#23226·North Shore Bank North Shore Bank — Brookfield HQ

North Shore Bank HQ — lobby door closers Locked

Sales DPDeanCreated 4mo ago

Price: $1,470
Cost: $980
Margin: $490 · 33%
Sections: 1
Work orders: 1 of 1 verified

Not started
Dispatching
Scheduled
In progress
Work complete
Ready to bill
Billed

BilledStep 7 of 7

Locked.Billed — QuickBooks invoice created

Brief· live from this record

Closed · paid

North Shore Bank HQ — lobby door closers for North Shore Bank — Brookfield HQ. Sold Jul 29 at $1,470 (33% margin). 1 of 1 work order verified. Invoiced Jun 17 — QuickBooks 18826, $1,552, paid in full.

Price: $1,470
Margin: 33%
Work orders: 1/1 verified
Since sold: 38 days

Details

Replace 4 lobby door closers

Requested by: Greg ThaoVP Facilities
Came in by: call
Site: 15700 W Bluemound Rd, Brookfield WI 53005
Access: —
Client PO: —
Worked by: MPMorganDPDean
Tags: —

Milestones

RequestedMay 18
QuotedJul 11
SoldJul 29
On siteAug 10
CompletedAug 14
BilledJun 17
ClosedJul 2

Activity

Aug 4

DoorPro Services accepted 23226Vendor · 5w ago
SMS reply "1"

Aug 2

Work order 23226 sent to DoorPro ServicesMorgan Paron Allen · 5w ago
Email + SMS (reply 1/2/3)

Jul 29

Greg Thao signed proposalClient · 5w ago
E-signature captured · certificate attached · company converted to Client

May 22

Proposal v1 sent to Greg ThaoDean Puccetti · 4mo ago
Via email with Review button · follow-up program enrolled

May 18

Project 23226 createdDean Puccetti · 4mo ago
Created from phone call