Customer review completed
2026-09-01 09:20 · Maya Admin · Maya reviewed Red Mesa Utilities and left the remaining questionnaire follow-up assigned for this week.
Trust history
Red Mesa Utilities Activity
Review the operational history for this customer.
23 event(s)
Activity History
Requirement completed
2026-08-31 16:10 · Jordan Coordinator · Marked the COI requirement complete after Red Mesa accepted the revised certificate.
Follow-up performed
2026-08-30 13:05 · Maya Admin · Maya checked ISNetworld, confirmed the uploaded COI was accepted, and left the questionnaire open.
Request email sent
2026-08-29 08:55 · Maya Admin · Sent Red Mesa a status update and asked them to confirm whether the safety questionnaire version changed.
Employee roster uploaded
2026-08-28 11:30 · Jordan Coordinator · Uploaded the employee roster received from the field supervisor and linked it to the Red Mesa open items.
Task completed
2026-08-27 15:25 · Jordan Coordinator · Jordan confirmed the COI update and closed the broker follow-up task.
Task assigned to Jordan Coordinator
2026-08-26 10:45 · Maya Admin · Assigned Jordan to track the employee roster and keep the Red Mesa request moving.
Training roster requested
2026-08-25 09:05 · Jordan Coordinator · Requested the latest employee training roster from the field supervisor.
Waiting removed
2026-08-24 10:12 · Jordan Coordinator · Cleared Waiting on Broker after the updated COI was received and reviewed.
Updated COI received
2026-08-23 08:40 · Jordan Coordinator · Received the updated COI and kept the previous waiting notes on the customer timeline.
Broker responded
2026-08-22 13:18 · Jordan Coordinator · Broker confirmed the endorsement wording was updated and the revised COI would be sent later that day.
Reminder sent
2026-08-21 09:35 · Jordan Coordinator · Sent a reminder to the broker for revised certificate holder language.
Follow-up scheduled
2026-08-19 08:50 · Maya Admin · Scheduled the next broker follow-up so the COI wording does not disappear into the spreadsheet swamp.
Waiting on Broker
2026-08-18 14:30 · Maya Admin · Changed the COI follow-up to Waiting on Broker because the certificate holder wording needed to be revised.
Request email sent
2026-08-17 10:05 · Maya Admin · Sent Alicia Romero a request for the missing safety questionnaire and current employee training roster.
OCR suggestions applied
2026-08-16 09:22 · Maya Admin · Maya applied the OCR title, category, effective date, and expiration date suggestions after review.
OCR analysis completed
2026-08-16 09:17 · Sidecar · Sidecar read the tilted COI image and found the title, Insurance category, effective date, and expiration date with high confidence.
COI uploaded
2026-08-16 09:15 · Maya Admin · Uploaded the Red Mesa Certificate of Insurance image for OCR-assisted review.
Contact added: customer administrator
2026-08-15 11:05 · Maya Admin · Added Alicia Romero as the customer contact for portal questions and status updates.
Platform linked: ISNetworld
2026-08-14 10:20 · Maya Admin · Linked Red Mesa Utilities to ISNetworld and the customer portal so requests show up in the right operational views.
Import mapping saved
2026-08-13 09:14 · Maya Admin · Mapped Customer, Platform, Requirement, Expiration Date, Waiting Status, Assigned To, and Priority columns for future imports.
Requirements imported from spreadsheet
2026-08-13 09:10 · Maya Admin · Imported the Red Mesa worksheet from sidecar-tenant-export.xlsx so the team could start from the existing tracker instead of retyping it.
Customer created
2026-08-12 08:45 · Maya Admin · Red Mesa Utilities was added as an ISNetworld customer after the new utilities onboarding request came in.