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PipelineSR-2418·Insurance · Insurance roof replacement - hail / wind

Amanda Whitfield

8412 Nall Ave, Prairie Village, KS

Stage
Proposal Sent
Estimated value
$28,450
Next actionFollow up on proposalDue today · Sarah Mitchell

Proposal

Viewed - unsigned$28,450

Customer viewed this proposal 2 days ago. Follow-up recommended.

SentAugust 23
ViewedAugust 25
Views3 times
TemplatePremium homeowner

Activity

Photos

18 photos · Aug 22 inspection
InspectorSarah Mitchell
CompletedAug 22, 2026 at 2:21 PM
Storm typeHail / Wind · August 14, 2026
Roof conditionPoor - end of serviceable life
Insurance involvementState Farm claim filed
Damage summary
  • North slopeSevere
  • West slopeSevere
  • Soft metalsModerate
  • Gutters & downspoutsModerate
  • South & east slopesMinor
  • InteriorNone

Multiple hail impacts identified on north and west slopes. Soft metal damage present on vents and gutters. Recommend full replacement evaluation.

Final contract$29,420
Collected$21,250
Remaining$8,170
Actual margin30.6%
Financial statusOpen
Financial healthHealthy
Next financial action
Collect final payment
  • Follow up on proposal
    Sarah Mitchell · due Today, 10:00 AM · Sales · Automation: Proposal follow-up
    UrgentOpen
  • Confirm shingle color with homeowner
    Sarah Mitchell · due Today, 4:00 PM · Sales · Sarah Mitchell
    HighIn Progress
  • Submit supplement to State Farm
    Dale Hartman · due Tomorrow, 9:00 AM · Financial · Rachel Kim
    HighWaiting

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·Aug 20, 10:14 AMSarah Mitchell

    Intro call. Amanda saw neighbors getting roofs replaced after the Aug 14 hail. Wants an honest look before filing.

  • SMSOutbound·Aug 20, 10:22 AMSarah Mitchell

    Hi Amanda, Sarah with Summit Ridge. You're on for Saturday at 2. I'll text when I'm on the way.

  • SMSInbound·Aug 20, 10:31 AMAmanda Whitfield

    Perfect, thank you. Text is best, I'm in meetings most of the day.

  • NoteInternal - not visible to customer·Aug 22, 3:06 PMSarah Mitchell

    Husband travels for work, Amanda makes the decision. Deductible is $2,500 and she asked about payment timing.

  • EmailOutbound·Aug 23, 11:18 AMSarah Mitchell

    Sent proposal for $28,450 with the Class 4 upgrade option and financing details.

  • SMSOutbound·Aug 24, 1:02 PMSarah Mitchell

    Just checking the proposal landed in your inbox. Happy to walk through the options whenever works.