Intake
Operator intake
Import format
Customer | Type | Value | Days quiet | Problem
This creates the admin-side work queue. Contractors only see records after you draft and route approvals.
Import queue
Paste stuck jobs
3 parsed records · $129,400 · 3 need contact info
Parsed records
CloseTheJob creates sequence steps and flags missing info.
Barton Springs HOA
Ghosted estimate · 9d quiet
$48,600
Board asked for the roof quote, then stopped replying after price questions.
Email first touch3-step sequenceMissing customer contact
Lena Ortiz
Final payment · 16d quiet
$12,400
Final draw is unpaid after roof replacement passed inspection.
Email first touch3-step sequenceMissing customer contact
Watson kitchen remodel
Ghosted estimate · 14d quiet
$68,400
Customer liked the design but stopped responding after allowance revision.
Email first touch3-step sequenceMissing customer contact