#919""
KindStatusCcyABNRegion
Contact
Website
Lead source
Lead date
Role / title
Owner
— (edit not wired yet)
Support
Tax Depreciation Australia Pty Ltd (TDA)
Flags
Note
Addresses
None on file
No addresses yet.
Intel
3 notes
Cotality Client ID3 July 2026
Z3Hq63s59SW7Y17K73cceOlZhBNIBSSp
Cotality Pass3 July 2026
<38hHv'08*sH
Cotality User3 July 2026
Littleman
Pipeline activity
0 events
—
People & relationships
1 linked contact
NameIs to usWe are to themEmailPhoneInv
Daniel FarrugiaDirector———To
Projects
17 projects
  • 2025 November
  • 2025 Refresh
  • 3.1
  • 3.2
  • 4.0
  • 4.1
  • Additional Works
  • CRM - Development
  • Maintenance
  • Server Configuration
  • Sort
  • TDA Network 2.0
  • Version 2.3
  • Version 2.4
  • Version 2.5
  • Version 2.6
  • Version 2.7
Tasks
50 open · 0 complete
13 November
17 November
19 November
21 November
Additions
Additions and Fixes 23/10/2023
Aircall
Attachments
BGL
Bugs/Additions
Caleb Time
Changes from Dan 01/02/2024
Changing Login Options
Communication
Communication
Communication
Communication
Communications
Communications
Communication Templates
Communication Templates
Contact
Contact
Contact
Contact Filters
Contacts
Contacts
Contacts
Contacts
Contacts
Cube Integration
Customer Request Form
Custom PDF Viewer with Watermark
Default
Design Phase
Development Meetings
Email 1/10/2024
Email From Dan F 2023/06/26
Email from Dan F 2023/07/14
Email from Dan F 2023/08/07
Email from Dan F 2023/08/24
Email From Dan F 2024/10/01
Email from Dan F 29/5/2024
Email from Daniel and Theo 2023/05/17
Email From Daniel Farrugia 2023/04/30
Email from Daniel Farrugia 2023/05/11
Email from Daniel Farrugia 2023/05/14
Email Queries
Exports
Extractions
Accounting
Total invoiced
AUD 217,305.29
Outstanding
AUD 47,224.40
Invoices
98
Generate invoice →
Rates
2 on file · newest active wins
UserAmount (inc)CurrencyFromActive
(any)AUD 165.00AUD1 Jan 2026active
Caleb HarveyAUD 120.00AUD1 Jan 2023active
Uninvoiced WIP
21 entries · 68h 15m
DateProjectDescriptionWhoDuration
4 Aug 2026Caleb Timegenerate recent and pending tasks assigned to employees using job status table, analytics dashboard, daily director summary report, ensure calculator is ready for both types, go through job process, change formatting of task screen to allign better. start of rfi form and checkout and add configuration to show only required fields, ensure job id is mapped to url so the existing links will still work, add in configuration for a stripe key per franchise and ho has val and taxCaleb Harvey4h
4 Aug 2026Caleb Timetda run through reports and finalising, build out kpis, fix left hand layout, add licence fee column to franchise report, ensure valuations is fortnightly, add rules to ensure franchise termination date assigns all pending jobs back to head officd, removes them from reporting, and assigns contacts to head office, keeps them archived in back end for historic recordsCaleb Harvey4h
3 Aug 2026Caleb TimeTDA 2.0 building out report functionalityCaleb Harvey5h 30m
3 Aug 2026Caleb TimeFinalise the marketing flow by removing email duplicate contacts and fixing the. merge field functionalityCaleb Harvey3h
31 July 2026Caleb Timetda claude promptingCaleb Harvey8h
23 July 2026Caleb Timetda mappingCaleb Harvey7h
22 July 2026Caleb Timebuilding data import structure into tdaCaleb Harvey6h
21 July 2026Caleb Timeall vals from report issues from head office of all timeCaleb Harvey1h
21 July 2026Caleb TimeTDA adding connection llinks for apis, Caleb Harvey1h
16 July 2026Defaultquestions answering ai around field mapping for fees and commissionsCaleb Harvey1h
15 July 2026Defaultmore tda naswers - tasks types and automation protocolsCaleb Harvey45m
15 July 2026DefaultTDA reviewing option document from claud and discussing/answering alongside ScottCaleb Harvey1h 30m
13 July 2026Defaultpaid quotes since 7th export for TerryCaleb Harvey30m
9 July 2026Defaulttda mapping new privieege set model via tags for new systemCaleb Harvey1h
9 July 2026Defaulttda calculations for vlauation and answering claud questions about calculatorCaleb Harvey1h 30m
8 July 2026DefaultTDA Calculations for quote calculator tax depreciation interpreted into documenation for claudCaleb Harvey2h 30m
7 July 2026DefaultTDA exporting for marketingCaleb Harvey45m
3 July 2026Design Phase- Mapping all job, contact and communication workflow fields from TDA that are relevant to transfer into new system - Creating design documentation surrounding design sent through from Lorena and approved by TheoCaleb Harvey5h
21 Apr 2026Other Indexed FunctionalityImplementing Speed List into Jobs Table for testing purposesCaleb Harvey4h 30m
20 May 2025Indexed contacts databaseInstallation of indexed database framework, parsing of data from ODATA to cache and connection to AG grid library. Creation and testing of sync workflow.Scott Oliver6h 15m
20 May 2025Indexed contacts databaseOptimisation of contacts table, removing string fields, unnecessary indexes and cleansing of broken characters.Scott Oliver3h 30m
Recent communications
20 shown · latest first
SentSubjectStatus
17 July 2026LittleMan Tax Invoice L054848Sent
29 June 2026LittleMan Tax Invoice L054813Sent
17 June 2026LittleMan Tax Invoice L054797Sent
26 May 2026LittleMan Tax Invoice L054760Sent
19 May 2026LittleMan Tax Invoice L054752Sent
17 May 2026LittleMan Tax Invoice L054744Sent
17 May 2026LittleMan Tax Invoice L054745Sent
17 Apr 2026LittleMan Tax Invoice L054698Sent
15 Apr 2026Licensing Expiring - LittleMan Tax Invoice L054696Draft
1 Apr 2026LittleMan Tax Invoice L054688Sent
17 Mar 2026LittleMan Tax Invoice L054645Sent
13 Mar 2026LittleMan Tax Invoice L054640Sent
2 Mar 2026LittleMan Tax Invoice L054630Sent
18 Feb 2026LittleMan Tax Invoice L054592Sent
17 Feb 2026LittleMan Tax Invoice L054589Sent
9 Feb 2026LittleMan Tax Invoice L054578Sent
3 Feb 2026LittleMan Statement of AccountsSent
27 Jan 2026LittleMan Tax Invoice L054549Sent
17 Jan 2026LittleMan Tax Invoice L054534Sent
13 Jan 2026LittleMan Tax Invoice L054526Sent
Open invoices
23 outstanding
NumberDateDueTotalBalanceStatus
L05484817 July 202624 July 2026AUD 940.40AUD 940.40sent
L05481830 June 20267 July 2026AUD 14,850.00AUD 14,850.00draft
L05481329 June 20266 July 2026AUD 4,455.00AUD 4,455.00sent
L05479717 June 202624 June 2026AUD 940.40AUD 940.40sent
L05476026 May 20262 June 2026AUD 5,816.25AUD 5,816.25sent
L05474517 May 202624 May 2026AUD 385.00AUD 385.00sent
L05469615 Apr 202622 Apr 2026AUD 3,737.50AUD 3,737.50draft
L05464517 Mar 202624 Mar 2026AUD 940.40AUD 940.40sent
L05464013 Mar 202620 Mar 2026AUD 2,640.00AUD 2,640.00sent
L05463028 Feb 20267 Mar 2026AUD 5,156.25AUD 5,156.25sent
L05458917 Feb 202624 Feb 2026AUD 722.60AUD 722.60sent
Q00013212 Feb 202612 Feb 2026AUD 39,600.00AUD 39,600.00draft
L05453417 Jan 202624 Jan 2026AUD 722.60AUD 722.60sent
L0543501 Oct 20258 Oct 2025AUD 2,820.00AUD 2,820.00sent
L05404817 May 202524 May 2025AUD 506.00AUD 506.00sent
L05356717 Sept 202424 Sept 2024AUD 380.00AUD 380.00sent
C00020514 June 202414 June 2027AUD 3,737.50AUD 3,737.50draft
L05331021 May 202428 May 2024AUD 1,452.00AUD 1,452.00draft
L05314417 Feb 202424 Feb 2024AUD 380.00AUD 380.00sent
L05283617 Sept 202324 Sept 2023AUD 380.00AUD 380.00sent
C00018617 May 202317 Aug 2026AUD 940.40AUD 940.40draft
C00018717 May 202317 May 2027AUD 385.00AUD 385.00draft
C0001895 May 20235 May 2025AUD 1,452.00AUD 1,452.00draft