Linda Park (Mountain View Dental)

Summit Heating & Air
Customers
160
New this month
8
Follow-ups due
2
100 customers of 160
CSV

Show all 160

Linda Park (Mountain View Dental)

Job done Opted incommercialrepeat

(719) 555-1206 · 3 jobs · last contact Sep 17

Latest: Rooftop unit maintenance

Follow up

Follow up 2 days overdue

Contact

Notes

Office manager. Bill to the practice, net 30. Roof access key is at the front desk.

Job amounts

What each job paid makes your Results show real revenue.

Fri, Sep 18
Tue, May 26
Thu, Feb 5

Marketing texts

Opted in to reminders and offers

agreed in writing (imported list), Apr 16, 5:46 PM

Proof of consent

The customer agreed in writing to receive marketing texts from Summit Heating & Air at this number (review requests, maintenance reminders and offers), sent using automated technology. The written agreement said consent is not a condition of any purchase and that they can reply STOP to opt out. Imported by the owner, who confirmed written consent (Signed work order or service agreement)

History

  1. Quoted $8,400: rooftop unit replacementOct 29, 5:46 PM · 1 follow-up sent · open
  2. Job Fri, Sep 18, 8-10amSep 17, 11:46 AM · 455 Second St, Monument (Mountain View Dental)
  3. Missed call, texted backSep 17, 11:46 AM
  4. Lead #15: Rooftop unit maintenanceSep 17, 11:46 AM · 4 texts · Booked
  5. Job Tue, May 26, 10am-12pmMay 25, 11:46 AM · 455 Second St, Monument (Mountain View Dental)
  6. Missed call, texted backMay 25, 11:46 AM
  7. Lead #16: Rooftop unit not heatingMay 25, 11:46 AM · 4 texts · Booked
  8. Texted campaign: Spring AC tune-upMay 1, 5:46 PM
  9. Opted in to marketing textsApr 16, 5:46 PM · agreed in writing (imported list)
  10. Job Thu, Feb 5, 8-10amFeb 4, 10:46 AM · 455 Second St, Monument (Mountain View Dental)
  11. Missed call, texted backFeb 4, 10:46 AM
  12. Lead #17: Rooftop unit maintenanceFeb 4, 10:46 AM · 4 texts · Booked

Details

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