All deals

Patricia Howell

Wonmaintenance plan

PureFlow Whole-Home · Scottsdale · opened Jun 16, 2025

Deal amount

$6,800

Gross profit

$3,450

51% margin

System cost

$2,400

Labor cost

$950

Activity

Notes, calls, and system events

Note14mo agoby Jordan Rivera

Installation scheduled with Morgan for next Tuesday. Gate code is 1234.

System14mo agoby System

Stage moved to won — approved by Alex Thompson.

Visit14mo agoby Jordan Rivera

In-home demo went great. Tested TDS at 420 ppm. Recommended PureFlow Whole-Home.

Call14mo agoby Jordan Rivera

Called Patricia, she's very interested. Wants whole-home system. Scheduled in-home demo for Thursday.

System14mo agoby System

Deal created from Google Ads lead.

Install QA

Won

Installation complete. System: PureFlow Whole-Home. Installed Aug 7, 2025.

Appointment: Aug 7, 2025 · Tech: Morgan Davis

Payments

Collected
Total invoiced$6,800
Discount (5.0%)-$340
Maintenance plan$49/mo

Assignment

JR

Jordan Rivera

sales · jordan@purestwater.com

Google Adspaid

Product

PureFlow Whole-Home

$6,800 system price

+$49/mo maintenance

Discount: -$340 (5.0%)

System cost$2,400
Labor cost$950
Gross profit$3,450

Commission

$544

8.0% rate · paid

Agreement

Signed by Patricia Howellsigned

Signed Jun 20, 2025

Customer stage

installed
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