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Org-wide defaults for the RMS sales process (projects.html).
Feature toggles hide or show Preliminary Scope, the Roofing Calculator, Cladding ROM, and Deal Signals for everyone.
Per-scope-type Hide Prelim on Scope types still applies when “Hide all Preliminary Scope” is off.
When an estimator enters cost without a sale price, the workspace derives sale using the default GM below.
Default Gross Margin
Must be between 0 and 99.9. Standard starting point is 25%.
Sale = Cost ÷ (1 − 0.25) · Cost = Sale × (1 − 0.25)
Pursuit Assignment Requests
Require accept to join a pursuit
ON:+ Estimator / + Salesperson sends an invite email — the person must accept before they appear on the scope team.
OFF: assignment applies immediately (no invite / accept step). Self-claim from Scopes to Bid always applies immediately.
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Sales process features
Applies to every salesperson and estimator. Reload Projects after saving.
Hide all Preliminary Scope
ON: every scope skips Preliminary Scope (Property Lookup, cladding ROM, Estimate Intake) and opens on Full Estimate only. The Roof Calculator can still be added on Full Estimate unless it is hidden below.
OFF: per-scope-type Hide Prelim on Scope types still applies (e.g. Service can skip; Roofing keeps tools).
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Hide Roofing Calculator
Hides the Roof Replacement Budget Calculator on roofing scopes. People cannot add it to Preliminary Scope or Full Estimate.
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Hide Cladding ROM
Hides the Architectural Cladding ROM on cladding Preliminary Scope.
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Hide Deal Signals
Hides the Deal Signals card on project Overview and the Signals card on Work the Deal (inbound pitch@ mail and Teams transcripts).
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New roofing Estimate Intake panels start in this layout. People can still switch All / One at a time on the deal.
Estimator Load exclusions
Estimating-org people who manage rather than carry a plate. They are left off the
Estimator Load view on the Estimating Hub — its roster, the KPI totals
(On Plate, Set This Week, Pipeline, large deals), and the Hot / Warm Tracker.
Scoreboard and Win Rate still credit them.
One per line (commas and spaces also work). Must be the person's company email — an address that doesn't match anyone simply excludes no one.
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Product-line yearly goals
Booked-revenue and budgeted-GM dollar goals for the Pitch Home service-line card.
Leave a field blank to show actuals only (“Goal not set”). Reload Home after saving.
