Coachbakosocr #unk-coachbakosocr

EMAILOver 72hIn progress

Sales date

Unknown — not on Formstack

Sales date is not on the cancellation form

Cancel date

May 3, 2024

Formstack submitted (America/New_York)

Reason for cancel

Sent-mail-only cancellation (no Formstack submission)

Permit proof

No denial letter on file.

What we decided

HISTORY · never an input to decide()

Credit on file· outside_policy_default_credit

Sent credit-on-file letter. Sent mail to coachbakosocr@gmail.com: Good afternoon Pete, The credit on file will be active once the cancellation is processed, it typically takes us 1-2 weeks to complete the request. On Thu, May 2, 2024 at 5:59 PM Pete Fox <

2024-05-03T21:13:00Z · from cancellations@bigbuildingsdirect.com

Jacob / staff sent historically. Display only — not the policy proposal and not fed into decide().

Actual sent email (already sent historically)

From: cancellations@bigbuildingsdirect.comTo: coachbakosocr@gmail.com

Subject: Re: Cancel Fox 7325 Monterey Rd Paso Robles CA

Good afternoon Pete, The credit on file will be active once the cancellation is processed, it typically takes us 1-2 weeks to complete the request. On Thu, May 2, 2024 at 5:59 PM Pete Fox &lt;

Snippet only — full body not yet loaded for this thread.

What the app recommends

Policy engine decide()

Credit on file

80% medium

After 72h with no qualifying permit denial → credit on file

Outside the 72-hour cancel-for-any-reason window and no qualifying unfixable permit denial. Offer credit on file toward a future building of the same or higher value (historically valid 2 years). Ask them to confirm before converting. Do not describe this as a 90-day cancellation policy.

From order-form rules + opened permit file. Independent of Jacob's sent mail.

MATCH

Jacob sent and policy proposal both chose credit_on_file under outside_policy_default_credit.

Manufacturer

—

Sales rep —

Order total

—

Deposit

—

Manufacturer, deposit, order total, and signed order form stay empty until a live read-only order-app pull. Unknown money shows —.

Gmail related to #unk-coachbakosocr

READ ONLY · never sent from this lab

cancellations@ threads matched by order number, then customer email. One cancellation case per order.

Re: Cancel Fox 7325 Monterey Rd Paso Robles CA
May 3, 2024, 5:13 PM · cancellations@bigbuildingsdirect.com · 4 messages
Jacob / staff sent
Good afternoon Pete, The credit on file will be active once the cancellation is processed, it typically takes us 1-2 weeks to complete the request. On Thu, May
1. InboundMay 2, 2024, 2:13 PM · coachbakosocr@gmail.com
  Good day. It is unfortunate but we have to cancel our project at 7325 Monterey Rd, Paso Robles, CA. This project was on
2. StaffMay 2, 2024, 5:43 PM · cancellations@bigbuildingsdirect.com
  Good afternoon Pete, I am sorry to hear that. We can assist with the cancellation of the project however due to the amou
3. InboundMay 2, 2024, 5:59 PM · coachbakosocr@gmail.com
  Thanks. Please provide a credit for a future building from Big Buildings direct. Please confirm I have two years as of t

Facts

Imported from a historical cancellations@ sent letter (no Formstack submission). Thread 18f3a837bb299e50. Subject: Re: Cancel Fox 7325 Monterey Rd Paso Robles CA. Engine facts are independent of Jacob's sent mail. Permit still needs opened-file review. TEST MODE, this lab never sends.

Signed contract: Yes
Signed at: Unknown (need dates)
Cancel requested: 2024-05-03T21:13:00Z
Hours since signing: n/a
Days since signing: n/a
Habitable: No
Wants refund: No
Permit denial alleged: No
Permit file uploaded: No
File opened in lab: No
Government-signed denial: No
Unfixable: No
Engineered plans required: No
Engineered plans purchased: No
Variance required: No
Setbacks can be met: Unknown
Punch list: No
Vendor fail: No
Process error: No
Legal / BBB / AG / chargeback: No
Missing reason: No
Credit offered / completed: no / no
Refused credit checkbox: No

Manager check

One-click Agree is the future “manager checks the bot’s work” action. These buttons only write local test-decision records. They do not send email and they do not move money.

Override (with note)

Use this to change how we judge — writes the same correction log as the Judgment page (does not send email).

Draft customer email

NOT SENT

Subject: Cancellation request — credit on file

Hello Coachbakosocr,

We have completed reviewing your cancellation request. This request falls outside our cancellation policy: the 72-hour cancel-for-any-reason window has passed, and we do not have a government-signed unfixable permit denial within 90 days of signing.

If you wish to proceed with the cancellation, the deposit will convert to a credit on file toward a future building of the same or higher value. The credit is stored under your contact information and is historically valid for two years.

Please tell us how you would like to proceed.

Big Buildings Direct
Cancellation Department
Email Only: cancellations@bigbuildingsdirect.com
1515 N Marion St
Tampa, FL 33602