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Education·Waukesha, WI·carrollu.edu

Carroll University

ClientStrong73Tax-exemptSales DPDeanNet 30Client since Mar 15, 2021
Open pipeline
$14,700
Billed this year
$0
Projects
3 · 2 active
Sites
2
Possible duplicate. Carroll University and Carrols Corporation (Burger King) have similar names.
Brief· live from this record

Client · Education

Carroll University has 2 sites and 3 projects with us — 2 active, 1 open bid worth $14,700. Last touch 1d ago: Call with Tony Russo (Great Lakes Fire) — 6 min.

73Strong
Health
Strong · 73
Open pipeline
$14,700
Billed this year
$0
Sites
2

Key people

1
  • SM
    Steve MuellerDecision maker
    Director of Facilities
    70

Active work

3
  • 23239Fire alarm testing & Main Hall electricalIn progress · Carroll University — Main Hall · 2d agoIn progress$44,810
  • 23239-1CO-1: Add emergency lighting circuit, Main HallDispatching · Carroll University — Main Hall · 2d agoDispatching$4,650
  • 23231Library entrance door replacementDelayed · Carroll University — Todd Wehr Library · 3d agoDelayed$14,700

Locations2

Carroll University — Main Hall
100 N East Ave, Waukesha WI
Commercial · real propertyOwnerCarroll University
Projects
2
2 open
Assets
0
none yet
Warranties
0
none active
Last 23239 · 2d ago
Carroll University — Todd Wehr Library
315 N East Ave, Waukesha WI
Commercial · real propertyOwnerCarroll University
Projects
1
1 open
Assets
0
none yet
Warranties
0
none active
Last 23231 · 3d ago

Relationship timeline

calls, emails, texts, notes and site work

Yesterday2

  • Call with Tony Russo (Great Lakes Fire) — 6 minMorgan Paron Allen · 1d ago
    Outcome: Connected · needs building access after 6pm; Morgan to confirm with Steve. AI summary: vendor can start next Tuesday if after-hours access is arranged.
    RecordingTranscriptAI summary
  • Call with Tony Russo (Great Lakes Fire) — 6 minMorgan Paron Allen · 1d ago
    Outcome: Connected · needs building access after 6pm; Morgan to confirm with Steve. AI summary: vendor can start next Tuesday if after-hours access is arranged.
    RecordingTranscriptAI summary

This week3

  • Work order 23239-1 sent to Norris ElectricMorgan Paron Allen · 4d ago
    Email + SMS (reply 1/2/3)
  • Proposal v1 sent to Steve MuellerDean Puccetti · 5d ago
    Via email with Review button · follow-up program enrolled
  • Steve Mueller signed proposalClient · 5d ago
    E-signature captured · certificate attached · company converted to Client

Last week3

  • Project 23239-1 createdDean Puccetti · Aug 27
    Created from phone call
  • Norris Electric accepted 23239EVendor · Aug 23
    SMS reply "1"
  • Ortega Masonry accepted 23239MVendor · Aug 23
    SMS reply "1"

Relationship

73
Strong
Last touch 1d ago · engagement 70
  • 2 jobs in the last year
  • Talked this week

Revenue & margin

sold work to date
Sold · 2 projects$49,460
Vendor cost$34,090
Margin$15,370 · 31%
Open bids$14,700
Billed / paid$0 / $0
0% of sold work billed

About

Category
Education
Terms
Net 30
Tax
Exempt — on file
Salesperson
DPDean
Portal
None — email proposals
Phone
—
Website
carrollu.edu
Billing
100 N East Ave, Waukesha WI
Tags
tax-exempt

Open tasks

1
  • Confirm after-hours building access for Main Hall (after 6pm)
    Tomorrow · 11:53 AM23239Steve · Carroll University· email · viewed
    SM