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#23244·JLL (BMO Harris account)BMO Harris — Brookfield Branch

Emergency HVAC — BMO Brookfield

Sales DPDeanCreated 12d ago
Price
$1,335
Cost
$890
Margin
$445 · 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
Work completeStep 5 of 7
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

Work complete

Emergency HVAC — BMO Brookfield for JLL (BMO Harris account) at BMO Harris — Brookfield Branch. Sold Sep 1 at $1,335 (33% margin). 1 of 1 work order verified.

Price
$1,335
Margin
33%
Work orders
1/1 verified
Since sold
4 days

Details

Replace failed condenser fan motor RTU-2

Requested by
Matt SobczakFacility Manager (JLL)
Came in by
portal
Site
17335 W Bluemound Rd, Brookfield WI 53045
Access
—
Client PO
—
Worked by
MPMorganDPDean
Tags
—

Milestones

  1. RequestedAug 24
  2. QuotedAug 30
  3. SoldSep 1
  4. On siteSep 4
  5. CompletedSep 5
  6. Billednext—
  7. Closed—

Activity

Sep 3
  • Allen Mechanical (HVAC) accepted 23244Vendor · 2d ago
    Clicked Accept in email
Sep 2
  • Work order 23244 sent to Allen Mechanical (HVAC)Morgan Paron Allen · 3d ago
    Email + SMS (reply 1/2/3)
Sep 1
  • Matt Sobczak signed proposalClient · 4d ago
    E-signature captured · certificate attached · company converted to Client
Aug 28
  • Proposal v1 sent to Matt SobczakDean Puccetti · 8d ago
    Via email with Review button · follow-up program enrolled
Aug 24
  • Project 23244 createdDean Puccetti · 12d ago
    Created from CORRIGO-WO-8813427

People

  • MS
    Matt Sobczak
    Facility Manager (JLL) · JLL (BMO Harris account)
  • AM
    Allen Mechanical (HVAC)
    Chris Allen · WO 23244
  • SalespersonDPDean

Open tasks

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