Handbook / Winning the work
Complexes, buildings and the people at them
A complex is a place. The company that manages it is a customer. They are separate, and they meet on a job.
Residential work is a person and a house. Commercial work is a complex of buildings, a management company that runs it this year and may not next year, and a dozen contacts - the property manager, the maintenance supervisor, the person in accounts payable. Each is its own record, so a change of managing agent never orphans a building's roof history.
| Record | What it is | What hangs off it |
|---|---|---|
| Complex | A group of buildings at a site | its buildings, and every job ever done at any of them |
| Building | One roof | square footage, install date, warranty dates, its own service history |
| Company | A firm - managing agent, owner, GC | its people, and every job billed to it |
| Contact | A person at a company | phone, email, role, which buildings they speak for |
| Region | A patch of the map | used to slice reports and assign territory |
Open Ellery Court in the demo: four buildings, each with its own roof area and warranty, a managing agent with people at it, and the site's whole job history in one place. Open complexes
Warranties, per roof
A warranty belongs to a roof, not to the job that installed it - the roof outlives every contract on it. Each building carries its install date and expiry, and the follow-up queue raises a reminder at the halfway point and again ninety days before it runs out, naming the building.
A client with a company name is automatically linked to the real company record the moment it is written - the same firm typed five ways lands as one company, and every project follows its client's company without anyone filing it twice.
Access: Part of the client directory.