Enquiries This Week
7
β 2 vs last week
Quotes Pending
2
Awaiting response
Jobs This Month
4
2 done Β· 2 active
No Follow-Up
3
β Action required
April 2026
Full calendar β
M
T
W
T
F
S
S
30
31
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
1
2
3
Today / active
Booked
Quote pending
Pipeline β This Month
Full view βEnquiry
3
David Marshall
3-bed Β· Weybridge β Guildford
β No follow-up 24h
James Thornton
1-bed local Β· Walton
β No follow-up 48h
@lucy_movinghouse
Instagram Β· Surbiton 2-bed
Quoted
2
Sarah Patel
4-bed pack+move Β· Esher
Hilary Bower
2-bed removal
Accepted
1
Michael Kammerer
Shepperton β Weybridge
In Progress
1
Tanya Bottger
Full pack+move Β· Today
Invoiced
2
Bradley Burnell
Removal Β· Shepperton
Yasmina D.
Removal Β· Walton
Complete
1
Shona Devine
3-bed Β· 3 vans
Inbox
Loading emailsβ¦
HB
Hilary Bower
π 07764 500494 Β· [email protected]
From: 14 River Lane, East Molesey KT8 9PL
To: 7 Walton Rd, Weybridge KT13 8NX
To: 7 Walton Rd, Weybridge KT13 8NX
π
π¬
π±
βοΈ
β Email
Timeline
Job Details
Images
Staff
Quote
Costing
Invoice
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
Client confirmed job via WhatsApp
"Yes that works, please go ahead and book us in"
5 Apr 16:10 Β· WhatsApp
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
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
π 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
To: Flat 1, 74 Round Oak Road, Weybridge KT13 8HT
Accepted
Job ref: LGS-2024-0410
Client since: Mar 2026
π
π¬
π±
βοΈ
Timeline
Job Details
Quote & Invoice
Margin
Staff Assigned
Documents
Job scheduled β Tomorrow 10 Apr, 09:00
2 Luton vans, 3 crew + Ali (contractor). Full removal + disassembly. β Deposit not yet received.
Upcoming Β· assigned by Mehl
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
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
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
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 infoNo 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
Loadingβ¦
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 dataβ¦
Incoming Channels
π
Phone (CSnotepad)
Human answering
π¬
WhatsApp (Primary)
07415 752 833
βοΈ
Email
3 addresses active
π±
SMS / Text
Not connected
π
Facebook
Page messages
πΈ
Instagram
DMs connected
π
Website Form
Live chat pending
πΌ
LinkedIn
Not connected
User Access & Permissions
M
Mehl β Director
Admin Β· Full access Β· All data
P
Partner β Sales
Limited Β· Comms + pipeline only
β View & respond to enquiries Β· β Log calls and messages
β Send quotes Β· β Update job status
β View staff rates Β· β View margins Β· β Edit financials
β Send quotes Β· β Update job status
β View staff rates Β· β View margins Β· β Edit financials
CR
Crew / Contractors
Read-only Β· Job info only
β Client name Β· β Job address Β· β Phone Β· β Job description
β Quotes Β· β Invoices Β· β Margins Β· β Other clients
β Quotes Β· β Invoices Β· β Margins Β· β Other clients
βοΈ Email Monitoring
Checkingβ¦
π§
Gmail β logisticsgroupservicesltd@gmail.com
Direct connection Β· No Zapier Β· Emails stay local
Checking Sheets accessβ¦
Email addresses to monitor
βοΈ
β
βοΈ
β
Removal keywords β email must contain at least one
Exclusion keywords β skip these even if matched above
π Phone & WhatsApp
Phone numbers to monitor
πPrimary
π
WhatsApp Business
Status: β 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.
π‘ Social & Website Channels
π
Facebook
πΈ
Instagram
π
Website Form
π· QuickBooks Online
Checkingβ¦
Connection
Realm ID9130348909794976
Client IDABlEQs1Fβ¦UbB
Redirect URIlocalhost:8081/qbo-callback
Test Connection
β 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
| Client | Moving From | Moving To | Services | Date | Vans | Crew | Excl. VAT | Incl. VAT | Markup | Sent Via | Status | Action |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sarah Patel | Esher KT10 | Richmond TW9 | Full pack + move | Late Apr | 2 | 4 | Β£1,533 | Β£1,840 | 35% | βοΈ Email | Pending | |
| Hilary Bower | E. Molesey KT8 | Weybridge KT13 | Removal only | 10 Apr | 1 | 2 | Β£800 | Β£960 | 35% | βοΈ Email | Pending | |
| Michael Kammerer | Shepperton TW17 | Weybridge KT13 | Removal + disassembly | 10 Apr | 2 | 3 | Β£1,210 | Β£1,452 | 35% | βοΈ Email | Accepted | |
| Mrs Chen | Esher KT10 | Cobham KT11 | Removal only | Mid May | 2 | 3 | Β£1,833 | Β£2,200 | 35% | π¬ WhatsApp | Pending | |
| David Marshall | Weybridge KT13 | Guildford GU1 | Removal + packing | End May | 2 | 4 | 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
β Ali Β· Glen
Active & Upcoming Jobs
Click row to open full job| Client | Date | From | To | Services | Vans | Crew | Contractors | Value | Start | Status | Hours |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Tanya Bottger | Today | Grafton East Rd St Georges Hill KT13 |
Delivered | Full pack + move | 4 | Mehl, Mick, Michael, Zirak | Ali (9hrs) | Β£2,401 | 09:00 | In Progress | β Ali missing |
| Michael Kammerer | Tomorrow | Shepperton TW17 | Weybridge KT13 | Removal + disassembly | 2 | β Not assigned | β Not assigned | Β£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 | β 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 | β All in |
Staff & Crew
Staff availability, hours, rates β coming next
Invoices
Invoice status from QuickBooks via Zapier β coming next
π Phone Numbers
π
Primary
Main Business Line
07415 752 833 Β· Mehl
π
Sales
Partner Business Phone
07415 752 844 Β· Partner Β· Company phone
β
Risk
Partner Personal Phone (unmonitored)
07xxx xxxxxx Β· Personal β enquiries on this number are NOT captured
π€
Planned
AI Phone Answering
Not yet configured Β· Replacing CSnotepad
βοΈ Email Addresses
β
Risk
Partner Personal Email (unmonitored)
Personal Gmail β emails here NOT captured in CRM
π¬ WhatsApp Numbers
π¬
Active
07415 752 833 β Mehl
Main business WhatsApp Β· All enquiries monitored
π¬
Sales
07415 752 844 β Partner (company)
Partner company phone WhatsApp Β· Monitored
β
Risk
Partner Personal WhatsApp (unmonitored)
Personal phone β messages here NOT captured in CRM
π₯ Staff & Contractor Contacts
M
Mehl β Director
π 07415 752 833 Β· π¬ Same Β· Staff rate Β£15/hr
Mi
Mick β Crew
π 07700 900111 Β· π¬ Same Β· Staff rate Β£15/hr
Mc
Michael β Crew
π 07700 900222 Β· π¬ Same Β· Staff rate Β£14/hr
Z
Zirak β Crew
π 07700 900333 Β· π¬ Same Β· Staff rate Β£12/hr
A
Ali β Contractor
π 07700 900444 Β· π¬ Same Β· Β£57.50/hr + mileage
G
Glen β Contractor
π 07700 900555 Β· π¬ Same Β· Β£35/hr + mileage
β Answering Service & AI Settings
Current Service
CSnotepad
Human answering Β· Expensive
Forwards to 3 emails + 2 phones
Message format: consistent β
Forwards to 3 emails + 2 phones
Message format: consistent β
Active
AI Replacement Target
VAPI / Bland.ai
AI voice answering Β· Test required
Auto-logs call to CRM
Sends WhatsApp follow-up
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
within set window
βοΈ Data Email Source: from_email sheet
Awaiting import
| ID | Sender Email | Name | Tel Number | Date of Move | Postcode From | Postcode To | Comments |
|---|---|---|---|---|---|---|---|
| Click Import CSV β export from_email tab from Google Sheets | |||||||
π Form Responses Source: Form responses 1 sheet
Awaiting import
| Timestamp | Name | Phone | Moving From | Moving To | Date of Move | Service | Site Visit | Comments | Referral | |
|---|---|---|---|---|---|---|---|---|---|---|
| Click Import CSV β export Form responses 1 tab from Google Sheets | ||||||||||
π Site Visits Source: Site visit sheet
Awaiting import
| Order ID | Client Name | Site Visit Required | Site Visit Date | Moving From | Moving To | Job 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
| Date | Client | Job | From | To | Vans | Crew | Value | Status |
|---|---|---|---|---|---|---|---|---|
| Today | Tanya Bottger | Full pack + move | Walton KT12 | Esher KT10 | 2 | 4 | Β£2,401 | In Progress |
| Today | Hilary Bower | Removal only | E.Molesey KT8 | Weybridge KT13 | 1 | 2 | Β£960 | In Progress |
| 10 Apr | Michael Kammerer | Removal + disassembly | Shepperton TW17 | Weybridge KT13 | 2 | 3+1 | Β£1,452 | Booked |
| Late Apr | Sarah Patel | Full pack + move | Esher KT10 | Richmond TW9 | 2 | 4 | Β£1,840 | Quote pending |
βοΈ
β
Input Setup
Email filters Β· Keywords Β· QuickBooks Β· WhatsApp
π‘
β
Channels
Email Β· WhatsApp Β· Social monitoring
π§
β
Back Office
Integrations Β· Notifications Β· API keys
π₯
β
Import Data
Upload Excel / CSV from AppSheet
Staff
4
2 staff Β· 2 contractors β
Vans
3
2 Luton Β· 1 Sprinter β
Unmonitored Channels
2
β Partner personal β
Answering Service
CSnotepad
Human Β· AI planned
π₯ Staff & Crew
| Name | Role | Phone | Type | Rate |
|---|---|---|---|---|
| Mehl | Director / Crew Lead | 07415 752 833 | Staff | Β£15/hr |
| Mick | Crew | 07700 900111 | Staff | Β£15/hr |
| Michael | Crew | 07700 900222 | Staff | Β£14/hr |
| Zirak | Crew | 07700 900333 | Staff | Β£12/hr |
| Ali | Contractor | 07700 900444 | Contractor | Β£57.50/hr |
| Glen | Contractor | 07700 900555 | Contractor | Β£35/hr |
π Fleet
| Reg / ID | Type | Year | Status | Day Rate |
|---|---|---|---|---|
| LGS001 KT21 LGS | Ford Transit Luton | 2022 | Available | Β£120/day |
| LGS002 KT20 LGS | Ford Transit Luton | 2021 | Available | Β£120/day |
| LGS003 KT23 LGS | Mercedes Sprinter LWB | 2023 | Available | Β£140/day |
π Phone Numbers
πPrimary
07415 752 833 β Mehl
Main business line Β· CSnotepad answers
πSales
07415 752 844 β Partner
Partner company phone Β· Sales
β Risk
Partner Personal (unmonitored)
Enquiries on this number are NOT captured in CRM
π€ 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
πOut today
LGS001 β Ford Transit Luton
KT21 LGS Β· 2022 Β· Day rate: Β£120
Payload
1,200 kg
Volume
19.1 mΒ³
MOT Due
Sep 2026
Service Due
Aug 2026
Today: Tanya Bottger job Β· Driver: Mehl
πOut today
LGS002 β Ford Transit Luton
KT20 LGS Β· 2021 Β· Day rate: Β£120
Payload
1,200 kg
Volume
19.1 mΒ³
MOT Due
Apr 2026
Service Due
β May 2026
Today: Hilary Bower job Β· Driver: Mick
πAvailable
LGS003 β Mercedes Sprinter LWB
KT23 LGS Β· 2023 Β· Day rate: Β£140
Payload
1,043 kg
Volume
14.5 mΒ³
MOT Due
Nov 2026
Service Due
Jan 2027
No job assigned today Β· Available for booking
β
Accepted Clients Source: Accepted_clients sheet
Awaiting import
| Client ID | Full Name | Phone | Service | Job Value | Move Date | Invoice 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£11β20
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
Stan
ID 4
Laura
ID 9
Graham (Driver)
ID 14
Porters / Crew
Β£11β13/hr
Zirak
ID 7
Roni
ID 6
Rhys
ID 8
Bryce
ID 10
Chris Porter
ID 11
Bryan
ID 12
Graham (Porter)
ID 13
Stuart
ID 5
Full Staff Register
Source: Staff Data sheet Β· 14 records
| ID | Name | Role | Hourly Rate | Admin Pay | Total Cost (8hr day) |
|---|---|---|---|---|---|
| 1 | Mick | Director / Driver | Β£20.00 | Β£82.00 | Β£242 |
| 2 | Mehl | Director / Driver | Β£20.00 | Β£37.00 | Β£197 |
| 3 | Michael | Driver | Β£14.00 | β | Β£112 |
| 4 | Stan | Driver | Β£14.00 | β | Β£112 |
| 5 | Stuart | Porter | Β£11.00 | β | Β£88 |
| 6 | Roni | Porter | Β£12.00 | β | Β£96 |
| 7 | Zirak | Porter | Β£13.00 | β | Β£104 |
| 8 | Rhys | Porter | Β£12.00 | β | Β£96 |
| 9 | Laura | Driver | Β£14.00 | β | Β£112 |
| 10 | Bryce | Porter | Β£12.00 | β | Β£96 |
| 11 | Chris Porter | Porter | Β£12.00 | β | Β£96 |
| 12 | Bryan | Porter | Β£12.00 | β | Β£96 |
| 13 | Graham (Porter) | Porter | Β£12.00 | β | Β£96 |
| 14 | Graham (Driver) | Driver | Β£14.00 | β | Β£112 |
β± Staff Hours Source: Staff Hours sheet
Awaiting import
| ID | Week Commencing | Name | Job | Client | Date | Start | End | Hours | Rate | Total Due | Job Type |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Click Import CSV β export Staff Hours tab from Google Sheets | |||||||||||
π§ Contractor Data Source: Contractor Data sheet
Awaiting import
| Name | Default Hourly Rate | Mileage Rate | Rate Options |
|---|---|---|---|
| Click Import CSV β export Contractor Data tab from Google Sheets | |||
β± Contractor Hours Source: Contractor Hours sheet
Awaiting import
| ID | Contractor | Job | Client | Date | Start | End | Hourly Rate | Hours | Total 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
β Multiple dates expired β verify each vehicle before use
| Reg | Make | MOT | Road Tax | Insurance | Last Service | Mileage | MOT Status |
|---|---|---|---|---|---|---|---|
| CP68 FYX | Ford | 14 Nov 2024 | 01 Jan 2025 | 19 Jan 2026 | 17 Feb 2023 | 33,049 | EXPIRED |
| BP66 EWT | Ford | 17 Dec 2024 | 01 Jun 2024 | 21 Dec 2026 | 29 Jan 2022 | 31,516 | EXPIRED |
| MA18 FZC | Ford | 07 Jun 2024 | 01 Jan 2025 | 01 Jan 2025 | 14 Jun 2024 | 70,867 | EXPIRED |
| HY68 AFZ | Citroen | 19 Dec 2024 | 01 Jul 2024 | 03 May 2024 | 24 Dec 2024 | 109,693 | EXPIRED |
| YY15 GOU | Citroen | 29 Jul 2024 | 01 Nov 2024 | 03 May 2024 | 24 Jun 2024 | 176,500 | EXPIRED |
| BD67 PZX | Ford | 15 Mar 2025 | 21 Mar 2025 | β | β | β | EXPIRED |
| RO13 GZS | Fiat | 11 Apr 2025 | 01 Sep 2025 | β | 29 Jan 2025 | 72,643 | EXPIRED |
Company Insurance
| Policy | Expiry | Amount | Provider | Status |
|---|---|---|---|---|
| Public Liability | 01 Sep 2024 | Β£772 | Construct a Quote | CHECK RENEWAL |
| Employers Liability | 01 Sep 2024 | Included | β | CHECK RENEWAL |
| Goods in Transit (GIT) | 29 Jul 2024 | Β£529 | β | CHECK RENEWAL |
π Moving Source: Moving sheet
Awaiting import
Data will appear here after Excel import
π¦ Packing Source: Packing sheet
Awaiting import
Data will appear here after Excel import
π§Ή Cleaning Source: Cleaning sheet
Awaiting import
Data will appear here after Excel import
π
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.
π Import Whole Excel File β All Sheets at Once
π
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
2. File β Download β Microsoft Excel (.xlsx)
3. Drop that file into the box above β all sheets load automatically
π€ Clients
Not loaded
Sheet: Clients Β· Columns: Client ID, Full Name, Phone, Email, Comments, Referral Source, Moving From, Moving To
βοΈ Data Email
Not loaded
Sheet: from_email Β· Answering service call logs
π Form Responses
Not loaded
Sheet: Form responses 1 Β· Website enquiry form submissions
π Site Visits
Not loaded
Sheet: Site visit Β· Site visit bookings and status
β
Accepted Clients
Not loaded
Sheet: Accepted_clients Β· 288+ invoiced jobs
β± Staff Hours
Not loaded
Sheet: Staff Hours Β· 973+ rows of logged hours
π§ Contractor Hours
Not loaded
Sheet: Contractor Hours Β· Ali & Glen job logs
π Margin
Not loaded
Sheet: Margin Β· Quoted vs actual cost breakdown
Loaded Data
| Sheet | Records | Imported | Storage | |
|---|---|---|---|---|
| No data imported yet | ||||
π§Ή 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
β Needs action
Users Online
2
Mehl Β· Partner
Last QBO Sync
2 Apr
Invoice #2538 paid
Log Update
π Note
π Call
π¬ WhatsApp
βοΈ Email
π± SMS
Filter Feed
All
β Alerts
π Calls
π¬ WhatsApp
βοΈ Email
π€ System
π· 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
CSnotepad
Inbound call β Hilary Bower 07764 500494. Asking when crew arrives.
Today 09:25 Β· Phone
System
Partner opened Michael Kammerer record. Auto-released after 5min inactivity.
Today 08:55 Β· Released 09:00
Partner
Job confirmed β Michael Kammerer accepted quote. Booked 10 Apr 09:00. Deposit pending.
3 Apr 11:22 Β· WhatsApp
Partner
Quote sent β Michael Kammerer Β£1,452 incl. VAT. 2 vans, 3 crew, markup 35%.
1 Apr 15:45 Β· Email
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
QuickBooks / Zapier
Invoice #2538 paid β Bradley Burnell Β£1,063.86. Margin confirmed 32%.
2 Apr 10:14 Β· QBO sync
Instagram
New DM from @lucy_movinghouse β 2-bed Surbiton, April. Unassigned.
3 days ago Β· Instagram DM
Web form
New enquiry β Sarah Patel, 4-bed pack+move, Esher to Richmond, late April.
Yesterday 11:05 Β· Website