Active Projects

ClickUp Live Integration

Connected

Connected Space: Hometown Systems Lab (2-Person Specialist Team: Remark Antipala & Jesniel Pascual)

Workspace: Hometown Roofing & Restoration
Mapped Assignees: Remark A. & Jesniel P. (Hazzel E. = Ops Mgr)
Last Synced: Ready to import
Weekly Report: December 30 – January 5, 1969

Active Projects

Project cards with progress, milestones, dependencies, blockers, and risk

Voice AI Post-Call Capture

Summit Roofing Co.

Internal Testing
High
Medium risk

Capture post-call data and route opportunities automatically using Voice AI.

Owner
Marcus Reyes
Technical
David Chen
Phase
QA location routing
Target
2026-09-25
Progress · 7/12 milestones78%
Blocker: QA location routing failing for one sub-account
Next: Fix failed routing conditions for Austin sub-account
0. Post-Call Capture1. Opportunity Routing2. Internal Notification

Referral Program Automation

Bright Smile Dental

Building
High
Low risk

End-to-end referral capture, validation, and reward automation.

Owner
Marcus Reyes
Technical
Priya Nair
Phase
Workflow build
Target
2026-09-22
Progress · 4/7 milestones85%
Next: Finalize reward logic and internal notifications
0. Referral Capture1. Referral Validation2. Reward Delivery

Facebook Lead Ad Auto-Responder

Apex Home Services

For Review
Urgent
Low risk

Instant SMS + email follow-up on new Facebook lead ad submissions.

Owner
Marcus Reyes
Technical
David Chen
Phase
Review
Target
2026-09-18
Progress · 0/0 milestones92%
Next: Reviewer approval then production launch
0. FB Lead Auto-Responder

Missed-Call Text-Back Automation

Northstar Legal

Live
High
Low risk

Auto text-back for missed inbound calls with opportunity creation.

Owner
Marcus Reyes
Technical
Priya Nair
Phase
Monitoring
Target
2026-09-19
Progress · 0/0 milestones100%
Next: Monitor response rates for 1 week
0. Missed-Call Text-Back

LEAP Integration

Summit Roofing Co.

Blocked
Normal
High risk

Sync job data between LEAP and CRM via custom integration.

Owner
Marcus Reyes
Technical
Sofia Alvarez
Phase
Integration build
Target
2026-10-02
Progress · 0/0 milestones40%
Blocker: Missing LEAP API credentials from client
Next: Escalate credential request to client

Reputation Automation

Coastal Fitness

Building
Normal
Low risk

Automated review request + response routing by sentiment.

Owner
Marcus Reyes
Technical
Priya Nair
Phase
Workflow build
Target
2026-09-26
Progress · 0/0 milestones55%
Next: Build sentiment routing branch

Pipeline Automation

Greenleaf Landscaping

Building
High
Medium risk

Stage-based automation across the sales pipeline.

Owner
Marcus Reyes
Technical
David Chen
Phase
Stage automation
Target
2026-09-30
Progress · 0/0 milestones60%
Next: Configure stage transition triggers

Email Nurture Campaign

Northstar Legal

Planning
Normal
Low risk

Multi-step nurture sequence for cold leads.

Owner
Marcus Reyes
Technical
Hannah Kim
Phase
Sequence design
Target
2026-09-24
Progress · 0/0 milestones20%
Next: Draft 5-step sequence copy