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
Chronological Activity
Audit history of imported data, intelligence events, approvals, simulated outreach, and appointment actions.
| Timestamp | Actor | Event | Source | Result | Related evidence |
|---|---|---|---|---|---|
| April 12, 2026 09:00 | Imported CRM | Imported dormant homeowner inquiry | Replacement estimate request | Complete HVAC replacement estimate available for recovery analysis | — |
| Sep 10, 2026 08:41 | Oakridge HVAC | Classified replacement opportunity | HVAC Replacement Recovery Intelligence analysis | high opportunity; Monthly payment question unresolved | Missed follow-up after estimate |
Trust boundary. This recovery case is synthetic. Oakridge HVAC prepares explainable recommendations; business users control approval, outreach, handoff, and appointment actions.