In progress
New, callback in progress, awaiting owner response.
Owner visibility
Lead disposition tracking for restoration owners.
If no one can answer what happened to every direct inquiry, the response system is not operating yet. Every inquiry needs a source, first-response time, current owner, status, and next action.
Required fields
- Source channel
- First response time
- Current owner
- Disposition status
- Next action and date
Disposition taxonomy
Simple statuses beat custom chaos.
Advanced
Inspection or diagnostic booked, completed, proposal sent.
Closed
Won, lost, or qualified-out with reason.
Owner visibility
The weekly view should be obvious.
- How many direct inquiries came in this week.
- How many were contacted within SLA.
- How many moved forward versus stalled.
- Which qualified-out reasons are dominating.
Common questions
Direct answers for restoration owners.
What is lead disposition tracking for a restoration shop?
It is the rule that every direct inquiry gets a source, first-response time, current owner, status, and next action. Without those fields, the owner cannot audit response leakage.
Which disposition statuses should a restoration owner use?
Keep the taxonomy short: in progress (new, callback in progress, awaiting response), advanced (diagnostic or inspection booked, completed, proposal sent), and closed (won, lost, or qualified out with reason).
How is disposition different from a weekly scorecard?
Disposition is the per-inquiry status trail. The scorecard rolls those records into weekly rates: inquiries received, contacted within SLA, advanced, closed, and qualified-out reasons.
What should the owner see every week?
Direct inquiries received, percent contacted within SLA, after-hours capture rate, disposition completeness, and which reasons dominate qualified-out or lost inquiries.
Related restoration guides
Keep the response path connected.
Start with the visibility layer.
The first product is owner clarity, not more software.