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Morgan
Operations Admin
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Good afternoon, Morgan.
September 5, 2026 · Operations view — everything waiting on someone
NWS: severe thunderstorm watch — 3 client sites in Waukesha Co.
See map
Proposals out
4
follow-ups running
RFQs waiting
2
2 late
WOs unscheduled
4
1 need a call
Scheduled this week
3
on the calendar
Invoices to reconcile
1
1 on hold
Ready to close
1
run closing checklist
Needs you
6
Inbox →
Faust Plumbing (Mark): change request on 23227P
“Supply line needs to be rerouted through the chase — $2,000 more. Photo attached. OK to proceed?”
Approve → create CO
Decline
Great Lakes Fire replied “3” on WO 23239F
Needs to talk before accepting. Call task created for Morgan.
Call Tony
Resend WO
Chanel Washington viewed proposal 23241 (2nd time)
2 min 10 s on the review page · scrolled to pricing
Call Chanel
Send nudge
Proposal 23230 (Ripon) — 3 follow-ups, no reply
Hand to Dean? Program paused pending your choice.
Hand to Dean
Keep following up
COI received from Acuity for Norris Electric
AI extracted: GL $1M · WC $500K · expires Sep 2027. Review and file.
File certificate
Open PDF
New email from Dana Whitfield (Carrols) — no project number
“Attached is the October bulk WO sheet — 26 locations.” AI: bulk work orders → importer.
Open in importer
Link to project
My tasks
11
+ Task
Allen Mechanical COI lapsed — new WOs blocked
Overdue · Aug 18
Allen Mechanical (HVAC)
High
coi
Call Great Lakes Fire — replied “3” on WO 23239F
Overdue · 6:00 AM
WO 23239F
High
wo accept
Approve/decline change request from Faust — +$2,000 supply reroute (23227P)
Overdue · 7:00 AM
WO 23227P
High
change request
Confirm Summit Roofing received deposit check #10488
Overdue · 8:00 AM
WO 23236
deposit
Call vendors who haven't quoted — 23242
Overdue · 9:00 AM
23242
seq rfq
Call vendors who haven't quoted — 23224
Overdue · 9:00 AM
23224
seq rfq
Pick services & request quotes — Fox Village unit turns
Sep 6
23245
intake
Review Fox Village architectural plans with PJ
Sep 7
Fox Village Apartments
All tasks →
Open proposals · next follow-up
23232
· The Salvation Army — Wisconsin & Upper Michigan
Step 3/7 · next Sep 8 · sent 13d ago
$29,400
23230
· Ripon College
Step 3/7 · next Sep 9 · sent 2w ago
$34,300
23222
· Capri Senior Communities
Step 2/7 · next Sep 9 · sent 8d ago
$8,990
23241
· KinderCare Learning Centers
Step 1/7 · next Sep 10 · sent 3d ago
$2,175
Work orders waiting on vendors
23239F
· Great Lakes Fire Protection
Fire alarm testing & Main Hall electrical · sent 6w ago
Needs call
23239M
· Ortega Masonry
Fire alarm testing & Main Hall electrical · sent 6w ago
Accepted · no date
23239-1
· Norris Electric
CO-1: Add emergency lighting circuit, Main Hall · sent 3d ago
Sent · awaiting reply
23233
· Carolina Roof Pros
Roof repair — AutoZone Charlotte NC · sent 5w ago
Accepted · no date
Scheduled this week
Sat
5
23244
· Allen Mechanical (HVAC)
BMO Harris — Brookfield Branch
Wed
9
23240
· Faust Plumbing
Honey Creek Heights Condominiums
Fri
11
23221
· Badger Paving & Sealcoat
BMO Harris — Madison West