Mueller addition scope
ApprovalHighNorth Loop Remodel · Ghosted estimate · 18d quiet · Email
Large addition estimate stalled after two walkthroughs.
Send from QuickBooks · Blocker: Scope
Value
$112,000
Next action
Approve scope-summary follow-up
Add work record
Operator intake for ghosted estimates and final payments
Records
Follow-up work queue
8 records · $280,500 visible value
Admin decides what moves. Contractors only approve or send records routed to them.
Watson kitchen remodel
DraftingHighNorth Loop Remodel · Ghosted estimate · 14d quiet · Email
Customer liked the design but stopped responding after the allowance revision.
Send from QuickBooks · Blocker: Price
Value
$68,400
Next action
Draft budget-sensitive follow-up
Barton Springs HOA
ApprovalHighHill Country Roofing · Ghosted estimate · 9d quiet · Email
Board asked for the quote, then stopped replying after price questions.
Send from Jobber · Blocker: Price
Value
$48,600
Next action
Approve second-touch email
Lena Ortiz
SentHighHill Country Roofing · Final payment · 16d quiet · SMS
Final draw is unpaid after roof replacement passed inspection.
Send from Jobber · Blocker: Missed invoice
Value
$12,400
Next action
Check for reply before noon
Tarrytown bath refresh
RepliedHighNorth Loop Remodel · Final payment · 22d quiet · Email
Owner says they missed the invoice and needs a clean next step.
Send from QuickBooks · Blocker: Missed invoice
Value
$7,400
Next action
Respond with payment link and receipt promise
Duncan full-system replacement
TriageMediumClear Air HVAC · Ghosted estimate · 5d quiet · SMS
Customer requested financing options and went quiet.
Send from Housecall Pro · Blocker: Financing
Value
$18,200
Next action
Confirm estimate details
Riverbend condenser install
Won/PaidMediumClear Air HVAC · Final payment · 11d quiet · Email
Final balance paid after friendly reminder.
Send from Housecall Pro · Blocker: Missed invoice
Value
$3,900
Next action
Log recovered payment
Hernandez roof repair
IntakeLowHill Country Roofing · Ghosted estimate · 3d quiet · SMS
Small repair quote with no response yet.
Send from Jobber · Blocker: Unknown
Value
$9,600
Next action
Add photos and quote context
Record command center
Mueller addition scope
Get a scope decision or a final walkthrough scheduled.
Project
Home addition
Send from
QuickBooks
Channel
Blocker
Scope
Customer email
mueller.addition@example.com
Customer phone
555-012-1008
Source links
Estimate: QuickBooks estimate #3344
Payment: Not needed
Last customer signal
We are still deciding on scope.
48-hour sequence
1. Easy next step
Now · Email
Ask whether they want to move forward, revise scope, or pause.
2. Decision prompt
24 hours · SMS
Name the likely blocker and offer a simple decision path.
3. Close the loop
48 hours · Call
Call or leave voicemail, then close, revise, or schedule the next commitment.
Audit trail
Record added
Ghosted estimate for Mueller addition scope entered the CloseTheJob queue.
System