Demo Mode — no external actions will be performed. No SMS, email, CRM writes, or ad spend.

Tasks

Follow-ups assigned across the team.

6 records
TaskDetailsRelatedAssigneeStatusDue
Send water heater quoteInclude tankless upsell option.AMAlicia MorenoHeyNested AIDoneAug 21
Send financing options to GrantAttach the 12-month 0% APR sheet with the sewer bid.GFGrant FeldmanMarisol VegaTo doAug 24
Confirm backflow renewal POCascade needs a PO number before scheduling.MEMarcus EllisonJordan DiazIn progressAug 25
Book grease trap serviceNorthline requested a 2pm slot on Thursday.OBOwen BarrettJordan DiazIn progressAug 26
Follow up on filtration upgradeRenee asked for maintenance costs over 5 years.RBRenee BaptisteMarisol VegaTo doAug 27
Call Harborview about Q4 budgetReactivation call ahead of the September window.DWDana WhitfieldAva ChenTo doAug 29