SIR MAINTENANCE
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Leads Journey

Drag cards across stages. From inquiry to truck rolling out.

New Request
3
$25,300 value
Marcus Chen
Medical Gas
Jun 23·8 guests
$22,000
Unpaid
Send scope of work
View Order
Rachel Martin
Leak / Burst Pipe
Jun 20·1 guests
$1,200
Unpaid
Send quick estimate
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Sarah Williams
Drain & Sewer
Aug 10·4 guests
$2,100
Unpaid
Schedule scope call
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Estimating
6
$86,760 value
Sarah Williams
Commercial Buildout
Jul 9·12 guests
$28,680
Deposit
Walkthrough Thursday 6pm
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David Wilson
Maintenance Visit
Jun 29·14 guests
$18,500
Unpaid
Quarterly contract call
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Brandon Lee
Commercial Buildout
Jul 2·24 guests
$31,200
Deposit
Site walkthrough w/ GC
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Olivia Martinez
Water Heater
Jul 16·1 guests
$2,000
Unpaid
Email tankless vs tank options
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Jessica Davis
Maintenance Visit
Jul 29·6 guests
$4,880
Deposit
Contract review
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Amanda Taylor
Gas Line
Jul 21·1 guests
$1,500
Unpaid
Schedule pressure test
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Scheduled
2
$23,520 value
Amanda Taylor
Drain & Sewer
Jun 16·2 guests
$720
Paid
Confirm tech & arrival window
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Brandon Lee
Commercial Buildout
Jun 25·22 guests
$22,800
Paid
Lock fixture schedule w/ designer
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On-Site
2
$40,120 value
Jessica Davis
Commercial Buildout
Jun 12·18 guests
$38,640
Paid
Truck rolls 7am — full crew
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David Wilson
Emergency Repair
Jun 18·1 guests
$1,480
On Site
Tech dispatched — ETA 11am
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Closed
3
$26,080 value
Jessica Davis
Maintenance Visit
Jun 8·5 guests
$5,180
Paid
View Order
Sarah Williams
Drain & Sewer
May 12·3 guests
$1,100
Paid
View Order
Brandon Lee
Commercial Buildout
May 28·14 guests
$19,800
Paid
View Order