one named owner per case
← Workspace homeFictional data · no live sending
TEAM / SHARED QUEUE
One owner. One next move.
Every case stays visible, including routine coordination, cooling enquiries and replies that need a fact check.
current wording needs a decision
one contact thread to confirm
qualified facts still needed
PriorityUrgentNeeds attentionNon-urgent
Draft heldWeb form · 8 min old
Priya Desai
Tenant boiler stopped: today and rough cost requested
- Next move owner
- Martin Shaw
- Next Safe Move
- Ask for the missing facts, hold timing and price wording, then let Martin approve the cautious reply.
Draft prepared for manual reviewMissed call + voicemail · 17 min old
Jason Pollard
Boiler service enquiry needs a callback owner
- Next move owner
- Emma Price
- Next Safe Move
- Assign Emma and use a short qualification checklist before any job handoff.
Draft heldSMS · 31 min old
Linda Barker
Vaillant F28 question asks for an exact repair price
- Next move owner
- Martin Shaw
- Next Safe Move
- Explain diagnosis-first pricing and request the minimum useful details.
Draft heldWhatsApp + voicemail · 2 channels
Adam Webb
Duplicate contacts paused before two replies go out
- Next move owner
- Emma Price
- Next Safe Move
- Merge the case, set one owner, suppress the second draft and call before any promise.
Draft prepared for manual reviewEmail quote · 19 days
Caroline Hughes
Boiler replacement quote is cooling
- Next move owner
- Martin Shaw
- Next Safe Move
- Prepare a calm follow-up asking what is holding the decision.
Draft heldEmail · Today
Peter Long
Complaint reply held until engineer notes are attached
- Next move owner
- Martin Shaw
- Next Safe Move
- Ask the engineer for notes, escalate to Martin and send only a neutral acknowledgement.
Draft prepared for manual reviewSMS · Yesterday
Margaret Lewis
Annual service reminder needs a useful next step
- Next move owner
- Emma Price
- Next Safe Move
- Confirm preferred timing and access notes, then prepare a simple reminder reply.
Draft heldEmail · 2 hours old
Oakbridge Lettings
Multiple gas safety certificates need organised handover
- Next move owner
- Emma Price
- Next Safe Move
- Ask for the minimum property and access details, then create an owned handover.
Draft heldPhone voicemail · 11 min old
Nisha and Tom Reeves
Emergency leak needs triage before attendance wording
- Next move owner
- Martin Shaw
- Next Safe Move
- Call to confirm safety and isolation, then check capacity before any attendance promise.
Draft heldPhone · 26 min old
Elsie Warren
No heating with vulnerable occupant context
- Next move owner
- Martin Shaw
- Next Safe Move
- Call promptly, record context carefully and confirm only what the team can deliver.
Draft heldEmail · Waiting
Pavilion Dental Rooms
Safety wording needs engineer fact check
- Next move owner
- Dan West
- Next Safe Move
- Ask Dan to check the facts before any safety wording leaves the business.
Draft prepared for manual reviewClosed job · Job closed
Hannah Cole
Completed job is review-ready after proof check
- Next move owner
- Emma Price
- Next Safe Move
- Prepare the review ask only while complaint and callback checks remain clear.
Draft heldWeb form · 43 min old
Ben Harwood
Same-day radiator repair needs availability check
- Next move owner
- Emma Price
- Next Safe Move
- Request key details and check capacity without promising a slot or price.
Draft heldEmail · 3 hours old
Maven Lettings
Responsibility is unclear before a tenant visit
- Next move owner
- Emma Price
- Next Safe Move
- Confirm instruction authority, access and invoice contact before creating a handover.
Draft heldSMS · Today
Rob and Kelly Moore
Discount or refund request needs complaint-safe handling
- Next move owner
- Martin Shaw
- Next Safe Move
- Gather the timeline and hold refund, discount or liability wording.
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