ContractorOS
Sample data / MVP demo
Summit Roofing · owner sample viewSeptember 1, 2026

Lead Intake & Follow-up Command Center

A focused owner view for responding fast, qualifying the right details, and handing estimate scheduling to a person before good leads go cold.

Sample data / MVP demo. All lead activity, drafts, states, and likelihoods are illustrative, local-only, and human-reviewed—no live CRM sync, lead retrieval, messages, calling, texting, calendar booking, integrations, autonomous actions, or booked-job guarantees.

Explainable funnel

Where illustrative leads sit today

New
6

Fresh fictional inquiries awaiting human review

Contacted
5

A reply is drafted or a sample conversation started

Qualified
3

Basic project fit has been human-confirmed

Estimate Scheduled
2

Illustrative handoffs, not calendar bookings

Estimate Sent
4

Included for funnel context only

Won / Lost
7 / 2

Illustrative historical outcomes, not forecasts

Prioritized lead queue

Start with the next best human review

Priority is explained from fictional recency, request context, response status, and missing information—not an automated action.

5 sample leads

Human-reviewed reply draft

Edit locally, then preview or approve

Editing, previewing, approving, or copying never sends a message, retrieves a lead, calls, texts, books time, updates a CRM, or triggers an automation.

Local-only controls. A human must decide whether and how to use the draft outside this illustrative demo.

Sample-data MVP: every interaction is illustrative, local-only, and human-reviewed.

Preview demo states