Activity
178 of 24622 events today 10 by staff 9 by automations 1 needs attention
- Staff
Note added
Nathan Price
Ancoats Print Co. · JOB-61150CUS-00164
62 items done. Two kettles and an extension reel failed; taken out of use and labelled.
- Staff
- Staff
Note added
Imran Qureshi
Farida Rahman · Q-50419CUS-00119
Drafted from Craig's note on JOB-61170. Cheaper while the walls are open; send today if Farida agrees on WhatsApp.
- Automation
Completion follow-up sent
Certificate and completion email
Kestrel Property Management · JOB-61166
Completion message sent and a review requested
- Automation
Acknowledgement email sent
Sent to mehmet.aydin@example.com
- Automation
No existing customer matched
Left as a new contact for the office to confirm
- System
- Staff
Note added
Tom Halliday
Kestrel Property Management · JOB-61166CUS-00152
Satisfactory, with two C3s: no surge protection, and the board labelling is out of date. Relabelled while there.
- Staff
- Automation
Enquiry flagged as unassigned
Operations notified · Marked needs attention
- Automation
Acknowledgement email sent
Sent to chloe.ashworth@example.com
- Automation
No existing customer matched
Left as a new contact for the office to confirm
- System
- Staff
Note added
Craig Whitworth
Farida Rahman · JOB-61170CUS-00119
Smoke alarms here are battery-only. Recommend mains interlinked, with a heat alarm in the new kitchen; passed to the office to quote while the walls are open.
- Staff
- Staff
- Staff
- Automation
EICR renewal reminder skipped
Renewal already booked · 7-day EICR reminder not sent
- Staff
Internal note added
Imran Qureshi
Took the call at 7.50; Marta opens at 7. The insurer needs both certificates by the 30th. Took her email for the confirmation.
- Automation
Acknowledgement email sent
Sent to marta.kowalska@example.com
- Automation
No existing customer matched
Left as a new contact for the office to confirm
- System
- Staff
Internal note added
Leah Brennan
Marlowe Street Lettings · ENQ-40324CUS-00087
Same four flats as 2021 (JOB-60118 and JOB-60131). Tom can do two a morning, so offer Tue 6 and Tue 13 Oct at £160 each as before.
- Staff
- Staff
- Staff
Note added
Imran Qureshi
Margaret Ellison · JOB-61165CUS-00071
Her consumer unit quote (Q-50395) expires on Sunday. Jordan to mention it while he's there.
- Automation
- Automation
Enquiry matched to an existing customer
Marlowe Street Lettings · ENQ-40324
Matched to Marlowe Street Lettings (CUS-00087) · 10 previous jobs
- System
- Staff
Note added
Imran Qureshi
Farida Rahman · JOB-61170CUS-00119
Ellie is with Craig for the day. Farida's kitchen fitter needs the cooker point 600mm left of the window.
- Staff
Internal note added
Hannah Rowley
Matthew Kearns · ENQ-40320CUS-00369
Survey booked with Craig for Monday 09:00. Keys from the estate agent on Heaton Moor Road; collect from 8:45.
- Staff
- Staff
Internal note added
Imran Qureshi
Photos show a Wylex rewireable board, no RCD protection and no main bonding visible at the gas meter. Quote a 10-way board with RCBOs plus bonding, around £780.
- Staff
Note added
Leah Brennan
Gareth Lomax · Q-50415CUS-00203
Sent with a note that the 28-day deadline is 8 October. Ryan has Tuesday afternoon free.
- Staff
- Customer
Customer replied by email with photos of the fuse board and meter
Customer
- Automation
- Staff
Internal note added
Imran Qureshi
Gas work, and we're not Gas Safe registered. Replied with two local heating firms to try.
- Staff
- Staff
- Automation
Acknowledgement email sent
Sent to gail.sumner@example.com
- Automation
No existing customer matched
Left as a new contact for the office to confirm
- System
- Automation
PAT retest reminder sent
7-day PAT test reminder emailed to sofia.marchetti@example.com · Salon, 141 Barlow Moor Road · Office notified
- Automation
Appointment reminder sent
Reminder emailed (no mobile number) · Nathan Price notified
- Automation
Appointment reminder sent
SMS reminder sent for tomorrow's job · Tom Halliday notified
- Automation
Appointment reminder sent
Reminder emailed (no mobile number) · Jordan Mensah notified
- Automation
Appointment reminder sent
Kestrel Property Management · JOB-61166
Reminder emailed (no mobile number) · Tom Halliday notified
- Automation
Appointment reminder sent
SMS reminder sent for tomorrow's job · Craig Whitworth notified
- Automation
Appointment reminder sent
Reminder emailed (no mobile number) · Ryan Doherty notified
- Customer
Customer replied: Monday morning works, keys are with the estate agent
Customer
- Staff
Internal note added
Imran Qureshi
Photos show a clear 4m run from the garage board. Needs Aisha to look before we price; typical install £950–£1,150.
- System
- Staff
- Staff
- Automation
Acknowledgement email sent
Sent to rohan.mistry@example.com
- Automation
No existing customer matched
Left as a new contact for the office to confirm
- System
- Staff
Internal note added
Imran Qureshi
Sent a rough range (£1,100–£1,600 depending on the cable route) and asked for photos of the route and where the office will sit. Waiting to hear back.
- Staff
- Staff
Note added
Hannah Rowley
Ancoats Print Co. · Q-50407CUS-00164
The vans are now due mid-October. The grant claim has to go in before the install, so chase on Thursday.
- Staff
Quote followed up
Hannah Rowley
Ancoats Print Co. · Q-50407CUS-00164
Called Josh about the quote: waiting on the van delivery date
- Staff
- Staff
Note added
Hannah Rowley
Kestrel Property Management · Q-50411CUS-00152
Not opened. Owen's auto-reply says he is on leave until Monday the 21st, so call him then.
- Staff
Internal note added
Leah Brennan
Gareth Lomax · ENQ-40317CUS-00203
From Tom's EICR (JOB-61156): C2 no RCD protection on the socket circuits, C2 no main bonding to gas. New 8-way board with RCBOs plus bonding; half a day for Ryan.
- Staff
- Staff
- Automation
Acknowledgement email sent
Sent to denise.fairclough@example.com
- Automation
No existing customer matched
Left as a new contact for the office to confirm
- System
- Staff
- Staff
Internal note added
Hannah Rowley
Matthew Kearns · ENQ-40320CUS-00369
Three-bed semi, two floors plus loft. Needs Craig to survey: cable routes, whether the floors can come up, and a new board position by the front door.
- Staff
Note added
Imran Qureshi
Charger goes on the front wall by the drive. Tunde works from home on Tuesdays, so he'll be in for the install.
- Staff
Internal note added
Imran Qureshi
Tunde Bakare · ENQ-40306CUS-00366
Charger in stock. Booked Aisha for Tue 22nd, 08:30. DNO notification goes in after the install.
- Staff
- Staff
- Staff
Note added
Leah Brennan
The 30-day EICR reminder bounced; her email has changed. Left a voicemail on the landline asking for the new address. Try again Friday.
- Automation
Acknowledgement email sent
Sent to matthew.kearns@example.com
- Automation
No existing customer matched
Left as a new contact for the office to confirm
- System
- Staff
- Automation
EICR renewal reminder failed
Email bounced: the mailbox at linda.haworth@example.com no longer exists
- System
- Automation
Enquiry flagged as unassigned
Operations notified · Marked needs attention
- Automation
Acknowledgement email sent
Sent to alison.pryce@example.com
- Automation
No existing customer matched
Left as a new contact for the office to confirm
- System
- Automation
- System
- Staff
Internal note added
Hannah Rowley
Kestrel Property Management · ENQ-40313CUS-00152
Asked Owen for the tenant's number and the PO before we book Ryan. Ryan replaced that extractor last June; likely moisture in the fan, a quick job once we have access.
- Staff
- Staff
Note added
Imran Qureshi
Margaret Ellison · Q-50395CUS-00071
Margaret wants to think it over. She prefers a call to email, and Jordan is there for the garden lights on the 18th.
- Staff
Quote followed up
Imran Qureshi
Margaret Ellison · Q-50395CUS-00071
Margaret rang back: thinking it over
- Staff
- Staff
Quote sent to Kestrel Property Management
Hannah Rowley
- Automation
Acknowledgement email sent
Sent to gareth.lomax@example.com
- Automation
Enquiry matched to an existing customer
Matched to Gareth Lomax (CUS-00203) · 3 previous jobs
- System
- Staff
- Automation
- Automation
EICR renewal reminder sent
Kestrel Property Management · CUS-00152
60-day EICR reminder emailed to owen.gartside@example.com · Flat 3, 88 Chapel Street
- Automation
EICR renewal reminder sent
Marlowe Street Lettings · CUS-00087
60-day EICR reminder emailed to joanne.pickford@example.com · Flat 1, 43 Ladybarn Lane
- Automation
EICR renewal reminder sent
Marlowe Street Lettings · CUS-00087
60-day EICR reminder emailed to joanne.pickford@example.com · Flat 2, 43 Ladybarn Lane
- Automation
PAT retest reminder skipped
Renewal already booked · 7-day PAT test reminder not sent
- Customer
- Staff
- System
EICR inspection booked
System
Kestrel Property Management · JOB-61166CUS-00152
Today 08:00 with Tom Halliday
- Staff
- Automation
- Automation
Enquiry matched to an existing customer
Kestrel Property Management · ENQ-40313
Matched to Kestrel Property Management (CUS-00152) · 6 previous jobs
- System
- Staff
Note added
Imran Qureshi
Tunde Bakare · Q-50402CUS-00366
Accepted by email. Booking Aisha as soon as the charger is in stock.
- Customer
- Staff
- Staff
Note added
Tom Halliday
Unsatisfactory. C2: no RCD protection on the socket circuits (old Wylex board). C2: no main protective bonding to the gas. Remedials due within 28 days of the report, by 8 October.
- Staff
EICR — Flat 4, 9 Wilbraham Road (unsatisfactory) completed
Tom Halliday
Gareth Lomax · JOB-61156CUS-00203
- System
Outdoor socket and garden lights booked
System
Margaret Ellison · JOB-61165CUS-00071
Today 15:30 with Jordan Mensah
- Staff
Internal note added
Hannah Rowley
Ancoats Print Co. · ENQ-40310CUS-00164
Aisha priced it from photos and the 2023 three-phase drawings: two 7kW posts on the back wall, fed from DB2 in the risograph room. The grant takes £700 off.
- System
- Staff
Note added
Hannah Rowley
Paul Ackroyd · Q-50391CUS-00352
Declined: went with a cheaper quote that leaves the making good to them. Keep on file.
- Customer
- Automation
- Staff
PAT testing booked
Leah Brennan
Ladybarn Dental Studio · JOB-61163CUS-00367
Mon 07:30 with Nathan Price
- Automation
PAT retest reminder sent
Halcyon Yoga Studio · CUS-00248
30-day PAT test reminder emailed to freya.lindqvist@example.com · Studio 3, 12 High Lane
- System
- Customer
- Automation
- Staff
- Staff
Internal note added
Imran Qureshi
Tunde Bakare · ENQ-40306CUS-00366
Photos are fine for pricing: 7kW tethered charger on the front wall, 8m run from the board under the stairs, spare way in the board. No visit needed.
- Staff
- Staff
- Automation
Acknowledgement email sent
Sent to josh.penrose@example.com
- Automation
Enquiry matched to an existing customer
Matched to Ancoats Print Co. (CUS-00164) · 4 previous jobs
- System
- Staff
Internal note added
Leah Brennan
Ladybarn Dental Studio · ENQ-40309CUS-00367
Quoted £3 an item on the phone (about £255) and Lorraine accepted. Book Nathan for an early start before the first patients.
- Staff
- Automation
- Automation
No existing customer matched
Ladybarn Dental Studio · ENQ-40309
Left as a new contact for the office to confirm
- System
- Staff
- System
- Automation
Enquiry flagged as unassigned
Operations notified · Marked needs attention
- Automation
Acknowledgement email sent
Sent to tunde.bakare@example.com
- Automation
No existing customer matched
Left as a new contact for the office to confirm
- System
- Customer
- Staff
- Staff
- System
- Automation
- Staff
Note added
Hannah Rowley
Vela Hair Studio · Q-50388CUS-00221
Sofia likes it but wants to wait until after the busy September weeks. Worth raising when Ryan is there on the 18th.
- Automation
- Automation
EICR renewal reminder sent
30-day EICR reminder emailed to stelios.andreou@example.com · 112 Wellington Road (HMO)
- Customer
- Staff
- Staff
- Automation
EICR renewal reminder sent
30-day EICR reminder emailed to gareth.lomax@example.com · Flat 4, 9 Wilbraham Road
- Automation
- Automation
Completion follow-up skipped
Certificate and completion email
Site visit — no completion message or review request
- Staff
- System
- System
- Customer
- Automation
Appointment reminder sent
SMS reminder sent for tomorrow's site visit · Craig Whitworth notified
- Staff
- Staff
- Automation
EICR renewal reminder sent
30-day EICR reminder emailed to farida.rahman@example.com · 27 Crayford Road
- Automation
PAT retest reminder sent
30-day PAT test reminder emailed to sofia.marchetti@example.com · Salon, 141 Barlow Moor Road
- Staff
- Staff
- Automation
Acknowledgement email sent
Sent to paul.ackroyd@example.com
- Automation
No existing customer matched
Left as a new contact for the office to confirm
- System
- Staff
Note added
Leah Brennan
Marlowe Street Lettings · CUS-00087
60-day reminders for the Ladybarn Lane flats have gone out. Expect Joanne to ask for all four together, as in 2021.
- System
- Automation
EICR renewal reminder sent
Marlowe Street Lettings · CUS-00087
60-day EICR reminder emailed to joanne.pickford@example.com · Flat 1, 41 Ladybarn Lane
- Automation
EICR renewal reminder sent
Marlowe Street Lettings · CUS-00087
60-day EICR reminder emailed to joanne.pickford@example.com · Flat 2, 41 Ladybarn Lane
- Automation
PAT retest reminder sent
30-day PAT test reminder emailed to josh.penrose@example.com · Studio, 31 Blossom Street