Accounts
The builders we already supply. One place for what was said, what happens next and who owns it, sorted by how long it has been since anyone was in front of them.
Accounts
20
all trading, no retail, no trade
Overdue visits
7
past 45 days, or never visited
Open tasks
13
allocated across the management group
Overdue tasks
8
past their due date
Needs a visit
7 of 20 accounts have gone past 45 days without anyone on site or in a meeting with them. Phone calls do not reset the clock.
-
119
days
Frank Cavallo, account status
Phone call · Paul Micallef · 18 Apr 2026
-
104
days
-
96
days
-
78
days
Steve Kanellos, LVL order
Phone call · Paul Micallef · 12 Jun 2026
-
71
days
-
61
days
Hallmark Builders, Narre Warren
Site visit · Dean Whitcombe · 15 May 2026
-
57
days
| Builder | Since visit | State | Last interaction | Open | Overdue | Delivered / ordered |
|---|
No accounts in that state.
The visit target is set to 45 days. That is a placeholder we picked, not your number: Paul has not told us the cadence yet, or whether it is the same for every account. It is one setting to change once he does.