CRM's - Five Star Access

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Jobs

Job Name	Stage	Amount
HQ - Gladesville	Closed Lost/Other	AU$ 0
North Bondi RSL	Closed Lost/Other	AU$ 0
St. Pius X College	Closed Lost/Other	AU$ 72000

Open Activities

Open Tasks 0

Open Meetings 0

Open Calls 0

Closed Activities

Closed Tasks 13

Closed Meetings 1

Closed Calls 25

FSS1728- Lloyd Group Aug 28, 2020
Ruben Veliz
Closed Time: 2020-08-28T10:00:51+05:30
Status: Completed
Estimating Task Type: Quote Open Tender - Priority 5

FSS1775- Lloyd Group Sep 18, 2020
Randa Al-Rifai
Closed Time: 2020-09-15T05:06:58+05:30
Status: Completed
Estimating Task Type: Quote Open Tender - Priority 5

FSS1808- Lloyd Group Oct 02, 2020
Ruben Veliz
Closed Time: 2020-10-01T10:29:16+05:30
Status: Completed
Estimating Task Type: Quote Open Tender - Priority 5

FSS1808- Lloyd Group Oct 16, 2020
Yousif Yousif
Closed Time: 2020-10-16T03:14:08+05:30
Status: Completed
Estimating Task Type: Tender Reprice - Priority 4

FSS1728- Lloyd Group Oct 29, 2020
Ruben Veliz
Closed Time: 2020-10-29T04:59:23+05:30
Status: Completed
Estimating Task Type: Quote Secured Project - Priority 3

FSS1728- Lloyd Group Nov 03, 2020
Yousif Yousif
Closed Time: 2020-11-03T04:55:15+05:30
Status: Completed
Estimating Task Type: Final Reprice - Priority 1
Description: Yousif, please speak to me as i have taken a video of the whole 2 locations. its a tricky job and we need to discuss before you update this quote

FSS1728- Lloyd Group Nov 09, 2020
Yousif Yousif
Closed Time: 2020-11-09T09:16:39+05:30
Status: Completed
Estimating Task Type: Final Reprice - Priority 1
Description: Yousif, please read and sign the SOW and attached docs as well. Please provide BEST AND FINAL. Their Budget is 30k as per the email. i do not expect for us to go that low so see if you can do anything better than 36.2

Complete Sales Handover Checklist Nov 20, 2020
Theo Bardis
Closed Time: 2024-03-15 01:52:53PM
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

FSS2304- Lloyd Group Mar 01, 2021
Ruben Veliz
Closed Time: 2021-02-24T03:33:38+05:30
Status: Completed
Estimating Task Type: Quote Open Tender - Priority 5

FSS2363- Lloyd Jun 09, 2021
Randa Al-Rifai
Closed Time: 2021-03-30T07:50:40+05:30
Status: Completed
Estimating Task Type: Quote Open Tender - Priority 5

FSS2745- LLOYD Jul 06, 2021
Saifan Butusian
Closed Time: 2021-07-07T09:24:55+05:30
Status: Completed
Estimating Task Type: Quote Open Tender - Priority 5

FSS2750- LLOYD Jul 16, 2021
Saifan Butusian
Closed Time: 2021-07-15T08:50:01+05:30
Status: Completed
Estimating Task Type: Quote Open Tender - Priority 5
Description: DO NOT PUSH THIS TASK AND CO OPERATE TO COMPLETE

FSS2800- Lloyd Aug 02, 2021
Yousif Yousif
Closed Time: 2021-08-02T04:28:40+05:30
Status: Completed
Estimating Task Type: Quote Open Tender - Priority 5

New Meeting
Dec 09, 2020 06:00 AM - Dec 09, 2020 06:30 AM

Theo Bardis

Status: Meeting Successfully Completed

Description: Site meeting with Bruce to discuss project and stges for the demo. Hume St side to be a no working deck. Back lane will get stripped back in relation to what scaff they actually need. Willoughby rd side to start first. waiting for approvals from council to start

Outgoing call to Nilesh Kumar Edit Delete
Nov 22, 2021 05:55 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: Quasar awarded this project

Outgoing call to Nilesh Kumar Edit Delete
Aug 23, 2021 06:13 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: LLOYD awarded this project

Call with Nilesh Kumar cancelled Edit Delete
Aug 02, 2021 03:30 AM
Theo Bardis
Contact Name:
Status: Cancelled
Descriptions:

Outgoing call to Nilesh Kumar Edit Delete
Jul 13, 2021 08:06 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: Submitted last week. Answer late July/aUGUST

Outgoing call to Nilesh Kumar Edit Delete
Jul 09, 2021 09:34 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: Called and went to voicemail

Outgoing call to Nilesh Kumar Edit Delete
Apr 28, 2021 07:29 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: Post tender discussions at the moment. No further update

Outgoing call to Nilesh Kumar Edit Delete
Apr 28, 2021 07:27 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: Client talking to Quasar & LAHEY

Outgoing call to Nilesh Kumar Edit Delete
Apr 28, 2021 07:25 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: Still on hold. client to update design. will be a while

Outgoing call to Nilesh Kumar Edit Delete
Apr 28, 2021 07:22 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: post tender discussions at the moment

Outgoing call to Nilesh Kumar Edit Delete
Apr 28, 2021 07:14 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: only submitted last week. Still early

Call with Nilesh Kumar cancelled Edit Delete
Apr 06, 2021 03:30 AM
Theo Bardis
Contact Name:
Status: Cancelled
Descriptions:

Outgoing call to Nilesh Kumar Edit Delete
Mar 22, 2021 09:40 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: successful [email protected] Jospeh Elley is the PM for the project

Outgoing call to Nilesh Kumar Edit Delete
Mar 22, 2021 09:39 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: Lloyd have withdrawn

Outgoing call to Nilesh Kumar Edit Delete
Mar 22, 2021 09:37 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: submitted awaiting PM to award to a builder

Outgoing call to Nilesh Kumar Edit Delete
Mar 22, 2021 09:36 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: submitted awaiting PM to award to a builder

Update Edit Delete
Nov 25, 2020 05:15 AM
Michael Eskaros
Contact Name:
Status: Completed
Descriptions: 20/11/2020 Momentum Built Pty Ltd indicated they were unsuccessful in this tender.

Follow Up Edit Delete
Nov 18, 2020 02:30 AM
Theo Bardis
Contact Name:
Status: Cancelled
Descriptions:

Update Edit Delete
Nov 11, 2020 09:30 AM
Michael Eskaros
Contact Name:
Status: Completed
Descriptions: 10/11/2020 FAL Construction Group indicated they were unsuccessful in this tender. 27/10/2020 Lloyd Group Pty Ltd (NSW) indicated they were unsuccessful in this tender. 22/10/2020 Gledhill Constructions indicated they were unsuccessful in this tender.

Outgoing call to Nilesh Kumar Edit Delete
Oct 28, 2020 05:24 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: Lloyd unsuccessful in this tender

Follow Up Edit Delete
Oct 19, 2020 02:30 AM
Theo Bardis
Contact Name:
Status: Cancelled
Descriptions:

Follow Up Edit Delete
Oct 15, 2020 06:00 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: Nilesh stated they have won this job. Though still issues with council. Could be some time yet before it starts

Follow Up Edit Delete
Oct 09, 2020 07:00 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: Submitting next week on this job

Follow Up Edit Delete
Sep 17, 2020 08:30 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: Have submitted. reckons about a month before they hear

Follow Up Edit Delete
Sep 17, 2020 08:30 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: Quotation received. Has not looked at it. Submitting next week

Follow Up Edit Delete
Sep 01, 2020 09:00 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: Quotation received. Submitting next week

Quotes

Action	Job Name	Subject	Quote ref number	Quote stage	Quote Owner	Cteated Time	Grand Total	GP%
	Hume St Carpark Stage 1 - Crows Nest	FSS1111 - adco	Q4	Closed won	Manisha Kumari	2020-11-03T03:56:52+05:30	$25,000.00	25
	HQ - Gladesville	FSS2304	Q121	Sent	Theo Bardis	2021-02-24T03:35:13+05:30	$72,900.00	32

	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%
	LLOYD Group	FSS1111 - adco	Q4	Closed won	Manisha Kumari	$25,000.00	$25,000.00	25
	LLOYD Group	FSS2304	Q121	Sent	Theo Bardis	$72,900.00	$72,900.00	32

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Closed Tasks 13

Closed Meetings 1

Closed Calls 25

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