Cold List

The Cold List holds jobs that were not awarded — bids that were lost, customers who went with a competitor, or prospects that went quiet. These are kept for potential future re-engagement.

What You See

Each entry shows:

• Property name and contact name
• The date it was added and a note explaining why it went cold
• A Follow up date for when to re-approach

Moving a Job to Cold

From any Job detail page, use the Change Status dropdown and select Cold. You will be prompted to add a note explaining the situation and optionally set a re-engagement date.

Re-activating a Cold Job

Click Re-activate on any Cold List entry to move the job back to Approved status in Production & Billing. Use this when you're ready to re-engage a past prospect.

Use the Follow-up Date

Always set a follow-up date when moving a job cold. It acts as a reminder to circle back — for example: "Customer said to call back spring 2027 for next season's budget."