Saved measurements — confirm before reuse (§14/§15)

Some jobs are at a property that already has saved measurement(s). Reuse is never applied automatically — a staff member must review and confirm.

Job files — legacy Drive files, linked by reference (Phase C)

Legacy files stay in Google Drive; the app links to them. Each file shows its original Drive path so it stays recognizable.

Parties & notifications — consent by invite (§24/§24a)

Add who hears about a job. The homeowner is auto-consented; a third party stays dormant until they opt themselves in via their own consent link/QR. Scope is locked to what you assign — financial alerts never reach a non-financial party.

Notifications feed — live queue (§24)

The provider-send worker drains the queue. Rows go queued → sending → sent / failed / skipped live. A channel with no provider key is flagged + skipped, never sent.

Assets & equipment — custody, maintenance, readiness (§38/§38A/§38b)

Check vehicles & equipment out / in with a condition note; print a QR label (§7e tie-in) so a phone scan jumps straight to the asset. GPS tracking is an optional plug-point — flagged, not fabricated.

Maintenance — rules & due (§38b)

⚠ Manufacturer service intervals are flagged inputs — enter values from the manual; nothing is invented. A rule with no interval is never marked due.

Appointment readiness — checklist (§38A)

What must be on the truck per appointment type. Items tied to an asset category show how many of that category are available (checked-in) right now.

Pre-visit & relationships — briefing, pets, vehicles, access (§25/§27/§29/§30)

What the crew should know before they arrive. License plates and access codes are captured in a locked drawer and never shown here — this view is the safe pre-visit briefing.

Insurance & storm — claim, adjuster, endorsement, emergency (§16/§17/§21)

One claim per job. The work gate opens on payment received + (no mortgage, or endorsement funds released). Storm dates are never fabricated; date-of-loss is set only when the adjuster confirms.

Job close-out — six steps + est-vs-actual (§8/§7a)

Stamp the six close-out steps in order — archive is always last. Reconcile estimated vs. actual (material & labor auto-pull from real receipts & paid subs), then complete to flip the job to closed.

Deed / legal-owner verification — sign with the right party (§28/§28a)

Capture owner-of-record from the county record (never guessed), identify the signer, and resolve the match. The signing gate stays shut until the owner-vs-signer question is resolved and the matching attorney template is approved. Contract wording is an attorney plug-point — the app fills, it never drafts legal text.

Attorney contract templates — plug-point (§28)

Payments & financing — rails, sub-payments, Service Finance (§37)

Cash & ACH get a discount off the standard (card/financing) price — never a surcharge. Card payments require a processor token (hosted fields) — raw card/bank numbers are never stored. Processor creds + cash-discount legal framing + Service Finance dealer creds are Kyle plug-points.

Fee schedule — management only (§7b)

⚠ All amounts are PLACEHOLDERS — enter your real service-request fees. Leave a cell blank to keep that combination unpriced. Only admins can edit; changes are audited.