CRM's - Five Star Access

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Description

Jobs

Job Name	Stage	Amount
Cranbrook Care- 54 Wycombe Road, Neutral Bay Lansdowne Gardens Extension	Closed Lost/Other	AU$ 108900
KSS Macquarie Park	Closed Lost/Other	AU$ 50900
Thompson Roller Shutters	Closed Lost/Other	AU$ 280000

Open Activities

Open Tasks 0

Open Meetings 0

Open Calls 0

Closed Activities

Closed Tasks 9

Closed Meetings 0

Closed Calls 22

FSS2408-Total Construction Mar 25, 2021
Randa Al-Rifai
Closed Time: 2021-03-25T06:55:28+05:30
Status: Completed
Estimating Task Type: Quote Open Tender - Priority 5

FSS2243- Total Construction Apr 01, 2021
Ruben Veliz
Closed Time: 2021-03-30T05:28:23+05:30
Status: Completed
Estimating Task Type: Quote Open Tender - Priority 5

FSS2246- Total Construction Apr 06, 2021
Ruben Veliz
Closed Time: 2021-03-31T05:54:17+05:30
Status: Completed
Estimating Task Type: Quote Open Tender - Priority 5

FSS2489- Total Apr 22, 2021
Randa Al-Rifai
Closed Time: 2021-04-21T11:37:46+05:30
Status: Completed
Estimating Task Type: Quote Open Tender - Priority 5

FSS2474- Total Apr 28, 2021
Ruben Veliz
Closed Time: 2021-04-09T08:28:54+05:30
Status: Completed
Estimating Task Type: Quote Open Tender - Priority 5

Book Discovery Meeting May 26, 2021
Theo Bardis
Closed Time: 2022-06-02T07:16:41+05:30
Status: Completed

Description: A builder has been appointed to this project. It's time to book in a discovery meeting!

FSS2617- Total May 28, 2021
Yousif Yousif
Closed Time: 2021-05-26T12:22:09+05:30
Status: Completed
Estimating Task Type: Quote Open Tender - Priority 5

Book Discovery Meeting Jun 22, 2021
Theo Bardis
Closed Time: 2024-03-15 01:56:48PM
Status: Completed
Estimating Task Type: None
Description: A builder has been appointed to this project. It's time to book in a discovery meeting!

FSS2408- Total Construction Aug 04, 2021
Saifan Butusian
Closed Time: 2021-08-04T15:23:34+05:30
Status: Completed
Estimating Task Type: Quote Secured Project - Priority 3

Outgoing call to Yasmine Massad Edit Delete
Feb 28, 2022 09:30 AM
Alexander Alechna
Contact Name:
Status: Completed
Descriptions: Emails re job for Thompson Roller Shutters. Unable to contact

Outgoing call to Yasmine Massad Edit Delete
Jan 04, 2022 04:36 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: TOTAL taken off this project. RCC now doing he job

Outgoing call to Yasmine Massad Edit Delete
Nov 23, 2021 04:24 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: Called Josh Millard and got voicemail

Outgoing call to Yasmine Massad Edit Delete
Nov 17, 2021 10:57 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: Yasmine called me back. Scaff package still not looked at, Josh Millard is senior c/a on this- ex parkview

Outgoing call to Yasmine Massad Edit Delete
Nov 17, 2021 10:38 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: Called both Yasmine and Mark Varnam and got voicemail for both

Outgoing call to Yasmine Massad Edit Delete
Oct 19, 2021 08:22 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: Called Mark Varnam and got voicemail

Outgoing call to Yasmine Massad Edit Delete
Oct 13, 2021 06:54 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: Called Mark Varnam and left message

Outgoing call to Yasmine Massad Edit Delete
Oct 07, 2021 06:58 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: new Senior c/a- Josh Millard-ex Parkview has come on board. Scaff package to released in the next 2 weeks or so. Mark Varnam is the P/M

Outgoing call to Yasmine Massad Edit Delete
Oct 07, 2021 06:03 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: Called and got voicemail. Sent email as well

Outgoing call to Yasmine Massad Edit Delete
Aug 24, 2021 10:45 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: just let the services trades. Excavation at the moment. Will be looking at scaff in next 2-3 weeks and will send out updated sow then conduct tender interviews

Outgoing call to Yasmine Massad Edit Delete
Aug 20, 2021 10:25 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: Called and got voicemail. Emailed her as well

Call with Yasmine Massad cancelled Edit Delete
Aug 09, 2021 05:30 AM
Theo Bardis
Contact Name:
Status: Cancelled
Descriptions:

Call with Yasmine Massad cancelled Edit Delete
Aug 06, 2021 03:00 AM
Theo Bardis
Contact Name:
Status: Cancelled
Descriptions:

Outgoing call to Yasmine Massad Edit Delete
Jul 13, 2021 10:38 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: Yasmin now is theC/A on this. Reckons scaff will be about a month or so from being looked at. Marc Gower is the PM on this

Outgoing call to Yasmine Massad Edit Delete
Jul 13, 2021 10:28 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: Quote was a budget price to client. Client is updating design and should be done in the next 2 weeks. Then will be going back out to tender for re quote

Call with Yasmine Massad cancelled Edit Delete
Jul 12, 2021 03:30 AM
Theo Bardis
Contact Name:
Status: Cancelled
Descriptions:

Call with Yasmine Massad cancelled Edit Delete
Jul 09, 2021 03:30 AM
Theo Bardis
Contact Name:
Status: Cancelled
Descriptions:

Outgoing call to Yasmine Massad Edit Delete
Jul 08, 2021 04:51 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: Total lost this

Outgoing call to Yasmine Massad Edit Delete
Jun 30, 2021 10:37 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: Total unsuccessful

Outgoing call to Yasmine Massad Edit Delete
Jun 21, 2021 05:16 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: Total awarded this project

Call with Yasmine Massad cancelled Edit Delete
May 31, 2021 04:00 AM
Theo Bardis
Contact Name:
Status: Cancelled
Descriptions:

Call with Yasmine Massad cancelled Edit Delete
Apr 01, 2021 02:30 AM
Theo Bardis
Contact Name:
Status: Cancelled
Descriptions:

Quotes

Job Name	Subject	Quote ref number	Quote stage	Quote Owner	Cteated Time	Grand Total	GP%
Cranbrook Care- 54 Wycombe Road, Neutral Bay Lansdowne Gardens Extension	FSS2408.02	Q245	Sent	Randa Al-Rifai	2021-03-25T06:56:09+05:30	$108,900.00	30
B&E Foods	FSS2433-01	Q267	Sent	Theo Bardis	2021-03-30T05:30:04+05:30	$79,900.00	34
Leigh Place Aged Care	FSS2474-01	Q299	Sent	Theo Bardis	2021-04-09T08:30:24+05:30	$85,900.00	33
Thompson Roller Shutters	FSS2489.01	Q354	Sent	Randa Al-Rifai	2021-04-21T11:38:35+05:30	$280,000.00	34

	Subject	Quote ref number	Job Name	Company Name	Grand Total	GP%	Created Time

Company Name	Subject	Quote ref number	Quote stage	Quote Owner	Sub Total	Grand Total	GP%
Total Construction Pty Ltd	FSS2408.02	Q245	Sent	Randa Al-Rifai	$108,900.00	$108,900.00	30
Total Construction Pty Ltd	FSS2433-01	Q267	Sent	Theo Bardis	$79,900.00	$79,900.00	34
Total Construction Pty Ltd	FSS2474-01	Q299	Sent	Theo Bardis	$85,900.00	$85,900.00	33
Total Construction Pty Ltd	FSS2489.01	Q354	Sent	Randa Al-Rifai	$280,000.00	$280,000.00	34

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Closed Calls 22

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