Job 23912 · J. and A. O'Connell

HS · Mon

Sample jobLa VidaRecord ID 18259178205HubSpot · Sale WonMonday · Sales board

Deal details

HubSpot owns · read only

Deal name23912 J. and A. O'Connell (auto from job no + client)

Sales repA. Mercer · locked after Sale Won

Client phone04xx xxx 214

Mirrored from HubSpot. To change, edit in HubSpot

Job details

Launchpad owns · editable

Job number

Sale won date

Site address

Buyer type

Block titled status

Block titled due

Job number format: 5 digits, e.g. 25431 · Buyer type syncs to HubSpot and Monday

Usually proposed automatically when the builder portal shows a site start date. Manual move is for exceptions.

Land and house

Launchpad owns · editable

Estate

Developer

Lot and street

Suburb

House design

Build type

House size

Syncs to the matching HubSpot deal properties and Monday columns.

Preconstruction

Mirrors every Monday subitem: status, due date, date completed

Documents

Renamed automatically on upload

Drop a file on a slot and it is renamed to the convention and filed in both systems. No manual renaming.

Contract
23912_Contract.pdf
Deposit receipt
23912_DepositReceipt.pdf
Finance approval
23912_FinanceApproval.pdf
Settlement titles
Not uploaded · will be named 23912_SettlementTitles.pdf
Deposit claim
Not uploaded · will be named 23912_DepositClaim.pdf

Slots follow Alison's naming requirements. Files sync to HubSpot and the Monday item.

Audit log

1 event

Every write to this job, what it changed and where it landed.

Filed to the review queue
Settlement Confirmation on 23912 set back from Completed to Not Started · held until Operations releases it
S. Hart · Yesterday, 16:20

Job 23912 · J. and A. O'Connell

Deal details

Job details

Land and house

Preconstruction

Documents

Audit log

Open in

Deal details

Job details

Land and house

Preconstruction

Documents

Audit log

Job 23912 · J. and A. O'Connell

Deal details

Job details

Land and house

Preconstruction

Documents

Audit log

Open in