Notes
Contact Notes
Met with John to review the Q3 service contract. He expressed interest in expanding the plumbing maintenance package. Wants a follow-up proposal by end of week.
Called to confirm onboarding date. Priya confirmed Aug 5 still works. She asked about the invoice process — sent her the PDF guide.
Sent follow-up email re: the emergency service call from 7/18. John confirmed they were satisfied. Will mention us to two other building managers in their network.
Marcus emailed asking for updated pricing on drain cleaning services. Replied with the current rate sheet and noted we offer a 10% discount for annual contracts.
Sara mentioned they are opening a second location in Naperville. Keep an eye out — could be a new account opportunity for installation work in late Q4.