Bucket List

#921

Account·Active·AUD·Oceaniaedit

Phones
2 on file
—
—
Emails
1 on file
bucketlistdisabilityservices@gmail.com
Contact
Website
—
Lead source
—
Owner
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Support
Bucket List
Addresses
1 on file
Physical
Suite 1/149 Ambleside Cct, Lakelands, New South Wales, 2282, Australia
Intel
0 notes
No intel yet.
Pipeline activity
0 events
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People & relationships
2 linked contacts
NameIs to usWe are to themEmailPhoneInv
Bec TenariRostering (Champion)———N/A
Owen Craigie
Director
Owner———N/A
Projects
1 project
  • Across Support - Onboarding
Tasks
0 open · 19 complete
Communications and Meetings
Company information setup - Get User to populate
Contact Creation
Create ARecord on TPP
Employee Creation
Import Awards - SCHADS, Nurses?
Import - Contacts
Import - Employees
Import - NDIS Pricing Arrangement
Initial Admin user setup
Initial Configuration - Default Progress notes, Leave windows etc
New File - Name Format: XS-CLIENTABBREVIATION
Provide Access to Client - Send XS Access Template to user
Roster creation
Schedule Server Script - Every Minute - 0:00 - 23:59 Daily, every minute
Schedule Server Script - Midnight Script - 0:01 Every Day
Service Booking Creation
Update URL Host on Developr Layout for Full calendar
User Creation - Get User to populate other users
Accounting
Total invoiced
AUD 0.00
Outstanding
AUD 0.00
Invoices
0
Generate invoice →
Rates
0 on file · newest active wins
No rates set for this client.
Uninvoiced WIP
3 entries · 2h 15m
DateProjectDescriptionWhoDuration
28 Feb 2023Schedule Server Script - Every Minute - 0:00 - 23:59 Daily, every minuteScript scheduled on online.across.supportJacob Edwards15m
28 Feb 2023Schedule Server Script - Midnight Script - 0:01 Every DayScript scheduled on online.across.supportJacob Edwards15m
24 Feb 2023New File - Name Format: XS-CLIENTABBREVIATIONNew file setup. Pricing import, URL setup on TPP, Initial user created access instructions sentJacob Edwards1h 45m
Open invoices
0 outstanding
No open invoices.