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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
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| Name | Phone | Title | Professional Remarks | Territory | Supervisor | Roles | Active |
|---|
Section 3
Lead Sources
Dropdown options shown in Lead Command Center · Stage 1
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
| Additional Criterion (yes/no question for Stage 0) | If YES, classify as | Active |
|---|