Jim Stephenson #23285

FORMSTACKOver 72hForm received

Sales date

Unknown — not on Formstack

Sales date is not on the cancellation form

Cancel date

Jun 4, 2025

Formstack submitted (America/New_York)

Reason for cancel

Other

Big Buildings Direct/California Steel Carports have communicated that they are unable to accept and complete my order per contract. Robin, my salesperson, did confirm that I will be completely refunded my deposit. I will not be accepting store credit.

Request: Credit On File

Permit proof

No denial letter on file.

What we decided

HISTORY · never an input to decide()

Refund· refund_approved

Sent refund-approved letter. Sent mail to jimbo.stephenson9@gmail.com: Good afternoon Jim, We have completed your cancellation, you should receive your refund within the next 5-7 business days. On Fri, Jun 20, 2025 at 9:01 AM Jimbo Stephenson <jimbo.stephenson9@gmail.

2025-06-20T19:54:12Z · 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: jimbo.stephenson9@gmail.com

Subject: Re: Your cancellation form

Good afternoon Jim, We have completed your cancellation, you should receive your refund within the next 5-7 business days. On Fri, Jun 20, 2025 at 9:01 AM Jimbo Stephenson &lt;jimbo.stephenson9@gmail.

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.

MISMATCH

Jacob sent: refund. Policy proposal: credit_on_file (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 #23285

READ ONLY · never sent from this lab

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

Fwd: Your cancellation form
Jun 20, 2025, 9:01 AM · jimbo.stephenson9@gmail.com · 4 messages
Inbound
---------- Forwarded message --------- From: Jimbo Stephenson <jimbo.stephenson9@gmail.com> Date: Tue, Jun 17, 2025 at 6:10 AM Subject: Re: Your cancellat
1. StaffJun 3, 2025, 5:52 PM · cancellations@bigbuildingsdirect.com
  Hello, We are sending over a link to your cancellation form. Please be sure to fill out all required fields in order to
2. InboundJun 17, 2025, 9:10 AM · jimbo.stephenson9@gmail.com
  Good morning, I'm looking for an update regarding my refund request. Thanks, Jim Stephenson 858-864-6166 On Tue, Jun
3. InboundJun 20, 2025, 9:01 AM · jimbo.stephenson9@gmail.com
  ---------- Forwarded message --------- From: Jimbo Stephenson <jimbo.stephenson9@gmail.com> Date: Tue, Jun 17, 202
Cancellation Form
Jun 4, 2025, 6:29 PM · noreply@formstack.com · 2 messages
Jacob / staff sent
Formstack Submission For: Cancellation Form Submitted at 06/04/25 6:29 PM Cancellation Policy: The Cancellation Policy is made and entered into effective as the
1. StaffJun 4, 2025, 6:29 PM · noreply@formstack.com
  Formstack Submission For: Cancellation Form Submitted at 06/04/25 6:29 PM Cancellation Policy: The Cancellation Policy i
2. StaffJun 4, 2025, 6:29 PM · noreply@formstack.com
  Formstack Submission For: Cancellation Form Submitted at 06/04/25 6:29 PM Cancellation Policy: The Cancellation Policy i

Formstack form

Original payload

Every field from the Cancellation Form. Policy proposal still uses order-form rules plus an opened file — Jacob's sent email is comparison only.

Building order number: 23285
Name: Jim Stephenson
Phone: (858) 864-6166
Email: jimbo.stephenson9@gmail.com
Reason (dropdown): Other
Reason (free text): Big Buildings Direct/California Steel Carports have communicated that they are unable to accept and complete my order per contract. Robin, my salesperson, did confirm that I will be completely refunded my deposit. I will not be accepting store credit.
Request (refund vs credit): Credit On File
Credit checkbox: I understand
Submitted time: 06/04/25 6:29 PM · form Jun 03, 2025 03:37 PM
Doc names: None
Local files: None on disk
Drive / doc URLs: None on the form

Attachments

0 local · 0 Drive link-only · order #23285

Local files are served from data/formstack-docs/23285/ in TEST MODE. A signature is not a denial letter. Filenames never set government-signed.

No local files and no Drive URLs on this form.

Facts

Imported from Formstack Cancellation Form (thread 1973d10a84a50b6a). Submitted 06/04/25 6:29 PM ET. Request: Credit On File. Credit checkbox: I understand. No permit docs on the form. Signing date of the original order is unknown — lab does not auto-refund on 72h. TEST MODE, email NOT SENT.

Permit notes: Big Buildings Direct/California Steel Carports have communicated that they are unable to accept and complete my order per contract. Robin, my salesperson, did confirm that I will be completely refunded my deposit. I will not be accepting store credit.

Signed contract: Yes
Signed at: Unknown (need dates)
Cancel requested: 2025-06-04T18:29:48-04:00
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

Permit doc review

TEST MODE. Open the actual uploaded file. A filename is not a denial. Saving writes data/store.json only — never email, never live cancel-app. Bulk file-open reviews from data/permit-doc-reviews.json hydrate here when that file exists; they never set government-signed from a filename.

Filenames

No file uploaded on the Formstack form.

Status: Not opened

I opened the fileRequired. Do not check this from the filename alone.Government-signedState/local/federal official or forwarded building-dept email.UnfixableLot cannot take the building. Punch list / variance is not this.

Reviewer: Brandyn Wnukowski

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 Jim Stephenson,

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