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 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. Set the schedule, urgent option, and visit-date mode for the batch below. By default they apply to NEW buildings only; buildings that already have a saved sign keep their settings unless you check "apply to every selected."
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 Portal Access
Manage PM accounts for P1 Shield (magic link login)
Shield Documents
Upload documents PMs can download from Shield (COI, IPM plans, reports)
Suggested Questions
Queries your live operations data. Shift+Enter for new line.
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.