FSG

Facility Services Group

Fix It. Build It. Roof It. Improve It.

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FSG

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CompaniesNorth Shore Bank

North Shore BankClient

Bank·Brookfield, WI·Net 30·Client since Nov 1, 2019

Company

Type: Client
Category: Bank
Parent: —
Children: —
Payment terms: Net 30
Tax: Taxable per rule
Salesperson of record: DPDean
Portal: None — email proposals
Phone: —
Website: —
Billing address: 15700 W Bluemound Rd, Brookfield WI 53005
Tags: —

Engagement

· opens · clicks · views · replies

48

score · avg of 1 contact

Last touch 5w ago · 1 client actions · 0 calls

Greg ThaoVP Facilities48

Ratings received

· how they rate us

232263mo ago
“Dean's team always takes care of us.”

Recent activity

Greg Thao signed proposalClient · 5w ago
DoorPro Services accepted 23226Vendor · 3mo ago
Work order 23226 sent to DoorPro ServicesMorgan Paron Allen · 3mo ago
Proposal v1 sent to Greg ThaoDean Puccetti · 4mo ago
Project 23226 createdDean Puccetti · 4mo ago

Quick actions

Revenue & margin

· sold work to date

Sold projects1

Price$1,470

Cost$980

Margin$490 · 33%

Open pipeline$0

Billed / paid$1,552 / $1,552

106% of sold value billed

People

Greg Thao
VP Facilities
SalespersonDPDean

Open tasks

1

Call Greg Thao — annual facilities budget conversation
Overdue · 5:00 AMGreg Thao
DP