Company operating intelligence, proven in shadow before it is allowed to act.

Primary objectives

• Answer and book calls with shared membership, equipment, warranty, and history.
• Choose the correct technician/Van using technical fit, quality, client fit, geography, inventory, runtime, profit, margin, and development — not distance alone.
• Minimize unnecessary travel without letting proximity become the final factor.
• Learn strengths, weaknesses, and uncertainty without poisoning the model through self-reinforcing assignment.
• Use before/during/after media to normalize skill, difficulty, time, workmanship, and legitimate added cost.
• Keep repairs, turnovers, sales, warranties, callbacks, inventory, and downstream revenue as connected events.
• Issue receipts for recommendations, disagreements, overrides, actuals, and counterfactuals.
• Allow a field-side advisor on or off per technician / per call.
• Share one canonical live operating state across IT, office, dispatch, managers, field, warehouse, and booking.

Recommended logical architecture

ServiceTitan / ProBooks / warranty / telephony / maps / pricebook / inventory / media → Integration & MCP Layer → Canonical Event Bus → Operational State Store → Decision Engines → Shadow/Counterfactual Engine → Receipts & Audit → Role Interfaces → Controlled Action Layer.

This portal documents that design. It does not host the event bus or execute engines.

Decision engines (design / stub)

v0.2 software (coded, not a spec dump)

• Internal channels: company, branch, department, trade, dispatch, sales, field, warehouse, project, incident — archive by moderator.
• Recognition after quality gates. Raw revenue alone is never a celebration.
• Mission board: target, actual, expected pace, remaining gap, projected end-of-day.
• ServiceTitan pricebook is a shadow baseline. ACCEPT / OVERRIDE / LOCK write Chain C. A lock cannot auto-recalibrate.
• Weather windows stay synchronized. Extreme events widen uncertainty; they do not just multiply demand. Lunar weight is zero unless lift is earned.
• Maintenance is demand-first: do not hold a qualified available technician for an ideal Selling Tech unless a human overrides.

Property Intelligence v1.0 (coded, not a spec dump)

• A property is a living lifecycle object, not a static address.
• Neighborhood patterns are diagnostic priors — not proof of a defect on the subject property.
• Public/market data is evidence, not automatic truth, until corroborated.
• Value is a range (nominal and inflation-adjusted), never a guarantee. Repair cost is not resale uplift.
• Mortgage rates change purchasing-power / demand pressure. They are not a fixed percentage haircut.
• Approved/licensed/public-authorized sources only. No unauthorized scraping architecture.