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Every role / persona MRG serves, with an honest verdict on which has shipped and which is still ahead. The current specialist OS set is live as local-only, review-gated working surfaces; paid dashboard, billing, and real customer activation still depend on subscription state and production data.
Rep company profiles, manufacturer/product library, request queue, submittal builder, warranty readiness, taper-design intake, and training tracker — all review-gated.
First persona OS shipped. Sets the bar for every other role: not a dashboard, not a copy variant, an actual specialist working surface.
Bid intake, takeoff anchors, assembly library, supplier-pricing slots, Good/Better/Best packaging, AI workbench (spec extraction, addendum reconciliation, GBB packager), variance memory, estimator-to-PM handoff.
Second persona OS shipped. Targets the role most aligned with bid-day revenue. Workbench is review-gated — never auto-sends an estimate or invents supplier pricing.
Owner daily ladder: money now, pipeline truth, margin risk, owner-only decisions, tomorrow's plan. Local-only working surface — gated review, exportable Markdown packet.
Local-only persona OS. No backend, no auto-send. Daily packet exports via the canonical reviewed-content channel — never auto-blasts customers.
Appointment-to-close ladder: lead intake, appointment prep, site findings, Good/Better/Best options, no-spam follow-up plan. Output gated; export hands off to estimator review.
Local-only persona OS. Forbidden phrases ('just checking in', urgency framing) are explicit doctrine in the role config.
Project ladder: kickoff, materials lockdown, schedule, change orders, punch list, close-out hand-off. Output is a hand-off packet for crew lead + finance.
Local-only persona OS. Schedule and dates are PM working values; final dates depend on materials and weather.
Inspection ladder: site intake, field survey, risk tagging, repair recommendations, customer-readable report assembly. No customer auto-contact.
Local-only persona OS. Photo capture is a described-photo index in this lane; native mobile photo capture remains a future lane on /fieldgenius.
Specifier ladder: project intake, constraint analysis, assembly comparison, submittal review, specifier-authority lock. Output is a decision packet for owner + GC.
Local-only persona OS. MRG never claims final spec authority — the architect/specifier of record signs the actual spec.
Engineering ladder: design basis, constraint check, field evidence binder, calc review, mandatory PE sign-off. Output is gated on PE name + license + date.
Local-only persona OS. PE sign-off lock is non-negotiable — no engineering claim ships without the PE's actual stamp through the canonical signed-report channel.
Owner decision ladder: asset intake, condition snapshot, plain-language risk, options review, contractor trust check, owner decision. Owner-controlled output.
Local-only persona OS. Cost figures are owner-entered estimates, not contractor-bound prices. MRG is not the owner's inspector.
Homeowner ladder: what you observed, plain-language report understanding, neutral contractor questions, decision packet, optional claim doc pack. Yourself-only output.
Local-only persona OS. MRG is not your roof inspector; the packet is a thinking tool. Forbidden: pressure-cadence framing.
Finance daily ladder: deposits, invoices ready, AR exceptions, job-cost reconciliation, owner escalation list. Output is owner/controller-only — never customer-facing.
Local-only persona OS. Numbers are working numbers; the canonical books live in the GL. MRG does not file taxes or send dunning notices.
Specialist content ladder: audience intake, specialist outline, no-pressure doctrine audit, CEU/attendance tracking, reviewed-content release. Never blasts prospects.
Local-only persona OS. Forbidden phrases ('limited time', urgency, scarcity) are caught by the doctrine audit step.