Home
Inbox6
Tasks7
Workspace
Projects
Pipeline
Work Orders
Clients
Vendors
Finance
Outreach
Reports
Automations
Documents
Import
Settings
Get started0 of 8 done · about 13 min left
FSG
Home6Inbox7TasksProjectsMore
#23220·Century ManagementHoney Creek Heights Condominiums

Honey Creek — Bldg A boiler room lighting Locked

Sales PRPatrickCreated 7mo ago
Price
$2,100
Cost
$1,400
Margin
$700 · 33%
Sections
1
Work orders
1 of 1 verified
  1. Not started
  2. Dispatching
  3. Scheduled
  4. In progress
  5. Work complete
  6. Ready to bill
  7. Billed
BilledStep 7 of 7
Locked.Billed — QuickBooks invoice created
Brief· live from this record

Closed · paid

Honey Creek — Bldg A boiler room lighting for Century Management at Honey Creek Heights Condominiums. Sold Jun 29 at $2,100 (33% margin). 1 of 1 work order verified. Invoiced Mar 19 — QuickBooks 18820, $2,100, paid in full.

Price
$2,100
Margin
33%
Work orders
1/1 verified
Since sold
68 days

Details

Replace 8 fixtures with LED, boiler room

Requested by
Doug HartmannSenior Property Manager
Came in by
call
Site
3500 S 92nd St, Milwaukee WI 53228
Access
Lockbox at maintenance door, code from Doug.
Client PO
—
Worked by
MPMorganPRPatrick
Tags
—

Milestones

  1. RequestedFeb 17
  2. QuotedMay 27
  3. SoldJun 29
  4. On siteJul 23
  5. CompletedJul 31
  6. BilledMar 19
  7. ClosedApr 3

Assets & warranties at this site

  • Lift station pump — Bldg C
    Warranty until Apr 23, 2027 · held by FSG · installed by Faust Plumbing

Activity

Jul 11
  • Norris Electric accepted 23220Vendor · 8w ago
    Clicked Accept in email
Jul 7
  • Work order 23220 sent to Norris ElectricMorgan Paron Allen · 2mo ago
    Email + SMS (reply 1/2/3)
Jun 29
  • Doug Hartmann signed proposalClient · 2mo ago
    E-signature captured · certificate attached · company converted to Client
Feb 21
  • Proposal v1 sent to Doug HartmannPatrick Reilly · 7mo ago
    Via email with Review button · follow-up program enrolled
Feb 17
  • Project 23220 createdPatrick Reilly · 7mo ago
    Created from phone call

People

  • DH
    Doug Hartmann
    Senior Property Manager · Century Management
  • NE
    Norris Electric
    Paul Norris · WO 23220
  • SalespersonPRPatrick

Also at this site

  • 23240 Toilet backed up — Honey Creek Bldg C
    Scheduled · $270