Contractor and Account Info

Contractor & Account Info

Source: Notion — Contractor & Account Info

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Primary Accounts

Account	Brand	Region	Relationship
JES Foundation Repair	JES	MD, VA	Major account. Multiple offices.
Groundworks	Groundworks	MD, VA, CT	National brand, regional offices.

Contact Categories

Field Crew (→ WhatsApp via Kulu) Roles: Foreman, Supervisor, Crew Lead, Crew Member, Field Tech

Office Staff (→ Portal chat) Roles: Scheduler, Office Manager, Production Manager, General Manager, AP, Project Coordinator

Contact Routing Rules

Event	Default Recipient	Category	Channel	Fallback
Crew Deliverable Request	Crew Lead / Foreman	Field Crew	WhatsApp	Supervisor → Production Mgr
Crew Deliverable Escalation	Supervisor → Production Mgr	Field → Office	WhatsApp → Portal	General Manager
RFI Sent	Scheduler / Project Coordinator	Office Staff	Portal	Office Manager
RFI Escalation	Office Manager → General Manager	Office Staff	Portal	Account primary contact
Invoice Sent	AP / Accounts Payable	Office Staff	Email / Portal	Billing email on Account
Cert Package Delivered	Scheduler / Project Coordinator	Office Staff	Email / Portal	Account primary contact
Schedule Confirmation	Scheduler	Office Staff	Portal	Office Manager

Communication Channels

Channel	Used For
Portal Chat	Client communication (Office Staff)
WhatsApp	Field tech communication (via Kulu)
Kulu	Field tech agent interface
Stripe	Invoicing and payments
Email	Cert delivery, invoice delivery
Google Calendar	Site visit scheduling

Contact Source Data (Google Drive)

Stored in ~UP Data Sets/Contacts/:

• JES contacts.csv, Groundworks contacts.csv
• JES_Groundworks_Contacts_Gmail.csv (combined)
• contacts_cleaned.csv (deduplicated master)
• Gmail_Contacts_Import_Template.csv
• JES Staff Photos/

Roster (~UP Data Sets/Roster/): Person-specific folders for John, Jacob, Darius, Dustin, Charles — credentials, certifications, documentation.