Missed Appointment Opportunity
Insight
Last week, 24 leads requested service but could not be scheduled due to limited availability.
Recommendation
Hire 2 additional sales reps to handle overflow. This would allow you to accommodate those 24 appointments and potentially recover 6 additional sales.
CSR Coaching
Insight
Jayda struggled to follow the approved script and consistently failed to overcome pricing objections.
Recommendation:
Schedule targeted training for Jayda on objection handling and script adherence to improve close rates.
Reduce Missed Calls & Drop-Offs.
Insight
Customers often waited 30+ seconds before calls were answered, resulting in a high...
Recommendation:
Implement call monitoring with alerts for missed calls, provide coaching on timely follow-ups, and enable AI IVR to immediately greet callers...
DASHBOARD
Booking rate
65%
Total Leads
56
Qualified Leads
34
Booked Appointments
22
Booking Rate:
50% → 65%
+15% Growth in qualified leads booked from start to end of the selected timeframe.
Unbooked Appointments Card
4
Service unavailability (qualified but service not offered)
Unhappy existing customer
Scheduling Conflicts
Customer Needs Time to Decide
Service Fee Concerns
In-Person Estimate Only
64%
7/11
76%
110/144
77%
41/53
81%
116/144
| Name | Phone Number | Service Requested | Availability | Address | Details (Captured by Otto AI) |
|---|---|---|---|---|---|
| (602) 445-7821 | Roof Inspection | 3:00 PM, Jan 15 | 2847 W Desert View Dr, Phoenix, AZ 85027 | ||
| (480) 892-3345 | Emergency Leak Repair | 10:00 AM, Jan 16 | 4521 N Central Ave, Scottsdale, AZ 85251 | ||
| (520) 667-9012 | Complete Roof Replacement | 1:30 PM, Jan 17 | 7892 E Broadway Blvd, Tucson, AZ 85710 |
Calls Overview
Missed Calls
42
Saved Calls
28
Otto Assist Success Rate
75% of Otto-assisted missed calls booked
Sort by
Booked Leads (Successfully Scheduled)
Nick Appelhams
970-814-9464
Successfully scheduled January 2 between 10-12AM
Roof needs new decking and underlayment
Forrest Schwyn
480-280-2335
Successfully scheduled for Monday 29 December between 1-3PM
Blown-off Shingles and hail damage
Maria Rodriguez
(602) 445-7821
Successfully scheduled January 6 between 10-12AM
Complete roof replacement needed for 30-year-old home
James Wilson
(480) 892-3345
Successfully scheduled January 7 between 2-4PM
Storm damage inspection and repair estimate
Lisa Thompson
(520) 667-9012
Successfully scheduled January 9 between 11AM-1PM
Gutter replacement and roof maintenance
Pending leads (Active nurturing)
Emily Carter
(555) 321-9876
No call back yet for 20min
Cracked shingles from wind damage.
Recommended urgent inspection
Daniel Park
(602) 334-8891
Follow-up needed - awaiting customer decision
Customer needs time to review estimate and discuss with spouse.
Roof repair estimate provided, waiting for approval
Amanda Foster
(480) 556-2234
Waiting for insurance claim approval
Customer filed insurance claim, waiting for adjuster assessment.
Storm damage repair pending insurance approval
Christopher Lee
(520) 778-4456
Scheduling conflict - needs to reschedule
Customer requested appointment but had scheduling conflict, needs alternative date.
Roof inspection needed, initial appointment conflicted
Dead leads (Unresponsive)
Robert Martinez
(602) 887-4421
3 attempts - No response
Inquiry about roof replacement estimate.
Requested quote for 20-year-old roof replacement
Jennifer Walsh
(480) 556-7892
3 attempts - No response
Reported leak in kitchen ceiling after recent storm.
Kitchen ceiling leak needs immediate attention
Thomas Anderson
(520) 334-6678
3 attempts - No response
Interested in solar panel installation on roof.
Inquiry about roof condition for solar installation
| Name | Phone Number | Reason Not Booked | Last Touched | Urgency | Objection & Response |
|---|---|---|---|---|---|
| 480-634-3828 | Unhappy existing customer | January 4, 2026 | High | Unhappy existing customer Customer called Arizona Roofers to inquire about a delayed roofing job arrival, stating that work was scheduled for yesterday or the day before but the crew has not shown up. | |
| 623-755-5595 | Service unavailability | December 15, 2025 | Medium | Service unavailability Courtney Miller has a brand new roof which has a leak that requires a patch. Courtney is willing to pay extra but Travis mentioned the roofing company would not be able to service the request and they should look for a roofing handyman | |
| 520-483-2105 | Service unavailability | January 2, 2026 | Medium | Service unavailability Agent Travis informed Kevin that Arizona Roofers has a 7-9 week timeline for repairs due to high volume from recent storms, and recommended he contact a local roofing handyman or the Better Business Bureau for faster service, with an option to call back if he cannot find alternative help. | |
| 480-335-6447 | Service unavailability | December 28, 2025 | Medium | Service unavailability Heather needed a roof inspection but Travis mentioned the roofing company would not be able to service the request. |