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Customer
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New Project/Customer Setup
McGuire, Susan, , Brighton (2023-02-24 10:42:14)
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First Name
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Last Name
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Address
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State/Province
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Ontario
Alberta
British Columbia
Manitoba
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Newfoundland and Labrador
Northwest Territories
Nova Scotia
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Zip/Postal Code
Phone
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Email Address
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Status
Pricing/info request received
First Contact with Customer
Proposal Forwarded
Proposal Accepted
Equipment on Order
Product Back Ordered
Awaiting Scheduling
Tech assigned to project
Installation Scheduled
Installation Change Request
Order/Installation Completed
Email not provided
Installation Date
Customer Access Code
*
X6167144
Lead Created
Sales Rep
Ken Residential
Ken Commercial
Damian Residential
Damian Commercial
Amy Medical
Wally Residential
Wally Commercial
Jonathon Residential
Jonathon Commercial
Ryan Residential
Ryan Commercial
Amber Residential
Amber Commercial
Almendra Residential
Almendra Commercial
Chris Brockville
Laura Brockville
Brockville
Reviewed By
No Tech Req
Henri Boudreau
Derek Delong
Kevin Geen
Don Kyle
Mike Lewis
Patrick MacDougall
Kevin Reynolds
Ryan Reynolds
Thomas Tyo
Kyle Lewis
Noah Gonyea
Mason Corfield
Cole Wheeler
Drew Hazelwood
Subcontractor
Customer Visible Notes
Staff Only Notes
Job Requirements
Helper required
Electrician required
Meet other trades on site (Contact info. In staff only notes)
Ladder:
extension
platform
8'step
10'step
12'step
Lift:
indoor
outdoor boom
bucket truck
Special Tools (specify in staff only notes)
Site specific PPE (specify in staff only notes)
Site specific training (specify in staff only notes)
Technician
Henri Boudreau
Derek Delong
Kevin Geen
Don Kyle
Mike Lewis
Patrick MacDougall
Kevin Reynolds
Ryan Reynolds
Colby Crowe
Nathan Asselstine
Kyle Lewis
Noah Gonyea
Colby Crowe
Subcontractor
Residential Products
Cameras
Doorbell Camera
Intrusion
Environmental
Fire
Flood
Smart Thermostat
Smart Lighting
Alarm.com
Other
Medical Products
PERS Home
Intrusion
Environmental
Fire
Flood
Wellness
Libris 2
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Standard
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Facial Recognition
Video
Watchnet Video
Alarm.com Video IP
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Sensors
Intrusion
Environmental
Fire
Energy Management
Panel
Qolsys
PowerSeries Neo
Door Strikes
Mircom Fire
Alarm.com App
Other
Video
Access
Fire
Security
AI
IOT
Estimated Delayed Start
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