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
Sep 1
Work order 23239-1 sent to Norris ElectricMorgan Paron Allen · 4d ago
Email + SMS (reply 1/2/3)
Aug 31
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
Aug 27
Project 23239-1 createdDean Puccetti · 9d ago
Created from phone call
Aug 9
Proposal v2 sent — removed device replacement, added test-and-reportMorgan Paron Allen · 4w ago