Action List / Case #183

Graham Hurst • BB27PU • Servicing & Maintenance • Hello, I spoke to someone on thursday regarding remedial work to our water treatment facility, however have not received

Customer Graham Hurst (postcode BB27PU) submitted a contact form requesting a quote for remedial work to their water treatment facility and reports not having received a quote after speaking to someone on Thursday. Internal emails show Rob Preston called the customer and told colleagues he had just sent the quote and would be in touch tomorrow; a colleague subsequently asked where the quote was sent. There is a possible site/job match to Lower Intack Barn (BB2 7PU) / Job 58358 but no clear documented quote in the thread.

Open·High·Unassigned·Waiting on: internal:estimator/sales·Review: Thu 09 Apr 23:44·Rec: Waiting
Recommendation
Recommendation - WAITING
Confidence: 0.86%
  • Chase internally to confirm whether the quote was created and sent to Graham Hurst.
  • If a quote exists, resend a copy to the customer and confirm delivery (email and phone).
  • If no quote exists or it was sent incorrectly, raise/prepare the quote and send within 24 working hours, then call the customer to confirm receipt and next steps.
  • Record the quote ID or Xero reference on the case and update the job/site link (Lower Intack Barn / Job 58358) if applicable.
  • Assign a named owner for this action (estimator/sales).

Reason: Customer reports no quote after a phone conversation. Internal email (Michelle Marriott) indicates Rob Preston called and said he had just sent the quote, but colleagues are asking where it was sent — suggesting the outbound quote is not recorded or not received. To prevent a dropped opportunity and restore customer trust we need documentary confirmation (quote file, recipient email/phone) and an explicit resend/confirmation.

Related Context
Company 1Contact 1Email 8Job 3Site 1
CompanySYNCHROTEAM

Lower Intack Barn (NS 1499)

BB2 7PU

Deep review target postcode possible customer match

Seen on emails: 56983

87Open
SiteSYNCHROTEAM

Lower Intack Barn

BB2 7PU · Lower Intack Barn (NS 1499)

Deep review target postcode possible site match

Seen on emails: 56983

85Open
JobSYNCHROTEAM

Job 58358

Lower Intack Barn (NS 1499) · Lower Intack Barn

Deep review target postcode possible job match

Seen on emails: 56983

82Open
EmailMAILCOW

RE: MPC new site contact form got a new submission

2026-04-07 17:48:12

Deep review conversation sweep: shared participants: enquiries@mpcservices.co.uk, lshepherd@haighgroupltd.co.uk, mmarriott@haighgroupltd.co.uk; same conversation subject; message reply/reference match

Seen on emails: 56983

78Open
EmailMAILCOW

Re: MPC new site contact form got a new submission

2026-04-07 17:53:26

Deep review conversation sweep: shared participants: enquiries@mpcservices.co.uk, lshepherd@haighgroupltd.co.uk, mmarriott@haighgroupltd.co.uk; same conversation subject; message reply/reference match

Seen on emails: 56983

78Open
JobSYNCHROTEAM

Job 12180

Lower Intack Barn (NS 1499) · Lower Intack Barn

Deep review target postcode possible job match

Seen on emails: 56983

62Open
JobSYNCHROTEAM

Job 39567

Lower Intack Barn (NS 1499) · Lower Intack Barn

Deep review target postcode possible job match

Seen on emails: 56983

62Open
EmailMAILCOW

Re: Fujitank Vent Retrofit Investigation/Proposal

2026-04-07 16:52:28

Deep review conversation sweep: shared participants: lshepherd@haighgroupltd.co.uk, mmarriott@haighgroupltd.co.uk, robp@hec.co.uk

Seen on emails: 56983

42Open
EmailMAILCOW

RE: Fujitank Vent Retrofit Investigation/Proposal

2026-04-07 14:29:26

Deep review conversation sweep: shared participants: lshepherd@haighgroupltd.co.uk, mmarriott@haighgroupltd.co.uk, robp@hec.co.uk

Seen on emails: 56983

42Open
EmailMAILCOW

RE: Fujitank Vent Retrofit Investigation/Proposal

2026-04-07 14:22:59

Deep review conversation sweep: shared participants: lshepherd@haighgroupltd.co.uk, mmarriott@haighgroupltd.co.uk, robp@hec.co.uk

Seen on emails: 56983

42Open
EmailMAILCOW

RE: Moneypenny - Tim Gunstone

2026-04-07 15:42:27

Deep review conversation sweep: shared participants: enquiries@mpcservices.co.uk, mmarriott@haighgroupltd.co.uk, robp@hec.co.uk

Seen on emails: 56983

42Open
EmailMAILCOW

Re: Wolverton Gantry

2026-04-07 17:15:02

Deep review conversation sweep: shared participants: lshepherd@haighgroupltd.co.uk, mmarriott@haighgroupltd.co.uk, robp@hec.co.uk

Seen on emails: 56983

42Open
EmailMAILCOW

Re: Moneypenny - Alex Addison B1113

2026-04-07 17:52:08

Deep review conversation sweep: shared participants: enquiries@mpcservices.co.uk, robp@hec.co.uk

Seen on emails: 56983

34Open
ContactMAILCOW

Michelle Marriott <mmarriott@haighgroupltd.co.uk>

Haigh Group Ltd

Exact from_email match

Seen on emails: 56983

15Open
Linked Emails

RE: MPC new site contact form got a new submission

Michelle Marriott <mmarriott@haighgroupltd.co.uk> · 2026-04-07 18:53

Just out of curiosity, where did you send the quote from? image001.png@01DCC6BF.DF9BB8D0] Michelle Marriott 07 April 2026 18:48 Enquiries <enquiries@mpcservices.co.uk>; Luke Shepherd <lshepherd@haighgroupltd.co.uk>; Rob Preston <robp@hec.co.uk> RE: MPC new site contact form got a new submission @Rob Preston<mailto:robp@hec.co.uk> just called this guy but he said you just sent him the quote and will be in touch tomorrow 😊 image001.png@01DCC6BF.DF9BB8D0] Enquiries <

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Timeline
23:44–Recommendation Updated→Recommendation updated to waiting.
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23:44–Assessment Run→Action Case assessment completed.
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22:49–Recommendation Updated→Recommendation updated to waiting.
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22:49–Assessment Run→Action Case assessment completed.
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22:46–Recommendation Updated→Recommendation updated to open.
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22:46–Assessment Run→Action Case assessment completed.
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22:45–Recommendation Updated→Recommendation updated to open.
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22:45–Assessment Run→Action Case assessment completed.
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22:38–Recommendation Updated→Recommendation updated to open.
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22:38–Assessment Run→Action Case assessment completed.
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22:38–Recommendation Updated→Recommendation updated to open.
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22:38–Assessment Run→Action Case assessment completed.
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22:37–Recommendation Updated→Recommendation updated to open.
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22:37–Assessment Run→Action Case assessment completed.
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22:35–Recommendation Updated→Recommendation updated to open.
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22:35–Assessment Run→Action Case assessment completed.
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22:27–Recommendation Updated→Recommendation updated to open.
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22:27–Assessment Run→Action Case assessment completed.
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22:19–Recommendation Updated→Recommendation updated to waiting.
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22:19–Assessment Run→Action Case assessment completed.
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22:18–Recommendation Updated→Recommendation updated to waiting.
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22:18–Assessment Run→Action Case assessment completed.
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22:18–Recommendation Updated→Recommendation updated to open.
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22:18–Assessment Run→Action Case assessment completed.
System
22:08–Email Linked→Linked email #56983.
System
22:08–Created→Action Case created from email #56983.
System
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Quick Controls

Status

Priority

Context
Opened
2026-04-07 22:08
Action type
quote_chase
Source
email #56983
Created from email
56983
Last activity
2026-04-07 18:53
Closed
Open
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