Safeguard Route Mode 360 - Change Order

project 5d1915ca58012662
Normalized: safeguard route mode 360 change order
moreland_contracts moreland_dashboard moreland_dashboard_demand quickbooks_make toggl
Entity Properties (gold project table)
project_id
5d1915ca58012662
name
Safeguard - Route Mode 360 - Change Order
client_id
eab0434446454faa
canonical_metadata
created_at
2026-02-24 04:29:00.152884+00:00
updated_at
2026-02-24 04:29:00.152884+00:00
status
billable
Yes
recurring
squad
qa_partner
project_manager
lead_dev
description
state
team_name
closedate
dealstage
deal_amount
contract_type
contract_hourly_rate
contract_estimated_hours
contract_total_fee
35%
Separation Confidence How distinct this entity is from others. Higher means no close matches existed when it was created. Lower means a near-match was rejected just below the 80% threshold — worth reviewing.
Moderate — a somewhat similar entity exists
96%
Avg Match Confidence The average confidence score across all active source mappings. Shows overall quality of linkage between source records and this canonical entity.
Strong source linkage

Source Mappings (57)

Source Source ID Display Name Confidence Method Status Actions
moreland_contracts 2297fdb95388d19fbe96932cae4e08c5 Route Mode 360 0.80 fuzzy+embedding Active
Source Record bronze_moreland_contracts_ma_project_contracts
file_hash
2297fdb95388d19fbe96932cae4e08c5
file_name
Safeguard - Route Mode 360 - Change Order 2 - Camera Reliability and Recording UX[6].docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BEAD29133-E71E-45F4-8978-DA72A85A1FF7%7D&file=Safeguard%20-%20Route%20Mode%20360%20-%20Change%20Order%202%20-%20Camera%20Reliability%20and%20Recording%20UX[6].docx&action=default&mobileredirect=true
company
Safeguard
project_name
Route Mode 360
contact_person
Mike Greenbaum
contract_type
time_and_materials
hourly_rate
215.0
estimated_hours
143.0
total_fee_estimate
30745.0
brief_project_description
Enhancements to camera reliability, system recovery, and recording UX for Route Mode 360.
start_date
extracted_at
2026-07-01T02:18:28.864445+00:00
raw_text_preview
Change Order #2 Route Mode 360 — Camera Reliability, Recovery, and Recording UX Enhancements 1. Purpose This Change Order extends the Route Mode 360 engagement with the camera-reliability, system-recovery, and recording-UX work items requested by Safeguard during the April 24, 2026 program status meeting and refined in subsequent Safeguard / MorelandConnect discussions. The work is a direct response to inspector field feedback (Mike Greenbaum and Kevin Close) and is intended to bring Route Mode 360 to a level of reliability appropriate for broader contractor rollout. 2. Background Route Mode 360 is in active production use against Safeguard's Insta360-based 360-degree video capture workflow. Field experience has surfaced two recurring pain points: (1) the inspector workflow occasionally falls out of sync — the cue button does not present, the camera disconnects, or the camera physically powers off — and the existing recovery path is too manual; and (2) overlapping property geofences in tightly-coupled areas (e.g., Cleveland-area routes with multiple homes inside a single 750-ft radius) require a richer multi-order workflow than the current one-video-per-order model supports. Alongside these primary items, MorelandConnect is recommending an Insta360 mobile SDK upgrade. Several of the requested behaviors (stable connection, reliable preview, deterministic recording, accurate GPS metadata, correct file-save behavior, and 360-mode enforcement) sit directly on top of Insta360 SDK calls. MorelandConnect is fully reliant on the Insta360 SDK for these surfaces, and older firmware compatibility is a known risk; upgrading provides the most reliable foundation for the changes below. 3. Scope of Change 4. Estimated Hours Total effort estimated at 143 hours, with an estimated total cost of $30,745 at the $215/hr rate. 5. Insta360 SDK Upgrade Rationale The Insta360 SDK upgrade is included in this Change Order rather than presented as an optional add-on. The reasoning: Several sco
file_created_at
2026-05-01T18:19:22+00:00
file_modified_at
2026-05-01T18:19:19+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
moreland_contracts c8e6475489042b86a3e011511652459d Route Mode 360 0.80 fuzzy+embedding Active
Source Record bronze_moreland_contracts_ma_project_contracts
file_hash
c8e6475489042b86a3e011511652459d
file_name
Safeguard - Route Mode 360 - Change Order 3 - Final-Destination Selection and Multi-Order Recording..pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Change%20Orders/Safeguard%20-%20Route%20Mode%20360%20-%20Change%20Order%203%20-%20Final-Destination%20Selection%20and%20Multi-Order%20Recording..pdf
company
Safeguard Properties
project_name
Route Mode 360
contact_person
Michael Greenbaum
contract_type
time_and_materials
hourly_rate
215.0
estimated_hours
42.0
total_fee_estimate
9030.0
brief_project_description
This Change Order extends the Route Mode 360 engagement with the final-destination selection and multi-order recording workflow for inspectors operating inside overlapping 750-foot property geofences.
start_date
2026-06-08
extracted_at
2026-07-02T02:16:20.017616+00:00
raw_text_preview
MorelandConnect, LLC · Safeguard Properties — Route Mode 360 Change Order #3 · Page 1 of 3 Change Order #3 Route Mode 360 — Final -Destination Selection and Multi -Order Recording Workflow Change Order # CO-003 Date June 8, 2026 Project Safeguard — Route Mode 360 Reference Arrangement Letter Route Mode 360 — Original Arrangement Letter (May 2025) Reference Agreement Master Services Agreement between Safeguard Properties and MorelandConnect Prepared By MorelandConnect LLC Billing Time -and-materials Rate $215/hr Schedule Impact Approximately 1–2 weeks of delivery effort once executed; sequenced alongside the in -flight Route Mode 360 work. 1. Purpose This Change Order extends the Route Mode 360 engagement with the final -destination selection and multi -order recording workflow for inspectors operating inside overlapping 750 -foot property geofences. It defines which orders are eligible to record against, keeps the single -order experience unchanged, and adds a final -destination pop -up when multiple eligible orders fall inside the fenc e so that one retained video is correctly associated with the order the inspector selects. The work refines the high -level overlapping -geofence line item carried in Change Order #2 and reflects the recording model confirmed with Safeguard in the June 1 –4, 2026 change -order thread. 2. Background Route Mode 360 is in active production use against Safeguard’s Insta360 -based 360 -degree video capture workflow. In tightly -coupled areas, multiple eligible orders frequently fall inside a single 750 - foot geofence, and inspectors need a deterministic way t o tie the retained video to the correct order. Field feedback from Michael Greenbaum, Kevin Close, and the beta inspector cohort drove the eligibility rules and the final -destination model defined here. Single -order inspections, which make up roughly 80 –85% of the workflow, are unchanged from today. The discard -and-re-rec
file_created_at
2026-06-16T13:03:26+00:00
file_modified_at
2026-06-16T13:03:26+00:00
created_by
Sam Wilsey
modified_by
Sam Wilsey
_dlt_meta
moreland_contracts f74a2327338e16ea1a8dc7f5362a50f6 Route Mode 360 0.80 fuzzy+embedding Active
Source Record bronze_moreland_contracts_ma_project_contracts
file_hash
f74a2327338e16ea1a8dc7f5362a50f6
file_name
Safeguard - Route Mode 360 - Change Order 3 - Final-Destination Selection and Multi-Order Recording.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BCDD2422B-67BD-4688-BF0D-146B22312471%7D&file=Safeguard%20-%20Route%20Mode%20360%20-%20Change%20Order%203%20-%20Final-Destination%20Selection%20and%20Multi-Order%20Recording.docx&action=default&mobileredirect=true
company
Safeguard
project_name
Route Mode 360
contact_person
Michael Greenbaum
contract_type
time_and_materials
hourly_rate
215.0
estimated_hours
42.0
total_fee_estimate
9030.0
brief_project_description
Final-destination selection and multi-order recording workflow for inspectors operating inside overlapping 750-foot property geofences.
start_date
extracted_at
2026-07-01T02:18:34.770360+00:00
raw_text_preview
Change Order #3 Route Mode 360 — Final-Destination Selection and Multi-Order Recording Workflow 1. Purpose This Change Order extends the Route Mode 360 engagement with the final-destination selection and multi-order recording workflow for inspectors operating inside overlapping 750-foot property geofences. It defines which orders are eligible to record against, keeps the single-order experience unchanged, and adds a final-destination pop-up when multiple eligible orders fall inside the fence so that one retained video is correctly associated with the order the inspector selects. The work refines the high-level overlapping-geofence line item carried in Change Order #2 and reflects the recording model confirmed with Safeguard in the June 1–4, 2026 change-order thread. 2. Background Route Mode 360 is in active production use against Safeguard’s Insta360-based 360-degree video capture workflow. In tightly-coupled areas, multiple eligible orders frequently fall inside a single 750-foot geofence, and inspectors need a deterministic way to tie the retained video to the correct order. Field feedback from Michael Greenbaum, Kevin Close, and the beta inspector cohort drove the eligibility rules and the final-destination model defined here. Single-order inspections, which make up roughly 80–85% of the workflow, are unchanged from today. The discard-and-re-record behavior applies only in the multi-order case: any recording captured before the inspector selects a final destination is temporary and is discarded with no order association, and only the recording started after final-destination selection is retained and associated with that order. 3. Scope of Change 4. Estimated Hours Total effort estimated at 42 hours, with an estimated total cost of $9,030 at the $215/hr blended rate. 5. Dependencies and Assumptions Safeguard provides timely access to inspector feedback (Kevin Close and the beta inspector cohort) for design validation of the final-destination pop-up and the discar
file_created_at
2026-06-10T17:43:17+00:00
file_modified_at
2026-06-10T17:43:15+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
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Source Record bronze_moreland_dashboard_md_timetoqb
toggl
Safeguard Route Mode 360 - Change Order
quickbooks
Safeguard Properties
sg_a_spread
True
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Enhancements
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FF
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Sneaky
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John
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Dohar
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Seth
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Source Record bronze_moreland_dashboard_md_timetoqb
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Safeguard - Route Mode 360 Change Order #3 [42h]
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Source Record bronze_moreland_dashboard_md_timetoqb
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Safeguard - Route Mode 360 Change Order #2 [143h]
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True
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Source Record bronze_moreland_dashboard_md_demand
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Safeguard Route Mode 360 - Change Order
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start_date
2026-03-01 00:00:00+00:00
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Source Record bronze_moreland_dashboard_md_demand
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Source Record bronze_moreland_dashboard_md_demand
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_08_11_08_17
_08_18_08_24
_08_25_08_31
_09_01_09_07
_09_08_09_14
_09_15_09_21
_09_22_09_28
nan
nan_1
nan_2
nan_3
nan_4
nan_5
type
Project
_03_30_04_05
15
_04_06_04_12
15
_04_13_04_19
15
_04_20_04_26
15
_04_27_05_03
_05_04_05_10
_05_11_05_17
_05_18_05_24
_05_25_05_31
_06_01_06_07
4
_06_08_06_14
2
_06_15_06_21
2
_06_22_06_28
0
_06_29_07_05
0
_07_06_07_12
_07_13_07_19
_07_20_07_26
_07_27_08_02
_08_03_08_09
_08_10_08_16
_08_17_08_23
_08_24_08_30
_08_31_09_06
_09_07_09_13
_09_14_09_20
_09_21_09_27
_09_28_10_04
_10_05_10_11
_10_12_10_18
_10_19_10_25
_10_26_11_01
_11_02_11_08
_11_09_11_15
_11_16_11_22
_11_23_11_29
_11_30_12_06
_12_07_12_13
_12_14_12_20
_12_21_12_27
_12_28_01_03
_06_01_06_07__v_double
_06_08_06_14__v_double
_06_15_06_21__v_double
_06_22_06_28__v_double
quickbooks_make 25672 Route Mode 360 - Change Order 0.80 fuzzy+embedding Active
Source Record bronze_quickbooks_make_qbo_invoices
id
25672
balance
0
due_date
2026-03-30 04:00:00+00:00
txn_date
2026-02-28 05:00:00+00:00
total_amt
7410
doc_number
22916
currency_ref__value
USD
currency_ref__name
United States Dollar
customer_ref__value
370
customer_ref__name
Safeguard Properties
private_note
Route Mode 360 - Change Order
sales_term_ref__value
3
sales_term_ref__name
Net 30
total_amt__v_double
balance__v_double
toggl 216890558 Safeguard Route Mode 360 - Change Order 1.00 fuzzy+embedding Active
Source Record bronze_toggl_projects
id
216890558
workspace_id
5511582
client_id
66125698
name
Safeguard - Route Mode 360 - Change Order
is_private
active
No
updated_at
created_at
2026-02-13T15:09:14+00:00
color
#06a893
billable
Yes
template
auto_estimates
rate
215.0
currency
USD
recurring
actual_hours
actual_seconds
client_name
status
toggl 220404579 Safeguard - Route Mode 360 Change Order #3 [42h] 0.80 fuzzy+embedding Active
Source Record bronze_toggl_projects
id
220404579
workspace_id
5511582
client_id
66125698
name
Safeguard - Route Mode 360 Change Order #3 [42h]
is_private
No
active
Yes
updated_at
2026-06-16T13:06:43+00:00
created_at
2026-06-16T13:05:05+00:00
color
#2da608
billable
Yes
template
No
auto_estimates
Yes
rate
215.0
currency
USD
recurring
No
actual_hours
25
actual_seconds
92700
client_name
Safeguard
status
active
toggl 219634617 Safeguard Route Mode 360 Change Order #2 [143h] 0.80 fuzzy+embedding Active
Source Record bronze_toggl_projects
id
219634617
workspace_id
5511582
client_id
66125698
name
Safeguard - Route Mode 360 Change Order #2 [143h]
is_private
No
active
Yes
updated_at
2026-05-04T12:23:06+00:00
created_at
2026-05-01T19:13:20+00:00
color
#d92b2b
billable
Yes
template
No
auto_estimates
Yes
rate
215.0
currency
USD
recurring
No
actual_hours
actual_seconds
client_name
Safeguard
status
active