CRM Template

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401 - 611 Alexander

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

2023.06.22 12. DQ 2849 Norland Avenue, Burnaby


2023.06.02 12. DQ Edmonton/Vancouver
2023.06.22 12. DQ 5855 Imperial Street, Burnaby
2023.04.25 12. DQ 500 W 10th Ave, Vancouver
2023.06.22 12. DQ Capilano University
2023.05.05 12. DQ 7388 Kingsway, Burnaby
2023.07.04 12. DQ 2085 Skyline Court, Burnaby
2023.05.08 11. LTFU 1930 w 3rd Avenue, Vancouver
2023.05.08 11. LTFU 1930 w 3rd Avenue, Vancouver
2023.05.18 11. LTFU 328 Water St, Vancouver
2023.04.14 11. LTFU 2226 W 12th, Vancouver
2023.04.14 11. LTFU 2226 W 12th
2023.06.02 11. LTFU 1040 W 7th Ave. Vancouver, BC
2023.08.17 11. LTFU 3010 Ontario St
2023.06.02 10. No Pro. 238 West Broadway
2023.05.11 10. No Pro. 238 West Broadway
2023.06.05 10. No Pro. 2665 West Broadway
2023.04.05 10. No Pro. 36 Water St, Vancouver
2023.05.31 09. Lost 22768 119th Avenue Maple Ridge, BC
2023.05.23 09. Lost Roseridge Landfill
2023.06.01 08. Complete 220 Princess Ave, Vancouver BC
2023.04.10 08. Complete 2226 W 12th
2023.04.04 08. Complete 401-611 Alexander St
2023.05.24 08. Complete 621 12th St., New Westminster
2023.04.10 08. Complete Cottages
2023.04.14 08. Complete Strata VR 2356 - Roche Point Tower - 995 Roche Point Dr
2023.05.26 08. Complete Strata VR 2356 - Roche Point Tower - 995 Roche Point Dr
2023.07.28 08. Complete Cottages
2023.06.29 08. Complete 1638 W 6th, Vancouver
2023.06.29 1632 W 6th, Vancouver
08. Complete
2023.04.06 08. Complete Maywood
2023.07.26 08. Complete 406 - 611 Alexander St
2023.05.26 08. Complete Strata LMS 3942 The Lions
2023.06.13 08. Complete 11240 Daniels Road, Richmond
2023.04.05 07. Underway 369 Terminal Ave
2023.05.23 09. Lost 215 W 2nd Ave, Vancouver
2023.04.17 07. Underway 234 E 5th Ave, Vancouver
2023.05.04 07. Underway 309 Carrall St, Vancouver
2023.09.06 07. Underway 2141 Ash St, Vancouver
2023.08.14 07. Underway 1867 W Broadway, Vancouver
2023.07.14 07. Underway 2020 Bellevue, West Vancouver
2023.06.24 04. Sent 7475 138 Street, Surrey
2023.06.24 04. Sent 7475 138 Street, Surrey
2023.06.13 04. Sent 970 Homer Street, Vancouver
2023.06.02 04. Sent 1406 Marine Drive, West Vancouver
2023.08.03 04. Sent Unit 730 - 6388 No 3 Rd, Richmond
2023.07.07 04. Sent 2628 Yew St, Vancouver
2023.04.27 04. Sent 3593 West 30th Avenue, Vancouver
2023.06.01 04. Sent 540 East Hastings Street, Vancouver
2023.06.27 04. Sent 1280 Nicola Street, Vancouver
2023.05.05 04. Sent 36 Water St, Vancouver
2023.05.05 04. Sent 10428 153 St #200?, Surrey - Guildford Court
2023.07.31 04. Sent Strata LMS 2840 - The Grey Point Building - 3788 W 10th Ave, Vancouver
2023.07.31 04. Sent 33 E 7th Ave, Vancouver
2023.05.30 04. Sent 3070 Commercial Dr, Vancouver BC
2023.08.01 04. Sent 1080 Howe St, Vancouver
2023.06.22 04. Sent 22363 Selkirk Avenue, Maple Ridge
2023.07.11 04. Sent 1281 Hornby St, Vancouver
2023.07.04 04. Sent 9080 198th St, Langley
2023.07.26 04. Sent 401 - 611 Alexander St, Vancouver
2023.04.10 04. Sent 1777 Columbia Valley Rd, Cultus Lake
2023.04.18 04. Sent 27 W Hastings
2023.07.17 04. Sent 2665 West Broadway
2023.08.18 04. Sent Levels 11,12,13 ,24 ,25 The Stack
2023.09.07 04. Sent 8080 Anderson Road, Richmond
2023.08.14 04. Sent 686 W. Broadway
2023.08.30 04. Sent 750 E 7th Ave, Vancouver
2023.08.30 04. Sent 788 Jervis St, Vancouver
2023.09.11 04. Sent 2035 W 3rd Ave
2023.05.30 03. Building 3070 Commercial Dr, Vancouver BC
2023.08.22 03. Building 4500 Kingsway, Burnaby
2023.09.01 03. Building 3295 E Broadway, Vancouver, BC
2023.09.06 03. Building 3707 W 7th ave, Vancouver
2023.09.13 03. Building 1350 Comox & 1080 Broughton
2023.09.13 03. Building Iona Island Treatment Plant
2023.09.20 02. Discovery Strata VR 2356 - Roche Point Tower - 995 Roche Point Dr
2023.06.22 02. Discovery 1315 W 7th Ave, Vancouver
2023.08.31 02. Discovery #216 – 2630 Croydon Drive, Surrey
2023.09.13 02. Discovery 209 Carrall St
2023.09.13 02. Discovery 12 Water St
2023.09.07 01. Prospect 6137 Cambie St. Vancouver
2023.08.17 01. Prospect #165-3239 No. 6 Rd Richmond BC
9500 Odlin Road V6X 0H5
2023.09.13 01. Prospect 303 - 611 Alexander St
9399 Tomicki Avenue V6X 0H6
01. Prospect Richmond, BC
01. Prospect 15290 Thrift Ave, White Rock
2023.09.07 01. Prospect 1428 56th St, Twas
01. Prospect 2325 Peardonville Road, Abbotsford
2023.06.22 00. Lead 5951 No 3 Rd, Richmond
2023.08.18 00. Lead Parking Lot behind Regent
2023.07.17 00. Lead 2386 cornwall
2023.08.09 00. Lead 475 E Hastings St, Vancouver
2023.05.29 00. Lead 249 E 24st, North Vancouver
2023.04.28 00. Lead 10758 158th St. Surrrey, BC
2023.04.25 00. Lead 3351 W 4th Ave, Vancouver
2023.08.22 00. Lead 727 / 731 5th Ave & 515 Eighth St, New Westminster
2023.07.25 00. Lead Royal Columbian Hospital
False/True Company / Strata / Building

ERICK AAA Auto Collision


0 ISS MINE SAFETY
0 Forest City Church
FALSE
0 Scott Construction
FALSE
0 CIRRUS-EPS6726
0 The West View
0 The West View
0 Le Magasin / Sino Bright
0 Strata BCS 1202 (Deseo)
0 Strata BCS 1202 (Deseo)
FALSE
FALSE
0 Citti on Broadway
0 Citti on Broadway
0 Strata BCS 2691 (The Maguire Building)
FALSE
0 MRPM Community Services
FALSE
1 Budzey
1 Strata BCS 1202 (Deseo)
1 Matra Construction c/o McKinley Studios
TRUE
1 Strata BCS 3022 (Cottages At Cultus Lake)
1 Strata VR 2356 - Roche Point Tower
1 Strata VR 2356 - Roche Point Tower
1 Strata BCS 3022 (Cottages At Cultus Lake)
1 Austeville
1 Austeville
1 Strata EPS 7716 - Maywood - Cairns
1 DIALOG
1 1367 Alberni St. Vancouver
1 Strata NW1067 - Daniels Manor
0 333 & 369 Terminal Ave Holdings
FALSE
0 Strata LMS 1851 - Granite Block
0 Archway, Olympic. Multi-tenderJLK P
0 PHS - Dovetail
0 Austeville
0 Shorewood Manor - Austeville
0 LMS 1401
0 LMS 1401
0 Francl Architecture
FALSE
0 Lavie Financial
0 LMS 3886 - Connaught Place
FALSE
0 Sch'eyk Housing Society
0 Strata VR 1751 – Linden House
FALSE
FALSE
0 The Grey Point
0 The Casting Place
0 Stratford Hall
0 Strata LMS 1608 (The Victoria)
0 Strata BCS2743
0 Co-working Space
0 Forrest Green
0 McKinley Studios
0 Strata BCS 3022 (Cottages At Cultus Lake)
0 The Osborn
0 Strata BCS 2691 (The Maguire Building)
0 Canaccord Vancouver - Levels 11,12,13,24,25. The Stack
0 Richmond Storeys
0 Austeville
0 VR190 Dogwood Place
0 Austeville - Palisades
FALSE
0 Stratford Hall
0 LMS 3905 Crystal Offices
0 Vancouver Chinese Evangelical Free Church
0 Canaland Apartments
0 VR1181 Broughton Terrace
0 1000 Ferguson Rd, Richmond
1 Strata VR 2356 - Roche Point Tower
FALSE
0 Zenterra Developments
FALSE
FALSE
FALSE
0 BBX Systems
0 Skull Candy
ERICK Cambridge Park
FALSE
FALSE
FALSE
0 London Plaza
0 Raicor Cont
0 BCS 1973 - The Vue
0 Smith-Yuen Apartments - Sanford Housing
0 NV Lawn Bowling Club
0 Charlene Spence
0 Strata BCS 4271 (Monad)
FALSE
FALSE
Outcome

Add cameras. Lead from Wes


See notes
Access Control System
TEC 2 Board Replacement - Est. $2995 + 1 hr to $1000 in labour
$100 for overnight shipping

Add CR to Keyscan System


Add fob access to the back P1 elevator lobby door
Add CRs to multiple entrance in parking garage
ICT WX 2 doors + Overhead Gate
SES Intercom Upgrade
Aiphone Intercom, Maglocks
Modern to ICT WX Upgrade
Cameras - Digital Over Coax
Replace Intercom
Intercom Upgrade
Gym Door Hold Open
SES Intercom Upgrade for event tracking
No longer need auto-operator. Looking at long term access control upgrade and camera upgrades
Canada Post Lock Plate
Panic Buttons with Inovonics
4 Traffic Lights and Gates
Add camera to parkade exit
Battery backup
Expand ICT system
Intercom Upgrade - SES w/ opt. NIC3
Camera Server Upgrade
Auto Operator x 2
2 Card Readers at P1 Lobby
Add Camera to Pool
Auto-operator
ACS 4 doors + Alarm System, ICT GX, DCs
Expected Delivery - 2023.8.8
Adding fob reader to 3rd unit that they may be taking over
Auto Operator x 2 (Look at Quote for Parts)
Replace Intercom
Modern to ICT Upgrade
3 Servers for 121 Cameras
SES Intercom Upgrade
Upgrade Cameras & Servers - Avigilon/Alt Options
Workstation
1 camera at each location
Upgrade to ICT GX
Replace Intercom & Upgrade ACS
Upgrade Kantech Server and Software
2 Cameras, 1 Card Reader. Potentially more Cameras in other suites
NOTES
Add Keypad, Fingerprint or Facial Recognition to ICT
6 Auto-operators - worked with Steve & Miles
Add Remote Access

New Intercom, cell phones and cloud based


Modern to ICT Upgrade
Modern to ICT Upgrade

Von Duprin 22 Exit Device


Release Button at Reception x 2
Adding camera P1 to P4
~12 cameras: 2 for the lobby/elevator areas, each floor hallways, the parkade and the garbage room area

Add Cameras to existing. Ask John for help


Closer and ES service
ICT Expansion, Readers, Cameras, Solar, Cellular Modules
NVR, Workstation, UPS Upgrade, Camera addition and Relocation
LAST WEEK OF AUG - Full Access Control Upgrade
Moving Locations
Replace ADO with Double Header - Single Active Door - Low profile Ditec - Silver
1 camera at each location
CCTV - front door, back doors (2), parkade fire exit 1 & 2, and OH gate
1 like cottages + arm + mount and 1 5mp like the stack
poe infield @ amenity. Unknown getting home to robson P1
Access Control Upgrade
Lockdown System
5 existing CRs on CDVI installed in 2021
CDVI 1 button
Separate remote
Access to Tower
Upgrade cameras and add more
Need access to storage to run wire for new readers
Need admin password/login
Cameras - Budgetary Phase
ALGO intercom. Camera option?
Auto Operator x 2
Replace Intercom. Would like add an access control system down the line
They have no phone bill system. They used us in a previus building and like the realibilty
Relocate 2, add 2 Keyscan readers
Modern Upgrade. Gates. Upsell Readers
12/36 share OHG RF Receiver
Add postal lock to front
looking for key card type access control and alarm + monitoring service
Adding CRs or Keypads to 2 doors
replacing the existing enterphone/fob system, and we need your advice on whether the security cameras need to be replaced as well

Access Control 2 Doors + Re-key whole buidling


Upgrade Access Control from Chubb

Retrofit 55 Electronic Locks - Dorma Kaba and ILCO existing


Lawn Bowling Club
Medeco Upgrade
Modern to ICT WX Upgrade
Repair or replace our current intercom system at 3 apartment buildings
Patient wandering - Waderguard Blue by stanley
Blank01 Next Contact

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

See if they need Vancouver Offices

Called then texted on 2023.06.27

Never responded after email and VM


Reached out to vivian. no response
They asked for a card reader system for 2 doors and overhead gate
Rappy said chris from strata wants a quote for Viscount. Doesn't know why?
F.U 2023.6.13 - Strata council will be reviewing on May 24. Send note explaining our quote vs others
Sent follow up - 2023.8.14
$7500 est. budgetting for 2024
Camera upgrade, fall 2023. Add $665 to original quote for 5th camera
Checking wiring of existing intercom
4000-4500 budget given by me. Lkikely next year
Strata meeting on June 7th
Frank, need to review with strata in email 5.26
Followed up 5.26 via email/phone
Meeting with strata on 2023.06.09
Meeting with strata
Invoice sent to 05.31
They were not awarded the contract

Emailed 6.23
6.22 Thurs strata meeting

Followup email 8.17


Texted on June 21 about Butterfly
Emailed Jim 5.26 - He hasn't heard back from BCH
Sent requests for competing quotes 4.28.23
JLK won low bid. Sent them our proposal May 11
Sent to Olympic and Archway for tender on May 9
F email 2023.08.22
Followed-up 2023.05.26
Meet Devon onsite to discuss locations
Intake
They need AGM to approve intercom and server upgrade unless it's an emergemcy. Waiting to hear back. Emailed Sept 5.

Called 8.22. Management meeting on 8.28


called, 8.14 - council hasnt review yet. call in 2 weeks, 8.28
Emailed estimate 8.8.23
SGM around Sept 6-7

Connect on June 30th, for confirmation


Follow-up 2023.07.26
Followup email 8.10
Sent updated proposal - .530
Sent estimate - 5.31.23

Speak with Salto and design costing per door type


Follow-up to Rohit
CF: 2023.08.22 - Strata waiting as other items came up. She'll follow up with strata between 8.22 and 9.6
Email kevin for mockup, parts so I can email Don for pricing
EF: 2023.08.22 Resp: Sent to manager. Waiting on approval

Strata reviewing
F email 2023.08.22
Followed-up 2023.05.26
Sent quote for Modern to ICT
Called. No answer 8.18

Meet Devon onsite to discuss locations

Based on sitevist with Ty last month

Have drawings complete for 8.14 walkthrough


Create budget number for Eric

Emailed. Waiting on time confirmation


Sent email with questions on 2023.09.01

Waiting to hear back from Ryan Wong


End of DAY 27th. Speaking with the owner

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

Called Twice and left voicemails twice


Blank02 Contact Name Title

Sam (Harmesh Sharma)


EMINA SEJDINOVIC
Jordan
Darren (Strata) & Brandy PM at Wynford
David
Stephen Chung PM

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

Aaron Thrasher Facilities Manager


Ben PM - Rando
Lynn Walsh -Peter Cheng(Resident) 778-899-8250 Assit to PM
JB Verstraeten
Mike Bilic
Karen
Carle Proskin SC
Susan PM
Michael Bertrand
Terry Howe - Strata Pres. - 778-996-0433 Strata Pre
Darius
MICHAEL MACKEIGAN Strata Manager
Simon Stuart Service Manager
Avery Kwong Strata Manager
Jiggs
Jeremy
Aaron Thrasher Facilities Manager
Eric Javier

Rick - Owner has 6 buildings with a 7th coming online


Lesley Primeau Strata Council

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

Jodi Johson ASSISTANT PROPERTY MANAGER


Michael Ditlove
Charlene Spence O
Victor Chen SC
Nathan
Candice Clark
Company Email

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

REMI Realty Inc ejavier@remirealty.ca


gabriela.passano@gmail.com
BenB@zenterra.ca

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

waiting on PM n/a Yes Yes 80687 Yes in proceess n/a Measured


Site visit 09.22 n/a Yes Yes 81041 Yes n/a Yes, not ordered Yes

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

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