CRM's - Five Star Access

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Contact Owner

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Description

Jobs

Job Name	Stage	Amount
21-25 Church Street Castle Hill	Closed Lost/Other	AU$ 52300
28 John St, Mascot	Closed Lost/Other	AU$ 9900
2 Wolseley Rd, Coogee	Closed Lost/Other	AU$ 0
143 The Grand Parade, Monterey	Closed Lost/Other	AU$ 14900
63 New South Head Road, Vaucluse	Closed Lost/Other	AU$ 117800
11-17 Ocean Avenue, Newport	Closed Lost/Other	AU$ 0

Open Activities

Open Tasks 0

Open Meetings 0

Open Calls 0

Closed Activities

Closed Tasks 10

Closed Meetings 3

Closed Calls 30

FSS1257 - Alliance Apr 06, 2020
Yousif Yousif
Closed Time: 2020-04-06T04:58:26+05:30
Status: Completed
Estimating Task Type: Quote Secured Project - Priority 3

FSS1610- Alliance Living Nov 04, 2020
Yousif Yousif
Closed Time: 2020-11-04T10:18:31+05:30
Status: Completed
Estimating Task Type: Final Reprice - Priority 1
Description: price the B Class as an option for the amount of weeks as per the email request that i have sent you

FSS2103- ALLIANCE LIVING Dec 15, 2020
Ruben Veliz
Closed Time: 2020-12-15T03:53:33+05:30
Status: Completed
Estimating Task Type: Final Reprice - Priority 1
Description: Speak to me about this job so i can provide you info

FSS2127- Alliance Living Dec 22, 2020
Randa Al-Rifai
Closed Time: 2020-12-22T05:09:38+05:30
Status: Completed
Estimating Task Type: Final Reprice - Priority 1
Description: Speak to me what is required

FSS2176- Alliance Living Jan 25, 2021
Ruben Veliz
Closed Time: 2021-01-25T07:50:00+05:30
Status: Completed
Estimating Task Type: Quote Open Tender - Priority 5
Description: SPEAK TO ME BEFORE YOU DO THIS QUOTE. I HAVE INFO ON PAPER TO SHOW YOU

FSS2103- ALLIANCE LIVING Jul 08, 2021
Yousif Yousif
Closed Time: 2021-07-08T05:51:16+05:30
Status: Completed
Estimating Task Type: Final Reprice - Priority 1
Description: update the quote to only show the B CLASS HOARDING. PLEASE READ THE EMAIL I SENT CAREFULLY TO QUOTE ACCURATELY

FSS3771- ALLIANCE LIVING Aug 25, 2022
Randa Al-Rifai
Closed Time: 2022-08-23T08:26:25+05:30
Status: Completed
Estimating Task Type: Quote Open Tender - Priority 5

FSS3795- ALLIANCE LIVING Sep 14, 2022
Charbel Makary
Closed Time: 2022-09-12T11:47:07+05:30
Status: Completed
Estimating Task Type: Quote Open Tender - Priority 5

Book Discovery Meeting Nov 29, 2022
Theo Bardis
Closed Time: 2024-03-15 02:20:19PM
Status: Completed
Estimating Task Type: None
Description: A builder has been appointed to this project. It's time to book in a discovery meeting!

FSS3771- ALLIANCE LIVING Apr 19, 2023
Randa Al-Rifai
Closed Time: 2023-04-19T09:11:42+05:30
Status: Completed
Estimating Task Type: Final Reprice - Priority 1
Description: 45% GP

New Meeting
Jan 15, 2021 02:00 AM - Jan 15, 2021 02:30 AM

Theo Bardis

Status: Meeting Successfully Completed

Description: Bruce cam with me to discuss how we can do the step in areas on both sides of the building along with if the proposed works can be done

New Meeting
Jan 13, 2021 04:30 AM - Jan 13, 2021 05:00 AM

Theo Bardis

Status: Meeting Successfully Completed

Description: Tendering on this job and wanted to discuss scaff. Client of his and believes they will get the work. Whole Building needs scaff for render and paint. To be let late Feb /,March

New Meeting
Dec 16, 2020 02:30 AM - Dec 16, 2020 03:00 AM

Theo Bardis

Status: Meeting Successfully Completed

Description: Built this project earlier this year. There are issues with the roof. Needs to get stair access to the roof for works to be done. Looked at which facade is best suitable. Will be quoting.

Outgoing call to Terry Younes Edit Delete
Jan 20, 2023 07:12 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: Called mOUBRAK and got voicemail

Outgoing call to Terry Younes Edit Delete
Nov 28, 2022 08:46 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: Alliance Living awarded this job today. To start in the new year

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

Outgoing call to Terry Younes Edit Delete
Jul 15, 2021 10:12 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: Got a price for 6.6k

Call with Terry Younes cancelled Edit Delete
Jun 30, 2021 03:30 AM
Theo Bardis
Contact Name:
Status: Cancelled
Descriptions:

Outgoing call to Terry Younes Edit Delete
Jun 16, 2021 09:11 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: Committee meeting at the end of the month. lacking funds as well

Outgoing call to Terry Younes Edit Delete
Jun 16, 2021 09:00 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: Signing contracts with client in the next week. Then ordering materilas and will be ready to go. B CLASS first

Outgoing call to Terry Younes Edit Delete
May 10, 2021 07:08 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: Still waiting for client to get approval

Follow Up Edit Delete
Mar 22, 2021 02:30 AM
Theo Bardis
Contact Name:
Status: Cancelled
Descriptions:

Outgoing call to Terry Younes Edit Delete
Mar 10, 2021 05:25 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: Contract will be signed this week. Then he will be good to go to start

Outgoing call to Terry Younes Edit Delete
Mar 10, 2021 05:23 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: Client waiting for approval for works to proceed still

Outgoing call to Terry Younes Edit Delete
Mar 10, 2021 05:22 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: Client had no applied to council for the works. Terry stated they have made an application now. Waiting to hear

Outgoing call to Terry Younes Edit Delete
Mar 10, 2021 05:20 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: Terry stated that i will be hearing from Michael in the next couple of days.

Outgoing call to Terry Younes Edit Delete
Feb 23, 2021 05:04 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: Called and left voicemail

Call with Terry Younes cancelled Edit Delete
Jan 29, 2021 02:30 AM
Theo Bardis
Contact Name:
Status: Cancelled
Descriptions:

Outgoing call to Terry Younes Edit Delete
Jan 13, 2021 07:02 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: has put the proposal to the client. waiting to hear back

Outgoing call to Terry Younes Edit Delete
Jan 13, 2021 07:00 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: Wating on Fire Certificates then will be good to go

Follow Up Edit Delete
Nov 19, 2020 08:00 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: Some set backs on this job. Will be talking scaff in January

Follow Up Edit Delete
Sep 18, 2020 03:30 AM
Theo Bardis
Contact Name:
Status: Cancelled
Descriptions:

Follow Up Edit Delete
Sep 17, 2020 10:30 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: Called and left voicemail

Follow Up Edit Delete
Sep 10, 2020 08:00 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: Called and left voicemail

Follow Up Edit Delete
Aug 20, 2020 06:00 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: No further update. but still optimistic to get it and start in November

Follow Up Edit Delete
Aug 13, 2020 09:30 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: Another week or so finalizing requirements with the client. Hoping to get this job.

Outgoing call to Terry Younes Edit Delete
Aug 13, 2020 09:30 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: Job on hold. not sure if it will even go ahead

Follow Up Edit Delete
Aug 12, 2020 03:30 AM
Theo Bardis
Contact Name:
Status: Cancelled
Descriptions:

Outgoing call to Terry Younes Edit Delete
Aug 05, 2020 06:30 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: Terry stated that he is close to getting sign off. Needs 10% of the quotation and is asking all subtrades. Quotation has been updated.

Meeting held Edit Delete
Jun 23, 2020 08:30 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: Have a job for 90 town houses coming up. They are tendering. Will be quoting for this. Growing company with more opportunities to arise

Follow Up Edit Delete
Jun 09, 2020 05:00 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: Project still on hold

Follow Up Edit Delete
May 25, 2020 10:00 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: No update due to Corona. On hold. Call in a couple of weeks

Follow Up Edit Delete
May 25, 2020 10:00 AM
Theo Bardis
Contact Name:
Status: Completed
Descriptions: Terry stated that this project is on hold due to Corona. Will call him back in a couple of weeks

Quotes

Job Name	Subject	Quote ref number	Quote stage	Quote Owner	Cteated Time	Grand Total	GP%
143 The Grand Parade, Monterey	FSS2176	Q24	Sent	Theo Bardis	2021-01-25T07:49:40+05:30	$14,900.00	31
28 John St, Mascot	FSS2103.2	Q599	Draft	Yousif Yousif	2021-07-07T13:19:22+05:30	$9,900.00	27
63 New South Head Road, Vaucluse	FSS3771.02	Q1349	Revised	Randa Al-Rifai	2022-08-23T08:27:13+05:30	$117,800.00	45

	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%
Alliance Living	FSS2176	Q24	Sent	Theo Bardis	$14,900.00	$14,900.00	31
Alliance Living	FSS2103.2	Q599	Draft	Yousif Yousif	$9,900.00	$9,900.00	27
Alliance Living	FSS3771.02	Q1349	Revised	Randa Al-Rifai	$117,800.00	$117,800.00	45

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Open Tasks 0

Open Meetings 0

Open Calls 0

Closed Activities

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Closed Meetings 3

Closed Calls 30

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