Generated CRM · Project prefix PHA
Phase Three Contracting
General Contractor · Halifax · phase-three-contracting.servicelane.com
Lead Memory
Lead fields generated for this contractor.
Customer Info
Customer fields generated for this contractor.
Quotes & Estimates
Quote fields generated for this contractor.
Schedule
Schedule fields generated for this contractor.
Tasks & Accountability
Tasks fields generated for this contractor.
Photos / Drawings / Files
Files fields generated for this contractor.
Follow-up Watchdog
Watchdog fields generated for this contractor.
Job board
Every project gets a contractor-specific unique ID. The project name is part of the code, so it reads like Touchstone: ID + job name.
| Project ID | Project | Customer | Stage | Value | Next step | Due |
|---|---|---|---|---|---|---|
| PHA-01004-ELM-STREET-ADDITION#1004 | Elm Street Addition | $0 | ||||
| PHA-01003-WINDMILL-SERVICE-CALL#1003 | Windmill Service Call | Cole Roofing221 Windmill Rd | Scheduled | $1,250 | Crew visit at 9 AM | 2026-05-14 |
| PHA-01001-MAPLE-RIDGE-KITCHEN#1001 | Maple Ridge Kitchen | Sarah McNeil14 Maple Ridge | New lead | $8,500 | Send quote follow-up | 2026-05-15 |
| PHA-01002-DOCKSIDE-MULTI-ROOM#1002 | Dockside Multi-Room | Harbour Homes88 Dockside Lane | Quote sent | $24,750 | Confirm material selections | 2026-05-16 |
Assistant/watchdog queue
Draft professional follow-up textCraig Demo · due 2026-05-15
Check if Harbour approved quoteCraig Demo · due 2026-05-16
Send revised quoteCraig Demo · due 2026-05-21