Every open quote above $1,500, by stage, with what moved since last Monday and what is going stale. Reviewed in twenty minutes on Monday at 8.
From sent to signed. The weakest step is sent to visit-booked, where the follow-up text is still manual.
Quotes with no activity for ten days. Each one gets a call from the tech who did the survey, not the office.
| Customer | Scope | Value | Days | Owner |
|---|---|---|---|---|
| Morales, 78745 | full system swap | $11,800 | 14 | Luis |
| Chen, 78731 | two mini-splits | $8,400 | 12 | Dana |
| Okafor, 78748 | duct + unit | $9,900 | 11 | Luis |
| Pratt, 78759 | heat pump | $7,200 | 10 | Sam |