Rehash Queue

The Rehash queue is the residential win-back workspace for unsold quotes. Open Rehash in the admin sidebar to see the quotes that were saved with an active unsold disposition and are now moving through the follow-up sequence.

The queue is now mobile-friendly too. On smaller screens, the stage pills stay horizontally scrollable, the queue collapses into action cards, and the same detail drawer still lets the sales manager text, call, email, re-quote, or mark a quote dead without switching to desktop first.

What Rehash Requires

Rehash is only available when all three of these are true:

• Red Line is enabled in Pricing Manager
• Enable Rehash Department is turned on in the Red Line settings
• The logged-in teammate has Rehash Access in Team Management

If any of those are off, the Rehash page stays hidden from the sidebar and the analytics page shows a disabled-state message instead of queue data.

Direct visits to /admin/rehash now follow that same access model cleanly. If the route is available to your role and your Rehash access toggle is on, the queue opens normally instead of bouncing back to the admin dashboard.

Required Dispositions

Residential quotes now capture a Rehash disposition as part of the save flow. The main options are:

• HOT
• WARM
• PRICE
• TIMING
• COLD
• NO CONTACT
• DEAD
• SOLD

These notes are required before save:

• HOT -- objection details
• PRICE -- target price or pricing note
• TIMING -- timing details
• DEAD -- do-not-contact reason

Those saved notes carry into the queue so the sales manager sees the original objection before making the next touch.

Sequence Stages

The built-in sequence moves through these stages:

• Day 1
• Day 3
• Day 7
• Day 14
• Day 21
• Day 30
• Day 60
• Day 90
• Day 180

Day 7 is the main manual-touch stage. The queue page opens with that stage selected by default so the manager can work the human follow-ups first.

The automated touches use the saved Rehash templates behind the scenes. CE Pro seeds those templates for the workspace automatically, then sends or suppresses them based on the saved quote context.

If Enable Rehash template A/B testing is turned on in Pricing Manager, CE Pro alternates between the seeded Variant A and Variant B templates automatically on a per-template basis. The assigned template label also shows up in the Rehash detail drawer and message history so managers can see exactly which version went out.

Discount Guardrails

Day 21 and Day 90 can include the built-in win-back offers, but they still respect Red Line:

• Day 21 uses the optional 10% auto-discount message
• Day 90 uses the optional 15% final-offer message

If either offer would push any service below its saved Red Line floor, CE Pro suppresses that automated offer instead of sending a below-floor discount by accident.

Working The Queue

The top of the Rehash page shows:

• active quote count
• active pipeline value
• manual touches due
• recovered revenue MTD
• recovered revenue YTD
• recent conversion rate

Below that, the stage pills let you switch between the live active stages. The table gives the fastest day-to-day tools:

• Text
• Call
• Email
• Touched
• Re-Quote
• Dead

Each queue row now also shows a Red Line room badge based on the saved residential service totals versus the saved Red Line floors on that quote:

• Green room badge -- the quote is still above floor and has discount room left
• Amber at floor badge -- the quote is already sitting on the floor
• Red below floor badge -- the quote is already below floor and should be treated like an override case

Opening a row slides out the Rehash detail drawer with:

• customer contact info
• saved disposition and notes
• a quote summary card with each service's list price, current quoted price, and saved Red Line floor
• inline quoted-price editing for service line items without leaving the Rehash drawer
• parent quote link
• suggested SMS and email drafts
• assigned template labels for those automated drafts
• message history
• call logging and manual-touch actions

Managers can now lower or raise service prices directly inside that quote-summary card and save the line items in place for standard residential service-line quotes. The drawer keeps the List, Red Line, Room, and Quoted numbers side by side so it is easy to see how much safe discount room is left before the floor. The inline save blocks any service from being pushed below its saved Red Line floor.

If the quote is a proposal package, maintenance-plan quote, or another shape that depends on a fuller pricing graph, the same card stays visible in a read-only state and points the manager to the full quote editor instead of risking a partial inline save.

The Rehash popup is now also more fault-tolerant around older or imperfect data. If a saved quote has a broken parent-estimate link, malformed old rep ids, a bad Rehash template row, or an older workspace that is still missing legacy estimate pricing columns like minimum_adjustment or taxable_amount, the drawer still opens on the quote summary instead of failing the entire request.

If the page opens with a setup warning instead of queue data, the workspace is still missing the Rehash estimate/disposition schema rollout itself. Older template storage no longer blocks the queue by itself, CE Pro falls back to the built-in Rehash message copy when needed, and the setup warning now names the exact missing Rehash schema fields instead of collapsing unrelated schema errors into the same generic rollout message.

Re-Quote Flow

The Re-Quote action duplicates the selected estimate and links the new quote back to the original Rehash chain. That keeps the original quote record intact while letting the office work a revised scope or updated pricing cleanly.

Once the recovered quote closes, CE Pro updates the Rehash chain and saves the recovered-close attribution on the estimate.

Recovered-Close Attribution

Recovered residential closes now save the default Rehash commission split based on how long it took to close:

• 0-6 days -- original rep keeps the full commission
• 7-14 days -- 50 / 50 split
• 15-89 days -- 25 / 75 split toward the closer
• 90+ days -- closer takes the full commission

That saved attribution shows up in:

• the estimate detail page
• the Rehash analytics page

This makes it easier to review recovered revenue and compensation without rebuilding the timeline manually after the close.