Notes

Contact Notes

Showing 5 notes + New Note
John Smith Meeting 07/28/2026

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.

contract proposal Q3
Priya Patel Call Note 07/25/2026

Called to confirm onboarding date. Priya confirmed Aug 5 still works. She asked about the invoice process — sent her the PDF guide.

onboarding invoice
John Smith Follow-up 07/20/2026

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.

referral satisfied
Marcus Lee Email 07/15/2026

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.

pricing discount
Sara Nguyen General 07/10/2026

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.

expansion opportunity Q4