Signals
Inbound revenue and risk events
Inbound events that indicate revenue intent or risk. Each signal carries a recommended next action and a consent status.
Estimate submitted
Sofia Reyes via web-form
Homeowner requested an estimate for a central air replacement.
Recommended next action
Suggested channel: SMS
Seasonal reminder
Priya Okafor via web-form
Seasonal maintenance is due before peak demand.
Recommended next action
Suggested channel: Email
Estimate submitted
Omar Bauer via web-form
Homeowner requested an estimate for a central air replacement.
Recommended next action
Suggested channel: SMS
Missed call
Jordan Thompson via web-form
Homeowner called about an urgent service need and was not reached.
Recommended next action
Suggested channel: Voice
Estimate submitted
Linda Mills via web-form
Homeowner requested an estimate for a central air replacement.
Recommended next action
Suggested channel: SMS
Warranty expiring
Priya Petrov via web-form
An equipment warranty is approaching expiration.
Recommended next action
Suggested channel: Email
Estimate submitted
Yusuf Castillo via web-form
Homeowner requested an estimate for a central air replacement.
Recommended next action
Suggested channel: SMS
Missed call
Denise Vasquez via web-form
Homeowner called about an urgent service need and was not reached.
Recommended next action
Suggested channel: Voice
Missed call
Wesley Espinoza via web-form
Homeowner called about an urgent service need and was not reached.
Recommended next action
Suggested channel: Voice
Missed call
Ethan Espinoza via web-form
Homeowner called about an urgent service need and was not reached.
Recommended next action
Suggested channel: Voice
Estimate submitted
Omar Sutton via web-form
Homeowner requested an estimate for a central air replacement.
Recommended next action
Suggested channel: SMS
Estimate submitted
Wesley Silva via web-form
Homeowner requested an estimate for a central air replacement.
Recommended next action
Suggested channel: SMS
Warranty expiring
Russell Holloway via web-form
An equipment warranty is approaching expiration.
Recommended next action
Suggested channel: Email
Warranty expiring
Lena Ramirez via web-form
An equipment warranty is approaching expiration.
Recommended next action
Suggested channel: Email
Estimate submitted
Priya Okafor via web-form
Homeowner requested an estimate for a central air replacement.
Recommended next action
Suggested channel: SMS