PipelineSR-2420·Insurance · Hail inspection

Terrence Blake

7714 Wornall Rd, Kansas City, MO

Stage

Inspection Scheduled

Estimated value

Assigned

SMSarah Mitchell

Next actionInspection today 2:00 PMDue today · Sarah Mitchell

Proposal

Viewed - unsigned$0

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

SentAugust 23

ViewedAugust 25

Views3 times

TemplatePremium homeowner

Activity

Photos

4 photos · Aug 22 inspection

InspectorSarah Mitchell

Completed-

Storm typeHail · August 2026

Roof conditionPoor

Insurance involvementFarmers claim filed

Damage summary

Collect final payment
Dale Hartman · due Aug 24, 5:00 PM · Financial · Automation: Payment follow-up
UrgentOpen

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·2026-08-24 9:31 AMSarah Mitchell
Intro call. Homeowner described missing shingles after last week's storm. Wants a written estimate.
SMSOutbound·2026-08-24 9:40 AMSarah Mitchell
Hi, this is your rep with Summit Ridge Roofing. Confirming we'll be out to look at the roof. Text me anytime.
SMSInbound·2026-08-24 10:02 AMTerrence Blake
Sounds good, thank you. Afternoons work best for us.
NoteInternal - not visible to customer·2026-08-24 10:05 AMSarah Mitchell
Prefers afternoon appointments. Gate code 4417.