CRM

Customers

Accounts

Known customers

Active Tasks

Open customer work

Recent

Touched in the last week

Avery Chen

+14165550101

44 Rowan Ave

1 tasks

Prefers text. Asked for photos to be reviewed before a visit.

new leadstorm damage

New LeadUrgent

Avery has storm damage and wants the roof leak triaged quickly.

Open thread

Last contact Jun 6

Morgan Patel

+14165550102

12 Hillcrest Rd

1 tasks

Wants itemized estimate after scope is confirmed.

quote

Quote RequestHigh

Morgan wants a quote for a bathroom remodel after scope confirmation.

Open thread

Last contact Jun 3

Jules Carter

+14165550103

88 Lakeshore Dr

1 tasks

Works nights. Better after 2 PM.

scheduling

SchedulingNormal

Jules needs a roof inspection time that works after 2 PM.

Open thread

Last contact Jun 5

Priya Menon

+14165550104

203 Cedar Ln

0 tasks

Asked for a paid receipt after payment clears.

invoice

Invoice PaymentNormal

Priya asked whether the invoice balance is final and wants payment details.

Open thread

Last contact Jun 4

Luis Ramirez

+14165550105

7 Parkview Ct

1 tasks

Kitchen repair in progress; wants update before weekend.

active job

Project UpdateLow

Luis wants a short update on the kitchen repair before the weekend.

Open thread

Last contact Jun 6

Hannah Brooks

+14165550106

91 Ash St

1 tasks

Reported water staining after last repair.

complainturgent

ComplaintUrgent

Hannah is upset about water staining after a recent repair.

Open thread

Last contact Jun 6

Devin Okafor

+14165550107

16 Atlas Way

0 tasks

Asks practical maintenance questions.

maintenance

General QuestionLow

Devin asked how often gutters should be cleaned.

Open thread

Last contact May 31

Angela Reyes

+14165550110

31 Maplewood Cres

0 tasks

Emailed about a kitchen reno quote. Still waiting on a first reply.

new leademail

New LeadHigh

Angela emailed about a kitchen reno quote and has not received a reply yet.

Open thread

Last contact Jun 5

Riley Smith

+14165550108

Unknown

0 tasks

Sparse messages; confirm details before committing.

needs triage

SpamLow

Likely vendor spam about unrelated financing offers.

Open thread

Last contact Jun 1