CRM – The NIL Shop

Request identification

Service request number remains visible throughout the CRM.

Service request number * Current status Customer / company * Request received date Service category Service type Number of attendees

Grainger contacts

Seller and FSP information connected to this request.

Grainger seller Seller email Seller phone FSP / territory manager FSP email FSP phone

Customer and location

Primary contact, service location and billing information.

Customer contact Contact email Contact phone Customer address Service location Billing address

Request details

Scope, comments, instructions and scheduling.

Request description Grainger comments Special instructions Requested date Scheduled service date Work completed date Owner Priority Follow-up date Next action Internal notes

Proposal and order

Proposal, RFQ, purchase order and completion details.

Proposal number Proposal created date Proposal sent date Proposal expiration date Purchase order number Order received date Proposal total RFQ amount Grainger percentage Grainger amount Trainer / provider Internal cost / expenses

Financial performance

Fields used by Steve's financial dashboard split.

Grainger Build Third-Party Profit Grainger Profit Gross Profit Total

Grainger Build falls back to the proposal/order value on older records until a dedicated amount is entered. Gross Profit Total preserves the existing CRM gross-profit value.

Invoice and payment

Track completed, invoiced and paid work.

Invoice number Invoice date Paid date

Files and documents

Word, PDF, spreadsheet, image and supporting files stored under this service request.

Activity history

Database-backed record changes, status updates and document activity.

Account

Grainger Service Request CRM