Records Lab — Classic Mode
Classic 3-Panel — HubSpot clarity + SF depth + Zoho control
Stage Progression
67% completeReady to Submit — requires: Bonding, Timeline
Missing for next stage
Bonding RequirementsInstallation TimelinePermit DetailsInsurance Cert
Pacific Coast Mechanical Inc.
PCM-2024-0012
activeEnterprise
Commercial HVAC
Owner: Sarah K.
Since 2024-03-15
Contacts
Robert ChenPrimary
Facilities Director
(714) 555-0142
rchen@paccoast.com
Maria Santos
Office Manager
(714) 555-0188
msantos@paccoast.com
Locations
Main OfficePrimary
4521 Harbor Blvd, Costa Mesa, CA 92626
Warehouse
1800 Industrial Way, Santa Ana, CA 92705
Quick Actions
Revenue
$848K
Jobs
67
Outstanding
$45K
Pay Score
92
Activity Timeline
Sarah K.2 hours ago
Client approved scope for warehouse HVAC upgrade. Moving to estimate phase.
System4 hours ago
Estimate EST-0482 moved to "Ready to Submit"
Mike R.1 day ago
Discussed Q2 maintenance schedule with Robert Chen. Will send updated agreement.
Sarah K.2 days ago
Sent proposal for fire suppression inspection to rchen@paccoast.com
Carlos D.3 days ago
Job JOB-1842 completed — RTU replacement at Main Office. 4.5 hrs labor.
System3 days ago
Invoice INV-3021 generated from JOB-1842. Amount: $8,450
System5 days ago
Payment received for INV-2998. $12,300 via ACH.
Jen P.1 week ago
Annual service agreement renewal discussion scheduled for next month.
Financial Summary
Lifetime Revenue$847,500
Avg Job Value$12,800
Outstanding$45,200
Open Estimates3
Active Jobs2
Insights
Revenue trending up 23% vs last quarter.
Payment score excellent — average 8 day turnaround.
3 open estimates worth $210K in pipeline.