JRInteractive Company Brain Demo

Summit Home Services is a fictional demonstration company created to show how an AI Company Brain works.

File Storage

Rosa DelgadoReviewed 2026-06-163 min read

Purpose: Where files live at Summit, how they're named, and who can see what. Two systems only: Google Drive for documents, CompanyCam for job-site photos. Anything saved anywhere else (desktop, personal Drive, phone camera roll) is invisible to the company and treated as not existing.

The two systems

SystemHoldsOwner
Google Drive (shared drives)Estimates, contracts, SOPs, marketing assets, admin docs, vendor paperworkRosa Delgado
CompanyCamAll job-site photos: before, during, after, damage documentation, QCPete Sandoval

Photos of paperwork (a signed contract on a kitchen table) get uploaded to Drive in the job folder, not left in CompanyCam or a camera roll.

Drive structure (shared drives, not personal folders)

  • 01 Sales — estimate PDFs, signed contracts, proposal templates. Subfolder per job: YYYY - Street Address - Service Line (example: 2026 - 418 Maple Ct - Roofing).
  • 02 Production — Pete's job folders: material orders, permits, inspection docs, subcontractor agreements. Same job-folder naming.
  • 03 Office — insurance certificates, licenses, vendor W-9s, answering-service scripts, this vault's source docs.
  • 04 Marketing — brand assets, ad exports from the agency, GBP post drafts, case study material (see Case Study Framework).
  • 05 Templates — the blank versions of everything. Copy out, never edit in place.

Nothing work-related lives in a personal My Drive. If it matters, it goes in a shared drive where it survives someone leaving.

Naming rules

  1. Job folders: YYYY - Street Address - Service Line. The street address is the join key across Drive, CompanyCam, and GHL notes, so spell it the way GHL has it.
  2. Documents: YYYY-MM-DD - What it is - Address (example: 2026-05-12 - Signed Contract - 418 Maple Ct).
  3. No final_v2_REAL naming. Drive keeps version history; overwrite the same file.
  4. Templates keep the word TEMPLATE in the name until the moment they're filled in.

CompanyCam rules

  • One project per job, named by street address to match the Drive folder.
  • Crews photograph: arrival condition, problem areas, materials on site, progress at each stage, and completed work from the same angles as the before shots.
  • Photo standards are being finalized with Pete (a known gap in the Knowledge Gaps Report); until then, the rule of thumb is "enough photos that Tara could re-estimate the job without visiting."
  • No customer faces, license plates, or interiors beyond the work area without the customer's OK.

Access and retention

  • Sales folders: Marcus, the reps, Tara, Rosa, Dave.
  • Production folders: Pete, crew leads, Rosa, Dave.
  • Office folder: Rosa and Dave only.
  • Marketing folder: Jenna, Rosa, Dave; the agency gets per-file share links, never drive membership.
  • Signed contracts and insurance-claim documentation are never deleted. Everything else follows a keep-it-unless-it's-a-duplicate default; Rosa archives closed-job folders yearly rather than deleting.
  • Sharing outside Summit is per-file, view-only, expiring where possible. Whole-folder external shares need Dave's approval.

Related

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