Demo Environment — all customers, addresses, jobs, financials and communications shown are fictional.

Communications Inbox

Every roofing channel in one queue — phone, voicemail, email, SMS, web chat, Facebook, Google Business and the customer portal.

Marissa Delgado

CV-9001 · Phone · New Lead

Ana Santos· Aug 1, 8:04a

Inbound call — 6m 12s. New roof inquiry after July 27 hail. Booked inspection Aug 3, 10:00a with Dylan Carter.

Ana Santos· Aug 1, 8:12a

Hi Marissa — you're confirmed for Thursday, Aug 3 at 10:00 AM with Dylan Carter. Reply C to confirm.

Marissa Delgado· Aug 1, 8:22a

C — thank you!

Ana Santos· Aug 1, 8:23a

Internal: likely insurance claim, two ceiling stains. Flagged for Claire.

Customer summary

Customer

Marissa Delgado

Property

214 Cascade Caverns Rd, Boerne, TX

Assigned sales rep

Dylan Carter

Category

New Lead

Status

Responded

SLA timer

Met · 41s

Sentiment

Positive

Next action

Send hail-event explainer email

Linked records

Open tasks

  • Confirm 24h before appointment

Fictional conversations for Hometown Roofing & Restoration. Replies and notes update the thread in demo state only.