Welcome back, Katie
Focus Here
13
5
vs yesterday
At-risk revenue
$34,000
8.4%
vs last week
Overdue callbacks
3
2
cleared today
Pipeline value
$142K
12.2%
vs last month
P
Pam's read
Today · 7:42 am
4 customers need attention this morning. Phoenix Baker called back about the furnace — she sounded more urgent this time and mentioned her kids are home from school. Two callbacks are overdue from yesterday, and Catherine's warranty question is still open. Since yesterday, pipeline value in Focus Here is up $6,400 — mostly from Tom Langford moving to a quote conversation.
Priority inbox
Pam's read on what needs attention today.
| Customer | Lead temp | Est. value | Follow-up | Next action | Equipment | Warranty | Time | ||
|---|---|---|---|---|---|---|---|---|---|
| Urgent · 2 | |||||||||
|
PB
Phoenix Baker
Furnace repair · Provo, UT
|
Hot |
$4,200
|
1 day overdue
|
15 yrs
Trane XR15
|
Expired
Jun 2024
|
2:15 pm | |||
|
JR
James Rodriguez
Plumbing · Orem, UT
|
Hot |
$6,800
|
22 min past dispatch
|
N/A
Pipe burst
|
Active
Plan member
|
1:48 pm | |||
| Needs callback · 2 | |||||||||
|
CM
Catherine Moss
HVAC maintenance · Lehi, UT
|
Warm |
$1,450
|
Day 3 of 5
|
8 yrs
Carrier 24ABC
|
Expired
Mar 2024
|
11:30 am | |||
|
TL
Tom Langford
AC replacement · Sandy, UT
|
Warm |
$8,400
|
Day 2 of 5
|
12 yrs
Lennox XC14
|
None
Shopping quotes
|
10:15 am | |||
| Previously seen · 3 | |||||||||
|
SK
Sarah Kim
Tune-up · Draper, UT
|
Booked | $189 |
Scheduled Thu 8 am |
4 yrs
Rheem RA13
|
Active
Until 2028
|
Yesterday | |||
|
MJ
Mike Johnson
Install · Midvale, UT
|
Warm |
$3,100
|
Day 3 of 4
|
11 yrs
Goodman GSX
|
None
Opted out
|
Yesterday | |||
|
AL
Amy Liu
Maintenance plan · SLC, UT
|
Cold | $0 |
Day 4 of 5
|
6 yrs
York YCG
|
Expiring
Sep 2026
|
Apr 12 | |||
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