Stage
Production
Estimated value
$31,700
Assigned
DCDevon Carter
Next actionCrew on site - quality check tomorrowDue today · Devon Carter
Proposal
Viewed - unsigned$31,700Customer viewed this proposal 2 days ago. Follow-up recommended.
SentAugust 23
ViewedAugust 25
Views3 times
TemplatePremium homeowner
Activity
Photos
14 photos · Aug 22 inspectionInspectorDevon Carter
Completed2026-08-18 2:14 PM
Storm typeHail · August 2026
Roof conditionPoor
Insurance involvementUSAA claim filed
Damage summary
- North slopeSevere
- South slopeModerate
- Gutters & downspoutsModerate
- SidingMinor
- InteriorNone
Full replacement recommended. Damage exceeds repair threshold on all primary slopes.
- HighOpenComplete QC walkthroughRachel Kim · due Yesterday, 3:00 PM · Production · Automation: Install completed
- NormalOpenSend final invoiceDale Hartman · due Aug 28, 5:00 PM · Financial · Automation: QC passed
- NormalCompletedSend warranty and closeout packageRachel Kim · due Aug 21, 5:00 PM · Admin · Automation: Final payment received
Calls, texts, emails, notes, tasks, appointments, documents, proposal and payment activity all land on the one job timeline below. Nothing lives in a separate inbox.
- CallOutbound·2026-07-20 9:31 AMDevon Carter
Intro call. Homeowner described missing shingles after last week's storm. Wants a written estimate.
- SMSOutbound·2026-07-20 9:40 AMDevon Carter
Hi, this is your rep with Summit Ridge Roofing. Confirming we'll be out to look at the roof. Text me anytime.
- SMSInbound·2026-07-20 10:02 AMVictor & Elena Ruiz
Sounds good, thank you. Afternoons work best for us.
- NoteInternal - not visible to customer·2026-07-20 10:05 AMDevon Carter
Prefers afternoon appointments. Gate code 4417.
- EmailOutbound·2026-08-20 10:05 AMDevon Carter
Sent proposal with three options and financing details.