Professional Documents
Culture Documents
CRM Template
CRM Template
CRM Template
TRUE
Check for Existing customer - Win/Sharepoint TRUE
Discovery: Discovery Document
Contact customer to discover needs TRUE
Enter details in CRM tracker TRUE
Estimating - complete the steps if appropriate for the job
Create Customer Folder from Template TRUE
Link CRM Address to Folder TRUE
Site visit if needed TRUE
Front Street Photo TRUE
Floor plan from fire escape plan TRUE
Convert to PDF TRUE
Views photos if available TRUE
Label Drawings - for tech referrence TRUE
Complete Door by Door TRUE
Copy Costing Sheet from LOCAL - ARE Wire prices current TRUE
Add parts, QTYs, labour, admin, parking, prog. TRUE
Approve w/ PM before creating quote TRUE
Complete Written Estimate
Create a copy of the Template Quote from LOCAL template TRUE
Name it Address - Job Specific - Quote - YYYY.MM.DD TRUE
Describe the scope of the project TRUE
Check, address, name, date, QTY only and total TRUE
Check specific Terms & Conditions TRUE
Once complete, upload to Sales > Quotes > Cus.Folder > 03. TRUE
Move files from desktop to Uploaded to SP Folder TRUE
Email Customer
Include a brief outline of the scope, options, phases TRUE
Send quote to the customer for approval TRUE
Windward - Create Customer and Estimate
Create Customer if they don’t exist TRUE
New Sale, Estimate, Select Customer, OK FALSE
Paste Quote into Comments as placeholder FALSE
Items = Parts (DON’T PUT IN YET because you’ll still learning) FALSE
Received approval from the customer
Move Customer from Quotes > Project or Customers? TRUE
Add contract to “2. Contracts” TRUE
Confirm Billing Info and Occupancy Date - What do I need? TRUE
Confirm Alarm Monitoring Info FALSE
Forward to Project managers with Occupancy Date TRUE
Confirm receipt TRUE
Apply for Electrical Permit TRUE
Permit Into 05. Folder TRUE
Create Estimate
Convert Estimate to Work Order FALSE
Add Ref # PM / Lead Tech FALSE
Send workorder to Al FALSE
Project Management
Confirm parts are ordered FALSE
Confirm team is assigned FALSE
Confirm Completion FALSE
Confirm Invoiced FALSE
Move Customer from Quotes > Project or Customers? FALSE
Complete FALSE
Lead Date
/Convos Status Address
2023.09.13
2023.09.13
2023.09.13
Fall 2023
Fall 2023
2023.09.13
2025.04.15
DJB
DJB
DJB
DJB
DJB
DJB
2023.08.31
2023.09.12
2023.09.12
DJB
2023.09.26
2023.09.06
2023.09.06
2023.09.06
2023.09.12
2023.10.02
2023.09.12
2024.01.09
MILES
MILES
TBD
2023.09.06
2023.09.26
2023.08.31
2023.09.26
DJB
DJB
2023.09.15
2023.08.14
2023.09.22
2023.09.19
2023.09.22
2023.09.15
2023.09.06
2023.09.20
2023.09.20
DJB
Next Step
Emailed 6.23
6.22 Thurs strata meeting
Strata reviewing
F email 2023.08.22
Followed-up 2023.05.26
Sent quote for Modern to ICT
Called. No answer 8.18
4 suites - 1 suite per floor - Old intercom with video to each suite, but not working
See Convo Tracker
Spoke on 6.23 - he's in Toronto with his mom
Waiting on floor
Follow-up end plans from Ditlove
of May
Discovery call on 4.28 - 5 doors, 3 have glass and need double sided. Gave rough estimate of $2400
Followed up 5.9.23
Rappy Singh PM
Rappy Singh PM
Yuriy Bespalov PM
Mike Alavi PM
Mike Alavi PM
Maxine Dias PM
Maxime Pérocheau
Neale Genereux
PM
Michael Bertrand
Terry Howe - Strata Pres. - 778-996-0433 PM
George Ster PM
Maggie Urban PM
Jared Goodnough
Crafty Brown Ops Coordinator
Mike Alavi PM
Isaac Lew GC
Devin Denault PM
Carle Proskin SC
Eric Javier PM
Eric Javier PM
Carle Proskin SC
Brett PM
Jason Abelson Admin
Alex
Allison, Florin, 604.683.8900 Strata Council
Adam Chu GM
DJ Graham BM
David Kaye SC
Jim & Kato(notes) GC
Susan PM
Service Manager
Ryan Dustin - Operations Manager
NICOLE JAMES
NICOLE JAMES
Anjali
Larry Cooper
Sunny Wang Assitant
PM
Jacob McKay BM
Mishka Owner
George Ster PM
Trevor Ermer PM
Eric Javier PM
Gabriela
Ben Brown Construction Coordinator
Catherine Idema
James - 12 Water
George Sze Owner
Chai
Ryan Wong
Sube Young SM
Elizabeth
Johnathan Pike Owner/Strata
Jamie BM
aaaautocollision@shaw.ca
SERVICEMANAGER@ISSMINESAFETY.COM
stephen.chung@ranchogroup.com
rsingh@wynford.com
rsingh@wynford.com
Hunter McLeod Realty Corp. yuriy@hmrealty.bc.ca
mike@korecki.ca
mike@korecki.ca
mdias@rjang.com
max.peroch@hotmail.fr
generesque@gmail.com
murban@comservice.bc.ca
mike@korecki.ca
isaac@matra.ca tanya@matra.ca
carle.proskin@cottagesatcultuslake.ca
REMI Realty Inc ejavier@remirealty.ca
REMI Realty Inc ejavier@remirealty.ca
Strata carle.proskin@cottagesatcultuslake.ca
Austeville Properties Ltd.
Austeville Properties Ltd.
Intracorp Homes bbosco@intracorphomes.com
lionsmanagement@gmail.com
florin.mutiu@fsresidential.com
333 | 369 Terminal Holdings Ltd. adam@369terminal.com
dgraham@sanfordhs.ca
Strata dkaye8@gmail.com
JLK Projects JLKprojects@hotmail.com
susan.krieger@phs.ca
service@aplbc.com
rdustin@aplbc.com
4stratacouncil@gmail.com
4stratacouncil@gmail.com
larrycooper@telus.net
george.ster@dwellproperty.ca
trevor.ermer@gmail.com
aaron.thrasher@stratfordhall.ca
Info@strataforcemanagement.com
jb.verstraeten@pfiins.com
Austeville Properties Ltd. forestgreen@aplbc.com
Strata carle.proskin@cottagesatcultuslake.ca
susan.krieger@phs.ca
Michael.MacKeigan@fsresidential.com
service@aplbc.com
avery.kwong@dwellproperty.ca
jeremysally@gmail.com
aaron.thrasher@stratfordhall.ca
lesleyprimeau@gmail.com
georges@wesbridge.com
chai@bbxmoving.com
Ryan.Wong@skullcandy.com
Rancho sube.young@ranchogroup.com
jpike@wpga.ca
jamie@globefacilities.ca
jjohnston@sanfordhs.ca
Michael@Ditlove.ca
victorsjchen@gmail.com
Update WW
Phone Cmts Source Value Billed GPM
778-895-1966 0 Wes
7806959091 0 Web - Quote Request
778.872.5855 0 Phone
D: 604-338-2349 B: 778-954-7900 0 Phone $3,600.00
604-317-7459 0 Existing Relationship from Previous Bid
0 Email to Service
0 Email to Service
604-261-0285 0 Web - Quote Request $13,500.00 48.00%
604-261-0285 0 Web - Quote Request $4,660.84 48.00%
604.416.5271 0 Kevin - Existing Customer $4,718.00 49.00%
778-688-7973 0 Email to Service $7,500.00
778-688-7973 0 Email to Service $4,844.00 50.00%
604.738.1010 ext 110 0 Email to sales $3,700.00 48.00%
778 980 2093 0 Web - Quote Request
604-418-3053 0 Zinnia from Service call $778.00 49.00%
0 Zinnia from Service call $5,492.00 46.00%
604-318-1304 0 Phone - Existing Customer $5,300.00 48.00%
0 Email to service $300.00 50.00%
604-910-9238 0 Email to service $4,421.90 49.00%
0 Email to sales $74,600.00 48.00%
778-558-5519 Email to service $2,749 $2,859 48.00%
778-688-7973 Email to service $1,397 $1,377 49.00%
778-323-4781 Email to sales $6,322 $6,036 49.40%
604-619-9151 0 Kevin - Referring Customer $3,030 48.00%
604-816-5486 0 DJB - Existing Customer $8,603 40.00%
604-530-9944 DJB - Existing Customer $7,738 $7,738 45.00%
604-530-9944 DJB - Existing Customer $3,562 $3,563 46.00%
604-816-5486 0 DJB - Existing Customer $4,590 44.70%
0 DJB - Existing Customer $4,200 43.00%
0 DJB - Existing Customer $15,858 43.00%
778-991-4500 0 DJB - Existing Customer $5,955 0.00%
604-215-7019 0 Email to service $1,750 35.00%
604 724-2863 0 DJB - Existing Customer $12,815 49.00%
604.290.7705 0 Phone - Existing Customer $6,328 48.00%
604-605-0166 0 Email to service $68,962 44.00%
604-235-5760 0 Email to service $68,300 31.00%
778-994-5293 0 Web - Quote Request $5,216 48.00%
604-588-1072 0 Email to service $99,812 44.30%
778-872-4980 0 Call to DJB $4,637 37.00%
604.216.5505 0 Email to service $9,449 42.00%
604-306-9339 0 DJB - Existing Customer $15,575 38.00%
604-816-4835 0 Web - Quote Request $6,230 48.00%
604-816-4835 0 Web - Quote Request $3,825 47.00%
604-688-3252 0 Zinnia from Service call $10,870 49.50%
604-922-2388 0 Web - Quote Request $3,619 48.00%
778-862-8799 0 Web - Quote Request $4,500 50.00%
0 Steve - Existing Customer $36,000 48.00%
0 Service $536 48.00%
604-315-2684 0 Phone - Existing Customer $20,100 50.00%
604-753-9408 0 Phone $4,860 48.00%
604-248-4075 0 Outreach/Existing Customer $31,371 46.00%
778-686-6260 0 Outreach/Existing Customer $12,745 50.00%
0 Miles - Existing Customer $3,018 51.00%
0 Miles - Existing Customer $2,278 51.00%
604-436-0608,287 0 Keir - Existing Customer $2,000 35.00%
604-839-5060 0 Existing Customer $18,000 54.00%
604-510-1181 0 Email to service $15,756 56.00%
604-839-0650 0 Don - Salto $15,669 44.00%
236-476-3220 0 DJB - Existing Customer $21,000 35.00%
0 DJB - Existing Customer $703 49.40%
604-816-5486 0 DJB - Existing Customer $65,000 44.70%
778-872-4980 0 DJB - Existing Customer $25,465 36.00%
Michael: 604-318-1304
Terry: 778-996-0433 0 Existing Customer/Service $28,000 49.00%
604-240-8285 0 DJB/Building Connected $461,391 39.80%
0 Miles - Referral $5,615 44.00%
604.216.5505 0 Email to service $2,789 48.00%
604.248.1363 0 Grigory - Referral $10,702 48.00%
0 Service $10,390 39.00%
778-554-9859 FALSE $4,932 48.00%
604-436-0608,287 0 Keir - Existing Customer
0 DJB - Existing Customer
FALSE
0 Miles - Referral
780-913-5955 FALSE
FALSE
604-530-9944 DJB - Existing Customer $8,000 45.00%
236 999 5305 0 Web - Quote Request
236-333-9471 0 Email to service Est. 10-12k
FALSE
FALSE
604-946-8618 FALSE
604 323 0020 0 Web - Quote Request
FALSE
604.331.4220 FALSE
604.644.3151 FALSE
778-384-0995 0 Miles - Referral
FALSE
236-838-9618 0 Web - Quote Request
0 Web - Quote Request
0 Referral - Michael Bertrand
604.235.5767 0 Email to sales
604-803-8545 0 DJB
604-617-7399 0 Personal Connection $2,550 y
626-991-8269 0 Outreach/Existing Customer
0 Email to sales
604-788-7253 0 DJB
Doc in
Comm Hours Efficiency Comm Assigned Comm Paid Blank03 Contracts
$0.00 1 $0.00
$675.00 2 $337.50
$233.04 2 $116.52
$235.90 4 $58.98
$0.00 0
$290.64 3 $96.88
$185.00 2.5 $74.00
$38.90 2 $19.45
$274.60 2 $137.30
$265.00 3 $88.33
$18.00 2 $9.00
$221.10 1 $221.10
$3,730.00 3 $1,243.33
$143 3 $48 Yes Yes -
$69 3 $23 Yes Yes -
$316 4 $79 Yes Yes -
$152 3 $51 Yes -
$344 3 $115 Yes, but only 7282.44, quoted 9000 all in -
$387 3 $129 Yes Yes -
$178 1 $178 Yes Yes -
$230 2 $115 Yes -
$168 8 $21 Yes
$634 8 $79 Yes. Why only $15,860. Instead of 25000
$0 1 $0 Yes
$53 2 $26
$641 3 $214 Yes, but 9731.46 vs 12814 quoted
$316 4 $79 Yes Yes
$2,758 6 $460 Yes Yes
$2,049 4 $512
$261 4 $65 Yes Yes
$4,991 8 $624 Yes
$185 1 $185
$378 3 $126 Yes
$623 2 $311 Yes
$311 4 $78
$191 3 $64
$544 8 $68
$181 2.5 $72
$270 1 $270
$594 2 $297
$27 3 $9
$1,206 8 $151
$243 2 $122
$1,569 7 $224
$765 7 $109
$60 2 $30
$45 2 $23
$60 2 $30
$1,080 5 $216
$945 6 $158
$627 3 $209
$630 6 $105
$35 0.5 $70
$3,250 4 $813
$764 4 $191
$1,400 8 $175
$18,456 40 $461
$225 1 $225
$139 3 $46
$535 3 $178
$416 3 $139
$247 1.5 $164
$400
$153 1 $153
WW
Comments PM/PUR
w/ accpt Email:
Move to date, estimate, Drawings
Cust/Proj & contact, costing, file Complete for
Timing Alarm? Update Link price WO# loc. User List Electrical Permit? techs
- - 80024 - - -
- - 79069 - - -
- - 79337/A - - -
- - 80037, 80308 - - -
- - 79978 - - -
- - 79586 - - -
- - 80038 - - -
- - 80541 - - -
Maglocks –
80246
80324
80245
Shroud –
80325
80621
Yes Yes 80624 Yes N/A N/A
n/a n/a Yes Yes 79206 Yes n/a n/a n/a
Complete - Dec/Jan n/a Yes Yes 81239 Yes n/a n/a Yes
n/a n/a Yes Yes 81251 Yes n/a n/a n/a
80596
30 2 60 KM 25 0.4 10
1.5 2 3h 35 0.28 9.8
4h 60
7h
7 5 35
54.8
6
60.8