At a Glance
Total Jobs
1
Open Jobs
1
Completed
0
Avg Ticket
$1,001
Last ActivityToday
Account Health
Strong
Response Time5 min
Lifetime Value$1,001
Last ContactedToday
Next Follow-upNone scheduled
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AI Insights
Doc
📈
Upsell Opportunity
Customer has mirrors to replace (mentioned in job summary). Consider bundling a mirror package with the IGU install — avg mirror add-on is $280 and 72% of customers accept when offered at install.
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Balance Due After Install
$501 balance is due on completion. Tech should collect before leaving the site. Customer paid deposit via Visa — same card likely on file for balance.
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Financing Not Offered
Synchrony financing was not presented to this customer. Jobs over $800 close 35% faster when financing is offered. Consider mentioning 0% APR for 60 months ($17/mo) at the install.
Timeline
🏷
Johnny GonzalezToday · 1:23 PM
Added tag Sold Need To Order to job J-54046927
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Johnny GonzalezToday · 1:22 PM
Collected Visa payment $500 on EST-8847
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SystemToday · 1:21 PM
Appt #54046927-1 marked done
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Doc (AI)Today · 9:00 AM AI
Auto follow-up email on estimate
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Jordan (CSR)Apr 22 · 5:30 PM
Sent EST-8847 v2 to customer
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Follow-up call, customer wants lower price. 4m 12s
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SystemApr 21
Customer rejected EST-8847 v1
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SystemApr 20
Deal OPP-1847 created from website lead
Messages
iMessage
Hi David! This is Glass Doctor of Houston. We got your request — we can have someone out for a measure this week. Does Thursday AM work?
Yes, Thursday morning works great. I'll be home by 9.
Following up on your estimate — did you have any questions? Happy to walk through it.
It came in a bit high. Can we do something about the price?
Service History
1 job
| Date | Job # | Type | Summary | Tech | Status | Total |
|---|---|---|---|---|---|---|
| Apr 23 | J-54046927 | IGU Basic Measure | Window + mirror | Johnny G. | In Progress | $1,001 |
Audit Trail
📝
Jordan (CSR)Today, 1:22 PM
Updated preferred contact: Phone → Email
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Doc (AI)Apr 22 AI
Added tag "Website Lead" — auto-classified from lead source
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SystemApr 20
Customer record created — from website form submission
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SystemApr 20
ServiceTitan customer linked — auto-matched by phone (303) 570-3892