Aug. 11, 2025 |
CONTRACT |
WELLS FARGO INVOICE |
Oct. 15, 2025 |
August 11th, 2025 - received invoice from TBXI and the College stating that machines need to be returned to Wells Fargo. Exchanged emails with Lee, Mary and Zak. Asked Mike to call the customer to deal with this. |
Aug. 11, 2025 |
CONTRACT |
RED LAKE s/n #Y4X844874 |
Oct. 15, 2025 |
August 27th, 2025 - sent a note to Kiran and Craig to see where things stand with the removal of this unit.
August 11th, asked Leah for help to get contract information associated with the serial number for removal. Sent a text to Mike and asked him to call the customer. |
Aug. 6, 2025 |
CONTRACT |
NEW C8255 O#429894 |
Oct. 15, 2025 |
September 9th - Jordan let me and Lee know that the unit is allocated and we're just waiting for delivery dates next. Lee needs an update.
August 26th, 2025 - sent a note to Kiran to see if the unit is allocated for delivery. Included Lee and Jeff and Peter. Told we would not know until September 2nd. Escalated to Christine and Mike for additional help.
August 16th, 2025 - sent the build out file to the team to have the Schedule Z created. Need to get that signed by the customer ASAP and then into the system.
August 11th, 2025 - spoke with Mike about this file, and he will be working on it today. Follow up on Tuesday to see where things stand.
Asked Mike how we can get an additional C8255 added to the initial purchase order from the College. Included Craig in the email because we'll need to get one shipped quickly to the College. Need to get a new purchase order from the client to place this order. Sent an email to Mike asking for his help from Admin to add one more unit. |
July 30, 2025 |
CONTRACT |
3-HOLE PUNCH ACCESSORIES |
Oct. 15, 2025 |
September 9th, 2025 - Received confirmation that all was completed. (Asked Stephen if this was completed by Steven Ho last week.)
August 26th, 2025 - sent a note to Lee, Steve and Peter to see if Colin coordinated a time with Lee to come and complete the installations.
August 25th, 2025 - Steve Decarie confirmed that he will have a service technician take care of installing the 3-hole punch accessories. Get the next steps confirmed ASAP.
August 11th, 2025 - asked Jordan to manage this file. Check in on Friday to see where things stand.
August 8th, 2025 - Requested an update from Craig on where things stand. Included Steve from Service to keep him in the loop. Lee wants these all delivered at the same time. Waiting for confirmation that the 3-hole punch accessories have been ordered, and we are just waiting for allocation of the shipment. Also asked for direction on the additional colour unit Lee wants delivered. |