Admin

Map FileMaker sources into the customer model, save revisions, and validate previews.

Logins, roles, passwords and email addresses for approval notices, declines, and sender copies.

The unified estimating cost library — FM Bid Sheet Codes parity: Materials, Labor (wage rates), Equipment, Subs, Mobilization, Expense, Trucking; sortable, inline-editable.

Canonical cost-code registry — bid sheets and library products reference activities by FK, never free text.

Sheet templates, scope templates, scope groups, and production-rate bands — the reusable estimate scaffolds proposals pull in with rates frozen.

Reusable cover messages for proposal sends — the compose dialog offers these, default pre-selected.

Where proposal email goes out: corporate SMTP, Microsoft 365 Graph, or log-only for demos. Server-side sending, no Outlook.

The identity printed on invoices — Remit-To name, address, phone, remit instructions and the default payment terms (BL-001).

Labor-code hourly rates by wage type, class, and county/state — now the Product Library's Labor tab.

Standard names offered when naming proposal versions and options — pick-or-type, team-extendable.

The standard job tasks and their groups — Job Standard rows preload every new job's to-do list; any template can be added to a job later.

The monthly asphalt price index ($/ton) — quotes' Set Index fills in the month in force; fetch from the source page or enter by hand.

The county → sales-tax table behind every address: scheduled refresh from published rates plus admin overrides that survive it.

Lock each Sun–Sat pay week after payroll goes out: late cost cards park On Hold, submitted cards in the week become read-only (TR-IN-102).

Audit thresholds, enabled checks, and the shared company crew account.

One card per outside service: Mail transport and QuickBooks Online today (sandbox or production, encrypted secrets, test connection); NY-811 · DocuSign · payroll exports later.