Approvals inbox
Acting as — —
Everything that isn't on the left — grouped and explained. Your role only sees the tools it can use.
Sales handoff Submitting assigns the lead to the selected sales rep in the ERP. It does not send an email.
Submit a lead Date and submitting FSM are recorded automatically
Decisions waiting on you, one card at a time. Each card says what will happen before you press the button.
Customers Every customer in one place. A won bid sets up its own account here.
Account groups Multi-location umbrellas — member accounts keep their own Drive folders
Loading…
Quote handoff
Loading…
Account
Workforce The full subcontractor roster — status, COI, and compliance at a glance. Start onboarding with a portal invite; a master record appears only after staff accept the completed packet.
Portal invitesDelivery truth, candidate progress, packet acceptance, and safe recovery.
Loading…
Concentration risk 10% active-volume threshold
Loading…
Subcontractor
Subcontractor performance File a no-show fine, send it to a manager for approval, then record the deduction once the office enters it in QuickBooks.
Loading…
Service Operations One-off project work on the calendar — schedule, complete, and record the invoice after the office enters it in QuickBooks.
Create approved work-order draftEnter the approved scope and price before scheduling
Create approved work-order draft External approval complete · schedule after saving
Save only after the external request, pricing, Director signoff, and customer acceptance are complete. This creates a draft; it does not schedule a crew.
Approved drafts awaiting schedule Assign the sub crew and FSM, choose the date, and attest the coordination separately.
Loading approved drafts…
Automatic billing leakage watcher Runs nightly · completed work without a recorded QuickBooks invoice
Operations attention begins after 14 days; items still unbilled after 30 days become a GM/owner alert. Recording the invoice from the work-order list clears the item automatically.
Loading automatic watcher status…
Service Operations Equipment charged through an accepted bid. Open an asset to plan and record a move.
Service Operations Each FSM's weekly visit plan. A completed inspection at a customer counts as that visit; how often a customer needs a visit follows from its monthly value.
Loading…
Quality Open a quarter, rate the frozen roster in one sheet, then save the quarter for historical tracking.
Open quarterly run Snapshots the active subcontractor roster
Quality What's due, what failed, and the fixes in progress. Setup and notifications live below.
Completed inspections Reports Open field app
Account inspection aging Office view of last completed visit and schedule aging
Loading account aging…
Scope increase requests Field observations waiting for office review; pricing and scope change only through Add service
Loading scope increase requests…
Corrective actions Start work, retain evidence, resolve or waive, and reopen if the fix does not hold
Open a corrective action
Retained inspection photo
Before photo is optional but recommended.
Setup & administrationRating systems, templates, account profiles — occasional
Native client boundary Thin offline capture clients with ERP-owned scoring
Loading…
Field device access Issue one-time native app tokens and revoke lost or replaced devices
The token secret appears once. Copy it directly into the employee's installed field app, then close this result; ERP stores only its hash.
Loading device tokens…
Inspection administration Rating systems, templates, account profiles, quality profiles, and reviewed history migration Historical OrangeQC import
Notifications Unread inspection alerts
Sales Quotes synced from the field bid app — review the native bid, then hand off only a won, fully customer-signed agreement.
Quote sync status ERP shared library boundary
Loading…
Rate libraryManaged by Operations — automatically synced to the field bid app
Rate library Loading current version
Data trust Where each number came from, what has drifted out of sync, and the full change history — proof the records can be trusted.
Audit trail Find an entity by name, then read its immutable events by financial scope
Advanced — search by raw id (service credit, saga run)
Loading…
Recovery reconciliation The nightly Worker runs automatically; use this only to recover visible drift, degradation, or a failed handoff.
No manual run started in this browser session.
Export a DLP-labeled migration workbookFinance-gated, read-only Drive fetch
This narrow helper reads one approved Gross Margin Tracker or bond workbook through the Drive service account. It never edits Drive and is not a general file register.
Facility square footage Building square footage looked up from the county assessor and filled into the sales tool — only where the field is blank; nothing is overwritten.
Loading…
Weekly Service KPIs Retention, adds/stops, leads and rolling sales goals per territory — the weekly numbers, straight from the system of record. Amounts use contracted monthly volume; older months come from the workbooks.
Loading…
Sales by FSM Each FSM's year at a glance — sold-lead $, add-on service $ initiated, and net account growth, all credited to the territory-current FSM. Basis: contracted monthly volume (no margin).
Loading…
Organization liveness Is each CRM organization still open, still at its address? A nightly Places check rotates through the whole book about once a year — flagged orgs queue here for a human verdict.
Loading…
Call transcripts Every call's transcript, saved to its sales-tool activity — then read for facts (property manager, decision maker, bid date) that fill blank fields, never overwriting. The ledger below records every field touched or skipped.
Loading…
Dialer numbers Each salesperson's dialer number, personal cell, and call-back routing. Assign an Arizona number to a rep, or offboard someone who has left — their number recycles back into the pool for the next hire.
Loading…
Design questions Open build/design decisions queued for review with Summit Facility Services — walk the list together, record each answer verbatim, and the queue updates as new questions land.
Loading…
CRM backup Nightly copies of the sales tool's data. Mass changes are only allowed while a fresh backup exists to restore from.
Loading…
CRM upload Upload a CSV of organizations or persons, decide every row (update / create / skip), then apply the fully reviewed file through the gated write path.
ZoomInfo bulk-enrichment round trip. The targets CSV contains person names, email addresses, phone numbers, company names, and Pipedrive IDs (PII). Handle it only in the approved ZoomInfo bulk-enrichment workflow. When the enhanced file returns, select Persons, upload it here, decide every row, and apply through the same backup and write gates.
Loading…
Field Every customer on the map, colored by territory. Click a pin to open the record.

ERP map ownership

Loading…

Territories

Loading…

Inspection health

Accounts

Loading…

Ungeocoded / review

Loading…
Orchestration Every workflow run — open one, see where it is, and work the current step. The process map stays a reference inside each run.
Lead Ops Inbound lead signals scored into call-ready prospects. Sources and candidates lead; matching rules and uploads are below.
Loading…
Connected apps The outside apps the ERP is connected to, and whether each connection is healthy.
Loading…
Reporting Spreadsheet replacements — export to CSV or Excel, straight from the database.
Team & access Who can sign in to the ERP. Add a person by their work Google email, set a role, and deactivate to revoke access — no invite email, access is live on their next sign-in.
Add or update a person They need a Google Workspace account on your company domain first. Re-adding an existing email updates & reactivates it.
Loading…
Read-only over live ERP data · scoped to your role · every lookup audited