CRM
Companies
Each company is its own record. Expand a row to see the contacts on it, or open the name to edit the company. Subcontractors and their insurance live under Vendors.
| Company | Type | Trade | Phone | Rep | Status | W-9 | |
|---|---|---|---|---|---|---|---|
Summit Restoration 1 contact · 20% · revenue | Referral partner | Restoration | (804) 555-2200 | [email protected] | Maya Chen | active | On file |
Harbor Dry-Out 1 contact · 20% · gross profit | Referral partner | Mitigation | (804) 555-2218 | [email protected] | Maya Chen | active | On file |
Northline Mitigation 1 contact · 20% · revenue | Referral partner | Mitigation | (804) 555-2288 | [email protected] | Maya Chen | onboarding | Missing |
BrightPath Public Adjusting 0 contacts · 20% · revenue | Referral partner | Public Adjuster | (804) 555-2301 | [email protected] | Maya Chen | prospect | Missing |
River City Plumbing 1 contact · 10% · revenue | Referral partner | Plumber | (804) 555-2410 | [email protected] | Maya Chen | prospect | Missing |
Apple Air 1 contact · 10% · revenue | Referral partner | HVAC | (804) 555-2422 | [email protected] | Maya Chen | active | On file |
JayPax LLC 1 contact · 10% · revenue | Referral partner | General Contractor | (804) 555-2430 | [email protected] | Maya Chen | onboarding | Missing |
Oak & Main Realty 1 contact · 10% · revenue | Referral partner | Realtor | (804) 555-2444 | [email protected] | Maya Chen | inactive | Missing |
State Farm 1 contact | Carrier | — | — | — | — | active | Missing |
Allstate 1 contact | Carrier | — | — | — | — | active | Missing |
USAA 1 contact | Carrier | — | — | — | — | active | Missing |
Elm Street Dental 1 contact | Customer | — | (804) 555-0190 | [email protected] | Maya Chen | active | Missing |
CleanWrap Supply 0 contacts | Vendor | — | (804) 555-0177 | [email protected] | — | active | Missing |
Day Labor Richmond 0 contacts | Vendor | Day labor | (804) 555-4410 | [email protected] | — | active | On file |
Lapsed Haul LLC 0 contacts | Vendor | Hauling | (804) 555-7721 | [email protected] | — | inactive | On file |