Activity
153 of 19621 events today 8 by staff 10 by automations 2 need attention
- Staff
Note added
Sophie Reed
Ashford Lettings · JOB-31164CUS-00118
Inspection is underway. Waiting for access to the meter cupboard before the certificate can be closed out.
- Staff
- Staff
Note added
Daniel Brooks
Joan Whitfield · Q-20492CUS-00064
Drafted from Liam's note on JOB-31163. Joan prefers mornings — offer a slot in early October when it goes out.
- Automation
Acknowledgement email sent
Sent to zoe.bennett@outlook.com
- Automation
No existing customer matched
Left as a new contact for the office to confirm
- System
- Automation
Acknowledgement email sent
Sent to rachel.hurst@gmail.com
- Automation
No existing customer matched
Left as a new contact for the office to confirm
- System
- Staff
Note added
Liam Carter
Service done. Flue seal slightly perished — quote a replacement before next winter.
- Automation
Completion follow-up sent
Completion message sent and a review requested
- Staff
- Staff
- Automation
Enquiry flagged as unassigned
Operations notified · Marked needs attention
- Staff
- Automation
Appointment reminder sent
SMS reminder sent for tomorrow's site visit · Liam Carter notified
- Staff
Internal note added
Daniel Brooks
Called in at 7.40. No email — prefers a call back on the landline. Has already bled the radiators and says the boiler pressure is fine.
- Automation
Missed acknowledgement handed to the office
Failed acknowledgement recovery
Attention item created · Maya Patel and Daniel Brooks notified
- Automation
Acknowledgement email failed
No email address on the enquiry
- Automation
No existing customer matched
Left as a new contact for the office to confirm
- System
- Staff
Internal note added
Daniel Brooks
Priya Nair · ENQ-10211CUS-00241
Vaillant ecoTEC Plus 832, last serviced 12 Sep 2025 by Liam. Offer Tue 23rd or Thu 25th.
- Staff
- Staff
- Automation
Acknowledgement email sent
Sent to priya.nair@icloud.com
- Automation
Enquiry matched to an existing customer
Matched to Priya Nair (CUS-00241) · 3 previous jobs
- System
- Staff
Note added
Daniel Brooks
Ashford Lettings · JOB-31164CUS-00118
Ben confirmed that the tenant will be in. Property keys are at the Wilmslow Road office as backup.
- Staff
Internal note added
Maya Patel
Marcus Oyelaran · ENQ-10207CUS-00364
Visit booked with Liam for Saturday 10:00. Customer confirmed by text.
- Staff
- System
- Staff
- Staff
Internal note added
Daniel Brooks
Triton T80 — likely the heater element. Replacement unit plus fitting around £180. Customer is happy to replace rather than repair.
- Customer
- System
- Staff
Internal note added
Daniel Brooks
Outside our coverage area (Greater Manchester only). Replied with two Preston firms to try.
- Staff
- Staff
- Automation
- Automation
No existing customer matched
Left as a new contact for the office to confirm
- System
- Automation
Appointment reminder sent
Reminder emailed (no mobile number) · Liam Carter notified
- Automation
Appointment reminder sent
Reminder emailed (no mobile number) · Sophie Reed notified
- Automation
Appointment reminder sent
Reminder emailed (no mobile number) · Aaron Shah notified
- Automation
Appointment reminder sent
SMS reminder sent for tomorrow's job · Liam Carter notified
- Automation
Appointment reminder sent
SMS reminder sent for tomorrow's job · Sophie Reed notified
- Customer
- Staff
Internal note added
Maya Patel
Ashford Lettings · ENQ-10209CUS-00118
Same six flats as last year. Liam did them over two mornings in Oct 2025 — check his availability w/c 13 Oct before quoting.
- System
Radiator valve replacement booked
System
Tobi Nkemelu · JOB-31169CUS-00337
Today 14:00 with Liam Carter
- Staff
- Staff
- Automation
Acknowledgement email sent
Sent to ben@ashfordlettings-mcr.co.uk
- Automation
Enquiry matched to an existing customer
Matched to Ashford Lettings (CUS-00118) · 11 previous jobs
- System
- Staff
Note added
Maya Patel
Sunil Mehta · Q-20486CUS-00358
Sunil's tiler is booked for the week of the 28th, so first fix needs to land the week before. Worth saying so when he calls back.
- Staff
Quote followed up
Maya Patel
Sunil Mehta · Q-20486CUS-00358
Called about the quote — voicemail, left a message
- Staff
Internal note added
Daniel Brooks
Helen Walsh · ENQ-10206CUS-00360
Sent a rough range (£95–£150 depending on the tap) and asked for a photo. Waiting on a reply.
- Staff
- Staff
- System
- Staff
Internal note added
Daniel Brooks
Grace Odom · ENQ-10203CUS-00359
Measured up Monday: two 600×1000 doubles plus seven TRVs. Quote Q-20491 drafted.
- Staff
- Staff
- Automation
Acknowledgement email sent
Sent to fiona.gallagher@btinternet.com
- Automation
No existing customer matched
Left as a new contact for the office to confirm
- System
- Staff
- Staff
Internal note added
Maya Patel
Marcus Oyelaran · ENQ-10207CUS-00364
Ideal Logic 30 from 2009. Wants a combi — needs a survey for the flue route and hot water demand (two bathrooms).
- Staff
- Automation
Acknowledgement email sent
Sent to m.oyelaran@gmail.com
- Automation
No existing customer matched
Left as a new contact for the office to confirm
- System
- Staff
Note added
Maya Patel
Install booked for Wed 23rd. Needs parking permit for the van — Claire will leave one out.
- Staff
- System
- System
- Automation
- System
Gas safety certificate booked
System
Ashford Lettings · JOB-31164CUS-00118
Today 09:30 with Sophie Reed
- Staff
Internal note added
Maya Patel
Asked for photos of the manifold and the make of the actuators before we send Sophie out.
- Staff
- Staff
Note added
Daniel Brooks
Tobi Nkemelu · Q-20488CUS-00337
Sent alongside the valve repair booking. Not opened yet — worth Liam mentioning it while he is on site today.
- Staff
- Staff
- Staff
Note added
Maya Patel
Claire Hughes · Q-20470CUS-00361
Accepted by email. Claire wants the install before the end of the month — booked Liam and Sophie for the 23rd.
- Customer
- Staff
- Automation
Acknowledgement email sent
Sent to helen.walsh@hotmail.co.uk
- Automation
No existing customer matched
Left as a new contact for the office to confirm
- System
- Customer
- Staff
- Staff
- Automation
Acknowledgement email sent
Sent to oliver.grant@protonmail.com
- Automation
No existing customer matched
Left as a new contact for the office to confirm
- System
- Staff
- Staff
Quote followed up
Daniel Brooks
Emailed to check whether the quote covered what was needed
- System
- System
- Staff
- Staff
- Automation
- Automation
No existing customer matched
Left as a new contact for the office to confirm
- System
- Automation
- Staff
Internal note added
Maya Patel
Sunil Mehta · ENQ-10201CUS-00358
Visited Wednesday morning: moving the basin about 1.2m and a second shower feed off the existing 22mm. Two days for Aaron.
- System
- Customer
- Staff
- Staff
- Automation
Acknowledgement email sent
Sent to sunil.mehta@yahoo.co.uk
- Automation
No existing customer matched
Left as a new contact for the office to confirm
- System
- Staff
- Staff
Note added
Maya Patel
Steven Marsh · Q-20455CUS-00351
Declined — went with a cheaper quote from a local fitter. The boiler is 14 years old; keep him on the list for a replacement quote next year.
- Customer
- Staff
Internal note added
Daniel Brooks
Iqbal Hussain · ENQ-10199CUS-00362
Called in. Eight radiators, combi. Quoted £450 on the phone and accepted — book Aaron.
- Staff
- Automation
Acknowledgement email sent
Sent to iqbal.hussain@gmail.com
- Automation
No existing customer matched
Left as a new contact for the office to confirm
- System
- System
- Customer
- Staff
Internal note added
Maya Patel
Claire Hughes · ENQ-10196CUS-00361
Liam surveyed this morning: Worcester 30i combi, remove the cylinder and loft tank. One-day job with Sophie.
- Automation
Completion follow-up skipped
Site visit — no completion message or review request
- Staff
- Staff
- Staff
- Automation
Appointment reminder sent
SMS reminder sent for tomorrow's site visit · Liam Carter notified
- Staff
- Staff
- Automation
Acknowledgement email sent
Sent to claire.hughes@outlook.com
- Automation
No existing customer matched
Left as a new contact for the office to confirm
- System
- System
- Staff
Note added
Daniel Brooks
Derek Ainsworth · Q-20453CUS-00031
Derek asked for a price after his cover plan quoted him for a flush. Opened it the next morning, nothing since — worth a call before it lapses.
- Automation
- Customer
- Staff
- Customer
- Staff
- Staff
- Staff
- Automation
Completion follow-up skipped
Site visit — no completion message or review request
- Staff
- Staff
- Staff
- Automation
Appointment reminder sent
SMS reminder sent for tomorrow's site visit · Aaron Shah notified
- System
- Automation
Enquiry flagged as unassigned
Operations notified · Marked needs attention
- Automation
Acknowledgement email sent
Sent to steven.marsh@gmail.com
- Automation
No existing customer matched
Left as a new contact for the office to confirm
- System