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Get started0 of 8 done · about 13 min left
FSG
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Good afternoon, Morgan.

Saturday, September 5 · Crews, vendors and what's waiting
Storm watch · 3 client sites in Waukesha Co.
Today’s brief· 2:30 PM

Ten things need you today. First up: Great Lakes Fire Protection needs a call on WO 23239F.

Great Lakes Fire Protection needs a call o…Karen opened proposal 23222Major Ellen opened proposal 23232
Proposals out4Waiting on vendors4On site this week7Ready to close1

Needs you

21ranked by urgency and money at stake
All
Great Lakes Fire Protection needs a call on WO 23239F1d ago
Replied “3” 1d ago · Fire alarm testing & Main Hall electrical
Karen opened proposal 232227d ago
Capri Senior Communities · $8,990 · viewed 7d ago
Major Ellen opened proposal 232322w ago
The Salvation Army — Wisconsin & Upper Michigan · $29,400 · viewed 2w ago
Anne opened proposal 232303w ago
Ripon College · $34,300 · viewed 3w ago
6 overdue tasks
Clear them, reschedule them, or hand them off
Chanel Washington viewed proposal 23241 (2nd time)11h ago
2 min 10 s on the review page · scrolled to pricing

Your tasks

11
All
  • Allen Mechanical COI lapsed — new WOs blocked
    Overdue · Aug 18Allen Mechanical (HVAC)COI renewal
  • Call Great Lakes Fire — replied “3” on WO 23239F
    Today · 6:00 AMWO 23239FWO acceptance
  • Approve/decline change request from Faust — +$2,000 supply reroute (23227P)
    Today · 7:00 AMWO 23227PChange request
  • Confirm Summit Roofing received deposit check #10488
    Today · 8:00 AMWO 23236Deposits
  • Call vendors who haven't quoted — 23242
    Today · 9:00 AM23242RFQ follow-up
  • Call vendors who haven't quoted — 23224
    Today · 9:00 AM23224RFQ follow-up
  • Pick services & request quotes — Fox Village unit turns
    Tomorrow · 3:53 AM23245New request

Proposals out

4
Pipeline
  • 23232 The Salvation Army — Wisconsin & Upper Michigan
    Step 3/7 · next Sep 8
    Hot$29,400
  • 23230 Ripon College
    Step 3/7 · next Sep 9
    Hot$34,300
  • 23222 Capri Senior Communities
    Step 2/7 · next Sep 9
    Hot$8,990
  • 23241 KinderCare Learning Centers
    Step 1/7 · next Sep 10
    Hot$3,025

Waiting on vendors

4
Work orders
  • Great Lakes Fire Protection
    WO 23239F · sent 2w ago
    Needs call
  • Ortega Masonry
    WO 23239M · sent 2w ago
    Accepted
  • Norris Electric
    WO 23239-1 · sent 4d ago
    Sent
  • Carolina Roof Pros
    WO 23233 · sent 2w ago
    Accepted

On site this week

Calendar
  • NE
    Norris Electric
    Carroll University — Main Hall · WO 23239E
    In progress
  • DS
    DoorPro Services
    Burger King #2381 — Oak Creek · WO 23238
    In progress
  • NB
    Northwoods Builders
    KinderCare — Appleton · WO 23229
    In progress
  • NB
    Northwoods Builders
    Genesis — Wisconsin Ave Clinic · WO 23227C
    In progress
  • NE
    Norris Electric
    Genesis — Wisconsin Ave Clinic · WO 23227E
    In progress

Autopilot

working for you
Manage
  • Vendor quick-ref check-in → weekly one-tap update linkRunning31 runs
  • Sold → convert company to Client, notify Dean & Wendee, task: create WOsRan 3d ago212 runs
  • Ready to bill → task for Wendee + packet bundleRan 1d ago188 runs
  • Contract not approved after 14 days → phone-call taskRan 11h ago64 runs

Recent activity

Inbox
  • Project 23239 createdDean Puccetti · 7w ago
  • Proposal v1 sent to Steve MuellerDean Puccetti · 6w ago
  • Steve Mueller signed proposalClient · 2w ago
  • Work order 23239F sent to Great Lakes Fire ProtectionMorgan Paron Allen · 2w ago
  • Work order 23239E sent to Norris ElectricMorgan Paron Allen · 2w ago
  • Work order 23239M sent to Ortega MasonryMorgan Paron Allen · 2w ago