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JL
Facility Management·Chicago, IL·jll.com

JLL (BMO Harris account)

ClientStrong73 CorrigoSales DPDeanNet 45Client since Oct 1, 2021
Open pipeline
$0
Billed this year
$0
Projects
2 · 2 active
Sites
2
Corrigo client. All quotes must be entered in Corrigo. Select trade + taxable/non-taxable + regular time. Invoices rejected if categorization is wrong.
Brief· live from this record

Client · Facility Management

JLL (BMO Harris account) has 2 sites and 2 projects with us — 2 active, 0 open bids. Last touch 2d ago: Allen Mechanical (HVAC) accepted 23244.

73Strong
Health
Strong · 73
Open pipeline
$0
Billed this year
$0
Sites
2
  • Work comes through Corrigo — update it there too

Key people

2
  • MS
    Matt Sobczak
    Facility Manager (JLL)
    74
  • JP
    John Petrakis
    Sourcing Manager
    30

Active work

2
  • 23221BMO Madison West — parking lot pothole repairScheduled · BMO Harris — Madison West · 1d agoScheduled$975
  • 23244Emergency HVAC — BMO BrookfieldWork complete · BMO Harris — Brookfield Branch · 5d agoWork complete$1,335

Locations2

BMO Harris — Brookfield Branch
17335 W Bluemound Rd, Brookfield WI
BMO-4471
Commercial · real propertyFacility managerJLL (BMO Harris account)
Projects
1
1 open
Assets
0
none yet
Warranties
0
none active
Last 23244 · 5d ago
BMO Harris — Madison West
6606 Odana Rd, Madison WI
BMO-2210
Commercial · real propertyFacility managerJLL (BMO Harris account)
Projects
1
1 open
Assets
0
none yet
Warranties
0
none active
Last 23221 · 1d ago

Relationship timeline

calls, emails, texts, notes and site work

This week7

  • Allen Mechanical (HVAC) accepted 23244Vendor · 2d ago
    Clicked Accept in email
  • Work order 23244 sent to Allen Mechanical (HVAC)Morgan Paron Allen · 3d ago
    Email + SMS (reply 1/2/3)
  • Matt Sobczak signed proposalClient · 4d ago
    E-signature captured · certificate attached · company converted to Client
  • Badger Paving & Sealcoat accepted 23221Vendor · 4d ago
    Clicked Accept in email
  • Work order 23221 sent to Badger Paving & SealcoatMorgan Paron Allen · 5d ago
    Email + SMS (reply 1/2/3)
  • Proposal v1 sent to Matt SobczakDean Puccetti · 6d ago
    Via email with Review button · follow-up program enrolled
  • Matt Sobczak signed proposalClient · 6d ago
    E-signature captured · certificate attached · company converted to Client

Last week1

  • Proposal v1 sent to Matt SobczakDean Puccetti · Aug 28
    Via email with Review button · follow-up program enrolled

Relationship

73
Strong
Last touch 2d ago · engagement 52
  • 2 jobs in the last year
  • Talked this week

Revenue & margin

sold work to date
Sold · 2 projects$2,310
Vendor cost$1,540
Margin$770 · 33%
Open bids$0
Billed / paid$0 / $0
0% of sold work billed

About

Category
Facility Management
Terms
Net 45
Tax
Taxable per rule
Salesperson
DPDean
Portal
Corrigo
Phone
—
Website
jll.com
Billing
200 E Randolph St, Chicago IL
Tags
national account

Open tasks

2
  • Call Matt Sobczak — how did the RTU-2 repair go?
    Tomorrow · 4:53 AM23244Work complete
    DP
  • Waiting on Allen Mechanical invoice (14 days) — reminder sent
    Tue, Sep 823244Invoice reminder
    MP