Rachel Moore
Job done Opted inrepeat
(719) 555-1201 · 3 jobs · last contact Sat
Latest: Furnace short-cycling
Follow up
Follow up today
Contact
- rachel.moore@example.com
- 14 Elm St, Monument
- Customer since Dec 6, 2025
Notes
Two dogs, use the side gate. Prefers texts over calls. Furnace is a 2014 Carrier, filter size 16x25x1.
Job amounts
What each job paid makes your Results show real revenue.
Sun, Nov 1
Mon, Jun 15
Sun, Dec 7
Marketing texts
Opted in to reminders and offers
replied YES by text, Jun 16, 7:46 PM
Proof of consent
Summit Heating & Air: Reply YES to agree to get marketing texts from Summit Heating & Air, including review requests, maintenance reminders and offers (up to 5/mo), sent using automated technology. Consent is not a condition of any purchase. Msg & data rates may apply. Reply STOP anytime to opt out. Replied "YES" to our text of 2026-06-16T23:46:46.895Z
Referrals
Sent you 1 customer, 1 booked.
History
- Asked for a Google reviewNov 2, 12:46 PM
- Job Sun, Nov 1, 8-10amOct 31, 1:46 PM · 14 Elm St, Monument
- Missed call, texted backOct 31, 1:46 PM
- Lead #1: Furnace short-cyclingOct 31, 1:46 PM · 7 texts · Booked
- Quote lost: $6,900Oct 13, 5:46 PM
- Quoted $6,900: new high-efficiency furnaceOct 6, 5:46 PM · 2 follow-ups sent
- Sent their referral linkJun 18, 5:46 PM
- Opted in to marketing textsJun 16, 7:46 PM · replied YES by text
- Asked if they'd like reminder textsJun 16, 5:46 PM
- Job Mon, Jun 15, 8-10amJun 14, 11:46 AM · 14 Elm St, Monument
- Missed call, texted backJun 14, 11:46 AM
- Lead #12: Furnace tune-up before winterJun 14, 11:46 AM · 7 texts · Booked
- Job Sun, Dec 7, 1-3pmDec 6, 10:46 AM · 14 Elm St, Monument
- Missed call, texted backDec 6, 10:46 AM
- Lead #13: AC not cooling upstairsDec 6, 10:46 AM · 4 texts · Booked