PITCH issue tracker — review escalations, create issues, assign, combine, and resolve CCQ tickets.

Customize the required Source dropdown on New Issue (Phone, Email, Walk-in, Superintendent, OSHA, etc.). Add, rename, reorder, or deactivate options (tbl_ccq_intake_sources on ydgez).

Configure quick topic chips (Active leaks, Warranty, Maintenance, etc.) and the intake fields agents fill while describing the call (tbl_ccq_intake_topics on ydgez).

Configure one-click assign targets in the work queue detail panel — Service, Residential Sales, AP, AR, etc. (tbl_ccq_work_queues on ydgez).

Watermarks, sync runs, manual chain / batch triggers; shares saved URL & key with other tools.

Paste CP production/opportunity ids → POST resync_centerpoint_ids.

Inspect / debug CenterPoint webhook delivery patterns (internal).

Customer / company import workflows toward CP (see page for scope).

Team home base: weather reports, property portfolio (customers + leads), historical runs, hail re-scans, swath creation, and customer impact — organized by workflow.

List noaa_storm_events, create storm_response_plans, POST storm-scan, view scans + IEM archive radar preview.

Persist each storm briefing run as event + territory + impacted properties; review strategic/service/commercial impact in one place.

Trigger strategic-property-weather with a strategic parent company or explicit ATTOM IDs. Shows per-parcel HailTrace results, ledger writes, and recent run audit log.

Command-center style pipeline from Supabase mirror + scoring data.

Filters, strategic account, stages — analytics on mirrored opportunities.

Merge / reconcile company records in the pitch workflow.

Field canvass tooling for pitch / territory work.

Invokes deep research edge flow for a deal context.

Connection / tool checks for Pitch voice stack.

Rank and compare PM & PEx performance — composite score, avg CPI, Fcst GM%, portfolio health, and per-job drill-down. Built from vw_pm_variance.

Platform usage rankings from vw_project_job_history — PM tiers, jobs, contributors, locations, and activity types. Encourages daily log and production reporting habits.

14-day GM% and % Complete snapshot grid per job — micro sparkline charts, trend arrows (↑↓→), sortable by any column. Powered by tbl_pm_morning_snapshot.

Commercial / residential CE customer shell; front-desk contact save, intel, open opps. Open with your usual query params (?id= / ?uid= / etc.).

Manual form when auto-match fails: POST pm-link-cp-commercial-customer (CP company id + CE Customer Number + optional uniqueid).

Canvas outbound queue / calling workflow.

Inbound lead / opportunity health view.

CommOps inbound card UI.

Internal product backlog — submit, triage, and track feature requests across all JRCO tools.

Turn scheduled morning brief emails on or off by group — PM (3:00 AM CT), Superintendent (5:30 AM CT), and Foreman (reserved). Saves to tbl_morning_brief_email_config.

Jobs sorted by nearest production start date, bucketed by start window with sortable columns. Currently hidden from the main Gantt dashboard toolbar — this link opens the Gantt and switches straight into the Work Queue view.

Manage the picklist of trade scope names shown in the Job Set Up Form dropdown (Roofing, Glass and Glazing, etc.). Add, rename, reorder, and deactivate scope types.

Edit the Subcontractor Task Order (BOA) content used by the Job Set Up Form generator — legal terms plus cover-page boilerplate (contingent docs, reaffirmation, PPE). Upload markup, live preview, saves to tbl_document_templates; powers both the PDF and Word exports.

Configure conditional document mandates for the Job Set Up Form → Contract Terms. Toggle "requires document" on a Yes/No field (e.g. Tax exempt, Prevailing wage) so a "Yes" answer requires a tagged upload and gates mobilization. Saves to tbl_contract_doc_requirements.

Manage big-ticket equipment available for scope scheduling (cranes, forklifts, foam machines, etc.). Add, edit, activate/deactivate items used in the Job Set Up Form.

Assign specific physical assets to open equipment demands across all jobs. Shows date-range conflict checking — only available units appear for the demand's scope window.

Real-time fleet visibility — status, location, branch, and assignment for every physical asset. Log status changes and view full history per unit.

Full-screen map showing current locations of all active fleet assets and active projects. Color-coded by status (available, in service, down). Filter by branch, class, or status layer.

Track active vendor rentals (Sunbelt, Foley, Wagner CAT, etc.) — weekly cost, return dates, projected cost exposure. Color-coded for overdue and due-soon. Includes CSV import for historical data.

Full vendor profiles — name, address, phone, chief contact, notes, and health score (Good / Neutral / Low). Shows active rental count and weekly spend per vendor. Activate/deactivate vendors.

Insurance compliance registry — GL & WC expiry, coverage states, status (Compliant / Non-Compliant / Pending / High Risk). Full CRUD; filter by status; expiry dates color-coded.

Card-grid view of all subcontractors — company name, division, GL/WC expiry with color coding, trade types, compliance status, and active job count. Add, edit, activate/deactivate.

Kanban by record state, review holds, gap matrix, renewal triage — per-record compliance spine for vendors and JRCO internal org.

Standardized license/compliance request form — job, jurisdiction, urgency, bid-blocking flag. Notifies licensing coordinator.

Raleighe-owned policy language questions per record type — drives review_hold on GL/COI scan results.

Reconcile planned crew (Job Set Up Form assignments) against actual Buildertrend timecard crew per scope. Flags unplanned workers, missing crew, and full matches.

Create named groups of people (crew, office, ad hoc) for Command Center search filters. Members keyed by email; membership resolves dynamically at query time.

Configure the scheduled outbound voice status-update calls: global master switch + thresholds, territory overrides, per-job on/off toggles, PTO/OOF availability, and call-session history. PMs and Admins can edit. Saves to tbl_pm_call_config / tbl_project_managers on wzoby.

Flag / unflag CP companies as Strategic (drives Build Plan Strategic pill). Manager-tier only per D-06; audit via tbl_pitch_access_audit.

Manage the strategic_parent_company canonical name list and strategic_account_alias variants used for weather ingest fuzzy-matching. Add, rename, delete companies and aliases.

Side-by-side person / contact comparison utility.

Hail intelligence vs customer context.

Legacy/alternate CRM sync verification UI.

Markdown in the repo — open in editor or GitHub; documents cron, functions, watermarks.