Falcon Roofers CRM

Tasks

5 pending tasks

Appointment: Alex Test Client

Scheduled appointment on April 25, 2026 at 3:00 PM. Project details: This is where clients will describe their project details Contact: 801-503-9056 | sales@mypcsvip.com

High
Pending
Apr 25, 2026• Alex Test Client

Call John Peterson for estimate

Follow up on new roof installation inquiry

High
Pending
Apr 22, 2026• John Peterson

Send estimate to Sarah Mitchell

Prepare and send roof repair quote

Medium
In Progress
Apr 23, 2026• Sarah Mitchell

Order materials for Chen project

Order shingles and underlayment

High
Pending
Apr 25, 2026• Robert Chen

Schedule inspection for Lisa Thompson

Set up roof inspection date

Medium
Pending
Apr 24, 2026• Lisa Thompson

Final walkthrough - Wilson residence

Complete final inspection of emergency repair

Medium
Completed
Apr 21, 2026• David Wilson