Checking your access…
Access Denied
The Admin Portal is restricted to authorized users only. If you believe you should have access, contact Hermes Joya.
Signed in as: —
First-run notice: No
admin-config.json was found in SharePoint. The form has been pre-populated with the current hardcoded defaults. Click Save All to create the file in /sales/Peace Of Mind Path/Config/.
Section 1
Roles Catalog
Functional roles that drive Hub dropdowns. Assigned to contacts in Section 2.
| Role ID | Label | Description | Assigned |
|---|
Section 2
Contacts & Role Assignments
—
| Name | Phone | Mobile (SMS) | SMS alerts | Title | Professional Remarks | Territory | Supervisor | Roles | Active |
|---|
Section 2b
Field Personnel — Foremen & Roofers
One source of truth for the Safety Hub field lane. Foremen sign in with Username + PIN (no Microsoft account); roofers never log in — they sign on the foreman's phone. Feeds the WASI Employee-Representative dropdown today; feeds the PIN field lane when it goes live.
🔑 Foremen
| Name | Username | PIN (4-6 digits) | Language | State | Active Project | Active |
|---|
👷 Roofers / Crew
| Name | Trade | Language | CPR/CERTA expires | State | Active |
|---|
PINs live in the Hub config for now and will move to hashed server-side storage when the PIN field lane (proxy) goes live. The CPR/CERTA month drives expiry alerts.
Section 3
Lead Sources
Dropdown options shown in Lead Command Center · Stage 1
Section 3c
Peace of Mind Packages
Brochure links offered in Lead Command Center · Stage 4 (appointment confirmation email + calendar invite). A package without a URL is hidden in the Hub until its brochure is uploaded.
Brochures live in Azure storage
roofcorpsaleshub → container $web → folder brochures/ and are served at
https://www.myroofcorp.com/brochures/<file>.pdf. To add one: drop the PDF in C:\Dev\roa-hub-site\brochures\,
run .\deploy.ps1 brochures\<file>.pdf, purge Front Door, then paste the URL here and Save.
Section 3b
Approved Manufacturers
Roofing manufacturers used across the Hub — Production Stage 4 SDS Binder & Assembly Letter dropdowns
Section 3c
Equipment List
Special-equipment options for Production Stage 4 · Step 4. Add sub-types (variants) comma-separated — e.g. Scissor Lift → Internal Use, Rough Terrain. "Other" is always offered in the form.
| Equipment | Sub-types / variants (comma-separated, optional) |
|---|
Section 4
SIC Codes ROA Does Not Work On
24-hour-occupancy buildings · auto-rejected at Stage 1 Pre-Qualification
| SIC Code | Description |
|---|
Section 5
Service Area & Size Minimums
Geo + size filters used by Stage 1 Pre-Qualification
sq ft
sq ft
Section 6
ROA Field Offices
Used to auto-calculate "Miles From Shop" on Stage 5 Bid Brief
| Label | Address | Latitude | Longitude |
|---|
Section 7
Job Criteria — Project vs. Service Order
Used by Production Hub Stage 0 to recommend how each new sale is treated. Built-in rules: Sale Amount at or above the threshold, or Manufacturer Warranty required → Project. Additional yes/no criteria can force either classification.
USD
ROA amount = Sub-contract ÷ factor
The overhead ROA applies over a sub-contractor’s contract to price ROA’s amount. 0.75 → a $75,000 sub-contract prices at $100,000 for ROA. Production Hub Stage 2 §4 flags the sub proposal when ROA’s signed price is below Sub-contract ÷ factor.
| Additional Criterion (yes/no question for Stage 0) | If YES, classify as | Active |
|---|
Section 8
Weekly Safety Meeting — Branch Managers
When a Weekly Safety Meeting roster is submitted from the field, the signed PDF is e-mailed from ROA Intel to the branch manager below plus everyone in "Always copy". Read live by the proxy — no deploy needed after a change. Who may conduct the meeting is set in Contacts: tag them Supervisor, Safety Officer or IT.
| Branch | Name | Branch manager e-mail (receives the PDF) |
|---|
IT only
Restore Projects & Services — closed out from the Production Hub
When the Production VP (or, for Services, the Service Manager) clicks Close Out in Stage 9, the project or service leaves every Production Hub board and lands here. Search by Opp #, project ID, Service Order #, name, address, company, contact or phone, then Restore it to the stage it was at. Saves straight to the pipeline registry (no "Save All" needed).
Loading…
| Project / SO | Name / Company | Address | Contact | Was at | Closed out |
|---|
IT only
ROA Intel Usage
Who uses ROA Intel, where and how much — page views from every Hub page (roa-usage.js) plus the important writes the proxy records itself. Sessions = activity with no gap longer than 30 minutes. All times America/Los_Angeles (PT).
Pick a range.
IT only
Support Inbox — Ayuda / PQR
Problems, Questions and Suggestions sent with the red Ayuda / PQR tab on every Hub page. Each one also arrives by e-mail with its screenshot. Setting a ticket to Solved e-mails the user “Your PQR #N was solved - thank you” with your note.
Loading…
| # | When (PT) | Type | User | Hub / page | Status | Description |
|---|