fieldnoteSales process review
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FLOORING & PAINTING · NORTHEAST OHIO

A clear next step
for every estimate.

Follow the lead from first contact to a finished job. See the gaps, fix a handoff, take the audit with you.

10 fictional records · Akron, Canton & ClevelandEnd of day, UTC
RECORDED
MILESTONES Snapshot counts, not conversion rates

START WITH THE HANDOFF

What happens after
the estimate goes out?

Run the review to find estimates without follow-up, slow first responses and completed jobs waiting for a review request.

Use the loaded records, or import a CSV using the template.

Give this lead a next step

Scheduling a follow-up changes this review. It does not send a message.

CSV IMPORT

Bring the lead history.

Use this flat, Housecall Pro-style template. A real export needs its columns mapped first. Extra columns are ignored.

Import replaces this demo's current lead set. Invalid files leave it untouched. Up to 2,000 leads / 1 MB. No file is uploaded.

SAMPLE RULES

Every finding has a reason.

These are visible demo assumptions, not the contractor's agreed service targets.

First response · 60 minutes
A missing response becomes a priority after 60 elapsed minutes. A late recorded response stays as a historical handoff finding. This includes nights and weekends; agree business-hour rules before real use.
Estimate follow-up · 48 hours
An open estimate needs an owner, action and due date. Missing fields are P1 after 48 elapsed hours, otherwise P2. A complete saved follow-up removes this finding.
Overdue action
An open lead with a recorded action and due timestamp before the review cutoff is P1. The demo cannot know whether an unrecorded call happened.
Financing timing · $5,000+
Open estimates at or above $5,000 without a recorded financing conversation need review. This is a presentation question, not an offer of credit.
Review handoff · 24 hours
A won, completed job without a review-request timestamp is flagged after 24 hours. This is not a recommendation to ask for only positive reviews.

P1 = fix first. P2 = review next. All timestamps use explicit timezones; the review date ends at 23:59:59 UTC.

Not evaluated: price accuracy, margins, recorded calls, objection handling, in-home good/better/best presentations, physical samples, financing terms or the client's actual sales results.

RECORDING RESET

Restore the fictional sample?

This replaces imported leads and follow-ups saved in this demo. Download your current lead data first if you want to keep it.