⚠ Alerts requiring attention
Recent activity
Clients
| Company ↕ | Contact | Sector | Services | Contract | Annual Value | Consultant | Next Action |
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Service Renewals
| Client | Service | Annual Renewal | Days to Renewal | Agreement End | Days to End | Annual Value | Last Confirmed | Advisor |
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Accreditation Tracker
| Client | Accreditation | Membership No. | Achieved | Expiry | Days Left | Status | Safewise Supporting |
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Training Records
| Client | Delegate | Course | Delivery | Date | Expiry | Result | Certificate |
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Site Visits & Audits
| Client | Type | Last Visit | Next Due | Days | Frequency | Consultant | Last Grade | Report Sent |
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Fire Risk Assessments
| Client | Sector | FRA Required | Next Review | Days | Status | Consultant |
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Quotes
| Ref | Client | Date | Services | Total Value | Status | Created By |
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📧 Email reminders — configured and ready. Will send automatically to client contact details when the system is hosted. Currently in simulation mode.
Appointments
| Client | Type | Date & Time | Advisor | Contact | Reminder | Status | Notes |
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Conversation Notes
| Date | Client | Type | Advisor | Summary | Action Required | Follow-up Date |
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