Daily Handoff

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

Items needing attention

Across four sections

Urgent

Same-day action

Acknowledged

Seen by the roofing team

Appointments tomorrow

Confirmations pending

Today's activity

Everything the agency team handled on behalf of the roofing company

New leads received

Leads contacted

Appointments booked

Calls answered

287

Emails answered

Texts handled

159

Cases resolved

Follow-ups completed

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

ESC-104

Comments

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

CLM-2287

Comments

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

APT-2053

Comments

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

JOB-1168

Comments

Crain payment-plan approval

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

High

Owner

Due

Aug 2

INV-8842

Comments

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

MO-3312

Comments

Owner callback requested — Barnett

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

Normal

Owner

Due

Aug 2

CLM-2291

Comments

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

LD-3405

Comments

Bianca Ortiz — Facebook

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

Normal

Owner

Mark Reyes

Due

Today

LD-3409

Comments

Owen Trask — Google Business

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

Urgent

Owner

Unassigned

Due

Today

LD-3410

Comments

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

—

Comments

Barnett payment breakdown follow-up

Promised an update the moment the carrier answers the supplement.

Normal

Owner

Claire Mendoza

Due

Aug 3

—

Comments

Priya Raman callback Tue 5:15p

Homeowner asked for an evening call after work.

Normal

Owner

Mark Reyes

Due

Aug 4 5:15p

—

Comments

Pham warranty visit this week

Told the homeowner a technician would be out before Friday.

Normal

Owner

Dylan Carter

Due

Aug 7

—

Comments

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

5:06p · Mark Reyes
Confirmed dumpster placement with Sunbelt Framing for the Fontaine install.
4:35p · James Cruz
Rescheduled Cody Estrada's inspection to Aug 6, 9:00a and sent an SMS confirmation.
4:19p · Claire Mendoza
Emailed the Ferrell contract and carrier scope to the mortgage company.
3:18p · Ana Santos
Confirmed the Monday 7:00a crew arrival with Erika Fontaine.
2:47p · Ana Santos
Opened warranty case CS-5502 for Sandra Pham's ridge vent noise.
2:02p · Mark Reyes
Created lead LD-3407 from a Barnett referral and booked Aug 5, 3:30p.
11:18a · Ana Santos
Escalated ESC-104 to production after the Kowalski property damage call.
10:05a · Mark Reyes
Scheduled a Tuesday 5:15p callback for Priya Raman.
9:44a · Claire Mendoza
Sent Hollis Barnett a plain-language ACV vs RCV breakdown.
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.