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

Daily Handoff

End-of-day summary the agency delivers to Hometown Roofing & Restoration — Saturday, August 1, 2026.

Items needing attention

14

Across four sections

Urgent

4

Same-day action

Acknowledged

0

Seen by the roofing team

Appointments tomorrow

5

Confirmations pending

Today's activity
Everything the agency team handled on behalf of the roofing company

New leads received

11

Leads contacted

84

Appointments booked

39

Calls answered

287

Emails answered

88

Texts handled

159

Cases resolved

27

Follow-ups completed

46

Urgent Items · 3 open

Kowalski property damage complaint

Nail in tire and flowerbed damage. Magnet sweep booked 2:00p; homeowner expects a production callback before 4:00p.

Urgent

Owner

Rosa Iglesias

Due

Today 4:00p

Related

ESC-104

Comments

0

Ferrell carrier deadline Aug 3

Supplement response due to the carrier and the mortgage endorsement packet is still outstanding.

Urgent

Owner

Accounting

Due

Aug 2

Related

CLM-2287

Comments

0

Greenlee no-show at 10:00a

Sales appointment no-show; two calls placed with no answer. Needs a rebooking decision.

High

Owner

Bree Nakamura

Due

Aug 2

Related

APT-2053

Comments

0

Waiting on Roofing Company · 4 open

Ottinger estimate pricing decision

Inspection completed Jul 29 — estimator has not returned pricing. Homeowner is collecting other bids.

High

Owner

Estimating

Due

Aug 2

Related

JOB-1168

Comments

0

Crain payment-plan approval

Owner decision needed on a three-payment plan for the $6,480 balance.

High

Owner

Owner

Due

Aug 2

Related

INV-8842

Comments

0

Underlayment backorder re-sequencing

Beacon pushed synthetic underlayment to Aug 6. Production must re-sequence the Kowalski and Ferrell installs.

Normal

Owner

Production

Due

Aug 2

Related

MO-3312

Comments

0

Owner callback requested — Barnett

Customer asked to speak with an owner about depreciation recovery timing.

Normal

Owner

Owner

Due

Aug 2

Related

CLM-2291

Comments

0

Leads Still Not Reached · 3 open

Hank Delacroix — Website form

3 attempts · waiting 1d 4h · next attempt Aug 2, 8:30a with an email follow-up.

High

Owner

Mark Reyes

Due

Aug 2

Related

LD-3405

Comments

0

Bianca Ortiz — Facebook

1 attempt · waiting 22m · next attempt today at 4:30p.

Normal

Owner

Mark Reyes

Due

Today

Related

LD-3409

Comments

0

Owen Trask — Google Business

0 attempts · waiting 41m · emergency leak, needs service-area verification and dispatch.

Urgent

Owner

Unassigned

Due

Today

Related

LD-3410

Comments

0

Open Customer Commitments · 4 open

Magnet sweep at Kowalski by 2:00p

Promised on the 11:12a complaint call.

Urgent

Owner

Production

Due

Today 2:00p

Related

—

Comments

0

Barnett payment breakdown follow-up

Promised an update the moment the carrier answers the supplement.

Normal

Owner

Claire Mendoza

Due

Aug 3

Related

—

Comments

0

Priya Raman callback Tue 5:15p

Homeowner asked for an evening call after work.

Normal

Owner

Mark Reyes

Due

Aug 4 5:15p

Related

—

Comments

0

Pham warranty visit this week

Told the homeowner a technician would be out before Friday.

Normal

Owner

Dylan Carter

Due

Aug 7

Related

—

Comments

0
Tomorrow's appointments
Scheduled inspections and sales visits
  • Marissa Delgado
    Roof Inspection · 2026-08-03 10:00a · Dylan Carter
    Confirmed
  • Grant Whitmore
    Roof Inspection · 2026-08-04 1:00p · Rosa Iglesias
    Confirmed
  • Hollis Barnett
    Adjuster Meeting · 2026-08-04 11:00a · Tommy Whitfield
    Confirmed
  • Erika Fontaine
    Production Consultation · 2026-08-03 4:00p · Rosa Iglesias
    Confirmed
  • Priya Raman
    Customer Callback · 2026-08-04 5:15p · Bree Nakamura
    Requested
Recent agency activity
The last touches logged today
  1. 5:06p · Mark Reyes

    Confirmed dumpster placement with Sunbelt Framing for the Fontaine install.

  2. 4:35p · James Cruz

    Rescheduled Cody Estrada's inspection to Aug 6, 9:00a and sent an SMS confirmation.

  3. 4:19p · Claire Mendoza

    Emailed the Ferrell contract and carrier scope to the mortgage company.

  4. 3:18p · Ana Santos

    Confirmed the Monday 7:00a crew arrival with Erika Fontaine.

  5. 2:47p · Ana Santos

    Opened warranty case CS-5502 for Sandra Pham's ridge vent noise.

  6. 2:02p · Mark Reyes

    Created lead LD-3407 from a Barnett referral and booked Aug 5, 3:30p.

  7. 11:18a · Ana Santos

    Escalated ESC-104 to production after the Kowalski property damage call.

  8. 10:05a · Mark Reyes

    Scheduled a Tuesday 5:15p callback for Priya Raman.

  9. 9:44a · Claire Mendoza

    Sent Hollis Barnett a plain-language ACV vs RCV breakdown.

  10. 8:12a · Ana Santos

    Booked Marissa Delgado's inspection for Aug 3, 10:00a with Dylan Carter.

Fictional handoff report. Acknowledgements, completions and comments persist for this demo session.