ADMIN

ADMIN

dashboard

REMOTE staff

my profile

dashboard

REMOTE staff

my profile

dashboard

staff

profile

HIGHLIGHTS

  • Insurance benefits expire soon
  • Help homeowners file claims
  • Ensure unsubscribers honored
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UPCOMING

TO-DO

  • Review contract from Theresa & forward for approval
  • Research and test credit card processing systems
  • Strategize an upcoming price increase & create a letter to send to customers
  • Create follow up emails for estimates
  • Send invoices & estimates for design & installation projects

IN PROGRESS

DOING

  • Waiting on customer info to send welcome email
  • Updating CRM database
  • Saving all photos sent through ticket system

COMPLETED

DONE

  • Sent all pending estimates & invoices for monthly maintenance programs
  • Contacted local vendors for wholesale pricing
  • Sent commercial auto insurance info to Jason
  • Created a credit card authorization form

ADD NOTES

1 thought on “Admin”

  1. SiteMarkit Solutions

    Notes, ideas, updates and suggestions for each project can be added here in the comments section.
    Attach various documents, images and audio files for each project like this:

    Reply

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