Overview
β—€ Nav
Activity β–Ά
Enquiries This Week
7
↑ 2 vs last week
Quotes Pending
2
Awaiting response
Jobs This Month
4
2 done Β· 2 active
No Follow-Up
3
⚠ Action required
April 2026
Full calendar β†’
M
T
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S
S
30
31
1
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3
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1
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3
Today / active Booked Quote pending
Pipeline β€” This Month
Full view β†’
Enquiry
3
David Marshall
3-bed Β· Weybridge β†’ Guildford
Yesterday
⚠ No follow-up 24h
James Thornton
1-bed local Β· Walton
2 days ago
⚠ No follow-up 48h
@lucy_movinghouse
Instagram Β· Surbiton 2-bed
3 days ago
Quoted
2
Sarah Patel
4-bed pack+move Β· Esher
7 AprΒ£1,840
Hilary Bower
2-bed removal
5 AprΒ£960
Accepted
1
Michael Kammerer
Shepperton β†’ Weybridge
10 AprΒ£1,210
In Progress
1
Tanya Bottger
Full pack+move Β· Today
TodayΒ£2,401
Invoiced
2
Bradley Burnell
Removal Β· Shepperton
24 MarΒ£1,063
Yasmina D.
Removal Β· Walton
16 NovΒ£1,210
Complete
1
Shona Devine
3-bed Β· 3 vans
26 NovΒ£2,206
Inbox
Loading emails…
HB
Hilary Bower
πŸ“ž 07764 500494 Β· [email protected]
From: 14 River Lane, East Molesey KT8 9PL
To: 7 Walton Rd, Weybridge KT13 8NX
πŸ“ž
πŸ“±
βœ‰οΈ
βœ‰ Email
Timeline
Job Details
Images
Staff
Quote
Costing
Invoice
πŸ“ž
Inbound call β€” CSnotepad
Asking when crew will arrive for today's job. Message sent to all inboxes.
Today 09:25 Β· Phone
⚠
No follow-up β€” 3 hours and counting
Alert sent to Partner 09:30. No response on any channel.
Today 09:30 Β· System alert
πŸ’¬
Client confirmed job via WhatsApp
"Yes that works, please go ahead and book us in"
5 Apr 16:10 Β· WhatsApp
πŸ“‹
Quote sent β€” Β£960 incl. VAT
2-bed removal. 1 Luton, 2 crew, est. 8hrs. Markup 35%. Via email.
5 Apr 14:30 Β· Partner
βœ‰οΈ
Initial enquiry β€” website form
2-bed house, East Molesey to Weybridge. Flexible date, morning preferred.
4 Apr 10:15 Β· Web form
Client Profile β€” Michael Kammerer
MK
Michael Kammerer
πŸ“ž 07407 203369 Β· m.kammerer@outlook.com
From: 3 Dial House, Russell Road, Shepperton TW17 9HZ
To: Flat 1, 74 Round Oak Road, Weybridge KT13 8HT
Accepted
Job ref: LGS-2024-0410
Client since: Mar 2026
πŸ“ž
πŸ“±
βœ‰οΈ
Timeline
Job Details
Quote & Invoice
Margin
Staff Assigned
Documents
πŸš›
Job scheduled β€” Tomorrow 10 Apr, 09:00
2 Luton vans, 3 crew + Ali (contractor). Full removal + disassembly. ⚠ Deposit not yet received.
Upcoming Β· assigned by Mehl
βœ“
Job accepted β€” confirmed via WhatsApp
"Yes that's fine, please go ahead and book us in for the 10th." Β£1,452 incl. VAT agreed.
3 Apr 11:20 Β· Partner Β· WhatsApp
πŸ“‹
Quote sent β€” Β£1,452 incl. VAT
2 Luton, 90 miles, 3 crew Γ— 8hrs, 1 contractor 8hrs, markup 35%. Sent via email.
1 Apr 15:45 Β· Partner Β· Email
πŸ“ž
Inbound call β€” CSnotepad
Michael called to follow up on removal enquiry submitted via website. Message forwarded β€” please return call.
30 Mar 12:41 Β· CSnotepad Β· Phone
βœ‰οΈ
First enquiry β€” website form
Shepperton TW17 to Weybridge KT13. Full removal + disassembly of large furniture. Flexible on date.
28 Mar 09:10 Β· Website form
All Alerts
3 critical Β· 1 warning Β· 1 info
No follow-up: Hilary Bower called 09:25 via CSnotepad. No response logged. Partner notified 09:30 β€” no action yet.
Today 09:25 Β· Phone
No follow-up: James Thornton β€” Facebook message 2 days ago, 1-bed local enquiry. No response on any channel.
2 days ago Β· Facebook
Contractor hours missing: Ali β€” job Tanya Bottger completed 2 Apr. 7 days overdue. Margin calculation inaccurate until submitted.
Job completed 2 Apr Β· 7 days overdue
Quote expiring in 48h: Sarah Patel β€” Β£1,840 quote sent 7 Apr, no client response. Expires 11 Apr.
Quoted 7 Apr Β· Expires 11 Apr
Job tomorrow: Michael Kammerer β€” Shepperton to Weybridge, 09:00. 2 Luton vans. Crew not yet assigned.
Job: 10 Apr 09:00
Avg Margin
β€”
Loading…
Total Invoiced
β€”
from jobs
Total Labour Cost
β€”
staff + contractors
Total Profit
β€”
0 jobs
Job Margins β€” Live from Imported Data
Loading margins from imported data…
Incoming Channels
πŸ“ž
Phone (CSnotepad)
Human answering
πŸ’¬
WhatsApp (Primary)
07415 752 833
βœ‰οΈ
Email
3 addresses active
πŸ“±
SMS / Text
Not connected
πŸ‘
Facebook
Page messages
πŸ“Έ
Instagram
DMs connected
🌐
Website Form
Live chat pending
πŸ’Ό
LinkedIn
Not connected
User Access & Permissions
M
Mehl β€” Director
Admin Β· Full access Β· All data
Admin
P
Partner β€” Sales
Limited Β· Comms + pipeline only
Limited
βœ“ View & respond to enquiries  Β·  βœ“ Log calls and messages
βœ“ Send quotes  Β·  βœ“ Update job status
βœ— View staff rates  Β·  βœ— View margins  Β·  βœ— Edit financials
CR
Crew / Contractors
Read-only Β· Job info only
Read only
βœ“ Client name  Β·  βœ“ Job address  Β·  βœ“ Phone  Β·  βœ“ Job description
βœ— Quotes  Β·  βœ— Invoices  Β·  βœ— Margins  Β·  βœ— Other clients
βœ‰οΈ Email Monitoring
Checking…
πŸ“§
Gmail β€” logisticsgroupservicesltd@gmail.com
Direct connection Β· No Zapier Β· Emails stay local
Checking Sheets access…
Email addresses to monitor
βœ‰οΈ βœ•
βœ‰οΈ βœ•
Removal keywords β€” email must contain at least one
removal removals moving house house move moving date move date packing service van hire storage quote for moving man and van furniture
Exclusion keywords β€” skip these even if matched above
newsletter payslip unsubscribe invoice from supplier
πŸ“ž Phone & WhatsApp
Phone numbers to monitor
πŸ“žPrimary
πŸ“ž
WhatsApp Business
Status: ● wa.me links only (no API)
To send messages from the dashboard automatically, a WhatsApp Business API account is needed (Meta Cloud API or BSP like 360dialog / Twilio). Currently, clicking a staff button opens WhatsApp in-browser with message pre-filled.
πŸ“‘ Social & Website Channels
πŸ‘
Facebook
πŸ“Έ
Instagram
🌐
Website Form
πŸ’· QuickBooks Online
Checking…
Connection
Realm ID9130348909794976
Client IDABlEQs1F…UbB
Redirect URIlocalhost:8081/qbo-callback
Test Connection
βœ“ Credentials stored in server.py (local only β€” never sent to any external service except QBO's own API). Once connected, invoices appear in each client's Invoice tab automatically.
Full Pipeline
Full kanban view β€” coming next
Quotes
5 total Β· 2 pending Β· 1 accepted Β· 2 expired
ClientMoving FromMoving ToServicesDateVansCrewExcl. VATIncl. VATMarkupSent ViaStatusAction
Sarah Patel Esher KT10 Richmond TW9 Full pack + move Late Apr 24 Β£1,533Β£1,84035% βœ‰οΈ Email Pending
Hilary Bower E. Molesey KT8 Weybridge KT13 Removal only 10 Apr 12 Β£800Β£96035% βœ‰οΈ Email Pending
Michael Kammerer Shepperton TW17 Weybridge KT13 Removal + disassembly 10 Apr 23 Β£1,210Β£1,45235% βœ‰οΈ Email Accepted
Mrs Chen Esher KT10 Cobham KT11 Removal only Mid May 23 Β£1,833Β£2,20035% πŸ’¬ WhatsApp Pending
David Marshall Weybridge KT13 Guildford GU1 Removal + packing End May 24 β€”β€”β€” β€” Not sent
Jobs Today
2
Tanya B Β· M. Kammerer
This Week
4
2 complete Β· 2 active
Crew Out Today
5
3 staff Β· 2 contractors
Hours Not In
2
⚠ Ali · Glen
Active & Upcoming Jobs
Click row to open full job
ClientDateFromToServicesVansCrewContractorsValueStartStatusHours
Tanya Bottger Today Grafton East Rd
St Georges Hill KT13
Delivered Full pack + move 4 Mehl, Mick, Michael, Zirak Ali (9hrs) £2,401 09:00 In Progress ⚠ Ali missing
Michael Kammerer Tomorrow Shepperton TW17 Weybridge KT13 Removal + disassembly 2 ⚠ Not assigned ⚠ Not assigned £1,452 09:00 Booked Pending
Hilary Bower 10 Apr E. Molesey KT8 Weybridge KT13 Removal only 1 Mick, Zirak β€” Β£960 09:00 Booked Pending
Bradley Burnell 24 Mar Shepperton TW17 Addlestone KT15 Removal only 2 Mehl, Glen β€” Β£1,063 09:00 Complete βœ“ All in
Shona Devine 26 Nov Weybridge KT13 Cobham KT11 Full removal 3 Mehl, Mick, Michael, Zirak, Glen Ali (9hrs) Β£2,206 09:00 Complete βœ“ All in
Staff & Crew
Staff availability, hours, rates β€” coming next
Invoices
Invoice status from QuickBooks via Zapier β€” coming next
πŸ“ž Phone Numbers
πŸ“ž
Main Business Line
07415 752 833 Β· Mehl
Primary
πŸ“ž
Partner Business Phone
07415 752 844 Β· Partner Β· Company phone
Sales
⚠
Partner Personal Phone (unmonitored)
07xxx xxxxxx Β· Personal β€” enquiries on this number are NOT captured
Risk
πŸ€–
AI Phone Answering
Not yet configured Β· Replacing CSnotepad
Planned
βœ‰οΈ Email Addresses
βœ‰οΈ
Main company email Β· CSnotepad forwards here
Primary
βœ‰οΈ
Bestmove referral inbox Β· CSnotepad forwards here
Referrals
βœ‰οΈ
Bookings inbox Β· CSnotepad forwards here
Bookings
⚠
Partner Personal Email (unmonitored)
Personal Gmail β€” emails here NOT captured in CRM
Risk
πŸ’¬ WhatsApp Numbers
πŸ’¬
07415 752 833 β€” Mehl
Main business WhatsApp Β· All enquiries monitored
Active
πŸ’¬
07415 752 844 β€” Partner (company)
Partner company phone WhatsApp Β· Monitored
Sales
⚠
Partner Personal WhatsApp (unmonitored)
Personal phone β€” messages here NOT captured in CRM
Risk
πŸ‘₯ Staff & Contractor Contacts
M
Mehl β€” Director
πŸ“ž 07415 752 833 Β· πŸ’¬ Same Β· Staff rate Β£15/hr
Staff
Mi
Mick β€” Crew
πŸ“ž 07700 900111 Β· πŸ’¬ Same Β· Staff rate Β£15/hr
Staff
Mc
Michael β€” Crew
πŸ“ž 07700 900222 Β· πŸ’¬ Same Β· Staff rate Β£14/hr
Staff
Z
Zirak β€” Crew
πŸ“ž 07700 900333 Β· πŸ’¬ Same Β· Staff rate Β£12/hr
Staff
A
Ali β€” Contractor
πŸ“ž 07700 900444 Β· πŸ’¬ Same Β· Β£57.50/hr + mileage
Contractor
G
Glen β€” Contractor
πŸ“ž 07700 900555 Β· πŸ’¬ Same Β· Β£35/hr + mileage
Contractor
βš™ Answering Service & AI Settings
Current Service
CSnotepad
Human answering Β· Expensive
Forwards to 3 emails + 2 phones
Message format: consistent βœ“
Active
AI Replacement Target
VAPI / Bland.ai
AI voice answering Β· Test required
Auto-logs call to CRM
Sends WhatsApp follow-up
Testing Phase
No Follow-Up Alert
Auto-alert after
Alert fires if no response logged
within set window
βœ‰οΈ Data Email Source: from_email sheet
Awaiting import
IDSender EmailNameTel NumberDate of MovePostcode FromPostcode ToComments
Click Import CSV β€” export from_email tab from Google Sheets
πŸ“‹ Form Responses Source: Form responses 1 sheet
Awaiting import
TimestampNameEmailPhoneMoving FromMoving ToDate of MoveServiceSite VisitCommentsReferral
Click Import CSV β€” export Form responses 1 tab from Google Sheets
🏠 Site Visits Source: Site visit sheet
Awaiting import
Order IDClient NameSite Visit RequiredSite Visit DateMoving FromMoving ToJob Status
Click Import CSV β€” export Site visit tab from Google Sheets
Jobs This Month
4
2 done Β· 2 active
Upcoming Booked
1
Kammerer Β· 10 Apr
Quotes Outstanding
2
Awaiting response
Next Free Slot
11 Apr
Friday
April 2026
Active Booked Quoted Enquiry
Mon
Tue
Wed
Thu
Fri
Sat
Sun
30
31
1
2
3
4
5
6
7
Quote: Patel Β£1,840
8
9 Β·today
Tanya B Β· Full pack
Hilary B Β· Removal
10
Kammerer Β· 09:00
Shepperton β†’ Weybridge
11
12
13
14
15
16
17
18
19
20
21
22
23
24
Patel Β· Late Apr?
25
26
27
28
29
30
1
2
3
Upcoming β€” Next 14 Days
DateClientJobFromToVansCrewValueStatus
TodayTanya BottgerFull pack + moveWalton KT12Esher KT1024Β£2,401In Progress
TodayHilary BowerRemoval onlyE.Molesey KT8Weybridge KT1312Β£960In Progress
10 AprMichael KammererRemoval + disassemblyShepperton TW17Weybridge KT1323+1Β£1,452Booked
Late AprSarah PatelFull pack + moveEsher KT10Richmond TW924Β£1,840Quote pending
βš™οΈ
Input Setup
Email filters Β· Keywords Β· QuickBooks Β· WhatsApp
β†’
πŸ“‘
Channels
Email Β· WhatsApp Β· Social monitoring
β†’
πŸ”§
Back Office
Integrations Β· Notifications Β· API keys
β†’
πŸ“₯
Import Data
Upload Excel / CSV from AppSheet
β†’
Staff
4
2 staff Β· 2 contractors β†’
Vans
3
2 Luton Β· 1 Sprinter β†’
Unmonitored Channels
2
⚠ Partner personal β†’
Answering Service
CSnotepad
Human Β· AI planned
πŸ‘₯ Staff & Crew
NameRolePhoneTypeRate
MehlDirector / Crew Lead07415 752 833StaffΒ£15/hr
MickCrew07700 900111StaffΒ£15/hr
MichaelCrew07700 900222StaffΒ£14/hr
ZirakCrew07700 900333StaffΒ£12/hr
AliContractor07700 900444ContractorΒ£57.50/hr
GlenContractor07700 900555ContractorΒ£35/hr
πŸš› Fleet
Reg / IDTypeYearStatusDay Rate
LGS001
KT21 LGS
Ford Transit Luton2022AvailableΒ£120/day
LGS002
KT20 LGS
Ford Transit Luton2021AvailableΒ£120/day
LGS003
KT23 LGS
Mercedes Sprinter LWB2023AvailableΒ£140/day
πŸ“ž Phone Numbers
πŸ“ž
07415 752 833 β€” Mehl
Main business line Β· CSnotepad answers
Primary
πŸ“ž
07415 752 844 β€” Partner
Partner company phone Β· Sales
Sales
⚠
Partner Personal (unmonitored)
Enquiries on this number are NOT captured in CRM
Risk
πŸ€– Answering Service
CSnotepad Active
Human answering service Β· Forwards to 3 emails + 2 phones Β· Consistent message format
VAPI / Bland.ai Testing
AI voice answering Β· Auto-logs call Β· Sends WhatsApp follow-up Β· Replacing CSnotepad
No follow-up alert fires after
Fleet Size
3
All available today
Out Today
2
LGS001 Β· LGS002
Daily Capacity
3
Max vans per day
Next Service
LGS002
Due: May 2026
Fleet
πŸš›
LGS001 β€” Ford Transit Luton
KT21 LGS Β· 2022 Β· Day rate: Β£120
Out today
Payload
1,200 kg
Volume
19.1 mΒ³
MOT Due
Sep 2026
Service Due
Aug 2026
Today: Tanya Bottger job Β· Driver: Mehl
πŸš›
LGS002 β€” Ford Transit Luton
KT20 LGS Β· 2021 Β· Day rate: Β£120
Out today
Payload
1,200 kg
Volume
19.1 mΒ³
MOT Due
Apr 2026
Service Due
⚠ May 2026
Today: Hilary Bower job Β· Driver: Mick
🚐
LGS003 β€” Mercedes Sprinter LWB
KT23 LGS Β· 2023 Β· Day rate: Β£140
Available
Payload
1,043 kg
Volume
14.5 mΒ³
MOT Due
Nov 2026
Service Due
Jan 2027
No job assigned today Β· Available for booking
βœ… Accepted Clients Source: Accepted_clients sheet
Awaiting import
Client IDFull NameEmailPhoneServiceJob ValueMove DateInvoice No.
Click Import CSV above β€” export Accepted_clients tab from Google Sheets as CSV and select it
Total Staff
14
Active on payroll
Directors
2
Hourly + admin pay
Admin Pay / wk
Β£119
Mick Β£82 Β· Mehl Β£37
Rate Range
Β£11–20
Porter β†’ Director
Directors
Β£20/hr
M
Mick
ID 1 Β· Director / Driver
Β£20/hr
+Β£82 admin
Me
Mehl
ID 2 Β· Director / Driver
Β£20/hr
+Β£37 admin
Drivers
Β£14/hr
Michael
ID 3
Β£14/hr
Stan
ID 4
Β£14/hr
Laura
ID 9
Β£14/hr
Graham (Driver)
ID 14
Β£14/hr
Porters / Crew
Β£11–13/hr
Zirak
ID 7
Β£13/hr
Roni
ID 6
Β£12/hr
Rhys
ID 8
Β£12/hr
Bryce
ID 10
Β£12/hr
Chris Porter
ID 11
Β£12/hr
Bryan
ID 12
Β£12/hr
Graham (Porter)
ID 13
Β£12/hr
Stuart
ID 5
Β£11/hr
Full Staff Register
Source: Staff Data sheet Β· 14 records
IDNameRoleHourly RateAdmin PayTotal Cost (8hr day)
1MickDirector / DriverΒ£20.00Β£82.00Β£242
2MehlDirector / DriverΒ£20.00Β£37.00Β£197
3MichaelDriverΒ£14.00β€”Β£112
4StanDriverΒ£14.00β€”Β£112
5StuartPorterΒ£11.00β€”Β£88
6RoniPorterΒ£12.00β€”Β£96
7ZirakPorterΒ£13.00β€”Β£104
8RhysPorterΒ£12.00β€”Β£96
9LauraDriverΒ£14.00β€”Β£112
10BrycePorterΒ£12.00β€”Β£96
11Chris PorterPorterΒ£12.00β€”Β£96
12BryanPorterΒ£12.00β€”Β£96
13Graham (Porter)PorterΒ£12.00β€”Β£96
14Graham (Driver)DriverΒ£14.00β€”Β£112
⏱ Staff Hours Source: Staff Hours sheet
Awaiting import
IDWeek CommencingNameJobClientDateStartEndHoursRateTotal DueJob Type
Click Import CSV β€” export Staff Hours tab from Google Sheets
πŸ”§ Contractor Data Source: Contractor Data sheet
Awaiting import
NameDefault Hourly RateMileage RateRate Options
Click Import CSV β€” export Contractor Data tab from Google Sheets
⏱ Contractor Hours Source: Contractor Hours sheet
Awaiting import
IDContractorJobClientDateStartEndHourly RateHoursTotal Due
Click Import CSV β€” export Contractor Hours tab from Google Sheets
Fleet Size
7
Registered vehicles
MOT Expired
6
Requires urgent check
Insurance Issues
4
Expired or missing
Company Insurance
Sep 24
Public liability β€” check renewal
Fleet Register Source: Holiday Calendar sheet
⚠ Multiple dates expired β€” verify each vehicle before use
RegMakeMOTRoad TaxInsuranceLast ServiceMileageMOT Status
CP68 FYXFord 14 Nov 2024 01 Jan 2025 19 Jan 2026 17 Feb 2023 33,049 EXPIRED
BP66 EWTFord 17 Dec 2024 01 Jun 2024 21 Dec 2026 29 Jan 2022 31,516 EXPIRED
MA18 FZCFord 07 Jun 2024 01 Jan 2025 01 Jan 2025 14 Jun 2024 70,867 EXPIRED
HY68 AFZCitroen 19 Dec 2024 01 Jul 2024 03 May 2024 24 Dec 2024 109,693 EXPIRED
YY15 GOUCitroen 29 Jul 2024 01 Nov 2024 03 May 2024 24 Jun 2024 176,500 EXPIRED
BD67 PZXFord 15 Mar 2025 21 Mar 2025 β€” β€” β€” EXPIRED
RO13 GZSFiat 11 Apr 2025 01 Sep 2025 β€” 29 Jan 2025 72,643 EXPIRED
Company Insurance
PolicyExpiryAmountProviderStatus
Public Liability01 Sep 2024Β£772Construct a QuoteCHECK RENEWAL
Employers Liability01 Sep 2024Includedβ€”CHECK RENEWAL
Goods in Transit (GIT)29 Jul 2024Β£529β€”CHECK RENEWAL
πŸš› Moving Source: Moving sheet
Awaiting import
Data will appear here after Excel import
πŸ“¦ Packing Source: Packing sheet
Awaiting import
Data will appear here after Excel import
🧹 Cleaning Source: Cleaning sheet
Awaiting import
Data will appear here after Excel import
πŸ”’
Data stays on your machine
Your browser reads the file directly using SheetJS β€” nothing is uploaded to any server. Data is stored in your browser's localStorage only.
πŸ“‚ Import Whole Excel File β€” All Sheets at Once
πŸ“Š
Drop your .xlsx file here or click to browse
Reads all sheets in one go β€” Clients, Staff Hours, Accepted Clients, Contractor Hours, Site Visits, and more
How to get the file
1. Open the Google Sheet behind the AppSheet app
2. File β†’ Download β†’ Microsoft Excel (.xlsx)
3. Drop that file into the box above β€” all sheets load automatically
πŸ‘€ Clients
Not loaded
Sheet: Clients Β· Columns: Client ID, Full Name, Phone, Email, Comments, Referral Source, Moving From, Moving To
βœ‰οΈ Data Email
Not loaded
Sheet: from_email Β· Answering service call logs
πŸ“‹ Form Responses
Not loaded
Sheet: Form responses 1 Β· Website enquiry form submissions
🏠 Site Visits
Not loaded
Sheet: Site visit Β· Site visit bookings and status
βœ… Accepted Clients
Not loaded
Sheet: Accepted_clients Β· 288+ invoiced jobs
⏱ Staff Hours
Not loaded
Sheet: Staff Hours Β· 973+ rows of logged hours
πŸ”§ Contractor Hours
Not loaded
Sheet: Contractor Hours Β· Ali & Glen job logs
πŸ“Š Margin
Not loaded
Sheet: Margin Β· Quoted vs actual cost breakdown
Loaded Data
SheetRecordsImportedStorage
No data imported yet
🧹 Cleaning Source: Cleaning sheet
Awaiting import
Service calculation sheet β€” import from Cleaning tab to populate
Updates Today
4
3 system Β· 1 manual
Alerts Active
3
⚠ Needs action
Users Online
2
Mehl Β· Partner
Last QBO Sync
2 Apr
Invoice #2538 paid
Log Update
Mehl (you)
Partner Β· 12m ago
πŸ“ Note
πŸ“ž Call
πŸ’¬ WhatsApp
βœ‰οΈ Email
πŸ“± SMS
Filter Feed
All ⚠ Alerts πŸ“ž Calls πŸ’¬ WhatsApp βœ‰οΈ Email πŸ€– System πŸ’· Payments
Activity Feed
All activity across all clients and jobs
⚠
System Alert
No follow-up for Hilary Bower. Alert sent to Partner.
Today 09:30
πŸ“ž
CSnotepad
Inbound call β€” Hilary Bower 07764 500494. Asking when crew arrives.
Today 09:25 Β· Phone
πŸ”’
System
Partner opened Michael Kammerer record. Auto-released after 5min inactivity.
Today 08:55 Β· Released 09:00
βœ“
Partner
Job confirmed β€” Michael Kammerer accepted quote. Booked 10 Apr 09:00. Deposit pending.
3 Apr 11:22 Β· WhatsApp
πŸ“‹
Partner
Quote sent β€” Michael Kammerer Β£1,452 incl. VAT. 2 vans, 3 crew, markup 35%.
1 Apr 15:45 Β· Email
πŸ’¬
Mehl
Called Mrs Chen back β€” confirmed 4-bed Esher to Cobham, mid May. Quote to follow.
Yesterday 14:10 Β· Call logged
⚠
System Alert
Contractor hours reminder sent to Ali β€” Tanya Bottger job 7 days overdue.
Yesterday 09:00 Β· Auto-reminder
πŸ’·
QuickBooks / Zapier
Invoice #2538 paid β€” Bradley Burnell Β£1,063.86. Margin confirmed 32%.
2 Apr 10:14 Β· QBO sync
πŸ“Έ
Instagram
New DM from @lucy_movinghouse β€” 2-bed Surbiton, April. Unassigned.
3 days ago Β· Instagram DM
βœ‰οΈ
Web form
New enquiry β€” Sarah Patel, 4-bed pack+move, Esher to Richmond, late April.
Yesterday 11:05 Β· Website
Activity & Updates
πŸ”’ Partner is viewing this record Releases in 5:00
Mehl (you)
Partner Β· 12m ago
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System Alert
No follow-up for Hilary Bower. Alert sent to Partner.
Today 09:30
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CSnotepad
Inbound call β€” Hilary Bower 07764 500494. Asking when crew arrives.
Today 09:25 Β· Phone
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System
Partner opened Michael Kammerer record. Auto-released after 5min inactivity.
Today 08:55 Β· Released 09:00
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Partner
Job confirmed β€” Michael Kammerer accepted quote. Booked 10 Apr 09:00. Deposit pending.
3 Apr 11:22 Β· WhatsApp
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Partner
Quote sent β€” Michael Kammerer Β£1,452 incl. VAT. 2 vans, 3 crew, markup 35%.
1 Apr 15:45 Β· Email
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Mehl
Called Mrs Chen back β€” confirmed 4-bed Esher to Cobham, mid May. Quote to follow.
Yesterday 14:10 Β· Call logged
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System Alert
Contractor hours reminder sent to Ali β€” Tanya Bottger job 7 days overdue.
Yesterday 09:00 Β· Auto-reminder
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QuickBooks / Zapier
Invoice #2538 paid β€” Bradley Burnell Β£1,063.86. Margin confirmed 32%.
2 Apr 10:14 Β· QBO sync
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Instagram
New DM from @lucy_movinghouse β€” 2-bed Surbiton, April. Unassigned.
3 days ago Β· Instagram DM
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Web form
New enquiry β€” Sarah Patel, 4-bed pack+move, Esher to Richmond, late April.
Yesterday 11:05 Β· Website