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Beth Lee

customerworkiz
Email
beth.lee@example.com
Phone
+15125550014
Address
114 Elm St, San Antonio, TX
Company
—
First seen
11/1/2025
Last touch
2/21/2026
Source id
seed-contact-14
Tags
—

Signals

AI-extracted cues from every communication with this person. Refreshed after each sync.

Sentiment
  • negative (92%)
Opportunities

No upsell / cross-sell cues yet.

Missed actions
  • Owner callback to angry customer
Next actions

No concrete next step implied yet.

Communications

2 calls / SMS / email across all sources (most recent first).

  • ☎ callinboundworkiz

    Customer angry about delayed repair, demanding callback from owner.

    +15125550114 → +15125559999
    sentiment: negativemissed_action: Owner callback to angry customer
    4/17/2026, 5:04:05 AM
  • ☎ callinboundhousecallpro

    Confirmed appointment for tomorrow at 2pm.

    +15125550136 → +15125559999
    sentiment: positive
    4/15/2026, 8:04:05 PM

Jobs

4 jobs across all connected sources.

  • Duct Cleaningscheduledhousecallpro
    Scheduled 6/30/2026
  • HVAC Repairin_progressjobber
    Scheduled 4/17/2026
  • Furnace Repaircompletedworkiz

    Customer mentioned aging water heater - upsell opportunity.

    $1,701.76
    Scheduled 1/21/2026
    Completed 1/23/2026
  • Heat Pump Installon_hold

Leads

1 lead.

  • facebooklostworkiz
    First contact 1/23/2026

Invoices

1 invoice.

  • INV-0009paidhousecallpro
    $1,701.76
    Issued 2/27/2026

Source payload

Raw ingested record from workiz.

{}
workiz

Waiting on parts from supplier.

Scheduled 1/18/2026