Needs action
AC stopped cooling last night
HVAC repair - Austin, TX 78704 - Google LSA
Owner: Maya · Next action: call homeowner after 4 p.m.
Request #1
Sample workspace · demo data
Every homeowner request needs a clear handoff.
This read-only sample shows the record a team needs when a homeowner request comes in: context, a clear handoff, what happened last, and what happens next.
Sample request
Needs action
A clear handoff records the homeowner context, the person responsible, and the next action.
Sample inbox
3 requests to work
Consent capturedClear handoffNext action written
In progress
Roof leak estimate this week
Roofing - Dallas, TX 75209 - Paid search
Owner: Luis · Last action: homeowner asked for an inspection window.
Request #2
Needs review
Kitchen remodel research
Remodeling - Phoenix, AZ 85018 - Organic
Owner: unassigned · Next action: confirm whether this trade is in scope.
Request #3
Activity timeline
Quote form submitted from Google LSA
TCPA consent captured and stored
Homeowner request saved with its original wording
Owner assigned: Maya
Next action written: call homeowner after 4 p.m.
Before more lead spend
Make the next action visible first.
Before you buy more leads, make sure your team can see which homeowner requests and estimates still need a next step. This sample shows the information a clear handoff needs.
Sample workflowHomeowner contextNext action visible