CRM's - Five Star Access

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Jobs

Job Name	Stage	Amount
18-21 Hampton Court Rd, Carlton	Closed Lost/Other	AU$ 255000

Open Activities

Open Tasks 0

Open Meetings 0

Open Calls 0

Closed Activities

Closed Tasks 2

Closed Meetings 4

Closed Calls 9

Book Discovery Meeting Apr 25, 2023
Theo Bardis
Closed Time: 2024-03-28 10:44:36AM
Status: Completed
Estimating Task Type: None
Description: A builder has been appointed to this project. It's time to book in a discovery meeting!

FSS4537- SOZ GROUP Apr 27, 2023
Colin Makary
Closed Time: 2023-04-24T08:08:24+05:30
Status: Completed
Estimating Task Type: Final Reprice - Priority 1

New Meeting
Jul 06, 2023 05:30 AM - Jul 06, 2023 06:00 AM

Theo Bardis

Status: Meeting Successfully Completed

Description: Went past the site and boys were forming up B1 SLAB. hAVE not received another price as yet and will call me when they pour this slab

New Meeting
Jun 23, 2023 10:30 AM - Jun 23, 2023 11:00 AM

Theo Bardis

Status: Meeting Successfully Completed

Description: Went to close the deal and is waiting on another quote. stated we will speak next week after he gets quote

New Meeting
Jun 08, 2023 10:30 PM - Jun 08, 2023 11:30 PM

Theo Bardis

Status: Meeting Successfully Completed

Description: discussed changes and items to be removed from quote. have provided updated quote and will meet with them late next week to try and get it over the line.

New Meeting
Apr 21, 2023 07:00 AM - Apr 21, 2023 07:30 AM

Theo Bardis

Status: Meeting Successfully Completed

Description: 51 Units over 6 levels. Developer/Builder. Have been around for around 40 yrs. Family company. Used AMS in the past and another company from Wollongong. Currently about to commence the dig for second basement. Will need stair in the next 3-4 weeks or so. Will meet again to discuss our quote. Have another job in COOGEE for 18 units

Outgoing call to Terry Sozomenou Edit Delete
Jul 28, 2023 08:45 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: Went past the site and boys were offloading rio. forming up transfer slab and have not made a decsion. next week they reckon

Outgoing call to Terry Sozomenou Edit Delete
Jul 26, 2023 08:52 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: Called and got voicemail. Sent them both a text as well

Outgoing call to Terry Sozomenou Edit Delete
Jul 11, 2023 09:03 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: Will be making decision late next week they reckon after the pour B1 SLAB. Have not received another quote as yet

Outgoing call to Terry Sozomenou Edit Delete
Jun 20, 2023 05:18 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: Went past tyhe site. They were busy and he stated to come back Friday afternoon

Outgoing call to Terry Sozomenou Edit Delete
Jun 14, 2023 04:31 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: Called and got voicemail

Outgoing call to Terry Sozomenou Edit Delete
May 23, 2023 10:39 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: they have dropped their own stair into the basement. perimeter about 2 months away. Will be speaking with me in about two weeks when they review the package and received quotes.

Outgoing call to Terry Sozomenou Edit Delete
May 11, 2023 11:27 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: Still waiting on another quote to come in and will get back to me.

Outgoing call to Terry Sozomenou Edit Delete
May 09, 2023 09:37 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: Called and got voicemail

Outgoing call to Terry Sozomenou Edit Delete
Mar 21, 2023 04:33 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: meetings not held on both friday 17th and Monday 20th Rescheduled for 22/3

Quotes

Action	Job Name	Subject	Quote ref number	Quote stage	Quote Owner	Cteated Time	Grand Total	GP%

	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%

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Closed Activities

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Closed Meetings 4

Closed Calls 9

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