Boerne 96°F · 20% rain (demo)
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Follow-Up Center
Every roofing opportunity that needs another touch, grouped into working queues for the agency team.
Open follow-ups
12
Across 11 queues
Overdue
5
3+ days idle
Waiting on the roofer
3
Blocked by the company
Completed today
46
Agency team
| Reason | Related | Next action | Status | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
Hank Delacroix 9910 Culebra Rd, San Antonio | New Leads Not Reached | Three call attempts with no answer | LD-3405 | Aug 1, 7:10a | 3 | 2 | Mark Reyes | Attempt #4 + email | Aug 2 | High | Open | |
Yolanda Pierce 1420 Adler St, Boerne | Appointments Not Confirmed | Appointment not yet confirmed | APT-2044 | Aug 1, 2:08p | 1 | 0 | James Cruz | Confirmation call 24h prior | Aug 4 | Normal | Open | |
Vince Ottinger 55 Scenic Loop, Boerne | Inspections Completed Without Estimate | Inspection completed, no estimate built | JOB-1168 | Jul 29 | 2 | 3 | Ana Santos | Chase estimator for pricing | Aug 2 | High | Waiting on Hometown | |
Alma Reyes-Ford 12 Cordillera Ct, Boerne | Estimates Not Presented | Estimate sent, never presented | EST-4412 | Jul 30 | 2 | 3 | Mark Reyes | Book a presentation call | Aug 2 | Normal | Open | |
Bradley Suggs 301 Herff Rd, Boerne | Unsold Estimates | Unsold estimate, day 9 | EST-4388 | Jul 27 | 4 | 6 | Mark Reyes | Offer financing options | Aug 3 | Normal | Open | |
Renee Dallas 18 Old Fredericksburg, Boerne | Contracts Awaiting Signature | Contract sent, not signed | JOB-1191 | Jul 31 | 2 | 1 | Ana Santos | Resend e-sign link | Aug 2 | High | Open | |
Kirk Hanneman 1200 Adler St, Boerne | Deposits Not Received | Deposit not received | JOB-1188 | Jul 31 | 1 | 1 | Claire Mendoza | Payment link SMS | Aug 2 | High | Open | |
Dean Kowalski 9 Menger Springs, Boerne | Customers Awaiting Updates | Customer awaiting production callback | JOB-1184 | Aug 1, 11:20a | 1 | 0 | Ana Santos | Verify magnet sweep completed | Aug 1 | Urgent | Waiting on Hometown | |
Nate Ferrell 412 Old San Antonio Rd, Boerne | Claims Missing Documents | Mortgage endorsement docs missing | CLM-2287 | Aug 1, 4:19p | 2 | 0 | Claire Mendoza | Chase accounting for packet | Aug 2 | High | Waiting on Hometown | |
Erika Fontaine 88 Pecan Grove Ln, Boerne | Completed Jobs Awaiting Review | Completed job, no review yet | JOB-1179 | Jul 28 | 1 | 4 | James Cruz | Send review request | Aug 3 | Low | Open |
Showing 1–10 of 12
Fictional follow-up queues. Completing an item removes it from the queue counts above.