cadence visibility. Writes tbl_eos_org_role on ydgez. Also linked from Admin left-nav.

Daily Pitch SMS invocations (sms-job-ask) — counts by person, phone, and job (incl. #WORST). Source: ydgez tbl_pitch_sms_invocations.

Partner API calls to rms-public-lead-intake — processed leads, duplicates, validation and auth failures. Source: ydgez tbl_rms_public_lead_intake_log.

Put Commercial Ops people “in the hunt” for partner-form leads — signup list for action-queue ownership / notify (tbl_rms_public_lead_notify_recipients).

Platform usage rankings from vw_project_job_history — PM tiers, jobs, contributors, locations, and activity types. Encourages daily log and production reporting habits. Opens in RMS hub (no JR&CO logo; Pitch sidebar brands).

Flag / unflag CP companies as Strategic (drives Build Plan Strategic pill). Manager-tier only per D-06; audit via tbl_pitch_access_audit.

Manage the strategic_parent_company canonical name list and strategic_account_alias variants used for weather ingest fuzzy-matching. Add, rename, delete companies and aliases.

Annual goal + flat commission % per person (sales / estimating). Scope-level attribution frozen at deal close; day/week/month/quarter/year attainment. Capability-gated admin writes.

Manage the picklist of trade scope names shown in the Job Set Up Form dropdown (Roofing, Glass and Glazing, etc.). Add, rename, reorder, and deactivate scope types.

Edit the Subcontractor Task Order (BOA) content used by the Job Set Up Form generator — legal terms plus cover-page boilerplate (contingent docs, reaffirmation, PPE). Upload markup, live preview, saves to tbl_document_templates; powers both the PDF and Word exports.

PITCH issue tracker — review escalations, create issues, assign, combine, and resolve CCQ tickets.

Customize the required Source dropdown on New Issue (Phone, Email, Walk-in, Superintendent, OSHA, etc.). Add, rename, reorder, or deactivate options (tbl_ccq_intake_sources on ydgez).

Configure quick topic chips (Active leaks, Warranty, Maintenance, etc.) and the intake fields agents fill while describing the call (tbl_ccq_intake_topics on ydgez).

Admin-managed tags (Submittal, Insurance, Credit App, …). Intake AI and keyword matching stamp these onto tickets (tbl_ccq_issue_tags on ydgez).

Shop clipboard order form — profile, material, delivery — submits to the Sheet Metal Fabrication work queue (sheet_metal_fabrication).

Standalone warehouse BOL intake for flat stock and coil — shop/mobile receiving, not Job Setup. Creates tbl_fab_material_lots; optionally links to a fab order when job code is known.

Configure one-click assign targets in the work queue detail panel — Service, Residential Sales, AP, AR, etc. (tbl_ccq_work_queues on ydgez).

Watermarks, sync runs, manual chain / batch triggers; shares saved URL & key with other tools.

Paste CP production/opportunity ids → POST resync_centerpoint_ids.

Live cluster scan across Pipedrive, CenterPoint, and Pitch Revenue — same customer + same/near-name deals. Pipeline over-count exposure per cluster, drill-in to each system, and CSV export. Also runs unique-key invariant checks.

Inspect / debug CenterPoint webhook delivery patterns (internal).

Customer / company import workflows toward CP (see page for scope).

Team home base: weather reports, property portfolio (customers + leads), historical runs, hail re-scans, swath creation, and customer impact — organized by workflow.

Preview wind-only / below-threshold hail CenterPoint opportunities from storm automation (vw_hail_wind_automation_opps). CSV export; guarded void via hail-wind-opp-cleanup.

Full history of purchased Hail911 appointment leads, including To/CC and which marketing inboxes received the email.

List noaa_storm_events, create storm_response_plans, POST storm-scan, view scans + IEM archive radar preview.

Persist each storm briefing run as event + territory + impacted properties; review strategic/service/commercial impact in one place.

Trigger strategic-property-weather with a strategic parent company or explicit ATTOM IDs. Shows per-parcel HailTrace results, ledger writes, and recent run audit log.

Filters, strategic account, stages — analytics on mirrored opportunities.

Field canvass tooling for pitch / territory work.

Connection / tool checks for Pitch voice stack.

Admin-only natural-language briefing over the Project Management dataset — schedule, financials, production, scopes, positions, recent history. e.g. “Tell me about FL26-058.” Edge: pm-ask-pitch (ydgez) → reads wzoby.

Registry of independent contractors on CRM PROD (wzoby) — not PRECON/ydgez. Add, edit, and deactivate 1099 workers; surfaced in Gantt and Job Set Up pickers with a (1099) designation.

Manage JRCO employee records, roles, and access levels.

Live Commercial vs Residential salesperson list under VP of Sales. Walks wzoby person; treats Jose Guzman Rodriguez as Cruz so Arkansas outside sales stay in the tree. CSV export.

Rank and compare PM & PEx performance — composite score, avg CPI, Fcst GM%, portfolio health, and per-job drill-down. Built from vw_pm_variance.

14-day GM% and % Complete snapshot grid per job — micro sparkline charts, trend arrows (↑↓→), sortable by any column. Powered by tbl_pm_morning_snapshot.

Rolling N-day EAC ($ Estimate At Completion) grid — cell coloring by EAC vs BAC, Δ EAC $/% from N days ago to today, EAC-vs-BAC sparkline, trend arrows. Judge how each PM is managing projected cost. Powered by tbl_pm_morning_snapshot.eac_total / bac_total.

"You said A on this day for these values, we're at B — why?" Filter by PM, then by job, and pick Date A vs Date B. Each card shows Labor Hrs / Labor $ / Material $ / Sub $ / Equip $ / Supp/Misc $ / Total EAC on both dates with the variance (negative = cost went up). Powered by tbl_pitch_reality_snapshot.

Commercial / residential CE customer shell; front-desk contact save, intel, open opps. Open with your usual query params (?id= / ?uid= / etc.).

Manual form when auto-match fails: POST pm-link-cp-commercial-customer (CP company id + CE Customer Number + optional uniqueid).

Canvas outbound queue / calling workflow.

Inbound lead / opportunity health view.

CommOps inbound card UI.

BD registry of bid-board URLs the scanner watches — add/edit sources, per-source AI instructions, re-scan cadence, and auto bid attribution.

Internal product backlog — submit, triage, and track feature requests across all JRCO tools.

Admin tool to manage LLM system prompts by document type (transcript, correspondence, contract, etc.) — edit instructions, then test any document directly against the saved prompt.

Turn scheduled morning emails on or off — PM/Super briefs, sales digests, PM hours, community bids, Omaha branch, won-week, adoption, and storm triage. Saves to tbl_morning_brief_email_config.

Temporary diagnostic — who the 6:00 PM CT Foreman SitRep nudge would text, and the exact SMS body. Dry-run only; does not send.

Who received a missing-SitRep text, whether they opened Field after, and whether a daily report was then filed for that job/day.

Configure conditional document mandates for the Job Set Up Form → Contract Terms. Toggle "requires document" on a Yes/No field (e.g. Tax exempt, Prevailing wage) so a "Yes" answer requires a tagged upload and gates mobilization. Saves to tbl_contract_doc_requirements.

Manage big-ticket equipment available for scope scheduling (cranes, forklifts, foam machines, etc.). Add, edit, activate/deactivate items used in the Job Set Up Form.

Assign specific physical assets to open equipment demands across all jobs. Shows date-range conflict checking — only available units appear for the demand's scope window.

Real-time fleet visibility — status, location, branch, and assignment for every physical asset. Log status changes and view full history per unit.

Full-screen map showing current locations of all active fleet assets and active projects. Color-coded by status (available, in service, down). Filter by branch, class, or status layer.

Full vendor profiles — name, address, phone, chief contact, notes, and health score (Good / Neutral / Low). Shows active rental count and weekly spend per vendor. Activate/deactivate vendors.

Reconcile planned crew (Job Set Up Form assignments) against actual Buildertrend timecard crew per scope. Flags unplanned workers, missing crew, and full matches.

Diagnostic for Operations Center job-code collisions and CP deal ↔ production job name similarity (different CenterPoint IDs). Flags PM+CP overlaps, code variants, and near-name CP pipeline pairs.

Ongoing check for Command Center gaps: inactive PM/PEx/Super/Foreman rows on active jobs (person missing from PERSON filter) and active jobs with no superintendent. One-click reactivate from the audit table.

Create named groups of people (crew, office, ad hoc) for Command Center search filters. Members keyed by email; membership resolves dynamically at query time.

Configure the scheduled outbound voice status-update calls: global master switch + thresholds, territory overrides, per-job on/off toggles, PTO/OOF availability, and call-session history. PMs and Admins can edit. Saves to tbl_pm_call_config / tbl_project_managers on wzoby.

4 PM CT outbound VAPI for late Warm/Forecasted deals. Test mode forces all dials to Julian. Sessions on ydgez tbl_sales_evening_call_session.

Card-grid view of all subcontractors — company name, division, GL/WC expiry with color coding, trade types, compliance status, and active job count. Add, edit, activate/deactivate.

Insurance compliance registry — GL & WC expiry, coverage states, status (Compliant / Non-Compliant / Pending / High Risk). Full CRUD; filter by status; expiry dates color-coded.

Kanban by record state, review holds, gap matrix, renewal triage — per-record compliance spine for vendors and JRCO internal org.

Standardized license/compliance request form — job, jurisdiction, urgency, bid-blocking flag. Notifies licensing coordinator.

Raleighe-owned policy language questions per record type — drives review_hold on GL/COI scan results.

Side-by-side person / contact comparison utility.

Hail intelligence vs customer context.

Legacy/alternate CRM sync verification UI.

Markdown in the repo — open in editor or GitHub; documents cron, functions, watermarks.

Daily Log required/optional fields, plus Equipment on Job card display (name, scope, dates, status, Remove Demand, Request Service, etc.).

Configure inspection questions, conditional logic, photo requirements, and scoring weights. Branch tree preview + CRUD.

Portfolio health KPIs, score trend chart by category, question failure heatmap, and per-job leaderboard. Filter by date range, job, or user.

Full reference guide for configuring questions, scoring, photos, conditional logic, schedule thresholds, and managing submissions.

QC deficiency case queue (major/critical from inspections).

Standalone mobile inspection form. Use ?jobId=&date= params. Includes conditional logic engine and category scoring.

Standard JR&CO privacy policy covering how CRM, project management, and intelligence tools collect, use, store, share, and protect customer and personal data — with data subject rights and contact details.