Wednesday, November 4

Good morning, Alex!

92 people need a follow-up. Here’s what matters today.

Home services

Leads to follow up

7AI drafts and quotes

Deals at risk

12$30,310 estimated

Owner preset

Customize

Pinned panels come first. Panels outside the owner preset show when pinned.

Today’s priorities

All 121

Henry WalkerUnanswered inquiry
Wrote 6 h ago — no reply yet
No owner · $3,170 est. · Can contact by email
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Message by emailHi Henry, thanks for contacting Summit Home Services about water heater install. Could you share your address and a good time for a quick visit?Template draft — no AI model connected yet. Edit before sending.
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Why? (kept in the audit log)
Nora NelsonUnanswered inquiry
Wrote 1 d ago — no reply yet
Owner Sarah · $900 est. · Can contact by email
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Message by emailHi Nora, thanks for contacting Summit Home Services about AC repair. Could you share your address and a good time for a quick visit?Template draft — no AI model connected yet. Edit before sending.
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Why? (kept in the audit log)
Mateo WrightUnanswered inquiry
Wrote 1 d ago — no reply yet
Owner Sarah · $270 est. · Can contact by email
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Message by emailHi Mateo, thanks for contacting Summit Home Services about plumbing leak. Could you share your address and a good time for a quick visit?Template draft — no AI model connected yet. Edit before sending.
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Why? (kept in the audit log)
Hannah YoungUnanswered inquiry
Wrote 23 h ago — no reply yet
Owner Priya · $2,440 est. · Can contact by email
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Message by emailHi Hannah, thanks for contacting Summit Home Services about water heater install. Could you share your address and a good time for a quick visit?Template draft — no AI model connected yet. Edit before sending.
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Who takes this?
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Why? (kept in the audit log)
Sarah GreenUnanswered inquiry
Wrote 3 d ago — no reply yet
Owner Priya · $2,860 est. · Can contact by email
Reply now
Message by emailHi Sarah, thanks for contacting Summit Home Services about water heater install. Water heater install is usually $1,400–$3,800, about 4 h; we confirm the exact price after a look. Could you share your address and a good time for a quick visit?Template draft — no AI model connected yet. Edit before sending.
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Why? (kept in the audit log)
Ryan ClarkUnanswered inquiry
Wrote 15 h ago — no reply yet
Owner Daniel · $2,770 est. · Can contact by email
Reply now
Message by emailHi Ryan, thanks for contacting Summit Home Services about water heater install. Water heater install is usually $1,400–$3,800, about 4 h; we confirm the exact price after a look. Could you share your address and a good time for a quick visit?Template draft — no AI model connected yet. Edit before sending.
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Who takes this?
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Why? (kept in the audit log)

Pending approvals

AI waits for a yes before acting

Reply drafted for Sarah AllenFirst Response · New inquiry, first response · 2 h agoAwaiting approval
Hi Sarah, thanks for contacting Summit Home Services about AC repair. Could you share your address and a good time for a quick visit?
Will send by sms · est. cost $0.004
Reply drafted for Isaac GarciaLead Recovery · No reply for over a day · 4 h agoAwaiting approval
Hi Isaac, it’s Summit Home Services. Do you still need help with maintenance plan? Reply with a good time and we’ll take it from there.
Will send by email · est. cost $0.004
Reply drafted for Chloe BrownFirst Response · New inquiry, first response · 6 h agoAwaiting approval
Hi Chloe, thanks for contacting Summit Home Services about plumbing leak. Could you share your address and a good time for a quick visit?
Will send by email · est. cost $0.004
Reply drafted for Henry HallLead Recovery · No reply for over a day · 8 h agoAwaiting approval
Hi Henry, it’s Summit Home Services. Do you still need help with plumbing leak? Reply with a good time and we’ll take it from there.
Will send by email · est. cost $0.004

See all 6 waiting →
Maintenance plan proposal15% discount is above the 10% limit · $170Quote
Note for the author

Recorded payments

Confirmed money only

—Jun

—Jul

$5kAug

$31kSep

$58kOct

$15kNov

Show as table

Recorded payments by month
Jun	$0k
Jul	$0k
Aug	$5k
Sep	$31k
Oct	$58k
Nov	$15k

Open pipeline (estimate)$101,970

Recovered → replied / booked / won / paid0 / 0 / 0 / 0

Upcoming appointments

Thu 8:00 AMElectrical panel upgrade visit — James AllenPending
Thu 8:00 AMDuct cleaning visit — Ryan JohnsonConfirmed
Thu 1:00 PMFurnace replacement visit — Ethan AllenPending
Fri 10:00 AMMaintenance plan visit — Emily TurnerConfirmed
Fri 1:00 PMWater heater install visit — Grace DavisPending

Pending = not yet confirmed by the calendar.

Due today

Confirm visit time with DanielOverdue · was due 3 d ago
Call Ethan back about maintenance planOverdue · was due 3 d ago
Confirm visit time with ZoeOverdue · was due 3 d ago · promised to the customer
Confirm visit time with ChloeOverdue · was due 2 d ago
Send Zoe the price listOverdue · was due 2 d ago

System health

Sample ads lead syncAccess token expired — new ad leads are not arrivingExpired
Booking for Emily Turner not completedCalendar returned "slot no longer available"Failed
12 AI employees active3 paused · $0.11 AI spend this monthOK

Workflows

Open studio

Live0

Testing (shadow)0

Failed runs · 7 days0

No workflow has run yet.

Recent activity

System: Sample workspace created1 min ago
Omar Martinez wrote: “Can you send a price first?”3 min ago
Ryan Roberts wrote: “Yes please, mornings are best.”3 min ago
Ryan Roberts wrote: “Can you send a price first?”3 min ago
Lucas Lopez wrote: “Breakers keep tripping, want an estimate for a new panel.”21 min ago
Fatima Rivera wrote: “Small leak in the basement pipe, not urgent.”25 min ago
David Mitchell wrote: “Do you offer yearly HVAC maintenance plans?”28 min ago
David Campbell wrote: “Our AC stopped cooling, can someone come today?”58 min ago