« back   Top customers by visit count

Looking for 2 large shutters for Master

Phone: 704-111-2222

Buffkin, Kims job, Luminette Headrail, Louvers

Chris in late due to meeting on 401k

Simple IRA Mtg

Mtg for Anthony Taylor

Simple IRA Mtg w/Cindy

**BRING: your DL - Franklin Templeton App + Enrollment App

Simple IRA Mtg w/Cindy

**BRING: your DL - Franklin Templeton App + Enrollment App

JF & PW

JF & PW

DT, BB & PW

DT, BB & PW

DT, Joe, Brandy, Patricia WR mtg

DT, Joe, Brandy, Patricia WR mtg

REVIEW for Jordan

REVIEW for Jordan

REVIEW

Training with Lisa/Solatech

Looking for shutters. Son (Richard) met you and toured factory with you, and wants parents to do the same.
704-771-6069. Parents moving from Lake Lure to his hood in Tree Tops... Building new home. On 3-8-18 you told Sue you would meet with them and then have Joe go measure once house is ready. SP

Solatech

Solatech

Solatech

DT, PW & Jill - review

DT, PW & Jill - review

DT, PW & Jill - review

Installer Candidate - JLove referral*

Installer Candidate - JLove referral*

Installer Candidate

Installer Candidate

Job Description & Review Session

Job Description & Review Session

Job Description & Review Session

Employee of the month - Artisan Celebration

Repair Elizabeth Frederick shade in Sue's office.

Drop off Books for Brandy, get shade for CGDrug, pick up Artisan Flyers

REMINDER -

Please confirm to Patricia that you will be in attendance.

pweirich@asacharlotte.com

Text via 704.668.3052

Turn in paperwork and get temp shades

Turn system off 15 minutes. PT

IT Shit

turn in paint samples.....checks....paperwork

pick up archtop panel for elevation

Alan needs to do this prior to install - SP

turn in paperwork/checks/paint samples/ink

PT

look at window tint

look at window tint

look at window tint

drop off paint samples and checks...etc

turn in paint samples and checks

Drop off paint samples and paperwork

Meet Sales and Install man

Meet Sales and Install man

Dorene's Brother, PT

Get AG phone....mini pad...take checks and stuff

PT

704-668-4949

order blinds, cut down blinds, drop off paperwork, drop off money, pick up cash for AG Cell phone

Turn in paint samples and books and paperwork

Turn in checks...money....paperwork...check on 2.5 blind....circle shutter

get temp shade/drop off checks

blind in Kim's office

Drop off paint samples/money

Turn in a bunch of paperwork

Get some magnets/blind clips/ turn in paperwork

Turn in RGA, Lois measure, goodsen deposit

get paint dip sticks/work on rgas/

Drop off stain sample and paint sample for Cam b

Turn in weeks worth of jobs, etc.

White, Barwick, Close 2,

Pick up parts for Shelbi Anderson

Interview Kim Kruger

[Angela Goodman]
Sarah & Justin live in 1st Ward Garden District in a Townhome. She said about 40 windows - wants motorized.
Email: s-gattuso@hotmail.com
407-797-5354

Customer called - cannot make Appt and wants to reschedule - PW

———

[Chase Browne]
Sarah & Justin live in 1st Ward Garden District in a Townhome. She said about 40 windows - wants motorized.
Email: s-gattuso@hotmail.com
407-797-5354

Setting this Appt on AG calendar since Chase is out of the office this week.
415-971-1979 (cell)

New Construction home - referred by Designer Andi Scalia
She is needing Shutters for her outside patio - also wants to discuss the inside of house windows but undecided as to what she wants to put on those so she wants options.
134 Tranquil Avenue - Charlotte, NC 28209
katherine.shute@gmail.com

Job Description & Review Session

Job Description & Review Session

Job Description & Review session

704-516-7663 Woven woods and....

Jennifer: 980-213-8131 - SP

Pick out shades for living room.

Take pics for Amy Vermillion for the Fritz job.

803-547-6716...referred to CA
Silhouettes and shutters

Sharon: 415-994-2254 - SP

704-771-4331cell. Requested noon appt her husband will meet her there on his lunch hour. Mstr bedroom, 6 openings wants to see her options. Does not want shutters. PT

919-618-9599, Wants to look at Roman Shades for her son's room 3 windows. Saw our Truck at neighbors house. PT

954-673-2981. Called Artisan, found us on the web. Recently Moved into house that has all blinds, He wants to come into showroom and select something for French doors, also wants to select something for other windows as well. PT

Friends of Dal and Patti. PT

214-601-7133. New SE Regional Sales Mgr wants to come by showroom. PT

Window Fashion selections

Glass House - roller shades

Her clients Condo is across the street. I could not find another time this week for MW to measure. AG

Quoting/ordering

Work on her shade issues

Revised quotes/HD orders/Artisan Orders

System updates, you need to be there. PT

W/O 200506836. will call ahead 30 min to your cell. PT

Deaf Couple look at shades 704-246-5595

cell 704-526-6381 hm 704-332-3488. Called ASA phone, Easton Park referral. Has problems with sun and view. Ask about motorization. PT

Saussy Burbank client

Bob Hopkins & 3 others to look at our products in show room. They may be switching to ASA. Angela to assist.

Tom: 515-689-2930

252-916-2899 Cell. Called Artisan Phone, referred to us by neighbor, Linda Shell, purchased shutters 15yrs ago. Has 14 windows to cover. Interested in Natural Fiber Roman shades and Shutters.

Called Artisan phone. hm 803-283-0789. 15-20 windows to cover (shutters & blinds). Purchased shutters from us 16 years ago. PT

Meeting to determine roller shades for Glass House being constructed at Lake Lure, NC

AG has a couple displays for you to install in metal jambs, shell be in around 10 am

6 celebrity mini blinds,SOME MOUNT IN CONCRETE, some steel, and some already have some existing old blinds, MW measured hoping you can use the existing brackets, if they are the same size. NEED 8' ladder for unit H!! (we are working for property mgr at showroom location, Nolen Elenz, 704-377-9592. Unit H is occupied and open for business, called Social topics, the other.. unit V on end, has a lockbox on chainlink fence, code is 4208

Will call 335-5450, 30 min prior to arriving. PT

704-807-6397

704-962-4999

Contracts and estimates and orders

Order Cash.....nationwide....drall.....fine line

704-545-8638. Not sure what she wants, needs application for French Doors and back door. Wants to come to showroom. Has our shutters in whole house. Has stopped by Matthews location, found no one there, also went to website Mon or Tues of this week and completed "Contact us page" and no one replied back. (Casey is working on this issue) PT

703-402-6878

Bring back samples and get u to give her estimate on sight! CA

Get deposits and do estimates

Cherry lot 27

704-692-8939

SB clients to look at products...704-999-7726

Showroom delivery

Biz Dev Meeting.......Charlotte Growth Strategy

Biz Dev Meeting.......Charlotte Growth Strategy

work on Builder sheet for Drop In

Pick out Nanatuckets and close on

RAM Client

Work with AG on some estimates

Help AG with something?

Drop off stuff for AG

I fixed the shade that I broke....please check for reverse roll options

#5114411-Install new phone/internet service. PT

Get all deals on order with AG

Get all deals on order with AG

Bringing client in to dicuss window coverings....980-613-0099

Meet Evan Miller to look at products...then go measure his house off Queens. 704-604-1000. 2.5 million house...Keith Woselowski Referred

Referred by Sharon and Roger Terry in Fort Mill SC....we have mailed them HD info and Artisan Shutter info. They would likie to come by and look at products for there new home. I have not measured the house.

Pick up temp shades....Llamas info

1 Roller Shades + PV
take down light filtering shades
Andrew (410) 967-1666
collect $598.06
told between 3-5 PM
TW

[Van Burleson]
2 Roller Shades + PV
take down light filtering shades
Andrew (410) 967-1666
collect $598.06
told between 3-5 PM
TW

———

[Bryan Carney]
2 Roller Shades + PV
Andrew (410) 967-1666
collect $598.06
told between 3-5 PM
TW

Phone: 240-321-6617
Email: drtmullins@hotmail.com
Address: 210 N Church St Unit 1901 Charlotte, NC 28202
Source: Other

JT's Dad Todd called and wants to put motorized rollers in the unit JT is living in. (He mentioned doing dual motorized rollers). JT can make selection but quote will be going to Dad. His email is the one on the card. Todd's # 301-616-8633. They are in The Avenue condos and we were referred by the buildings manager.

Link: https://trello.com/c/oH8fO1xN

Added:9/2/2021
AG

Phone: 240-321-6617
Email: drtmullins@hotmail.com
Address: 210 N Church St Unit 1901 Charlotte, NC 28202
Source: Other

JT's Dad Todd called and wants to put motorized rollers in the unit JT is living in. (He mentioned doing dual motorized rollers). JT can make selection but quote will be going to Dad. His email is the one on the card. Todd's # 301-616-8633. They are in The Avenue condos and we were referred by the buildings manager.

Link: https://trello.com/c/oH8fO1xN

Added:9/2/2021
AG

Install corrected shade
Betsy Pruitt 704-677-3557
TW

One shade is fraying and going up into the motor.
She wants a measurement for over a door.
You have to get buzzed in to get in.
Betsy Pruitt 704-677-3557
TW

Reinstall fixed shade
Betsy Pruitt 704-677-3557
TW

material started to fray on the end and get wrapped up inside motor. Betsy cut material free. Now it is happening on 2nd floor shade. Bring ladder.
Betsy Pruitt 704-677-3557
TW

wiring coming loose from behind the shades. Not the shades on the 2nd story, 1st floor. Cleaning person will be there to let you in, homeowners not staying there. Cleaning person may be gone after 9AM. Betsy said you can use step ladder in front left closet when you come in door.
Possible parking:
120 N church St. 24 hr parking
201 N Tryon St. 24 hr parking
Discovery Place parking deck 220 W 6th st. A van can park there.
Betsy Pruitt 704-677-3557
TW

put a screw in it

Shade in owners bedroom not working.

Door Code 1863
Den valance has come loose. One blind is coming down too much. Landing shades don't come down enough. Betsy 704-677-3557 - KM

19 Powerview and Motor. As of 04-11-19 they have placed another order for the down stairs. Should be in by this date. I believe AG said 10 additional blinds/shades.

Will need double scaffold. High rise, motorized, channel 1.25 x 1.25 for Dal.

704-677-3557

[Zac Summerhour]
19 Powerview and Motor. As of 04-11-19 they have placed another order for the down stairs. Should be in by this date. I believe AG said 10 additional blinds/shades.

Will need double scaffold. High rise, motorized, channel 1.25 x 1.25 for Dal.

704-677-3557

———

[Alan Thomas]
19 Powerview and Motor. As of 04-11-19 they have placed another order for the down stairs. Should be in by this date. I believe AG said 10 additional blinds/shades.

Will need double scaffold. High rise, motorized, channel 1.25 x 1.25 for Dal.

704-677-3557

Door code 1863

Door code 1863 - Betsy 704-677-3557

Unit #3502

Gray caulk motorized track, cut wire end at floor, and a miniblind in high rise aluminum

Gray caulk motorized track, cut wire end at floor, and a miniblind in high rise aluminum

Install motorized ziptrack screen carradi, and a miniblind in high rise aluminum

870 243 3055 @ powerview designer screen shades in metal, high rise with elevator and HUB

Measure whole high rise for battery powerview roller shades AG sales 870 243 3055

3 powerview screen shades, high rise, ladder, spacers, drillers, loading dock arranged by customer, she will let me in and leave, balance due $332.95, sales CB

Unit 3502 Door Code : 1863 Powerview? Rollers with cassette. Bedrooms and Upper level windows. Front desk will be expecting you. Client will not be there. AG Windows are high/Scaffold Install.

Unit 3502 Door code: 1863 Powerview? Rollers with cassette. Bedrooms and Upper level windows. Front desk will be expecting you. Client will not be there. AG

1 HD Blind Gary 520-331-0417 - KM
# 1903

Unit 3109 704-604-7774 Measure for roller shades with fascia. He will meet you in the lobby.AG

The Avenue Unit 3502. Front desk will let you in. Client will not be there. Measure for motorized roller shades. Some windows are 2 story. Will need ladder. AG

Hub. Take a look at the bedroom shade that is rubbing the casing. Box in Kim's office. Sal 732-236-8462 - KM/DT
Conf 09-28

5 HD shades. Sal 732-236-8462 - KM
Conf 09-11-17

Unit 2110 Measure 6 openings for powerview roller shades. Need ladder.
732-236-8462. AG sal.farce@gmail.com

Unit 3102
515-230-4612 Referred on Next Door. Floor to ceiling windows. Measure about 15 floor to ceiling windows. Has not come to showroom yet. I need his sizes first. Think it will be roller or honeycomb. AG
(He is off today. You may be able to go earlier if you want)

Unit 3509 336-830-4171 Wants roller shades. Found us online. AG

Unit 1107 Install 1 powerview applause repair. Kyle 704-705-0602 - KM
Check Bedroom shade. Not rolloing up properly.
Michael could not make this appointment last Wednesday and it had to be rescheduled. The day will be tight because of this appointment change.

Install 1 shade 30 minutes. Kyle 704-705-0602 - KM
Conf 09-29.
Papaerwork in cubby

704-705-0602This is not an error. Another on of his shades will not function. Called the day after last weeks service call.. The concierge will let you in. AG
DOES NOT HAVE TO BE EXACTLY AT 12:00

Unit 1107. 1 shade has become non-responsive to both the remote and the app. It's hard wired electronically so I don't think it's a power issue. - Kyle 704-705-0602. KM

Install Shade. Kyle: 704-705-0602 - SP

Michael please call when you are on the way. Blinds are not functioning properly. Lynn 704-213-0247 - KM
Michael did not have enough time on the 05-11-16 appointment. Told Lynn to call and schedule 2.5 additional hours.

Blinds are not functioning properly. Lynn 704-213-0247 - KM

End Caps. Lynn may call you with special instructions on getting into condo. Lynn 704-216-9102 or 704-213-0247.

[Alan Thomas]
17 Shades. H2H Install. Jerry will call me first thing Tuesday Morning to confirm.
Jerry to arrange dock time...

———

[Michael Weeks]
17 Shades. H2H Install. Jerry will call me Michael with details of dock.
Take down blinds.

1 HD Shades (Remake) - Kyle 704-705-0602 - KM
Possible ethernet hook-up. Previously mailed to client.

10 HD Shades - All Day install. Kyle 704-705-0602 - Km
Alan to install. The freight elevator has been reserved. Park in the loading dock area and the elevator is designated for them until the installation is complete.

Measure for applause powerise

Install 6 shades and remotes. Allison will not be there. She will mark the walls as to were to install the remotes. Allison 850-544-4012 - KM
Please go to lobby desk for key to get into her place. - KM

Close the deal!

919-225-3721 jeffwong08@gmail.com
Install 2 roller shades. You can park in the loading dock - entrance on church street - right between Stool Pigeons and the Avenue Condo bldg.

828-279-5231
704-953-2379
Roller Shade Cord broke

2 Roller Shades

LM

443-553-5258...plantation shutters

Looking for shutters

New House in Tidewater....looking for budgets...919-417-9118

Looking @ Silhouettes for Ocean isle Home

Load Cox job first13o/13p,Load 2 panels for Chad personal house, Austin job 2o/6p, load Fraser 4o/9p.
Alan Please take the Plantation Shutter job with you on this delivery - per Jeff. Job # 28271 73 sf 7-O/7-P

843-516-9523

803-493-7224

843-457-0119

Coming in to look at product 973-477-2207

Look at products for there beach house

Coming in to look at a black out roller shade for slider 443-250-1159

SC Veterans 3 jobs

612-670-7275

Waiting on DT approval - 11-01 Approved

On truck...
27312 - Mark Jordan 4-O/4-P
27269 Don Isenhour 3-O/5-P (shade shipping to Chad)
27267 Susan Grunke (2 files) 4-O/5-P Shades shipping to Chad

910-625-5423

Picked out Parkland, Solera, and Designer Screens

Stopped in, looking at shutters lives in Sunset Harbor

4-0- 5-P 63 sq ft
Donna, designer 704-724-4004
collect from designer
TW

Left before the guard shack, 2 large buildings on the right
12-0 24-P 268 sq ft
Donna, designer 704-724-4004
collect from designer
TW

measure for blinds and honeycomb shades
Nancy 847-542-8158
Measure to Trello link below
TW

https://trello.com/c/jdOmlwCH

the new Villa buildings, the one closest to guard shack.
10-0 21P 237 sq ft
Confirmed
Michael - The clients will not be available until 10.
Phone: (704) 892-4960
collect $2188.97
TW

8 Shutters
Confirmed
Michael - The clients will not be available until 10. I would be there early to get unloaded because of the walk. The Pines Retirement Community.

Phone: (704) 892-4960
Email: lvarljen@gmail.com

Unit 929
Honeycomb/shutters

Villa 822 building 1
Measure to Donna at Westport
TW

2 louvers to replace, missed caulked openings
Scripps 834
Hayes 924
TW

Measure all windows for shutters
Measure to Donna
TW

11-0 24-P 271 sq ft
Unit 835
TW

new building 834
shutters just installed, missing magnets
TW

12-0 19-P 267 sq ft
Donna w/Westport 704-724-4004
collect from designer after install
UNIT 828
TW

12-0 26-P 286 sq ft IM
Donna w/Westport 704-724-4004
collect from designer
UNIT 834 Mrs. Scripps
TW

7-0 16-P 169 sq ft
Donna w/Westport 704-724-4004
collect from designer after install
924 building 2
Mr. Mrs Bill Hayes
TW

9-0 19-P 211 sq ft
Donna w/Westport 704-724-4004
UNIT 821
collect from designer after install
TW

Measure new building 2-1, 924
for shutters
Measure to Donna Sumner
TW

Measure new building 1-12 for shutters
Measure to Donna Sumner
TW

New building, #1 unit 23, 31, 45

4-0 4-P 63 sq ft OM
Donna is designer 704-724-4004
Greg 794-301-8795
Designer pay after install
TW

4-0 5-P 66 sq ft
collect from designer
Ask for Sandy Acock at the front, she will let you in a rear door
TW

1.apartment 315 and 363, main building. All windows plus door match trim (reflective white by SW)
2. 403 Evergreen measure every window
Donna Sumner 704-724-4004
TW

10-0 21-P 215 sq ft OM Donna designer.
Trying to install prior to them moving in today.
We will collect from Donna.
TW

Cottage 433 Measure home for shutters. Donna @ Westport
TW

2-0 4-P 43 sq ft. Donna in Westport 704-724-4004
TW

Apartment 237. Reinstall 3 door shutters we took off for window replacement. Also, in owners bedroom, glue screen mould per owner, touch up paint where nail came through top of screen mould. Donna-Westport contact. I spoke with homeowner, if she is not home, front desk can get someone to let you in. Donna 704-724-4004.
TW

measure Villa 703, take down shutter for window repair apt. 237, look at tilt rods. Donna 704-483-1763
TW

Have been there to tighten louvers before, same thing. Bring a longer tension screw for the louvers.
Donna is contact 704-724-4044
TW

Measure for shutters. 1 door and 2 windows. Donna Sumner - 704-724-4004 - KM
Take paint samples to match trim
Door will be unlocked - lock up when you leave.

Unit 904 - Donna at Westport is the Designer (she is in Florida) 704-724-4004 - KM
They know you will arrive between 2 and 3. The movers will be there this morning. They are aware to NOT block the windows you will be installing.

4-O/8-P IM SZ/3sill

4-O/5-P IM and OM 66 sf. Westport Interiors Donna Sumner 704-724-4004 - KM
Client is moving in on 01-19.

Apt 337. 4 shutters. bed (1), LR (3) which includes 1 door and 2 stationary panels.
Move in date is Jan 2nd.
Donna Sumner 704-724-4004 - KM/CA

The Pines 877-432-9951

Install

unit 805-hickory crest villas
turn right-turn right after cottages -go around gazebo
long bldng on left-far entrance
3 shutters
704.655.1805
quoted $550.00

1- o/2-P IM 21 sf. Westport Interiors - Donna Sumner - KM
Remove 1 mini.
Conf 11-16

1-O/2-P IM 2nd Floor 21 sf. Westport Interiors Donna Sumner- KM

1-O/2-P inside mount 21sf - Donna with Westport Interiors 704-724-4004 - KM
Client is Judy

Unit 105 in main building with drive thru. Go in tell receptionist u need in 105...no one living in unit yet. Put up temp shades on 1 twin window

Ingrid only wants Alan to do her install.
ALAN PLEASE CALL TO CONFIRM THIS TIME FOR INGRID
paid in full
TW

Ingrid only wants Alan to do her install.
ALAN PLEASE CALL TO CONFIRM THIS TIME FOR INGRID
paid in full
TW

Motorized Roller Shade - repair/remake
Ingrid only wants Alan to do her install.
Confirmed for this day. - KM

problems with remotes/programming
Ingrid (314) 565-4607

TW

11 Roller Shades PV
Ingrid (314) 565-4607
collect $554.62
TW

Some shades were taken down during remodeling, not working correctly
Ingrid 314-565-4607 /// Mary Ann 704-502-6679
She wants a new shade in the kitchen, the existing one is now the wrong color since remodeling. Alan to bring sample book with him, she is not going into businesses at this time. Kitchen shade is powerview SOHO 3%
color 467 Charing cross rd. it is brown, she now needs gray.
TW
SHE LOVES ALAN!

Some shades were taken down during remodeling, not working correctly
Ingrid 314-565-4607 /// Mary Ann 704-502-6679
She wants a new shade in the kitchen, the existing one is now the wrong color since remodeling. Alan to bring sample book with him, she is not going into businesses at this time. Kitchen shade is powerview SOHO 3%
color 467 Charing cross rd. it is brown, she now needs gray.
TW
SHE LOVES ALAN!

Alan asked that I put this on the schedule. All shades falling to floor. Mary Ann 704-502-6679 - KM
Not sure of time needed.

Alan asked that I schedule this appt. Change battery pack to power supply. - KM
Mary Ann 704-502-6679

Hub is dead. Alan asked that I schedule a visit since he was not able to help over the phone. Mary Ann 704-502-6679 - KM
Mary Ann thought Alan was coming Tuesday. Not sure what happened. She confirmed 09-12 for today. Call if you will be late!

[Jordan Love]
8 HD Shades. Ingrid 314-565-4607 - KM
Conf 04-07 with Maryann
Mary Ann 704-502-6679

———

[Alan Thomas]
8 HD Shades. Ingrid 314-565-4607 - KM
Conf 04-07 with Maryann
Mary Ann 704-502-6679
Alan requested this amount of time...

Check measurements and ...with hub. Mary Ann 704-502-6679 - KM

Service and new measure upper sunroom. Mary Ann 704-502-6679 - Km
Conf 01-25
Maps! Alan could find with his eyes closed.

5 Powerview shades. Ingrid 314-565-4607 - KM
Balance Due $976.00
Conf 12-19
Alan approved time of 2 hours
Address checked and maps - KM

Alan spoke to Network guy - will need to return this day to program all blinds...

314-565-4607
Trying to get power view to work from Access point. Meeting her IT guy there. This is only day that would work for IT guy. Appt scheduled by PT per AT.

Called Ingrid to let her know you will be arriving early. She will call the house keeper to let her know.

314-565-4607
Trying to get power view to work from Access point. Meeting her IT guy there. This is only day that would work for IT guy. Appt scheduled by PT per AT.

Measure 4 windows in TV room, 1 blind in son's not working, need batteries...Ingrid 314-565-4607 - Km
Con 11-07
Paperwork in cubby

Ingrid 314 565 4607, house keeper Maryanne 704 502 6679 Little giant ladder for rollers, MW

3-O/7-P Inside mount. 62 sf. Repair one automated blind. Motor is no longer working and blind stays up.. Ingrid has additional windows to be measured.

From Joris "One of the automated blinds broke already. The motor is no longer working and the blinds stays open".
Joris 314-565-4607.

Hubs, Remote, repeaters measure 3 rooms upstairs. Joris is leaving Dec 20th and wants appointment this day. Joris 314-565-4607. - KM
Alan I need a good time on this job.

4-O/5-P inside mount 56 sf. 2 Shades. Take down blinds in the garage and reprogram 19 powerview shades with hub (on site already). 8ft A frame little giant ladder. Ingrid 314-565-4607. - KM
Requested Alan. PLEASE TAKE EXTRA MAGNETS.

3-O/3-P inside mount. Need to take a tile drill bit. Shutters are int he garage. Ingrid 704-502-6679 - KM Collect new deposit. Look at two shades. Maryanne will show you the shades.

3-O/3-P inside mount 15sf. Scheduled thru MC.

11 (per MC) HD shades - Ingrid Jones - Scheduled with assistant - KM

11-O/14-P inside and outside mount 209sf - Ingrid Jones - Scheduled with assistant - KM

10 Shades. Client is not ready for us to install her shutters at this time. 5 shades were installed on 07-29-15. 4.5 hour install per MC. DO NOT CALL INGRID CALL MICHAEL CONFORTI - KM Moved from 9 to 10.

Michael finished this job at 2:15.

10 Patio HD Shades. Ingrid 314-565-4607 - KM
Shutters to do done at a later date.

15 HD Shades. Take down 5 blinds. Need 8-10 foot ladder. Ingrid 314-565-4607 - KM
Customer requested this day.
Shutters at a later date.
Only 5 shades were installed this day. Takedowns as well.

Ingrid Joris cell. 314.565.4607
ready to order shades powerview & shutters

Ingrid Joris cell. 314.565.4607
ready to order shutters, silhouettes powerview, screen shades powerview
10:30 sharp - she is busy

314-565-4607 Referred to me by Patti Blackburn. Wants shutters in her main living area. Made this appointment 5/27 before leaving for Europe. AG

Susan c. 330.714.1330
Add blackout shade behind silhouette
- see if can be done
Unit 341 Rosewood

adjust silouette shade on door
June 980-335-0369
told between 3:30-4:30
TW

Phone: 704-618-1866
Email: jtbainbridge@yahoo.com
Address: 2823 Providence Rd #242 Charlotte, NC 28211
Source: Past Customer

Judi works as an assistant to a client we have had at the Rosewood for years. She is probably going to want white roller shades.

Link: https://trello.com/c/tciFUNwh

Added:23/2/2021
AG

install repaired shade
Anne 860-655-9153
TW

top down shade will not work, top down portion
Anne 860-655-9153
TW

Phone: 704-618-1866
Email: jtbainbridge@yahoo.com
Address: 2823 Providence Rd Unit 242 Charlotte, NC 28211
Source: Past Customer

This is at The Rosewood. Wants roller shades on eight windows behind drapery. She has sun problem. I have known her for years she takes care of June Silver.

Link: https://trello.com/c/5Pnom57w

Added:11/17/2020
AG

Measure guest room for powerview roller shade
Judy is her assistant 704-618-1866
Measure to Angela
TW

4 silhouette easyrise, 1 roller shade
remove large cornice, caulk all existing holes behind cornice.
Judy is contact 704-618-1866
TW

measure for silouette in living room, roller shade in guest bedroom, talk about how to open guest bedroom window shade. There is also a door in guest bedroom they want to cover up.
Judy 704-618-1866
TW

2 shades. Side and bottom channels, caulk
Judy is your contact, she will meet you there.
Judy 704-618-1866
TW

1 shade. Remove current shade, put in cell shade and reinstall shade tight against new one.
Susan 330-714-1330
TW

Unit 343 - Motorized shade in Bedroom not working. Collect $85.00.
704-877-5514

The Rosewood Unit 241
Battery change for 3 Unique roller shades and a remote.
June 704-364-2528

Install 1 Duette (remake) Anne 860-655-9153
Please note - Client is aware that you may not have time to stop by. Told her you would call when on the way if you can. Told her it would most likely be after lunch.

Install 1 Duette (Remake) Anne 860-655-9153 -KM

2 HD Shades - Anne 860-655-9153 - KM
#132
Sales ASA
Client chose this day.

Unit 132 860-655-9153 She is Bob Carta's sister. Wants to replace the window treatments in the master bedroom. She wants Duettes. Please take the book. AG

June: 704-364-2528 - SP

Rosewood Unit 241. Somfy door shade not working. Judy or June 704-364-2528 - KM
Conf 10-03

Unit 252 Rosewood - 4 Shades - Douglas 980-237-6414 - 1 hour install per AG. - KM

Unit 252.....980-237-6414....704-614-1999 cell

Unit 364. 2-O/4-P 62sf inside mount. The Finishing Touch - Matt Bootz 619-247-0270 - KM/CA. Rosewood. Matt will meet you there to help you get in. Customer requested 1pm. Do not move time.
May give this job to Alan - waiting to hear from Tina Queren.

Install 4-O/4-P L1-4 IM. Corinne Fox 980-237-1174 -KM
Alan Corinne needs you to push a couple items from the windows. Not hard to move. She has a bad back.

704-451-1117
1/4 -24
Collect $ 270.57 - NO CC ON FILE

Take COVID test for install next week.
Front office
Stewart is contact 704-577-6847
TW

Take COVID test for install next week.
Front office
Stewart is contact 704-577-6847
TW

100 blinds in single apartments in new building at the rear of the community.
Check in at front desk/temperature check
Ask for Don Russell/John Nolan
Stewart is contact 704-577-6847
TW

Discuss Exterior Roller Shades - Corradi

-::~:~::~:~:~:~:~:~:~:~:~:~:~:~:~:~:~:~:~:~:~:~:~:~:~:~:~:~:~:~:~:~:~:~:~:~:~:~::~:~::-
Join with Google Meet: https://meet.google.com/rgi-qvih-syz

Learn more about Meet at: https://support.google.com/a/users/answer/9282720

Please do not edit this section.
-::~:~::~:~:~:~:~:~:~:~:~:~:~:~:~:~:~:~:~:~:~:~:~:~:~:~:~:~:~:~:~:~:~:~:~:~:~:~::~:~::-

2-0 4-P remakes
3 woven wood shades
pictures of existing shades up and new ones
Beverly Allen 704-516-8881
TW

3 Nantucket ER; 1 Applause Honeycomb
Jeanette 704-544-2828
collect $1029.90
TW
SOUTHMINSTER

2-0 4-P remakes
3 woven wood shades
pictures of existing shades up and new ones
Beverly Allen 704-516-8881
TW

7 wood blinds
John (704) 519-5359
collect $1631.09
TW

9-0 19-P 307 sq ft IM
3 woven wood shades
Beverly Allen 704-516-8881
TW

[Todd Williams]
7-0 11-P 150 sq ft IM
TW

———

[Van Burleson]
7-0 11-P 150 sq ft IM
temp shades in the bedrooms, blinds not in (7)
TW

8-0 13-P 196 sq ft IM
Beverly 704-516-8881
Designer to pay after install
TW

we are allowed in for 1 hour to measure different apartments. Currently we have 5 measures.

Mussman Suite 2039- Parkland Hunter Wood Blinds in bedrooms/bathrooms; Inside mount shutters in Sunroom (She wants the split to be at 58" from the floor) and Breakfast (skinny windows and doors, split to be at half). No transoms.

Meet with Beverly to measure 3 units
Go to front office, sign waiver, need hard hat. Meet Beverly's assistant thereBeverly 704-516-8881
Measure to Angela

14 HD v shades - Julie 704-840-8773 - KM
Left a message - Conf
Mian entrance - turn right - building on right - call Paula 980-201-5929 and she will let you in.

5 Timber Blinds - Betty 704-517-4933 - KM
conf

1 replacement shade - June Silver 704-364-2528 - KM
Conf

16 rollershades w pv

1-O/3-P IM 28 sf T-Posts. Blinds Unlimited - Barb 704-892-1252 - KM
Cof 08-24 by email
Barb will meet you in the lobby.

Install 14 units Jackie Miller/ Sharon Mack 704-576-4401, she will meet you there. If for some reason she doesn't get there..... Front lobby there is an envelope with her name, key is inside envelope.

Calvin # 704-246-6041
3/9 - 100 sq ft

Rebecca # 704-341-6222
3/6 - 65sq ft

704-962-4999 Measure for patio shades. AG

Install new hub
Jill 704-962-4999
TW

Install repaired shade
Jill 704-962-4999
TW

customer says a blind has reset itself and the app is not working.
Jill 704-962-4999
TW

One of her hubs keeps turning itself off and she has to unplug it for it to work again. Alan has been here before.
Jill 704-962-4999. She is available at 11.
TW

plug in motorized exterior shade
9' x 9' approx.
want for some privacy from neighbors when enjoying outside patio ~jwf
AG

704-962-4999. Will not be home until 3.

704-962-4999 I told her 12/12:30 in case you were running ahead of schedule as usual.

704-962-4999 AG per AT; per Jordan 08/20 Moved from Monday

704-962-4999 AG per AT

Moved to Wednesday, 08/22 per Jordan

Install 1 remake. 704-962-4999 - KM

powerview in master acting up again
704-962-4999

1 Shade and a part. - Jill Smith - Km
Jill 704-962-4999
Chose this day.
Conf 11-20

704-962-4999 Jill is having trouble with her powerview shades. Cannot get the programing with the hub to stay. Don't think it is a shade problem but a hub problem. AG

2 HD Powerview Shades. AG says 30 minute install. Jill 704-962-4999 - KM
Balance Due $536.23
Check shades - not working
Conf 10-10. Requested this day.

Install 3 roller shades. "Michael will just need to put these three back in when he goes back to reinstall the roller shade." 1.5 hours per AG. Jill 704-962-4999. - KM
Conf. 08-29
PAPERWORK IN CUBBY!

Jill 704-962-4999 She says the shade in her stairway has fallen down. Needs a couple shades in the guest room removed to be sent in for retrofitting. Also needs RV measured for shades. AG
Will need a ladder.

8-O/8-P IM 97 sf. Jill Smith 704-962- 4999 - KM
Balance due $5819.81
Dal promised Angela we would get this on the schedule. Jeff said the stained shutters would be ready!
Client has company coming today and needs this completed by today.

[Michael Weeks]
2 Timber and 11 HD Shades (preprogrammed). JILL SAID THE BOXES IN THE GARAGE WILL BE MOVED. Need a Ladder. Her son will be home at 1:30 she will be home around 2pm. Jill 704-962-4999 KM
Shutters will be installed at a later date. Balance is $5829.81 but she may pay the balance when shutters are installed.

———

[Alan Thomas]
Help Michael ...2 Timber and 11 HD Shades (preprogrammed). JILL SAID THE BOXES IN THE GARAGE WILL BE MOVED. Her son will be home at 1:30 she will be home around 2pm. Jill 704-962-4999 KM
Shutters will be installed at a later date.

704-962-4999 Measure for Duettes in bedrooms and shutters in study. AG

Replace clutch in shade.
678-477-4810
TW

No longer wants large shade cut in half. Wants both shades to get new clutches, current ones are slipping. Also, replace wires, they used to be outside shades. May want to stop by prior to this day to see what we need.
678-477-4810
TW

Prep for tomorrow, see what parts are needed, if we have them.
678-477-4810
TW

Problems with 2 shades, one not working, one may be to heavy. CALL 30 MINS prior, it is normally closed Monday.
Hata 678-477-4810
TW

1 shade "must have 90 degree side angle drill to install conference room into a soffit/pocket.
Melissa 980-279-6461

Suite D - All this is a bead chain connector. I asked if I could put one in the mail. NO.
I would take a couple extra.

980-613-2811.

South Main Street 980-279-6461 measure for roller shades

Repair. Alan asked me to put this on for today. 678-477-4810.
Conf 06-07

All shades have broken cable guides again. take shades from outside to inside. 678-477-4810 - KM

From Patti W... "Margot called to say they have a shade that will not go up. Please schedule Alan or Jordan."

I am guessing this is Powerview. Don't know. Problem? How long this will take?

Sales person is AG. Installed on 12-14-17 with 2 men.

704-802-1313.

Cord Tensioner has come loose.

Suite D 3 HD Shades Nelson 704-405-7054 - KM
Sales AG
Conf. Client chose this day.
2 men

[Gabriel Zapata]
Shades broken in many places. Parts were ordered and received. Brackets and clutch. 678-477-4810 - KM/DT

———

[Jordan Love]
Shades broken in many places. Parts were ordered and received. Brackets and clutch. 678-477-4810 - KM/DT
Parts in Kim's office

Arrive early to get unloaded. Alan has to drive from Lancaster.
6 HD Shades. 678-477-4810 - KM
Conf 08-15
Need to be done by 5pm.

[Gabriel Zapata]
6 HD Shades. 678-477-4810 - KM
Conf 08-15
Need to be done by 5pm.

———

[Tim Artisan]
Arrive early to get unloaded. Alan has to drive from Lancaster.
6 HD Shades. 678-477-4810 - KM
Conf 08-15
Need to be done by 5pm.

Measure for more exterior rollers on front and side Hata 678-477-4810

Unit A
2 HD Shades Hata Hata 678-477-4810 - KM
Paid in full.
Address checked and maps
Sales AG

Roller shades? Tung 980-721-1732 Rhino Builders

Phone: 704-299-7718
Email: brad.kucharo@gmail.com
Address: 315 Arlington Ave Charlotte, NC 28203 Floor 1903
Source: Google
Designer Michele
Pictures in Notes

Lives in the Arlington.(Pink Building we have done a lot of jobs in) Wants motorized roller shades.

Link: https://trello.com/c/kfJJkPxK

Added:16/3/2021
AG

Phone: 704-299-7718
Email: brad.kucharo@gmail.com
Address: 315 Arlington Ave Charlotte, NC 28203 Floor 1903
Source: Google
Designer Michele
Pictures in Notes

Lives in the Arlington.(Pink Building we have done a lot of jobs in) Wants motorized roller shades.

Link: https://trello.com/c/kfJJkPxK

Added:16/3/2021
AG

Phone: 704-299-7718
Email: brad.kucharo@gmail.com
Address: 315 Arlington Ave Charlotte, NC 28203 Floor 1903
Source: Google
Designer Michele
Pictures in Notes

Lives in the Arlington.(Pink Building we have done a lot of jobs in) Wants motorized roller shades.

Link: https://trello.com/c/kfJJkPxK

Added:16/3/2021
AG

Unit 901
Install 1 shde. Brian 336-404-3635 - KM
Conf - Doorman
You can go anytime.

[Alan Thomas]
DT wants scheduled for 45 minutes for you to work on issue. See Google sheet notes. Brian 336-404-3635 - KM
Voice mail has not been set up - not able to leave a message.
Conf
Doorman will let you in.

———

[Zac Summerhour]
DT wants scheduled for 45 minutes for you to work on issue. See Google sheet notes. Brian 336-404-3634 - KM
Voice mail has not been set up - not able to leave a message.

Called to set up appointment - had to leave a message.-KM
Brian 336-404-3635 - KM
Doorman will let you in.

1.5 hours per DT - Replace motor. Brian 336-404-3635 - KM
Left Brian a message.
Conf

Unit 901
Motorized shade in the bedroom will not raise up but about 2 ft. When the down button is pushed it will puddle in the floor. Sounds like limits need to be reset. He is happy to do it over the phone. 336-404-3635. Brian.

12-14 - Brian called to confirm. Doorman will let you in.

I tried to call no answer and he doesn't have a voice mail set up.
02-14 The phone number given is incorrect. Searched google for the correct phone #. Called and left Brian a message.

Remake 2 HD Shades/AG
Brian 336-404-3635
Appt Confirmed -PW

13 HD Shades Powerview - Brian 336-404-3635 - JL

Joyce 704-632-3648

Reinstall to remanufactured power of the roller Shades and reprogram left office blind. Collect Balance $541.70

Unit 901 Measure for powerview roller shades. AG

Repair or pick up mbr #3 for return to hd

Unit 2201 Measure living and dining for powerview rollershades 704 968 4182

Unit 2201 Measure living and dining for powerview rollershades 704 968 4182

Unit 1504. Pam will not be there but the front desk will let you in. Pam 704-351-5693 call her if you have questions. Remote is on the bar. Shades are not "catching"and stopping where they should. Sometimes one on far left and far right do not catch at all. AG