Nathan Parker #27401
Example dataOver 72hForm sentNo staff letterSales date
Jul 1, 2026
Signed date (order form)
Cancel date
Aug 31, 2026
Formstack submitted (America/New_York)
Reason for cancel
Install fail — refused credit checkbox — demands refund
Permit proof
No denial letter on file.
What we decided
HISTORY · never an input to decide()No sent decision found
What the app recommends
Policy engine decide()Escalate
55% lowVendor fail / process error is a manager call — not an automatic refund
Vendor refused install, never installed, or a clear process error has been refunded in practice, but that is Brandyn/Jacob discretion — not the form. Escalate. Do not auto-refund.
Also escalate: vendor_fail
From order-form rules + opened permit file. Independent of Jacob's sent mail.
Jacob has not sent a recorded decision yet. Policy proposal is ready for Agree / Override / Escalate.
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 #27401
READ ONLY · never sent from this labcancellations@ threads matched by order number, then customer email. One cancellation case per order.
No Gmail threads attached yet for this order.
Facts
Crew showed up a day early, wrong location, then no-show. Customer refuses the Formstack credit-on-file checkbox and emailed instead. Do not treat a missing form as “they declined.” System: escalate or credit — not auto refund.
- Signed contract
- Yes
- Signed at
- 2026-07-01T10:00:00-04:00
- Cancel requested
- 2026-08-31T09:00:00-04:00
- Hours since signing
- 1463.0
- Days since signing
- 61.0
- Habitable
- No
- Wants refund
- Yes
- 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
- Yes
- Process error
- No
- Legal / BBB / AG / chargeback
- No
- Missing reason
- No
- Credit offered / completed
- no / no
- Refused credit checkbox
- Yes
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)
Draft customer email
NOT SENTNo customer-facing template for this proposal (escalate to Jacob first).