Accounts

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.

All accounts

Longest since a visit first

Builder Since visit State Last interaction Open Overdue Delivered / ordered
Cavallo Building Group

C-1296 · Frank Cavallo

119

days

Overdue
Phone call Frank Cavallo, account status

PM · Paul Micallef · 18 Apr 2026

1 1 5 / 13

38.5%

Virtue Homes

C-1258 · Craig Dunstan

104

days

Overdue
Phone call Craig Dunstan check-in

LV · Lisa Vrettos · 24 May 2026

0 0 4 / 15

26.7%

Long Island Homes

C-1237 · Pete Vlahos

96

days

Overdue
Phone call Pete Vlahos, Frankston delivery

PM · Paul Micallef · 21 Jun 2026

0 0 2 / 10

20%

K & S Constructions

C-1283 · Steve Kanellos

78

days

Overdue
Phone call Steve Kanellos, LVL order

PM · Paul Micallef · 12 Jun 2026

1 1 5 / 12

41.7%

Bellridge Developments

C-1290 · Marty O'Dwyer

71

days

Overdue
Site visit Bellridge, Sunbury

LV · Lisa Vrettos · 5 May 2026

0 0 3 / 10

30%

Hallmark Builders VIC

C-1266 · Nick Calleja

61

days

Overdue
Site visit Hallmark Builders, Narre Warren

DW · Dean Whitcombe · 15 May 2026

1 1 4 / 15

26.7%

Orbit Homes

C-1210 · Kelly Nguyen

57

days

Overdue
Phone call Kelly Nguyen, Greenvale

LV · Lisa Vrettos · 8 Jul 2026

0 0 6 / 17

35.3%

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.