CRM's - Five Star Access

Updated Successfully.

Contact Owner

Phone

Mobile

Department

Contact Information

Contact Owner

Contact Name

Company Name

Title

Department

Mobile

Date of Birth

Phone

Lookup 1

Reports To

Reporting To

Description Information

Description

Jobs

Job Name	Stage	Amount
1 Faux st Wiley Park.	Closed Won	AU$ 0
43 menin rd Matraville	Closed Won	AU$ 0
98 Tennyson Road, Tennyson Point	Closed Won	AU$ 3950
30 Roberts Road	Closed Won	AU$ 5550
23 Church Street, Lilyfield	Closed Won	AU$ 9950
50 Henley Marine Drive, Rodd Point	Closed Won	AU$ 10900
49 First avenue, Rodd Point	Closed Won	AU$ 7000
11 Tamar Street, Marrickville	Closed Won	AU$ 8900
69 Second Street, Ashbury	Closed Lost/Other	AU$ 6000
61 Lamb Street Lilyfield	Closed Won	AU$ 4900
13 Greville Street, Chatswood	Closed Lost/Other	AU$ 10500

Open Activities

Open Tasks 0

Open Meetings 0

Open Calls 0

Closed Activities

Closed Tasks 11

Closed Meetings 0

Closed Calls 1

FSS2719 - Home Impact Dec 21, 2025
Ruben Veliz
Closed Time: 2021-09-22T12:20:22+05:30
Status: Completed
Estimating Task Type: Quote Secured Project - Priority 3
Description: called for quotation however not ready yet as the project has just started. He said to call in about 4 weeks time.

FSS2720 - Home Impact Dec 21, 2025
Ruben Veliz
Closed Time: 2021-09-22T12:20:20+05:30
Status: Completed
Estimating Task Type: Quote Secured Project - Priority 3
Description: not ready to be quoted yet.

FSS2678-home impact Jun 11, 2021
Ruben Veliz
Closed Time: 2021-06-11T07:46:47+05:30
Status: Completed
Estimating Task Type: Quote Secured Project - Priority 3

FSS2739-Home Impact Jun 25, 2021
Ruben Veliz
Closed Time: 2021-06-24T04:17:25+05:30
Status: Completed
Estimating Task Type: Quote Secured Project - Priority 3

FSS2739 - Home impact (Gearlist Mark up) Jun 25, 2021
Ruben Veliz
Closed Time: 2021-06-25T09:00:41+05:30
Status: Completed

FSS2807 - Home Impact Jul 16, 2021
Ruben Veliz
Closed Time: 2021-07-15T08:34:09+05:30
Status: Completed

FSS2829 - Home Impact Jul 22, 2021
Ruben Veliz
Closed Time: 2021-07-21T07:40:10+05:30
Status: Completed

Book Discovery Meeting Sep 22, 2021
Ruben Veliz
Closed Time: 2021-09-22T11:00:39+05:30
Status: Completed

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

FSS3028 - Home impact Oct 13, 2021
Ruben Veliz
Closed Time: 2021-10-12T10:23:10+05:30
Status: Completed

FSS3029 - Home Impact Oct 13, 2021
Ruben Veliz
Closed Time: 2021-10-12T10:41:27+05:30
Status: Completed

FSS2829 - Home impact Oct 27, 2021
Ruben Veliz
Closed Time: 2021-10-27T04:52:22+05:30
Status: Completed

Outgoing call to James Ibrahim Edit Delete
Oct 22, 2021 08:15 AM
Ruben Veliz
Contact Name:
Status: Completed
Descriptions:

Quotes

Job Name	Subject	Quote ref number	Quote stage	Quote Owner	Cteated Time	Grand Total	GP%
98 Tennyson Road, Tennyson Point	FSS2739-01	Q553	Closed Won	Ruben Veliz	2021-06-24T04:11:15+05:30	$3,950.00	37
30 Roberts Road	FSS2795-01	Q617	Sent	Ruben Veliz	2021-07-12T03:51:20+05:30	$5,550.00	35
23 Church Street, Lilyfield	FSS2807-01	Q628	Sent	Ruben Veliz	2021-07-14T09:35:05+05:30	$9,950.00	34
50 Henley Marine Drive, Rodd Point	FSS2829-01	Q650	Sent	Ruben Veliz	2021-07-21T07:41:28+05:30	$10,900.00	35
49 First avenue, Rodd Point	FSS2981-01	Q801	Sent	Ruben Veliz	2021-09-21T05:46:22+05:30	$7,000.00	36
69 Second Street, Ashbury	FSS3029-01	Q851	Sent	Ruben Veliz	2021-10-12T10:42:11+05:30	$6,000.00	42
61 Lamb Street Lilyfield	FSS3068	Q898	Sent	Ruben Veliz	2021-10-27T05:03:58+05:30	$4,900.00	35

	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%
Home Impact Pty Ltd	FSS2739-01	Q553	Closed Won	Ruben Veliz	$3,950.00	$3,950.00	37
Home Impact Pty Ltd	FSS2795-01	Q617	Sent	Ruben Veliz	$5,550.00	$5,550.00	35
Home Impact Pty Ltd	FSS2807-01	Q628	Sent	Ruben Veliz	$9,950.00	$9,950.00	34
Home Impact Pty Ltd	FSS2829-01	Q650	Sent	Ruben Veliz	$10,900.00	$10,900.00	35
Home Impact	FSS2981-01	Q801	Sent	Ruben Veliz	$7,000.00	$7,000.00	36
Home Impact	FSS3029-01	Q851	Sent	Ruben Veliz	$6,000.00	$6,000.00	42
Home Impact	FSS3068	Q898	Sent	Ruben Veliz	$4,900.00	$4,900.00	35

Updated Successfully.

Update Contact

Contact Information

Description Information

Jobs

Open Activities

Open Tasks 0

Open Meetings 0

Open Calls 0

Closed Activities

Closed Tasks 11

Closed Meetings 0

Closed Calls 1

Quotes

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%

Campaigns