Contractor Cloud · spec v4.3
A walkthrough in working order: acquire → publish → sell → build → collect → learn.
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Prospect data engine
County, permit, and storm data flowing into the warehouse on schedule.
Warehouse size
70,114
properties · 2 counties
Dedup merges
1.2%
APN + fuzzy match
NCOA updates
418
this quarter
Suppressed
3,067
DNC · opt-out · bounce
Prospect data engine
Draw a territory, stack criteria, see enrichment cost before spending a dollar.
Location
Property
Exclusions
Matched properties
2,847
of 41,210 in territory
Contact coverage
Enrich 1,964 missing emails
est. $255 @ $0.13/rec
Activate to
DNC + opt-outs applied at send time
Prospect data engine
Spend traced to signed revenue; the CRM valve promotes only engaged prospects.
Collected + profit sync back from the CRM · per-campaign tracking numbers and UTM/QR close the offline loop
Attribution (source · segment · campaign) attaches on promotion — 68,900 unengaged records stay out of the CRM
By source, Q3
Prospect data engine
Turfs cut from segments — a knock is an engagement event like any other.
Turf: Vine St block
Jun hail segment · 38 doors · 14 done
2218 Vine St — Okafor
Roof ~14 yrs · hail 1.5" · no permit
Prospect data engine
Every field carries its source; purge rights are a button, not a project.
2211 Vine St — Harmon, D. & K.
APN 12-034-118 · Lancaster Co. · Prospect (not in CRM)
Attributes — with source lineage
Engagement
Checked at send time · opt-outs sync two-way with CRM
*per contract — see governance settings
Prospect data engine
Property, personality, consent, and on-site behavior in one view.
Dana Harmon · 2211 Vine St · Prospect
Hail-swath segment · engaged Jul 14 (tracking call) · identity-stitched web visitor (consented)
Lead score
86
Property
Personality local LLM
C — Analytical
Researches financing heavily. Lead with itemized pricing + payment options. No pressure tactics.
Draft matched email →
Consent
Next best actions
Website behavior — click heatmap
Scroll depth
Hottest: payment calculator + apply button
Sessions
Engagement timeline
Content & growth
Supplier and manufacturer feeds watched — each change proposes content or catalog updates.
Appears in Beacon catalog delta Jul 14 · not yet in our quote catalog · class-4 IR variant relevant to hail segments
Content drafts ground on the manufacturer spec sheet + our install history with the product line · all proposals expire un-actioned after 30d
Content & growth
How-to guides pushed to the website — and into AI grounding, atomically.
Content & growth
AI-assisted drafts; a human editor always publishes; traffic traced to leads.
IDEAS (3)
DRAFTING (2)
EDITOR REVIEW (1)
PUBLISHED (12)
Attribution: UTM + form source → campaign engine (W15) · disclosure setting: "AI-assisted, editor-reviewed" footer optional per company policy
Content & growth
One calendar for every channel; job photos only with homeowner consent.
MON 13
TUE 14
WED 15
THU 16
FRI 17
Engagement inbox · routes to W26 triage
Composer
Drafts grounded on job record + doc library
Photo picker shows only marketing-approved assets (W20 consent)
Human approves every post — nothing auto-publishes
This month
Content & growth
Models, ads, and landing pages tested in one framework — with guardrails.
Guardrails
Min sample enforced before any readout
Auto-stop: reject-rate or opt-out spike
Assignment respects consent + suppression
Decided (30d)
GBP post time: morning +22% views
Quote email subject: question form +9% opens
CRM & sales
Deals in motion — boards a JobNimbus user recognizes on day one.
Garcia — reroof
$14,200 · web lead
Nguyen — gutters
$3,800 · referral
Olsen — hail claim
$22,000 · insurance
Reyes — siding
$9,400 · retail
Brandt — full reroof
$18,750 · 3 options
Kim — solar + roof
$31,900 · multi-trade
Adams — reroof
$16,300 · signed
Fox — gutters
$10,700 · scheduling
CRM & sales
One page per job: files, tasks, financials, communications.
Rachel Brandt — full reroof
1428 Maple Ct · Quote sent · $18,750 · Rep: J. Diaz
Activity
Quote viewed by homeowner — option B opened twice
Today, 2:14p
Quote sent — 3 options, $16,900–$21,400
Yesterday, 4:40p
14 photos added from inspection · annotated
Yesterday, 11:05a
EagleView measurement attached — 28.4 sq
Mon, 9:20a
Leads with data. Send the warranty specs and itemized pricing before the call. Avoid pressure tactics; give her time to compare.
Follow up on quote — due tomorrow
Send financing options — due Fri
CRM & sales
AI drafts, grounded in retrieved facts — a human always sends.
Subject: Your underlayment question + itemized financing breakdown
Hi Dana,
Following up on your question about the synthetic underlayment — attached is the spec sheet, including the valley ice-and-water detail we discussed on the quote. Since you were comparing monthly options, the Better option at $18,750 works out to $228/mo on the 84-month plan — the full amortization table is attached, no hard credit pull to see terms.
No rush on a decision. Happy to answer anything else line by line.
Jordan · Summit Roofing
Grounded on
pgvector retrieval · sources clickable
Checks
Email consent: drip-eligible
Claims match quote data
No pricing below floor
CRM & sales
Every interaction reviewed against the playbook — commitments tracked, coaching not surveillance.
Call · Jul 14 · 12m
fit 8.6 · positive
Email · Jul 14
fit 9.1 · sent via W23
Site visit · Jul 9
fit 7.2 · notes thin
Text · Jul 2
fit 8.8 · quick reply
Call · Jul 14 — AI review (vs. C-Analytical playbook + stored history)
Commitments detected
Relationship health
82 ▲ +6 this wk
responsiveness · sentiment · commitments kept · quote engagement
Guardrails
Call recording follows per-state consent; disclosure played on record.
Reps see their own reviews first; manager view is aggregate-led.
Reviews coach, never auto-discipline; disputes route to a human.
CRM & sales
Good / better / best with live margin as you build.
Pages
Your roofing options
Good
$16,900
Better
$18,750
Best
$21,400
Pricing
Margin — 32%
Floor 28% (admin)
From measurement
CRM & sales
The homeowner's quote — presentation-grade, with inline Q&A.
Summit Roofing Co.
Quote for Rachel Brandt · 1428 Maple Ct
Good
$16,900
Better ✓
$18,750
Best
$21,400
What's included — tap any line to ask about it
Is this better than felt? Our last roof leaked at the valleys.
You · yesterday 8:12p
Much better — it won't wrinkle or absorb water, and we add ice-and-water shield in every valley. Happy to send the spec sheet.
Jordan (Summit) · 7:05a
Questions stay attached — signing is never rushed
Operations
Crews, appointments, and weather in one set of lanes.
Adams reroof
Install · 2 days
Fox gutters
Install
Kim solar + roof
Install · 3 days · sub: SolarCo
Reyes inspect
10:00a
Olsen inspect
9:00a · hail
Brandt signing
2:00p
Operations
Quote quantities become supplier purchase orders.
Supplier — live pricing
$7,842
Delivery Thu · in stock
$7,911
Delivery Fri · in stock
$7,798
1 item backordered
Operations
Offline-first for crews on the roof — syncs when signal returns.
Today
Wed, Jul 15 · 3 stops
88 Birch Ln · hail claim
Crew on site · deposit paid
Quote viewed · collect signature
Operations
Photos and video with visibility controls per audience.
Drag photos or video here, or browse
JPG, PNG, HEIC, MP4, MOV · videos up to 2 GB · EXIF time + GPS kept
Uploading (3)
Visibility (selected)
Shared items appear on the customer timeline
Auto-organize
Storage
S3 · originals kept · video transcoded for streaming · archived to Glacier on job close
Operations
Vision AI proposes hail hits; the inspector certifies every one.
Claim summary (draft)
Certification
Inspector J. Diaz certifies each detection. AI output is never sent to an adjuster without human sign-off; the packet records who approved what.
Model
vision v4 · accept rate 87% · feedback → model console
Timelines
The homeowner's plain-language view of their project.
Your roof project
Summit Roofing · 1428 Maple Ct
Step 3 of 6 · install starts Mon, Jul 20
Proposal signed
Jul 15 · Better option · $18,750 · deposit received
Materials ordered
Jul 15 · shingle color: weathered wood
Material delivery — Thu, Jul 16
Between 7–9a. Please keep the driveway's left side clear; the pallet stays on plywood, not the lawn.
Install days — Mon–Tue, Jul 20–21
Crew arrives ~7a · expect noise 7a–6p · cars out of driveway · pets indoors
Final walkthrough & cleanup
Magnet sweep for nails · you approve before we leave
Final invoice & warranty
Balance $13,750 · pay online · 10-yr workmanship warranty issued
Timelines
The same event log, unfiltered — what the office sees.
Contract
$18,750
Margin (current)
30.1%
Collected
$5,000
Install
Jul 20–21
Jul 16 · 7:40a Material delivery confirmed — Beacon, driveway left shared
Supplier webhook → job feed · homeowner auto-texted
Jul 15 · 6:02p Work order assigned — Crew A, 2 days, tear-off + install internal
Jul 15 · 5:58p Material order sent — Beacon Pro+ · $7,842 internal
Qty from EagleView 28.4 sq + 10% waste · milestone "Materials ordered" published to customer view
Jul 15 · 5:51p Automation run — "post-signing sequence": deposit receipt, delivery SMS scheduled, payment reminder Jul 22 internal
Jul 15 · 5:47p Deposit collected — $5,000 (card) · synced to QuickBooks shared
Jul 15 · 5:45p Proposal signed — Better, $18,750 · e-sign audit trail stored shared
Margin note: discount −$450 approved by admin, 32% → 30.1% internal
Jul 14 · 4:02p Inbound call — tracking # (hail-swath mail) · attribution attached internal
Upcoming Jul 20–21 install · Jul 21 walkthrough shared · Jul 22 payment nudge internal
Rendered from the transactional event log — the customer timeline (W21) is a filtered projection of these same events, so the two views can never disagree
Money
Deposits, progress billing, financing — collected in one place.
Billed to
Tom Adams · 412 Cedar Dr
Due
Jul 30, 2026
Created from signed quote #1038 — no re-entry
Collect
Payments
Reminders
Payment-chasing automation active — next nudge Jul 22 (text)
Automation & AI
n8n-style flows with approval gates built in.
Nodes
Recent runs
This week
142 runs
98% success
Automation & AI
Replies classified on arrival; opt-outs hit suppression instantly.
Opt-outs today: 2
Written to suppression instantly — no approval gate on opt-outs, ever. Synced to CRM + data engine.
Last 30 days
Automation & AI
AI generation and classification inside flows — gated by confidence and a human.
TRIGGER
Reply received
SMS or email
AI · CLASSIFY
Intent + opt-out
local · adapter v12
BRANCH
Confidence ≥ 80%?
else → human task
AI · GENERATE
Reply draft
personality-matched
GATE · REQUIRED
Human approval
before any send
ACTION
Send reply
Node config — AI · Classify
Model
Labels
interested · scheduling · question · not-now · opt-out
Confidence threshold
80% · below → human task
Insight
Pipeline, production, and profit at a glance.
Revenue won
$284k
▲ 12% vs prior
Close rate
41%
▲ 5 pts
Avg job size
$15.8k
— flat
Outstanding AR
$47k
▲ 3 overdue
Pipeline by stage
Lead sources
Attribution via website tracking · consent-permitted data only
Insight
Ask a question, get the chart — with its provenance.
Cost per signed job — Jun hail mail
Overall: $201 per signed job ($3,410 / 17 signed)
Falls over time as mail-piece-2 responses convert · suggested follow-up: "compare to Meta ads campaign"
Provenance
Source: campaign_outcomes_weekly (continuous aggregate)
Filter: campaign_id = jun-hail-mail
Measure: spend ÷ jobs_signed
Attribution: tracking # + QR, 90-day window
View generated SQL →
Administration
Roles, consent, integrations, audit.
Settings
Roles and permissions
Custom roleImport / export Excel
Administration
The local LLM, measured against its hosted baseline.
Base model
Qwen2.5-14B
Apache 2.0 · adapter v12 (LoRA)
Serving
vLLM · 2× L4
p95 1.9s · 99.7% uptime
GPU cost / mo
$1,140
vs est. hosted API $3,400
Escape hatch
Adapter I/F
hosted API swappable per task
Eval rubric — local v12 vs hosted baseline (held-out set, blind-scored)
▮ local · | hosted baseline — open-ended gap accepted: no product surface depends on it (tasks are narrow & tuned)
Human feedback (30d)
Triage override drift > 10% — retune suggested
Adapter registry
Administration
Adapters graduate through eval, shadow, and canary — a human signs the promotion.
1 · OFFLINE EVAL
Passed
Rubric ≥ v12 on all four axes · triage F1 .96 (+.02) · held-out set, blind-scored
2 · SHADOW · RUNNING
Day 9 of 14
Runs beside v12 on live traffic, output never shown · agreement 94% · disagreements sampled for review (31 open)
3 · CANARY A/B
Queued
10% of composer traffic via Experiments (W30) · metric: accept rate · auto-stop on reject spike
4 · PROMOTION · GATE
Human sign-off required
Eval + canary results attached · sign-off: ops lead · promotion is logged, attributable, reversible
5 · MONITOR
Post-promote
Accept/override drift watched (W28) · one-click rollback target kept warm (v11)
Expansion
Overflow leads routed to vetted partners — feature-flagged pending legal review.
Active rules
Homeowner consent captured before any hand-off · lineage check blocks records carrying resale-restricted broker fields
Ridgeline Roofing
Seward + York Co. · referral fee 8%
Capacity 40% · 12 leads YTD · 5 signed
SolarCo
Metro · sub-contract model
Capacity 72% · 9 leads YTD · 6 signed