CRM's - Five Star Access

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Jobs

Job Name	Stage	Amount
Fresh Hope Care ILU, Kiama	Closed Lost/Other	AU$ 0
448 Princes Hwy, Blakehurst	Closed Won	AU$ 0

Open Activities

Open Tasks 0

Open Meetings 0

Open Calls 0

Closed Activities

Closed Tasks 1

Closed Meetings 3

Closed Calls 7

Book Discovery Meeting Oct 12, 2020
Theo Bardis
Closed Time: 2024-03-15 01:49:15PM
Status: Completed
Estimating Task Type: None
Description: A builder has been appointed to this project. It's time to book in a discovery meeting!

New Meeting
Jun 25, 2021 03:00 AM - Jun 25, 2021 04:00 AM

Theo Bardis

Status: Meeting Successfully Completed

Description: Caught up with Frank and has coffee. Synergy paid premium for the job. Probably 2.7-3mil.

Project Meeting
Aug 03, 2020 06:30 AM - Aug 03, 2020 07:30 AM

Theo Bardis

Status: Meeting Successfully Completed

Description:

New Meeting
Jun 19, 2020 06:30 AM - Jun 19, 2020 08:30 AM

Theo Bardis

Status: Meeting Successfully Completed

Description: Met with Matt and Frank the P/M. Discussed the project further and attained clarity on a few areas. All quotations will be assessed next week and the week after the list of 5 applicants will be filtered down to 2-3. They will then be called in for an interview to discuss project further. This job is expected to be let within the next 3 or so weeks. Good meeting which went for 2 hours.

Left a Message Edit Delete
May 09, 2023 09:00 AM
Michael Eskaros
Contact Name:
Status: Completed
Descriptions:

Follow Up Edit Delete
Nov 05, 2020 02:30 AM
Theo Bardis
Contact Name:
Status: Cancelled
Descriptions:

Follow Up Edit Delete
Oct 09, 2020 07:30 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: Ganellen won this job

Meeting held Edit Delete
Aug 03, 2020 07:00 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: discussed his views on methodology and options he would like. He reckons job will start in October- earl works. Cannot see delays. up against ganellen, crookes and PBS. He reckons only us and acrow quoting to them. acrow will be too expensive.

Outgoing call to Frank Karantonis Edit Delete
Jul 10, 2020 07:00 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: project on hold. developer having troubles moving the units. Bank pulled the pin. At best to start next year at this stage

Follow Up Edit Delete
Jul 08, 2020 08:30 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: Called Frank and left a voicemail

Follow Up - Edit Delete
Jun 10, 2020 05:30 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: meeting scheduled for 15/6

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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Jobs

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Open Tasks 0

Open Meetings 0

Open Calls 0

Closed Activities

Closed Tasks 1

Closed Meetings 3

Closed Calls 7

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