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Admin & Operations

Contracts, compliance, and documents

Intake Queue10 total
sales inquiry
New lead via Google form
Quote request — 3BR house exterior
Routed to Sales
3/31/2026 09:12 AM
scheduling
Lisa Chen
Re: Touch-up appointment confirmation
Calendar updated
3/31/2026 08:45 AM
vendor
Sherwin-Williams Portland
March invoice — Account #PFP-4421
Forwarded to Finance
3/31/2026 08:20 AM
complaint
Tom Davis
Paint peeling on south wall
Complaint logged, routed to Production
3/30/2026 04:30 PM
internal
Mike Rodriguez (Team A)
Need additional primer for Rivera Phase 2
Supply order created
3/30/2026 02:00 PM
sales inquiry
Nextdoor message
Deck staining estimate request
Routed to Sales
3/30/2026 11:15 AM
permit
Oregon DEQ
Lead abatement permit — application received
Permit PRM-004 updated
3/29/2026 03:45 PM
insurance
State Farm — Agent Miller
GL policy renewal reminder — due Aug 15
Reminder set for Jul 1
3/29/2026 10:30 AM
sales inquiry
Referral from Sarah Thompson
Interior repaint — 2BR condo NW Portland
Routed to Sales
3/28/2026 02:20 PM
crew
Alex Torres (Team C)
PTO request — Apr 14-16
Forwarded to HR
3/28/2026 09:00 AM
Admin Chat
Anything needing my attention?
3:00 PM
Three items requiring action:

1. Rivera Unit 3 — Change Order
Accent color on shutters (was standard white). +$800 materials, half day labor.
Status: Needs your approval

2. Oakwood Office — Permit
Commercial repaint permit submitted Mar 25. Expected approval in 5 business days.
Status: Awaiting city review

3. GL Policy — Insurance
Renewal due Aug 15. Current coverage: $2M. State Farm agent recommends reviewing limits given commercial project growth.
Status: Reminder set for Jul 1

Also flagging: Luis Morales' lead-safe cert expires Apr 15. Renewal is in progress but needs to complete before the Davis job if it's pre-1978.
3:00 PM