| Name | Phone | Billing | Relationship | Decision Maker | Created Info | Actions | |
|---|---|---|---|---|---|---|---|
| Georgina K. Gutierrez | GeorginaKGutierrez@teleworm.us | 302-664-3398 | Yes | Mother | Yes | 10/10/2022 09:50am By Don Jose |
|
| Georgina K. Gutierrez | DianeCHambleton@dayrep.com | 716-912-9849 | Yes | Mother | Yes | 10/10/2022 09:50am By Don Jose |
|
| Opportunity | Assigned | Amount | Services | Status | Actions |
|---|---|---|---|---|---|
|
4343 Wildrose Lane, |
William Andrew | $ 0.00 | Windows | Converted |
|
| 4343 Wildrose Lane, |
William Andrew | $ 0.00 | Roofing | Dead |
|
| Opportunity | Assigned Sales Rep | Date & Time | Address | Created Info | Services | Status | Actions |
|---|---|---|---|---|---|---|---|
| Jennifer Lawrence | William Andrew | 08/02/2023 09:50am |
4343 Wildrose Lane, Detroit, MI 48226 | Don Jose 10/10/2022 09:50am |
Exterior Paint | Scheduled |
|
| Jennifer Lawrence | Gerardo M. Zhangr | 08/02/2023 09:50am |
4384 Diane Street City Of Commerce, CA 90040 | Scott Roger 08/10/2022 09:50am |
Windows Siding | Held |
|
| Jennifer Lawrence | Gerardo M. Zhangr | 18/02/2023 10:50am |
2623 Burton Avenue Memphis, TN 3812 | James Nassar 08/10/2022 09:50am |
Exterior Paint | Revisit Requested |
|
| Date & Time | Type | Description | Activity By | Actions |
|---|---|---|---|---|
| 15/11/2024 10:00 AM | Call | Lorem Ipsum is simply dummy text of the printing and typesetting industry. | Norma A. Wade |
|
| 16/11/2024 10:00 AM | Text | Lorem Ipsum is simply dummy text of the printing and typesetting industry. | David K. Morrone |
|
| 17/11/2024 10:00 AM | Lorem Ipsum is simply dummy text of the printing and typesetting industry. | Keith J. Freeman |
|
| Invoice No | Invoice Date | Job | Type | Amount | Open Balance | Status | Actions | ||
|---|---|---|---|---|---|---|---|---|---|
|
|
IN123123 | 08/05/2023 | 1001 | Deposit Invoice | $ 200 | $ 100 | Invoice Due |
|
|
|
|
IN123123 | 10/05/2025 | 1002 | Job Invoice | $ 200 | - | Partially Paid |
|
|
|
|
IN123123 | 08/05/2023 | 1001 | Deposit Invoice | $ 200 | - | Paid In Full |
|
| Job ID | Invoice No | Payment Date | Payment Method | Amount | Actions |
|---|---|---|---|---|---|
| 1001 | IN123123 | 08/21/2023 | Auto Pay | $ 187.54 |
|
| 1002 | IN123124 | 08/21/2023 | Auto Pay | $ 187.54 |
|
| 1003 | IN123125 | 08/21/2023 | Auto Pay | $ 187.54 |
|
| 1004 | IN123126 | 08/21/2023 | Auto Pay | $ 187.54 |
|
| 1005 | IN123127 | 08/21/2023 | Auto Pay | $ 187.54 |
|
James Anderson - 10/10/2024
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Anderw Mark - 10/10/2024
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nam id auctor augue, vitae mollis erat. Donec varius condimentum lectus nec tincidunt. Donec posuere porta est, ac varius risus pharetra quis. Aliquam eget finibus est.
