Bid / quote details
- GCs
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- Project type
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- Plan revisions / addenda
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- Win / loss reason
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Value$16,7482 estimates
HealthOn track1d since action · Turns yellow Nov 8 if no action
Open items41 overdueLast contactTodayCall · 7 totalFiles104 docs · 6 photos/videosNext step · Lead / New LeadLog first contactOwner: Patty Haley · On track
Open items4
View all- Check on insurance adjuster visitFollow-up · Call · Jaqueline StoltenbergOverdue · Nov 6
- Order measurement reportTask · High · Marcus ReyesNov 8
- Send estimate reviewFollow-up · Email · Marcus ReyesNov 9
- Pull permit requirementsTask · Medium · Dana WhitfieldNov 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