Hi Ashton
+ New leadFriday, October 23
Your morning
Nothing booked today. 1 finished job to collect for; the agents took 3 steps on their own since yesterday.
Dry run: approving records the text, nothing is sent.
Ready to approve (0)
Your next moves (16)
Samuel Brooks: Install is done: send the payment link. Held: No payment link set up yet. Add it in Settings (card payments come in a later phase).
Tyrone Moreno: Send the Plus autopay link. Held: No Plus plan link set up yet. Add it in Settings.
Hector Keller: Paid Sun, May 3: ask for a review. Held: No review link set up yet. Add it in Settings.
Linda Moreno: Paid Sun, Oct 18: ask for a review. Held: No review link set up yet. Add it in Settings.
Register the warranty: Softener at Hector Keller, installed 174 days ago.
Register the warranty: Pre-filter housing at Hector Keller, installed 174 days ago.
Also (9 more, less money riding on them)
Register the warranty: Softener at Samuel Brooks.
Register the warranty: Pre-filter housing at Samuel Brooks.
Register the warranty: Carbon tank at Samuel Brooks.
Dan Ortiz (test) is missing: insurance certificate, W-9, signed contractor agreement.
Mia Cole (test) is missing: insurance certificate, W-9, signed contractor agreement.
Hector Keller: Pre-filter cartridge due in 9 days
Register the warranty: Softener at Linda Moreno.
Register the warranty: Pre-filter housing at Linda Moreno.
Register the warranty: Carbon tank at Linda Moreno.
Would have gone out (dry run)
Karen Alvarez · Quote follow-up
Fri, Oct 23 at 8:00am
Tyrone Moreno · Install date
Fri, Oct 23 at 8:00am
David Ellis · Follow-up
Thu, Oct 22 at 9:00am
Mia Cole (test) · Plumber ask
Wed, Oct 21 at 2:06pm
Karen Alvarez · Send quote
Wed, Oct 21 at 2:06pm
Carlos Reyes · Install date
Wed, Oct 21 at 2:06pm
Maria Foster · Confirm water test
Wed, Oct 21 at 2:06pm
David Ellis · First text
Wed, Oct 21 at 2:06pm
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