At a Glance
Total Jobs
22
Open Jobs
3
Completed
19
Avg Ticket
$5,836
Last ActivityToday
Account Health
Excellent
Response Time12 min avg
Lifetime Value$128,400
Last ContactedToday
Next Follow-upApr 30 — site visit
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AI Insights
Doc
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Pre-Fall Meet Window Closing
Fall meet starts Oct 3. Customer policy requires no disruptive work during meets. Currently 22 weeks out — both open deals must be scheduled & completed before Sept 19. Recommend kickoff this week.
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Annual Maintenance Contract Opportunity
22 jobs over 8 years averages 2.75/yr at $5,836 avg. A $25K/yr maintenance retainer would give predictable revenue and lock out competitors — pitch alongside next storefront close.
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Insurance PO Pending
Travelers approved $45K storefront claim Apr 24. PO not yet issued by Keeneland AP. Donna can chase Megan tomorrow if PO doesn't land by EOD Tuesday.
Active Deals (2)
OPP-2104
Clubhouse Storefront Repair (Insurance)
Commercial
Value: $45,000
Age: 11d
View Project →
OPP-2117
Jockey Lounge Shower Retrofit (Grandstand)
Commercial
Value: $18,000
Age: 4d
View Project →
Timeline
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Philip SchultzToday · 11:14 AM
Sent revised storefront SOW to Lori — added temp boarding line item per insurance adjuster request.
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✓
Travelers InsuranceApr 24 · 4:42 PM
Claim approved — $45,000 ceiling on storefront panels. Reference: TRV-K-882104.
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Lori called re: jockey lounge shower — wants frameless similar to last year's clubhouse box. 18 min.
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SystemApr 17
Deal OPP-2104 created from email — north clubhouse entrance vandalism.
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SystemApr 8
Job J-65991 closed — Sales Pavilion mirror wall ($7,840).
Messages
Email
Phil — adjuster called, Travelers cleared the full $45K. PO from our AP is in Megan's queue, should hit tomorrow. Can you mobilize for first week of May?
Great news. We can be onsite Mon May 4 for temp boarding, panels Wed/Thu. I'll send revised SOW with the temp board line in the next hour.
Perfect. And reminder — keep all activity off the clubhouse during the spring meet, you're already past that. Just be done before Oct 1.
Service History
22 jobs · showing 6
| Date | Job # | Property | Type | Tech | Status | Total |
|---|---|---|---|---|---|---|
| Apr 24 | J-66180 | Clubhouse | Storefront measure | Daniel R. | Quoted | $45,000 |
| Apr 22 | J-66128 | Grandstand | Shower measure | Daniel R. | Quoted | $18,000 |
| Apr 8 | J-65991 | Sales Pavilion | Mirror wall | Eric W. | Completed | $7,840 |
| Mar 19 | J-65840 | Clubhouse | IGU x4 (suite level) | Travis B. | Completed | $4,320 |
| Feb 11 | J-65602 | Grandstand | Curtain wall reseal | Eric W. | Completed | $11,260 |
| Dec 4 | J-65310 | Clubhouse | Tabletop glass | Eric W. | Completed | $3,180 |