Synthetic home project recovery
high opportunity
Replacement estimate booked
Carlos Ramirez
Case ID: OAK-2026-001SpanishRecovery owner: Jordan PriceComfort Advisor: Jordan PriceApril 16: Estimate delivered; follow-up ended after one call
Recovery Journey
Lifecycle milestones are separate from the chronological activity feed.
Selected stage
Replacement estimate
Status
current
Owner
Jordan Price
Outcome
Comfort Advisor accepts homeowner inquiry handoff
Homeowner inquiry / contact summary
Preferred language
Spanish
City/state
Dallas, Synthetic market
Phone status
Usable
Email status
Usable
Preferred channel
SMS
Contact permission
available
Lead source
Replacement estimate request
Original inquiry
April 12, 2026
Last interaction
April 16: Estimate delivered; follow-up ended after one call
Recovery summary
Complete HVAC replacement
Complete HVAC replacement estimate
Opportunity level
High Replacement opportunity
Primary stall reason
Monthly payment question unresolved
Secondary stall reason
Missed follow-up after estimate
Current stage
Replacement estimate booked
Days dormant
103
Recovery owner
Jordan Price
Comfort Advisor
Jordan Price
Recommended action
Comfort Advisor accepts homeowner inquiry handoff
Trust boundary. This recovery case is synthetic. Oakridge HVAC prepares explainable recommendations; business users control approval, outreach, handoff, and appointment actions.