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Org-wide defaults for the RMS sales process (projects.html).
Feature toggles hide or show Preliminary Scope, the Roofing Calculator, Cladding ROM, and Deal Signals for everyone.
File a Field Update on My Jobs is off unless you turn it on under Field home.
Per-scope-type Hide Prelim on Scope types still applies when “Hide all Preliminary Scope” is off.
When an estimator enters cost without a sale price, the workspace derives sale using the default GM below.
Default Gross Margin
Must be between 0 and 99.9. Standard starting point is 25%.
Sale = Cost ÷ (1 − 0.25) · Cost = Sale × (1 − 0.25)
Pursuit Assignment Requests
Require accept to join a pursuit
ON:+ Estimator / + Salesperson sends an invite email — the person must accept before they appear on the scope team.
OFF: assignment applies immediately (no invite / accept step). Self-claim from Scopes to Bid always applies immediately.
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Azure Folder Watch
Roll this out with estimating/sales first. While OFF, new opportunities keep today’s flat File Share folders and UI upload only; the sync poller does nothing.
When you turn it ON, new deals get project → scope → category folders, watched drops auto-import, and scan/review summaries write back to Estimate Review.
Existing flat deals are not rewritten.
Enable scope folders + drop-folder import
Setting key: azure_folder_watch_enabled on ydgez.
ON: scope-nested Azure trees for new deals; cron imports Plans / Contract Active / NDA.
OFF (default): flat category tree; no folder watch — discuss with the team before enabling.
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Field home
Show File a Field Update
ON: field leadership (foreman / superintendent / PM / PEx) see
File a Field Update on My Jobs in project-mobile-summary.html.
OFF (default): the General Update card is hidden. Reload My Jobs after saving.
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Show Update tab (mobile)
ON: the Update icon appears in the bottom navigation of
project-mobile-summary.html (Field Update / Send to PM).
OFF (default): the Update icon is hidden for everyone. Reload Field after saving.
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Landing view for Field Mobile and Project Detail Job History. People can still switch List / Cards / Week / Month while looking at a job. Reload Field after saving.
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Sales process features
Applies to every salesperson and estimator. Reload Projects after saving.
Hide all Preliminary Scope
ON: every scope skips Preliminary Scope (Property Lookup, cladding ROM, Estimate Intake) and opens on Full Estimate only. The Roof Calculator can still be added on Full Estimate unless it is hidden below.
OFF: per-scope-type Hide Prelim on Scope types still applies (e.g. Service can skip; Roofing keeps tools).
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Hide Roofing Calculator
Hides the Roof Replacement Budget Calculator on roofing scopes. People cannot add it to Preliminary Scope or Full Estimate.
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Hide Cladding ROM
Hides the Architectural Cladding ROM on cladding Preliminary Scope.
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Hide Deal Signals
Hides the Deal Signals card on project Overview and the Signals card on Work the Deal (inbound pitch@ mail and Teams transcripts).
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New roofing Estimate Intake panels start in this layout. People can still switch All / One at a time on the deal.
Estimator Load exclusions
Estimating-org people who manage rather than carry a plate. They are left off the
Estimator Load view on the Estimating Hub — its roster, the KPI totals
(On Plate, Set This Week, Pipeline, large deals), and the Hot / Warm Tracker.
Scoreboard and Win Rate still credit them.
One per line (commas and spaces also work). Must be the person's company email — an address that doesn't match anyone simply excludes no one.
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Product-line yearly goals
Booked-revenue and budgeted-GM dollar goals for the Pitch Home service-line card.
Leave a field blank to show actuals only (“Goal not set”). Reload Home after saving.
