Pipeline Status
Lead
Quoted
Sold
Done
Lead Age2 days
First Touch11 min (auto)
Last ActivityYesterday
Account Health
New — Awaiting Schedule
Lead ScoreB+ / 78
Est. Value$280 – $450
Win Probability61%
Next ActionConfirm measure
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AI Insights
Doc
⏳
Lead Aging — 48 hours
Daniel submitted Apr 26. We responded via auto-SMS in 11 min but no human touch yet. Conversion rate drops 38% after 72 hrs. Recommend Donna call today.
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Same-Zone Tech Available
Travis B. has Apr 30 morning open and is already routing to Beaumont Centre that day. Stack this measure before lunch — zero windshield time.
Open Estimate (1)
OPP-2128
Basement Window IGU Replacement
Residential
Est. Value: $365
Age: 2d
Timeline
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Doc (AI)Yesterday · 9:00 AM AI
Drafted welcome email + estimate template. Ready for human review before send.
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Auto SMSApr 26 · 4:29 PM
"Hi Daniel — thanks for reaching out. We got your basement window request and will text back within 1 business day to schedule a measure."
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SystemApr 26 · 4:18 PM
Lead created from website form. Source: glassdoctor.com/lexington/contact
Messages
SMS
Hi — submitted via your site about a cracked basement window. Just need a quote in writing. Prefer text. Thanks.
Hi Daniel! Thanks for reaching out — we got the request. We'll text back within 1 business day to set up a free measure.
Sounds good. The window is behind a dryer, may need 5 min to move it. Available most afternoons.
Service History
No prior jobs
No service history yet — first job pending estimate