ServiceFlow CRM

Tasks

Portfolio Demo · Read-only

Todo

7

Call client to confirm requirements

Todo

Internal task for tracking the next step in the service workflow.

Due May 29, 2026 General task

Schedule site visit

Todo

Internal task for tracking the next step in the service workflow.

Due Jun 1, 2026 Kitchen renovation estimate

Confirm decision maker

Todo

Internal task for tracking the next step in the service workflow.

Due Jun 4, 2026 Emergency refrigerator repair

Prepare monthly report

Todo

Internal task for tracking the next step in the service workflow.

Due Jun 7, 2026 New build finishing work

Send proposal email

Todo

Internal task for tracking the next step in the service workflow.

Due Jun 10, 2026 Spa membership follow-up

Review budget details

Todo

Internal task for tracking the next step in the service workflow.

Due Jun 13, 2026 General task

Collect missing photos

Todo

Internal task for tracking the next step in the service workflow.

Due Jun 16, 2026 Bathroom remodel consultation

In Progress

7

Prepare service estimate

In Progress

Internal task for tracking the next step in the service workflow.

Due May 30, 2026 Fleet maintenance scheduling

Follow up after quote

In Progress

Internal task for tracking the next step in the service workflow.

Due Jun 2, 2026 Move-out cleaning package

Update deal stage

In Progress

Internal task for tracking the next step in the service workflow.

Due Jun 5, 2026 Delivery route quote

Call client to confirm requirements

In Progress

Internal task for tracking the next step in the service workflow.

Due Jun 8, 2026 General task

Schedule site visit

In Progress

Internal task for tracking the next step in the service workflow.

Due Jun 11, 2026 Furniture assembly for apartments

Confirm decision maker

In Progress

Internal task for tracking the next step in the service workflow.

Due Jun 14, 2026 Brake service campaign

Prepare monthly report

In Progress

Internal task for tracking the next step in the service workflow.

Due Jun 17, 2026 Washer repair lead

Done

6

Send proposal email

Done

Internal task for tracking the next step in the service workflow.

Due May 31, 2026 Salon booking workflow cleanup

Review budget details

Done

Internal task for tracking the next step in the service workflow.

Due Jun 3, 2026 General task

Collect missing photos

Done

Internal task for tracking the next step in the service workflow.

Due Jun 6, 2026 Annual HVAC maintenance plan

Prepare service estimate

Done

Internal task for tracking the next step in the service workflow.

Due Jun 9, 2026 Garage door replacement

Follow up after quote

Done

Internal task for tracking the next step in the service workflow.

Due Jun 12, 2026 Seasonal lawn maintenance

Update deal stage

Done

Internal task for tracking the next step in the service workflow.

Due Jun 15, 2026 Beauty package upsell