SANDBOX — DEMO DATA ONLY · NOT CONNECTED TO ANY LIVE SYSTEM
◆ Diamond OS V2

Pipeline

Initial Inquiry3
Linda Harper
→ Call to schedule inspection
Sara (Office) · 2026-10-13
Rachel Kim
→ Call to schedule inspection
Sara (Office) · 2026-10-13
Omar Haddad
→ Return voicemail — wants inspection
Sara (Office) · 2026-10-11
STAGNANT / NEEDS ACTIONOverdue
Estimating2
Marcus Bell
Estimate appointment Oct 14
$14,200
→ Finish roof measurements & estimate
Mike (Estimator) · 2026-10-11
Overdue
Beth Turner
Estimate appointment Oct 14
$12,600
→ Measure roof at appointment
Mike (Estimator) · 2026-10-14
Estimate Sent3
Priya Nair
$18,750
STAGNANT / NEEDS ACTIONIdle 7d+
Hector Ruiz
$24,800
→ Owner: approve estimate over $15,000
Aaron (Owner) · 2026-10-13
Nina Patel
$9,400
→ Follow up on estimate
Mike (Estimator) · 2026-10-15
Sold2
Maria Lopez
$13,400
→ Collect deposit
Sara (Office) · 2026-10-14
Carl Jennings
$17,200
→ Collect deposit
Sara (Office) · 2026-10-13
Production3
Ken Alvarez
$11,800
→ Schedule dump / roll-off
Luis (Production) · 2026-10-13
Grace Oduya
$15,300Deposit ✓
→ Order materials
Luis (Production) · 2026-10-14
Walt Simmons
$19,900Deposit ✓
→ Schedule material delivery
Luis (Production) · 2026-10-13
Scheduled3
Tom & Jess Rivera
Install Oct 12
🌧️ Oct 14 70% rain risk
$22,400Deposit ✓
→ Final cleanup & magnet sweep
Luis (Production) · 2026-10-14
Dana Brooks
Install Oct 15
☀️ Oct 16 4%
$16,900Deposit ✓
→ Confirm crew for start
Luis (Production) · 2026-10-14
Lena Brooks
Install Oct 14
⛅ Oct 14 29%
$14,100Deposit ✓
→ Confirm crew for start
Luis (Production) · 2026-10-13
Completed3
Gary Whitfield
$9,800
→ Owner: approve Google review request
Aaron (Owner) · 2026-10-13
Frank & Amy Doyle
$12,750Deposit ✓
→ Owner: approve & release feedback request
Aaron (Owner) · 2026-10-13
QA Test — Feedback Email
→ QA: send test feedback email
Aaron (Owner) · 2026-10-14
Review/Closed0