Dashboard
Conditions flagged by techs and the Daily Review. PMs see these on unit reports automatically and get 30/60/90 day digest emails; this is the office-side management view.
| Name | Property | Unit | Pest | Schedule | Type | Phone | Status | Date | Img |
|---|
Every automated message the systems send, in plain English. Flip a switch off and that automation stops sending immediately (holds are logged below). Compliance senders keep sending during database hiccups by design; only these switches stop them.
Who gets the automated monthly sign-up Excel. Test mode sends the report to Josh only; Live sends it to the PM (Josh BCC'd). Reports go out on the 1st covering the prior month.
QR Sign Generator
Pick the property, click Generate, and print the PDF. The address is checked against the Properties tab: it must match a building we service, and it auto-corrects to that exact spelling so sign-ups and PM alerts route correctly. If a building is not accepted, add it in Properties first. The service schedule is pulled automatically from Dispatch, since that is where frequencies are set before signs get made: the pulled schedule shows under the address, and a building marked "no schedule" has nothing on file in Dispatch, so only those use the backup schedule text typed below. The QR is created for you and saved under Saved QR Signs below, where you can re-download the sign, change where it points, turn the urgent option on or off, or deactivate it at any time. A printed sign never needs reprinting when its destination changes.
Bulk Sign Generator
Check the buildings you want and get ONE printable PDF, one sign per page. Each building's service schedule comes straight from Dispatch and shows next to the address below. A building marked "no schedule" has nothing on file in Dispatch: either set its schedule there (best), or type a backup line below so its sign is not blank.
Saved QR Signs
Every generated sign lives here. Re-download the PDF, flip the urgent or tenant-dates options, or use More for the link, frequency, destination, and on/off controls. A printed sign never needs reprinting when its settings change.
Shield Access
PMs sign in through a private access link you generate here. Use Invite to email it, or Copy link to send it yourself.
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Notification preferences
What each PM has turned off, and where they turned it off. Only PMs who changed something appear here.
Shield Documents
Upload documents PMs can download from Shield (COI, IPM plans, reports)
Shield Updates
One short update PMs see on their Shield dashboard, inside the "Since your last visit" card. One live at a time, and it expires on its own. Compliance windows, seasonal notes, new services. Never pricing.
Compliance documents
The COI, W-9, DEC registration, workers comp and signed agreements PMs pull themselves in Shield, with expiry dates so P1 sees a lapse before the client does. A row with no file reads Missing on purpose: nothing is invented.
Suggested Questions
Queries your live operations data. Shift+Enter for new line.
A huddle shows to the field techs the moment they open the app, before their route. Put in one item or several: heads-ups they tap Got it on, questions you collect answers to, and quizzes that record who got it right.
Your Account
You are signed in as ...
Once set, you can sign in with your email and password instead of an email link.
Office Team (Hub sign-in)
People who can sign in to the Hub.
Master Kill Switch
Pauses every automated message the Hub sends: reports, HPD notices, welcome emails, everything. Same switch as the one in the Comms Center.
Tenant QR Form Template
The destination URL pattern for tenant QR codes. {address} is replaced with the building address. This existed as a live setting with no editor until now.
System Status
Read-only view of the switches and automations this business runs on now. Nothing here is tappable on purpose.
Google Sheets Connection
Stays connected: Pine properties still sign up through the legacy Google Form, which lands here. Retire only when those signs come down.
Paste your published CSV URL (File → Share → Publish to Web → CSV)
Google Drive Image Folder
Open the Google Drive folder where form images are stored. Copy the ID from the URL: drive.google.com/drive/folders/THIS_PART. The folder must be shared as "Anyone with the link."
Google Drive API Key
Required to auto-display images from Drive. Get one from Google Cloud Console with the Google Drive API enabled.
Manual CSV Upload
Upload a CSV file exported from Google Sheets as a fallback.
PM Email Directory
Set email once per PM — auto-applies to all their properties. CRM emails auto-fill where available.
AI Assistant
The AI Assistant runs on the server and works for every Hub user automatically. No setup needed on this device.
Tell the AI how you want it to respond. These instructions are included with every query.
Welcome Email
Auto-fires from the Hub when an Onboarding form or signed proposal is uploaded. Sends from jpapkin@p1pestsolutions.com to the operations contact email. Signature is fixed and matches the CRM template.
Use {first_name} as a placeholder for the recipient's first name (case-insensitive). Separate paragraphs with a blank line. The signature block is added automatically. Click Save to apply changes; Reset only fills in the default text and still requires Save.
Preview
Uniqode Quick Link
Generate QR codes for tenants to access the P1 Service Portal quickly.