CRM's - Five Star Access

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Jobs

Job Name	Stage	Amount
Wood Glen Apartments - 95 Karalta Rd Erina	Closed Won	AU$ 173200
Wood Glen- 95 Karalta Rd, Erina- Site Sheds	Closed Lost/Other	AU$ 13900

Open Activities

Open Tasks 0

Open Meetings 0

Open Calls 0

Closed Activities

Closed Tasks 7

Closed Meetings 1

Closed Calls 16

FSS2672- Stevens Jun 16, 2021
Randa Al-Rifai
Closed Time: 2021-06-16T12:35:46+05:30
Status: Completed
Estimating Task Type: Quote Secured Project - Priority 3

Book Discovery Meeting Aug 04, 2021
Theo Bardis
Closed Time: 2024-03-15 02:06:23PM
Status: Completed
Estimating Task Type: None
Description: A builder has been appointed to this project. It's time to book in a discovery meeting!

FSS2672- Stevens Aug 05, 2021
Randa Al-Rifai
Closed Time: 2021-08-05T06:20:13+05:30
Status: Completed
Estimating Task Type: Final Reprice - Priority 1
Description: CALL ME AS WELL PLEASE TO DISCUSS. PROVIDE 4 WEEKS OF GRACE AS WELL

FSS2672- Stevens Aug 11, 2021
Yousif Yousif
Closed Time: 2021-08-11T09:57:55+05:30
Status: Completed
Estimating Task Type: Final Reprice - Priority 1
Description: JUST ADD THE ALLOY STAIR AS PER EMAIL AS AN OPTION COST ALSO CONFIRM WE HAVE ALLOWED FOR THE VOIDS.

Complete Sales Handover Checklist Aug 18, 2021
Theo Bardis
Closed Time: 2024-03-15 02:34:41PM
Status: Completed
Estimating Task Type: None
Description: Please complete a Sales Handover Checklist for this order: https://fivestarscaffolding.sharepoint.com/:u:/g/ESh2_jr9NuNNrGu7ZetRApYBcSWu__otP1UTm5J4Ktu1Kw?e=M55Arq

FSS2907- Stevens Aug 25, 2021
Yousif Yousif
Closed Time: 2021-08-25T11:06:19+05:30
Status: Completed
Estimating Task Type: Final Reprice - Priority 1
Description: .5 + 2 board - 1 deck for site sheds with handrails at 45 linear metres long. 1 x stretcher stair at 5mtrs high 65 weeks of hire 3 men x 8 hours to build 3 men x 6 hours to dismantle

FSS2672 May 19, 2022
Yousif Yousif
Closed Time: 2022-05-20T04:06:03+05:30
Status: Completed
Estimating Task Type: Variation - Priority 2
Description: Supply and Install 2 loading bays 4.8m long and 2.4m wide from ground floor to level 1, Hire duration; 3 weeks from handover Material tonnage 2 Tons maximum Jolly, please charge the builder $9,900.00+GST please pay the subbie $4,000.00+GST for both erection and dismantle. Yousif

New Meeting
Nov 29, 2021 02:30 AM - Nov 29, 2021 03:30 AM

Theo Bardis

Status: Meeting Successfully Completed

Description: new PM is Neil Saggus. Just come across to Stevens. General discussion around the project and start dates. Shop drawings require some minor changes. They will be updated and sent to the client. Blake Mailey and Jordan Mcmichael were also in this meeting from Stevens

Outgoing call to Gillian Wylie Edit Delete
Feb 21, 2022 11:00 AM
Alexander Alechna
Contact Name:
Status: Completed
Descriptions: Call Sam again

Outgoing call to Gillian Wylie Edit Delete
Aug 12, 2021 04:57 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: updated quotation sent to factor in addtional stairs. Client stated we are looking very good and director make decision by the end of the week

Outgoing call to Gillian Wylie Edit Delete
Aug 06, 2021 10:42 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: Requested references and insurances. Site Manager Michael also called me waiting to know address to Peninsula Job to go and view. Should have answer next week

Call with Gillian Wylie cancelled Edit Delete
Jul 28, 2021 03:30 AM
Theo Bardis
Contact Name:
Status: Cancelled
Descriptions:

Outgoing call to Gillian Wylie Edit Delete
Jul 19, 2021 10:31 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: Has not looked at scaff as yet. Stated to call her if i have not heard back. Will more than likely speak to the top 2-3. She stated if we are not in that will still let me know how i sit

Outgoing call to Gillian Wylie Edit Delete
Jul 15, 2021 09:06 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: called and left voicemail

Outgoing call to Gillian Wylie Edit Delete
Jul 02, 2021 08:36 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: She called me back and stated will be looking t scaff net week some time. Are on site but having to address issue with retaining wall then can look at building. Reckons scaff to be needed in about 2 months but site shed stairs in 4-5 weeks time

Outgoing call to Gillian Wylie Edit Delete
Jul 02, 2021 08:33 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: Called and let voicemail. Emailed her as well

Outgoing call to Gillian Wylie Edit Delete
Jul 01, 2021 07:46 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: CALLED AND LEFT VOICEMAIL

Follow Up Edit Delete
Aug 06, 2019 11:53 AM
Michael Eskaros
Contact Name:
Status: Completed
Descriptions: Andersons from Newcastle came in $140k cheaper. Revelo is the next one they have won in gosford.

Follow Up Edit Delete
Aug 05, 2019 11:30 AM
Michael Eskaros
Contact Name:
Status: Completed
Descriptions: They're about to let it based on price. Call tomorrow for feedback. They ahve another one coming in gosford that we'll discuss tomorrow.

Left a Message Edit Delete
Jul 18, 2019 09:08 AM
Michael Eskaros
Contact Name:
Status: Completed
Descriptions:

Follow Up Edit Delete
Jun 14, 2019 08:42 AM
Michael Eskaros
Contact Name:
Status: Completed
Descriptions: Wll be sent out on Monday.

Left a Message Edit Delete
Jun 14, 2019 08:36 AM
Michael Eskaros
Contact Name:
Status: Completed
Descriptions:

Follow Up Edit Delete
May 30, 2019 11:07 AM
Michael Eskaros
Contact Name:
Status: Completed
Descriptions: it will be out next week for sure.

Follow Up Edit Delete
May 20, 2019 10:39 AM
Michael Eskaros
Contact Name:
Status: Completed
Descriptions: Site manager is reviewing scope and mark up should have it this week

Quotes

Action	Job Name	Subject	Quote ref number	Quote stage	Quote Owner	Cteated Time	Grand Total	GP%
	Wood Glen- 95 Karalta Rd, Erina- Site Sheds	FSS2907	Q715	Draft	Yousif Yousif	2021-08-25T11:08:03+05:30	$13,900.00	35
	Wood Glen Apartments - 95 Karalta Rd Erina	FSS2672.02	Q542	Revised	Randa Al-Rifai	2021-06-16T12:36:23+05:30	$173,200.00	33

	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%
	Stevens Construction	FSS2907	Q715	Draft	Yousif Yousif	$13,900.00	$13,900.00	35
	Stevens Construction	FSS2672.02	Q542	Revised	Randa Al-Rifai	$173,200.00	$173,200.00	33

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Closed Calls 16

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