This month at a glance

Updated today at 10.42 am

In sequence
right now

$412,680

38 quotes being followed up, ex GST

Response
rate

38%

Up from 31% in February

Recovered
this month

$86,420

9 quotes proceeded, ex GST

Bookings from
reminders

17

From 41 calibration reminders sent

Needs attention 2

Quote #318568 (Dept of Housing & Public Works, $27,015.25) is over the $10,000 threshold. Call Marlee Allan before the sequence continues. Mark as called Open in Jim2

2 follow-up emails bounced this week. The customer contact details may be out of date. Review addresses

Quotes in sequence

Export CSV

Quote	Customer	Owner	Value ex GST	Stage	Next send	Status
#318568	Dept of Housing & Public Works	JP	$27,015.25	Day 5	Held	Phone first
#318534	Glencore Mount Isa Mines	CH	$9,240.00	Day 14	29/03/2027	In sequence
#318512	Savannah Goldfields	BC	$5,180.50	Day 30	04/04/2027	In sequence
#318447	Townsville City Council	KJ	$8,925.00	Day 14	Paused	Awaiting funding
#318391	NQ Civil Contracting	CS	$6,310.75	Day 60	12/04/2027	In sequence
#318356	Wilmar Sugar	BC	$6,472.00	Complete	Closed	Ready to proceed
#318322	Ergon Energy	CH	$5,986.20	Complete	Closed	Not going ahead

Showing 7 of 23 quotes over $5,000

Recent activity

Follow-up sent for Quote #318534 to Glencore Mount Isa Mines Today, 10.42 am
Townsville City Council clicked Awaiting funding on Quote #318447 Today, 9.18 am
Status written back to Jim2 for Quote #318447 Today, 9.18 am
Quote #318568 flagged for a call. Over the $10,000 threshold Yesterday, 4.51 pm
Wilmar Sugar clicked Ready to proceed on Quote #318356 Monday, 11.27 am

Upcoming calibrations

View schedule

MSA Altair 4X NQ Civil Contracting 14/05/2027 Booked
SALA Ultra-Lok SRL Wilmar Sugar 02/06/2027 Reminder sent
Draeger PAC 8000 Savannah Goldfields 08/07/2027 Reminder sent

Quotes by team member March 2027

View detail

Team member	In sequence	Value ex GST	Response rate	Recovered
JP Jono Pearson	10	$132,400	41%	$28,900
CH Craig Hendry	9	$118,240	37%	$21,410
BC Blake Carman	8	$84,850	39%	$17,630
KJ Kelly Johanson	7	$58,340	36%	$12,480
CS Coryn Searle	4	$18,850	33%	$6,000
All team	38	$412,680	38%	$86,420

Recovered value by month ex GST

$12.4k

Oct

$18.8k

Nov

$31.2k

Dec

$52.9k

Jan

$71.3k

Feb

$86.4k

Mar

Value of quotes that proceeded after an automated follow-up, by month.

Quote follow-ups

38 quotes in sequence, $412,680 ex GST

Where quotes sit in the sequence

Follow-ups send at 5, 14, 30, 60 and 180 days

5Day 512 quotes

14Day 149 quotes

30Day 308 quotes

60Day 606 quotes

180Day 1803 quotes

All quotes

Export CSV

Quote	Customer	Owner	Value ex GST	Stage	Next send	Status
#318568	Dept of Housing & Public Works	JP	$27,015.25	Day 5	Held	Phone first
#318534	Glencore Mount Isa Mines	CH	$9,240.00	Day 14	29/03/2027	In sequence
#318512	Savannah Goldfields	BC	$5,180.50	Day 30	04/04/2027	In sequence
#318309	Hastings Deering	CS	$3,420.00	Day 30	07/04/2027	In sequence
#318447	Townsville City Council	KJ	$8,925.00	Day 14	Paused	Awaiting funding
#318391	NQ Civil Contracting	CS	$6,310.75	Day 60	12/04/2027	In sequence
#318241	Mackay Regional Council	BC	$2,864.30	Day 60	21/04/2027	Awaiting approval
#318287	Port of Townsville	KJ	$1,145.60	Day 180	15/06/2027	In sequence
#318356	Wilmar Sugar	BC	$6,472.00	Complete	Closed	Ready to proceed
#318322	Ergon Energy	CH	$5,986.20	Complete	Closed	Not going ahead

Showing 10 of 38 quotes

Calibration reminders

Driven by contract dates in Jim2, 6 and 12 month cycles

Due in the
next 60 days

24

Calibration, servicing and fit testing

Reminders sent
this month

41

1 month, 2 weeks and due date emails

Booked
in

17

41% of reminders became bookings

No response
yet

6

Next reminder will send automatically

Equipment falling due

Export CSV

Equipment	Customer	Service type	Due	Reminder stage	Status
Draeger Alcotest 4000Serial ARJM-2231	Glencore Mount Isa Mines	Calibration	09/04/2027	2 weeks reminder sent	Booked
MSA Altair 4XSerial 40911-B72	NQ Civil Contracting	Calibration	14/05/2027	1 month reminder sent	Booked
RPE fit testingSerial FT-2027-114	Hastings Deering	Fit testing	19/05/2027	1 month reminder sent	Booked
SALA Ultra-Lok SRLSerial UL-58834	Wilmar Sugar	Recertification	02/06/2027	1 month reminder sent	Awaiting response
Draeger X-am 2500Serial ARXH-8842	Townsville City Council	Calibration	11/06/2027	1 month reminder sent	Awaiting response
Draeger PAC 8000Serial ARWF-0613	Savannah Goldfields	Calibration	08/07/2027	First reminder sends 08/06/2027	Queued

Showing 6 of 24 due in the next 90 days

Reports

Every report reflects live Jim2 data

Monthly performance summary

Everything on the overview page as a single PDF, ready for the monthly management meeting.

Last generated 01/03/2027 Download PDF

Quotes recovered detail

Every quote that proceeded after an automated follow-up, with values, dates and the response that came back.

Covers Oct 2026 onward Download CSV

Follow-up activity log

Every email sent, every button a customer clicked and every status written back to Jim2.

Full history Download CSV

Calibration bookings

Reminders sent and bookings made, month by month, split by service type.

Covers Oct 2026 onward Download CSV

Team performance

Quotes in sequence, response rates and recovered value for each team member.

Last generated 01/03/2027 Download PDF

Monthly email summary

The performance summary lands in your inbox on the first of each month, no login needed.

Sends to jono@alliancesafety.com.au

Settings

Changes apply from the next send

Quote follow-up sequence

Send follow-ups after Days since the quote was emailed days

Stop the sequence when a customer responds

Slow the sequence for quotes marked Awaiting management approval Next send moves out 30 days

High value routing

Flag the quote owner to phone first when a quote is over $

Hold the sequence until the call is marked done

Email the quote owner when a quote is flagged

Calibration reminders

One month before the due date

Two weeks before the due date

On the due date

Cycle lengths Read automatically from Jim2 contract dates, 6 or 12 months Automatic

Email sending

From name

Reply-to address

Signature

Save changes