Stage
New Lead
Estimated value
$0
Assigned
MWMarcus Webb
Next actionFirst call within the hourDue today · Marcus Webb
Proposal
Viewed - unsigned$0Customer viewed this proposal 2 days ago. Follow-up recommended.
SentAugust 23
ViewedAugust 25
Views3 times
TemplatePremium homeowner
Activity
Photos
2 photos · Aug 22 inspectionInspectorMarcus Webb
Completed-
Storm typeHail · August 2026
Roof conditionPoor
Insurance involvementundefined claim filed
Damage summary
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·2026-08-26 9:31 AMMarcus Webb
Intro call. Homeowner described missing shingles after last week's storm. Wants a written estimate.
- SMSOutbound·2026-08-26 9:40 AMMarcus Webb
Hi, this is your rep with Summit Ridge Roofing. Confirming we'll be out to look at the roof. Text me anytime.
- SMSInbound·2026-08-26 10:02 AMBrian Tepper
Sounds good, thank you. Afternoons work best for us.
- NoteInternal - not visible to customer·2026-08-26 10:05 AMMarcus Webb
Prefers afternoon appointments. Gate code 4417.