| Customer | Stage | Phone | ZIP | Timing | Range | Next step | Age |
|---|---|---|---|---|---|---|---|
| Marcus BellPearland · 4127 Shadow Creek Pkwy | New | (281) 555-5260 | 77584In range | As soon as possible | $9,000–$14,000 | Call now24h past the window | 1d |
| Elena VasquezKaty · 22910 Elkana Deane Ln | New | (281) 555-6613 | 77494In range | Waiting on an insurance claim | $9,000–$14,000 | Try againToday | 1d |
| Curtis LandryRichmond · 1410 Pecan Grove Dr | Contacted | (713) 555-7543 | 77406In range | Just planning ahead | Repair scale (priced on site) | Book the site visit5h past the window | 1d |
| TEST Maria Gonzalez (delete me)123 Oak St, Sugar Land, TX 77479 | Visit scheduled | (346) 555-0188 | 77479In range | As soon as possible | $17,000–$26,000 | Visit in 3dIn 3d | 1d |
| Test Intake | New | (346) 555-0100 | 77479In range | As soon as possible | $17,000–$26,000 | Try again1d overdue | 1d |
| Kathy NguyenThe Woodlands | Visit scheduled | (832) 555-8426 | 77380Near edge | Next 1–3 months | $12,000–$18,000 | Visit in 4dIn 4d | 3d |
| Tom & Denise HarperCypress · 18202 Bridle Meadow Ln | New | (832) 555-3082 | 77433In range | As soon as possible | $31,000–$46,000 | Decide: Not now or LostDecide | 3d |
| Renee OkonkwoHouston · 1123 W 22nd St | Contacted | (281) 555-7491 | 77007In range | As soon as possible | Repair scale (priced on site) | Last nudge to bookIn 6d | 4d |
| Gabriela OrtizSpring · 25 Hollow Pine Ct | Visit scheduled | (346) 555-1049 | 77389Near edge | Next 1–3 months | $31,000–$46,000 | Site visit todayToday | 5d |
| Priyanka ShahSugar Land · 6015 Ashley Falls Ct | New | (281) 555-9351 | 77479In range | Waiting on an insurance claim | $31,000–$46,000 | Decide: Not now or LostDecide | 6d |
| Jamal ReedLeague City · 2908 Bay Area Blvd | Visit scheduled | (832) 555-1703 | 77573In range | Waiting on an insurance claim | $24,000–$36,000 | Send the quote1d since the visit | Sep 19 |
| Bill WhitakerHouston · 10318 Memorial Dr | Not now | (832) 555-1895 | 77024In range | Just planning ahead | $24,000–$36,000 | — | Sep 16 |
| Andrea FontenotMissouri City · 3011 Quail Village Dr | Quoted | (346) 555-8907 | 77459In range | As soon as possible | $12,000–$18,000 | Call about the quoteIn 3d | Sep 15 |
| Steve KowalskiBellaire · 5306 Holly St | Quoted | (713) 555-3307 | 77401In range | Next 1–3 months | Repair scale (priced on site) | Check in on the quoteTomorrow | Sep 15 |
| Luis & Carmen DelgadoFriendswood · 1804 Whispering Pines | Quoted | (281) 555-7215 | 77546In range | As soon as possible | $12,000–$18,000 | Email a recapIn 6d | Sep 13 |
| Whitney ColeHumble · 7210 Fall Creek Bend | Deposit paid | (281) 555-8084 | 77396Near edge | Just planning ahead | Repair scale (priced on site) | Thank them and set the start date3h past the window | Sep 11 |
| Joyce PattersonWebster | In progress | (832) 555-7439 | 77598In range | As soon as possible | $12,000–$18,000 | Work starts todayToday | Sep 7 |
| Nancy BrightKingwood · 2517 Lake Village Dr | Quoted | (832) 555-9624 | 77339Near edge | Waiting on an insurance claim | $17,000–$26,000 | Last check-inOct 3 | Sep 4 |
| Omar HaddadKaty | Work scheduled | (346) 555-7353 | 77449In range | As soon as possible | Repair scale (priced on site) | Starts Oct 4Oct 4 | Aug 31 |
| Tina BroussardHouston · 905 Woodland St | In progress | (713) 555-1637 | 77009In range | As soon as possible | Repair scale (priced on site) | Finish up, walk through, collect final paymentIn 2d | Aug 26 |
| Greg ThibodeauxHouston · 9311 Woodstream Village | In progress | (713) 555-2220 | 77095In range | Just planning ahead | $12,000–$18,000 | Finish up, walk through, collect final paymentOngoing | Aug 21 |
| Derek SandovalTomball · 19010 Amber Meadow Ct | Not now | (832) 555-1215 | 77377Near edge | Next 1–3 months | Repair scale (priced on site) | — | Aug 21 |
- Marcus BellNew
- Elena VasquezNew
- Curtis LandryContacted
- TEST Maria Gonzalez (delete me)Visit scheduled
- Test IntakeNew
- Kathy NguyenVisit scheduled
- Tom & Denise HarperNew
- Renee OkonkwoContacted
- Gabriela OrtizVisit scheduled
- Priyanka ShahNew
- Jamal ReedVisit scheduled
- Bill WhitakerNot now
- Andrea FontenotQuoted
- Steve KowalskiQuoted
- Luis & Carmen DelgadoQuoted
- Whitney ColeDeposit paid
- Joyce PattersonIn progress
- Nancy BrightQuoted
- Omar HaddadWork scheduled
- Tina BroussardIn progress
- Greg ThibodeauxIn progress
- Derek SandovalNot now