Activity17
Tasks and the live notification feed — every automation and mutation lands here
Open tasks
4
Overdue
3
Unread notifications
17
Notifications
Lights quote request25 Aug, 12:00pm
Residential quote request25 Aug, 11:00am
Lights quote request25 Aug, 10:00am
· Tom Hill
A5 · review requested25 Aug, 9:00am
Price-check follow-up (next day)24 Aug, 12:04pm
Quote request (second) — matched by email23 Aug, 3:00pm
Same email as an existing contact → second deal added, no duplicate created. · Marcus Reilly
Chase Regional Ventilation Co — no dealer contact reported23 Aug, 9:00am
Customer confirmed no contact at day 6. Dealer unresponsive. · Sarah Donnelly
Confirm install requirement22 Aug, 2:06pm
Capture email + roof details22 Aug, 2:05pm
Missing: email, roof material, pitch, storeys. · Caller (Rowville)
Day-6 check-in reply21 Aug, 4:20pm
Customer replied: NO — dealer has not been in touch. · Sarah Donnelly
Installer declined (I02) — location21 Aug, 10:00am
Coastline Subfloor Services declined; needs reassignment. · Mia Murphy
Warranty case WC-0001 opened21 Aug, 9:00am
Fan noise after ~13 months. Linked to the original SS316 purchase and install. · Helen Prosser
Shopify order SW-20003 — repeat buyer18 Aug, 1:00pm
Matched to the existing contact; second order added, nothing overwritten. · Renee Holloway
Quote Accepted15 Aug, 3:00pm
Reclaimed from Regional Ventilation Co9 Aug, 9:01am
Reclaimed on 2026-08-09. Original referral D-00010 preserved with full history. Customer back with GES. · Gareth Vance
A2 · inactivity alert fired6 Aug, 9:00am
No response after 6 then 14 days. · Bianca Fowler
Auto-classified Commercial28 Jul, 11:05am
More than 3 domestic units at a non-private property (school) → Commercial under the GES rule. · Margaret Ellis
Open tasks
shared responsibilityChase Regional Ventilation Co — no dealer contact reported
Kate Wilson · Sarah Donnelly · overdue 23 Aug 2026
Price-check follow-up (next day)
Kate Wilson · Olivia Fenwick · overdue 25 Aug 2026
Capture email + roof details
Kate Wilson · Caller (Rowville) · overdue 27 Aug 2026
Confirm install requirement
Kate Wilson · Caller (Rowville) · due 28 Aug 2026
Tasks carry an owner and a due date — reassignable when someone's away, without cloning a workflow per person.