Bid / quote details
- GCs
- —
- Project type
- —
- Plan revisions / addenda
- —
- Win / loss reason
- —
Value$16,7482 estimates
HealthAttention2d since action · Turns red Nov 9 if no action
Open items41 overdueLast contactTodayCall · 7 totalFiles104 docs · 6 photos/videosNext step · Plan Review / Ready to reviewAssign reviewerNo owner assigned · Due today
Open items4
View all- Check on insurance adjuster visitFollow-up · Call · Dana WhitfieldOverdue · Nov 6
- Order measurement reportTask · High · Lee Min HoNov 8
- Send estimate reviewFollow-up · Email · Lee Min HoNov 9
- Pull permit requirementsTask · Medium · Jaqueline StoltenbergNov 10
Recent communication7
View all- Call · Inbound · Insurance AdjusterAdjuster requested inspection report and photos.Today
- Slack · Outbound · #sales-teamPosted inspection findings and asked estimating for a rush quote.Yesterday
- Text · Inbound · HomeownerCustomer asked for estimate timeline.Yesterday
- Email · Outbound · HomeownerSent inspection confirmation and company brochure.4d ago
- Call · Outbound · HomeownerIntroductory call, confirmed roof age (~18 yrs) and leak in back bedroom.8d ago