Events

Where Everyone Stands

Every client, colored by where they are in the process. The system moves them down the board on its own.

Inquiry1Just asked, quote on the way$329
Quoted3Quote out, follow-ups running$634.90
Booked3Date locked, deposit in$938.30
Delivered2At the party right now$354.90
Closed1Done, paid, reviewed$129
Lost1Went quiet, resting on the win-back list$96.70
BookedDate locked, deposit in
Familia Hernández
EV-1041 · Quinceañera, backyard, 25 guests · Aug 15
$296.90
Inquiry
Quoted
Booked
Delivered
Closed
  1. Sat 9:47 pm✓ ran itself

    Called after hours. Answered in Spanish, date checked, package quoted.Hear the call

  2. Sat 9:50 pm✓ ran itself

    Confirmation and deposit link sent by text.

  3. Sat 10:01 pm✓ ran itself

    Deposit paid, $148.45. Date locked on the calendar.See the invoice

  4. Sun 10:14 am✓ ran itself

    Rental agreement signed on her phone, damage waiver included.See the paperwork

  5. Aug 15, 8:30 am✓ ran itself

    Delivery, first stop on the Saturday route.See the route

  6. Aug 16, 6:00 pm✓ ran itself

    Pickup, then the review request goes out in Spanish.

What happens next:Balance reminder goes out Jul 21