Daily Onsite Report THI-V2
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Total Records: 18 ↻
Meeting Stage From Lead Source Product Type City Sales Rep Sales Rep 2 Trainee Home Owner Name Second Home Owner Mobile Property Revenue Description Notes Address Name Confirmer Promoter Setter District
02-Dec 2025 10:00 AM Previous Customer Painting North Richland Hills Catherine McNaught - 8282285454 0 ATTN MR - McNaugh- AxeCourt- 2025-10-31 ALO Jackie Mayfield Angelo Leyba (ALO) DFW
02-Dec 2025 10:00 AM Canvassing RF Cedar Park Veronica Cazares - 5127447208 0 Existing prior client calling in via Google My Business. Interested in roofing due to possible rotten wood around roof area; unclear if issue is roof or siding related. Prior work includes siding and windows completed around March 2021. CRM shows full demo and no sale on roof. Check hard copy paperwork from March 2021 to confirm any prior roof scope and warranty applicability before visit. - Cazares- RivieraDr- 2025-12-01 - - - AUS
02-Dec 2025 10:00 AM Canvassing PC, DK Bedford Eleanor LL - 4695859967 0 New canvassing lead in Bedford (DFW). Eleanor wants a patio cover and wood replacement on existing decking. Home is all stucco; this project is her main priority. She works as a data analyst. Single homeowner and decision maker. - LL- CardinalCircle- 2025-12-01 ALO Caleb Killough Caleb Killough DFW
02-Dec 2025 10:00 AM Previous Customer Painting McKinney Celeste Cox David Cox 2146167373 0 Attn NL - Cox- OakStreet- 2025-11-18 ALO Jackie Mayfield Jackie Mayfield DFW
02-Dec 2025 10:00 AM Previous Customer Windows Georgetown Ernest Simmons - 5129981775 0 - - Simmons- McKinneyFalls- 2025-11-26 Randy Aviles Luis Ruvalcaba Randy Aviles AUS
02-Dec 2025 10:00 AM Canvassing Siding, Painting Austin Drew Cormier Mary Cormier 7815769333 0 - - Cormier- HuntersChaseDrive- 2025-11-21 Randy Aviles Victor Molina Randy Aviles AUS
02-Dec 2025 10:00 AM Previous Customer Painting Dallas Francisco Escobar - 2147286903 0 AC - Escobar- StoneRidgeDrive- 2025-10-30 ALO Jackie Mayfield Jackie Mayfield DFW
02-Dec 2025 10:00 AM Canvassing TC, OT Keller Mona Ford - 8173005747 0 Exterior painting and wood replacement on home in Keller, TX. Lead generated via door knocking in DFW area. Appointment set for 10:00 AM on 12/02/2025; homeowner Mona Ford is the primary decision maker. - Ford- AustinStreet- 2025-12-01 ALO Aaron Mosely Aaron Mosely DFW
02-Dec 2025 10:00 AM Previous Customer Painting Plano Michelle Giltner - 2147384082 0 AC SOLD - Giltner- Westwood- 2025-10-02 Jackie Mayfield Jackie Mayfield Jackie Mayfield DFW
02-Dec 2025 10:00 AM Canvassing TC, OT Grapevine Sherry Ebow - 4436003890 0 Exterior painting and wood replacement lead. Focus on fascia painting and discuss senior discount options. Appointment set for Tuesday, December 2 at 10:00 AM. - Ebow- CableCreekDrive- 2025-12-01 ALO Caleb Killough Caleb Killough DFW
02-Dec 2025 10:30 AM Previous Customer Foundation Allen Fred Clements Laura Clements 4697665101 0 Attn TW/NL - Clements- BuschDr- 2025-09-25 - Jackie Mayfield Angelo Leyba (ALO) DFW
02-Dec 2025 11:00 AM GMB FD Round Rock Tony Gran - 5126192140 0 Severe foundation issues for 2 years, HOA denies, 40 inch crack, cabinets misaligned, cracks in walls and floors. - Gran- LoganDrive- 2025-11-24 - Amanda Crockett Amanda Crockett AUS
02-Dec 2025 11:30 AM Canvassing TC Grapevine Renee Hale Cody Pinkerman - 0 Cody and secondary homeowner Renee are seeking an exterior painting (Cool Wall/Tex Cote) quote for their home in Grapevine. Lead originated from a flyer; they called in to schedule. Appointment is on December 2nd at 11:30 AM; DFW district. - Pinkerman- Meadow- 2025-12-01 ALO Gunner Lowry Angelo Leyba (ALO) DFW
02-Dec 2025 12:00 PM Previous Customer Roofing Austin Jose Pineda Maria Pineda 5126273192 250 - - Pineda- PowderMillTrail- 2025-11-28 Randy Aviles Luis Ruvalcaba Luis Ruvalcaba AUS
02-Dec 2025 1:00 PM Canvassing TC, OT Hearst Chuck DeRoven - 8179884552 0 Widowed Navy veteran (served 6 years in Vietnam). Interested in exterior painting and wood replacement. There are multiple completed projects in his neighborhood, which may provide social proof. - DeRoven- TwinCreekCourt- 2025-12-01 ALO Caleb Killough Caleb Killough DFW
02-Dec 2025 2:00 PM Previous Customer Screen Room Austin Rick Stannfield - 5122960265 0 - - Stanfield- CherryOakLane- 2025-11-26 Randy Aviles Luis Ruvalcaba Randy Aviles AUS
02-Dec 2025 4:00 PM Canvassing TC, OT Grapevine Jan Jan Larry Jan 8179888062 0 New canvassing lead in Grapevine. Jan and Larry Jan are interested in exterior painting and wood replacement. There are holes in the soffits caused by squirrels; inspect for damage and discuss repair options along with coating/paint solutions. - Jan- CasaLoma- 2025-12-01 ALO Caleb Killough Caleb Killough DFW
02-Dec 2025 5:00 PM Canvassing PC North Richland Hills Holly Webb - 8173604665 0 DFW lead from canvassing. Holly Webb wants a quote for an exterior patio cover; patio was just extended. Appointment set for 5 PM. - Webb- MeadowCreekRoad- 2025-12-01 ALO Jake McCauley Jake McCauley DFW