Home»Time Entries Audit loading ... [hide int notes] generated 8/8/2026 at 11:19:43 pm took 0.88 seconds version: b85cbb8 helpers: v2

Territory: BMS Month: « Mar 2026 » Company: all Ticket: all User: fdrewett [x] Type: all Role: all Bill: all Timesheet: all  3/2 3/9 3/16 3/23 3/30 Board: all Entry Status: all Ticket Status: all Issue: all [reset] Progress: 0% (0 of 31)

row id Terr Company User Date Day Start End Actual Billed Deduct Inv Amt Work Type Work Role Bill Timesheet Board Entry Status Ticket Status Ticket # Ticket Summary Int Notes Audit Done Audit Notes Notes # issues all issues errors warnings notices
1 36125 BMS PPT fdrewett 3/3 9:00 am 10:00 am 1.00 1.00 0 125.00 Remote Standard Technician Billable 3/2 Help Desk 2.1 Billed -Closed 70167 Setting Up Celeste Contreras 0 Assisted Suzanne Atkinson with connecting to the correct company file. Identified that she had been working from a local copy saved to her desktop rather than the shared copy located on the server. Redirected her to the proper server-based file to ensure data integrity and consistency. 0
2 36121 BMS BMS fdrewett 3/3 12:45 pm 2:30 pm 1.75 1.80 0 315.00 Remote Standard Technician Billable 3/2 Help Desk 2.1 WrittenOff -Closed 70420 Fwd: TFF / Annual PCI Compliance 0 Reviewed and completed the PCI Compliance Self-Assessment Questionnaire \(SAQ\) as requested. Answered all applicable compliance questions and performed a rescan of the external/public IP address to validate current PCI DSS scan results. Coordinated findings with Kathy to ensure accurate reporting. 3 Errors: Billed: Billed time not rounded to 15 minutes, Company: Company = 'BMS'; Warnings: Entry Status: Status = 'WrittenOff', work type not admin, correspondence or sales Billed: Billed time not rounded to 15 minutes, Company: Company = 'BMS' Entry Status: Status = 'WrittenOff', work type not admin, correspondence or sales
3 36122 BMS SONM fdrewett 3/3 2:30 pm 3:45 pm 1.25 1.25 0 156.25 Remote Standard Technician Billable 3/2 Help Desk 2.1 Billed -Closed 68590 Apple Business Account Setup and troubleshooting 0 Reviewed Apple Business Manager configuration with Scott. Updated the app installation method to Automatic in an effort to resolve the permissions issue preventing app updates in the App Store. Monitoring to confirm the change resolves the issue. 0
4 36126 BMS AIAM fdrewett 3/3 5:00 pm 7:15 pm 2.25 2.25 0 281.25 Remote Standard Technician Billable 3/2 Help Desk 2.1 Billed -Closed 71581 Sage 2026 upgrade 0 Received a call from Todd \(Sage 50 Support Consultant\) requesting remote access to perform an upgrade from Sage 50 2023 to Sage 50 2026. Contacted Dan Stanley to obtain approval prior to granting access. Provided Todd with remote access to all 7 accounting workstations and the Sage server. Remained connected throughout the session to observe and verify the upgrade work. Upon completion, audited each workstation to confirm Todd had been fully disconnected from all systems. 0
5 36127 BMS AIAM fdrewett 3/4 10:00 am 10:30 am 0.50 0.50 0 62.50 Remote Standard Technician Billable 3/2 Help Desk 2.1 Billed -Closed 71581 Sage 2026 upgrade 0 Assisted the accounting department with regaining access to their workstations. Users were unable to log in and did not have their usernames on hand. Pulled the account names from AD. 0
6 36137 BMS OMNI fdrewett 3/4 4:00 pm 9:00 pm 5.00 5.00 0 625.00 Remote Standard Technician Billable 3/2 Help Desk 2.1 Billed -Closed 71582 Re-Write the Scale processing application for OMNI 0 Explored existing code, researched formats, built scale\_parser.php, ran full network scans, built v2 + calibration tools 0
7 36138 BMS OMNI fdrewett 3/5 5:00 am 10:00 am 5.00 5.00 0 625.00 Remote Standard Technician Billable 3/2 Help Desk 2.1 Billed -Closed 71582 Re-Write the Scale processing application for OMNI 0 Scale parser v2 fixes, ScaleConfig.php built, ReadScaleDigiCamera.php bug fix, S\_Scales repopulated, Obsidian docs CSS row height, font matching, column shift fix 0
8 36139 BMS OMNI fdrewett 3/5 10:00 am 11:00 am 1.00 1.00 0 125.00 Remote Standard Technician Billable 3/2 Help Desk 2.1 Billed -Closed 71582 Re-Write the Scale processing application for OMNI 0 weekly meeting 1 Warnings: Notes: Duplicate notes Notes: Duplicate notes
9 36113 BMS SONM fdrewett 3/6 1:00 pm 2:15 pm 1.25 1.25 0 156.25 Remote Standard Technician Billable 3/2 Help Desk 2.1 Billed -Closed 68590 Apple Business Account Setup and troubleshooting 0 working with Scott on the Apple Business issues. Call with Apple - Follow up next Wednesday 0
10 36105 BMS PPT fdrewett 3/6 2:15 pm 2:45 pm 0.50 0.50 0 62.50 Remote Standard Technician Billable 3/2 Help Desk 2.1 Billed -Closed 71549 Nicky's Desktop 0 worked with Loraine on getting access to the server and Nicole's email 0
11 36111 BMS OMNI fdrewett 3/6 2:45 pm 3:15 pm 0.50 0.50 0 62.50 Remote Standard Technician Billable 3/2 Help Desk 2.1 Billed -Closed 71558 PHPStorm Activation for Glenn 0 worked with Glenn on getting his phpstorm activated 0
12 36191 BMS OMNI fdrewett 3/9 9:30 am 10:00 am 0.50 0.50 0 62.50 Remote Standard Technician Billable 3/9 Help Desk 2.1 Billed -Closed 71609 JY Recycling Issues 0 Call with Brandon They are having the following issues but we will need to wait for their internet to come back up before we take a look. He will call when it is ready for us to jump in and take a look. - Cashier - mugshot camera not working. - Scale - camera and printer not working. The EOD time is set to 5pm and they are still open some days at 5 -- need to move it to 6pm 0
13 36186 BMS AIAM fdrewett 3/9 10:00 am 10:30 am 0.50 0.50 0 62.50 Remote Standard Technician Billable 3/9 Help Desk 2.1 Billed -Closed 71608 Sal unable to remote into JT Cashier 0 Worked with Steven on getting the server powered back on and ezcash started back up 0
14 36217 BMS OMNI fdrewett 3/9 12:30 pm 12:45 pm 0.25 0.25 0 31.25 Correspondence NC Standard Technician NoCharge 3/9 Help Desk 2.1 Billed -Closed 71609 JY Recycling Issues 0 Dan called checking in about JY - Let him know that their internet is still down and we are enable to take a look at anything until it comes back up. 1 Notices: Bill: Status = 'NoCharge' Bill: Status = 'NoCharge'
15 36218 BMS OMNI fdrewett 3/9 2:00 pm 2:30 pm 0.50 0.50 0 62.50 Correspondence NC Standard Technician NoCharge 3/9 Help Desk 2.1 Billed -Closed 71609 JY Recycling Issues 0 spoke to Brandon and the internet is still down. called Dan and let him know that we are still on hold 1 Notices: Bill: Status = 'NoCharge' Bill: Status = 'NoCharge'
16 36235 BMS OMNI fdrewett 3/9 2:30 pm 3:45 pm 1.25 1.25 0 156.25 Remote Standard Technician Billable 3/9 Help Desk 2.1 Billed -Closed 71558 PHPStorm Activation for Glenn 0 Worked with Glenn and Kevin to sort out what email accounts are used for each of the devs phpstorm accounts. Once the accounts were figured out found that Glenn was in "Offline mode" and needed to be signed back in 0
17 36247 BMS MEC fdrewett 3/9 4:00 pm 5:00 pm 1.00 1.00 0 125.00 Remote Standard Technician Billable 3/9 Help Desk 2.1 Billed -Closed 71557 5 new desktop setups 0 installed and activated Culvert Master and Flow Master. Installed Google Earth Pro and Copied over the settings from the old pc. Tested and we are good. 0
18 36346 BMS IC fdrewett 3/10 7:30 am 8:30 am 1.00 1.00 0 125.00 Remote Standard Technician Billable 3/9 Help Desk 2.1 Billed -Closed 71642 URGENT! Fake domain created to impersonate Insight Construction 0 took a look at the security settings in M365 and called Lisa to talk through the plan. Handed off to Ryan 0
19 36355 BMS PPT fdrewett 3/10 9:30 am 10:00 am 0.50 1.00 0 25.00 Travel Standard Technician NoCharge 3/9 Help Desk 2.1 Billed -Closed 71612 Replace Phone - Celeste Office ext 207 0 travel time 1 Notices: Bill: Status = 'NoCharge' Bill: Status = 'NoCharge'
20 36351 BMS PPT fdrewett 3/10 10:00 am 11:00 am 1.00 1.00 0 125.00 Onsite Standard Technician NoCharge 3/9 Help Desk 2.1 Billed -Closed 71612 Replace Phone - Celeste Office ext 207 with Marc - marking not billable for my time 0 Onsite - replaced the handset for ext 207 and configured the scan destinations on the printer in Celeste's Office. 1 LL scans and a Secure scans folder in HR 2 Notices: Bill: Status = 'NoCharge', Int Notes: Internal notes Bill: Status = 'NoCharge', Int Notes: Internal notes
21 36391 BMS AIAM fdrewett 3/10 1:00 pm 1:30 pm 0.50 0.50 0 62.50 Remote Standard Technician Billable 3/9 Help Desk 2.1 Billed -Closed 71682 AMR - New vibration sensor for the mill 0 Call with Richard. going over what needs to be done and the timeline. The device was shipped and will be in next week 0
22 36392 BMS AIAM fdrewett 3/10 3:00 pm 3:30 pm 0.50 0.50 0 62.50 Remote Standard Technician Billable 3/9 Help Desk 2.1 Billed -Closed 71682 AMR - New vibration sensor for the mill 0 Did a little research on the device getting connected to the network Dodge x2000 gateway and called Richard back. This device needs to be installed within Bluetooth / Wi-Fi range of the sensors. not in the PLC cabinet [MN7006-X2000-Gateway-Plug-and-Play.pdf](https://assets.dodgeindustrial.com/m/6b841e67a9a295cd/original/MN7006-X2000-Gateway-Plug-and-Play.pdf) 0
23 36410 BMS SVC fdrewett 3/10 3:30 pm 4:15 pm 0.75 0.75 0 93.75 Remote Standard Technician Billable 3/9 Help Desk 2.1 Billed -Closed 71691 Medicare Connectivity Questions 0 Reviewed CMS HETS Trading Partner Agreement \(TPA\) Appendix C – Connectivity with client. Investigated connectivity options \(Extranet vs. Internet\), X.509 digital certificate requirements, and how HETS connectivity relates to client's M365 environment. Researched client's practice management software \(CrystalPM\) and determined that CrystalPM uses Trizetto as its clearinghouse for 270/271 Medicare eligibility transactions. Trizetto is already an established HETS trading partner and handles HETS connectivity on the client's behalf — meaning a direct HETS TPA is likely not required for their current setup. Advised client to verify with the party who initiated the TPA request \(CMS, consultant, or other\) to confirm whether a direct connection is actually needed before proceeding with obtaining an X.509 certificate or submitting this form. Provided MCARE Help Desk contact \(866-324-7315\) for follow-up. Time: 0.75 hrs 1 Notices: Notes: Notes longer than 500 characters Notes: Notes longer than 500 characters
24 36412 BMS PPT fdrewett 3/10 8:30 pm 8:31 pm 0.02 0.25 0 31.25 Correspondence NC Standard Technician NoCharge 3/9 Help Desk 2.1 Billed -Closed 71690 My Computer Screen 0 Hi Loraine! I'll reach out in the morning and we can take a look at it Thanks! 1 Notices: Bill: Status = 'NoCharge' Bill: Status = 'NoCharge'
25 36521 BMS OMNI fdrewett 3/12 10:00 am 11:30 am 1.50 1.50 0 187.50 Remote Standard Technician Billable 3/9 Help Desk 2.1 Billed -Closed 71778 OMNI Weekly meeting 0 Weekly Meeting 0
26 36540 BMS AIAM fdrewett 3/12 2:30 pm 3:00 pm 0.50 0.50 0 62.50 Remote Standard Technician Billable 3/9 Help Desk 2.1 Billed -Closed 71784 AMR - wifi in the office cutting out 0 took a look at the settings in unifi and found that the rabbit ears on the roof maybe interfering with the wifi in the office. disabled them and we will see what it looks like the rest of the day and tomorrow. 0
27 36564 BMS SVC fdrewett 3/12 3:00 pm 3:30 pm 0.50 0.50 0 62.50 Correspondence NC Standard Technician NoCharge 3/9 Help Desk 2.1 Billed -Closed 71678 Joaquin issue with Crystal PM 0 Spoke to Cruzita and she thinks this is a permissions issue between the settings with the manager account and the employee. She is going to check it out and let us know if she needs anything. Closing up the ticket 1 Notices: Bill: Status = 'NoCharge' Bill: Status = 'NoCharge'
28 36689 BMS TSSNM fdrewett 3/13 1:30 pm 3:00 pm 1.50 1.50 0 187.50 Onsite Standard Technician Billable 3/9 Help Desk 2.1 Billed -Closed 70707 new workstation for Gary 0 Converted projects@thesignstorenm.com from a shared mailbox to a full user account and configured it on Kimi's workstation. Cleaned up shared access permissions for the remaining accounts. 0
29 36691 BMS TSSNM fdrewett 3/13 3:00 pm 3:30 pm 0.50 1.00 0 25.00 Travel Standard Technician NoCharge 3/9 Help Desk 2.1 Billed -Closed 70707 new workstation for Gary 0 Drive back to the office 1 Notices: Bill: Status = 'NoCharge' Bill: Status = 'NoCharge'
30 36745 BMS IC fdrewett 3/16 7:15 am 7:45 am 0.50 0.50 0 62.50 Remote Standard Technician Billable 3/16 Help Desk 2.1 Billed -Closed 72370 Sage License Server Down 0 Remoted in to the app server and restarted the service for sage and tested. we are good 0
31 36838 BMS SONM fdrewett 3/16 1:00 pm 1:30 pm 0.50 0.50 0 62.50 Remote Standard Technician Billable 3/16 Help Desk 2.1 Billed -Closed 72408 Printer install on A-4823 0 Remoted in and downloaded the new print driver. installed on the laptop and copied to the server 0
32 36836 BMS CASNM fdrewett 3/16 1:30 pm 2:02 pm 0.53 1.00 0 25.00 Travel Standard Technician NoCharge 3/16 Help Desk 2.1 Billed -Closed 72413 Phone issues 0 travel to chile and spice offices 1 Notices: Bill: Status = 'NoCharge' Bill: Status = 'NoCharge'
33 36837 BMS CASNM fdrewett 3/16 2:02 pm 2:14 pm 0.20 1.00 0 125.00 Onsite Standard Technician NoCharge 3/16 Help Desk 2.1 Billed -Closed 72413 Phone issues 0 check out phone issues reboot phone gateway and phone issue resolved 1 Notices: Bill: Status = 'NoCharge' Bill: Status = 'NoCharge'
34 36834 BMS AIAM fdrewett 3/16 2:27 pm 2:41 pm 0.23 1.00 0 125.00 Onsite Standard Technician NoCharge 3/16 Help Desk 2.1 Billed -Closed 71682 AMR - New vibration sensor for the mill 0 looked at the wifi in the mill and richards trailer 1 Notices: Bill: Status = 'NoCharge' Bill: Status = 'NoCharge'
35 36835 BMS AIAM fdrewett 3/16 2:41 pm 3:09 pm 0.47 1.00 0 25.00 Travel Standard Technician DoNotBill 3/16 Help Desk 2.1 WrittenOff -Closed 71682 AMR - New vibration sensor for the mill 0 travel from amr 2 Warnings: Entry Status: Status = 'WrittenOff', work type not admin, correspondence or sales; Notices: Bill: Status = 'DoNotBill', work type not admin, correspondence or sales Entry Status: Status = 'WrittenOff', work type not admin, correspondence or sales Bill: Status = 'DoNotBill', work type not admin, correspondence or sales
36 36832 BMS MEC fdrewett 3/16 3:09 pm 3:15 pm 0.10 1.00 0 125.00 Onsite Standard Technician NoCharge 3/16 Help Desk 2.1 Billed -Closed 72409 New voicemail from (505) 702-6647 0 checked out network issue with plotters switch is unplugged plugged back in and ensured plotters are working as intended 1 Notices: Bill: Status = 'NoCharge' Bill: Status = 'NoCharge'
37 36833 BMS MEC fdrewett 3/16 3:15 pm 3:33 pm 0.30 1.00 0 25.00 Travel Standard Technician Billable 3/16 Help Desk 2.1 Billed -Closed 72409 New voicemail from (505) 702-6647 0 travel to atg office 0
38 36917 BMS OMNI fdrewett 3/17 9:00 am 11:30 am 2.50 2.50 0 312.50 Remote Standard Technician Billable 3/16 Help Desk 2.1 Billed -Closed 71609 JY Recycling Issues 0 worked with JR Rycycling on getting the devices back online now that they have the internet working. scale printer is working camera is working scale needs a scale guy out there cashier id scanner is working sigpad is working printer is working mailed a new camera 0
39 36933 BMS JGCPA fdrewett 3/18 8:20 am 8:25 am 0.08 0.25 0 31.25 Correspondence NC Standard Technician NoCharge 3/16 Help Desk 2.1 Billed -Closed 72444 No Subject 0 Called Amy's cell and left a message seeing if we can setup a time today to check this out 1 Notices: Bill: Status = 'NoCharge' Bill: Status = 'NoCharge'
40 36995 BMS PPT fdrewett 3/18 10:30 am 11:30 am 1.00 1.00 0 125.00 Remote Standard Technician Billable 3/16 Help Desk 2.1 Billed -Closed 72498 LOS LUNAS - New Employee 0 Created the user in google and AD. Let Celeste know we are ready for Monday 0
41 37043 BMS PPT fdrewett 3/19 8:00 am 8:30 am 0.50 0.50 0 62.50 Remote Standard Technician Billable 3/16 Help Desk 2.1 Billed -Closed 72768 Donald needs help with getting remote access from the Mac 0 Worked with Donald on getting the account recreated in Remote Desktop and tested 0
42 37044 BMS MEC fdrewett 3/19 8:30 am 10:00 am 1.50 1.50 0 187.50 Remote Standard Technician Billable 3/16 Help Desk 2.1 Billed -Closed 72767 Plotter work for Rick and Richard 0 Worked with Richard and Rick. Copied the settings from the working computer and tested on the two new workstations 0
43 37160 BMS OMNI fdrewett 3/19 10:00 am 11:30 am 1.50 1.50 0 187.50 Remote Standard Technician Billable 3/16 Help Desk 2.1 Billed -Closed 71636 Omni Meeting 0 weekly meeting 1 Warnings: Notes: Duplicate notes Notes: Duplicate notes
44 37161 BMS OMNI fdrewett 3/19 2:00 pm 4:00 pm 2.00 2.00 0 250.00 Remote Standard Technician Billable 3/16 Help Desk 2.1 Billed -Closed 71636 Omni Meeting 0 Security review of the servers and reviewing the code-base. looks like there has been no movement on the security issues raised last week... 0
45 37153 BMS AIAM fdrewett 3/20 8:30 am 10:00 am 1.50 1.50 0 187.50 Remote Standard Technician Billable 3/16 Help Desk 2.1 Billed -Closed 72860 JT ATM Down 0 On-Site looked at the atm and found that there was an error with the cash handler. Called John the atm guy 1 Warnings: Work Type: Possible onsite/remote mismatch (work type vs notes) Work Type: Possible onsite/remote mismatch (work type vs notes)
46 37181 BMS AIAM fdrewett 3/22 Sun 9:00 am 10:00 am 1.00 1.00 0 125.00 Remote Standard Technician Billable 3/16 Help Desk 2.1 Billed -Closed 72883 Letter of recommendation for Paul Wynn 0 Composed the letter and sent it off to Dan 0
47 37258 BMS SBI fdrewett 3/23 2:00 pm 2:30 pm 0.50 0.50 0 62.50 Remote Standard Technician Billable 3/23 Help Desk 2.1 Billed -Closed 72924 Jamie Clicked on a funky email 0 Called and spoke with Jamie. She did not enter any credentials into the page that Attempted to load. Kicked off a complete scan with Huntress. 0
48 37330 BMS TFF fdrewett 3/23 2:30 pm 3:30 pm 1.00 1.00 0 125.00 Remote Standard Technician Billable 3/23 Help Desk 2.1 Billed -Closed 72926 .net error on Jerome's desktop 0 i was able to get the .net 3.5 using the windows 11 iso 0
49 37327 BMS OMNI fdrewett 3/24 10:00 am 11:15 am 1.25 1.25 0 156.25 Remote Standard Technician Billable 3/23 Help Desk 2.1 Billed -Closed 72892 OMNI Weekly Meeting 0 Meeting with the OMNI Folks about a new customer 0
50 37606 BMS TSSNM fdrewett 3/24 10:00 am 10:30 am 0.50 0.50 0 62.50 Remote Standard Technician Billable 3/23 Help Desk 2.1 Billed -Closed 72928 Reload at the ATG Office 0 wipe and reload at the ATG office. ready to take back to the sign store 0
51 37325 BMS TFF fdrewett 3/24 11:00 am 11:30 am 0.50 0.50 0 62.50 Remote Standard Technician Billable 3/23 Help Desk 2.1 Billed -Closed 72985 Fwd: The Forensic Firm / blocked email 0 Hi Kathy, I took a look at the domain health for jgentrylaw.com and the issue is on their end — they are missing DMARC and SPF records, which causes many mail servers to block or reject their outgoing emails as potential spam or spoofing. This is something their IT department or email provider will need to resolve. They'll need to set up proper SPF and DMARC DNS records for jgentrylaw.com. Until that's corrected, you may continue seeing delivery issues from their domain. Feel free to forward this along to Christine at The Gentry Law Firm so she can pass it to her IT contact. Let me know if you have any other questions! Frank Drewett Ambitions Consulting Group ![\[image\]](https://na.myconnectwise.net/v4_6_release/api/newinlineimages/ambitionscg/07ab51be-01dc-45cc-9f4e-8d06b39ccb56/1c7649cc-f5e3-4ac9-b3ea-ed734c438ef3) https://mxtoolbox.com/emailhealth/jgentrylaw.com/ 1 Notices: Notes: Notes longer than 500 characters Notes: Notes longer than 500 characters
52 37329 BMS AIAM fdrewett 3/24 11:20 am 11:25 am 0.08 0.25 0 31.25 Correspondence NC Standard Technician NoCharge 3/23 Help Desk 2.1 Billed -Closed 71682 AMR - New vibration sensor for the mill 0 Called and left a message for Richard to see if the parts are in 1 Notices: Bill: Status = 'NoCharge' Bill: Status = 'NoCharge'
53 37387 BMS IC fdrewett 3/24 6:00 pm 8:30 pm 2.50 2.50 0 312.50 Remote Standard Technician Billable 3/23 Help Desk 2.1 Billed -Closed 68298 Server & User Cal 0 Migrated shared folders from **insightpdc** to **insightappsvr**. Moved data to new server, updated NTFS and share permissions to match previous configuration. Updated Group Policy \(Drive Maps GPO\) to reflect new server path using Replace action to ensure clean re-mapping on next login. Tested mapped drives using AD user account — drives mapped correctly to new server paths. Migration confirmed successful. 0
54 37427 BMS JGCPA fdrewett 3/25 10:00 am 10:15 am 0.25 0.25 0 31.25 Remote Standard Technician Billable 3/23 Help Desk Billed -Closed | SLA - Resolved 73210 Email 0 Hi Amy, Looks like she has some configuration issues with her email that she should have her IT look in to. Missing DMARC & SPF will affect email delivery in and out for her. https://mxtoolbox.com/emailhealth/expressionsoflifeinc.com/ ![\[image\]](https://na.myconnectwise.net/v4_6_release/api/newinlineimages/ambitionscg/d1fe45dc-8872-4bb1-ae13-4efefd5661f0/f35a7eee-1ea8-47d4-a6f4-74f8bf863742) 0
55 37428 BMS BMS fdrewett 3/25 10:45 am 11:00 am 0.25 0.30 0 - Correspondence NC Standard Technician NoCharge 3/23 Help Desk 2.1 WrittenOff -Closed 73180 Fwd: RE: ConnectWise Case #03189610 Received Fw: Merger and Acquisition Request [ ref:!00D6g06Ohu 0 Hi Liam, Thank you for reaching out — no worries on the delay, I appreciate you picking this up. Happy to answer your questions: • Surviving company: Ambitions Consulting Group \(ACG\) • M&A stage: Completed • Points of contact / signers: - Black Moon Systems: Frank Drewett \(Owner\) — fdrewett@ambitionsgroup.com / 505-273-9685 - Ambitions Consulting Group: Lucas Rael \(Owner\) — lrael@ambitionsgroup.com • Primary contact on ACG account: Lucas Rael — lrael@ambitionsgroup.com. Please let me know if you need anything additional from him to move forward. • Closing date: We'd like to get this completed as quickly as possible — ideally before our next renewal date. Please let me know if you need a specific date and I can coordinate. Thanks Frank 4 Errors: Billed: Billed time not rounded to 15 minutes, Company: Company = 'BMS'; Notices: Bill: Status = 'NoCharge', Notes: Notes longer than 500 characters Billed: Billed time not rounded to 15 minutes, Company: Company = 'BMS' Bill: Status = 'NoCharge', Notes: Notes longer than 500 characters
56 37430 BMS BMS fdrewett 3/25 11:01 am 11:04 am 0.05 0.10 0 - Correspondence NC Standard Technician NoCharge 3/23 Help Desk 2.1 WrittenOff -Closed 73180 Fwd: RE: ConnectWise Case #03189610 Received Fw: Merger and Acquisition Request [ ref:!00D6g06Ohu 0 Sorry one last note. We have migrated over the companies and contacts. Is ConnectWise able to help move over old tickets? if not all good Thanks Frank 3 Errors: Billed: Billed time not rounded to 15 minutes, Company: Company = 'BMS'; Notices: Bill: Status = 'NoCharge' Billed: Billed time not rounded to 15 minutes, Company: Company = 'BMS' Bill: Status = 'NoCharge'
57 37445 BMS HH fdrewett 3/25 1:00 pm 1:30 pm 0.50 0.50 0 62.50 Remote Standard Technician Billable 3/23 Help Desk 2.1 BilledAgreement -Closed 73214 Norman Harvey 0 Deactivated Norman. Let us know if you need anything else 0
58 37473 BMS IC fdrewett 3/25 1:30 pm 3:45 pm 2.25 2.25 0 281.25 Remote Standard Technician Billable 3/23 Help Desk 2.1 Billed -Closed 68298 Server & User Cal 0 Clean up the file share move from last night 0
59 37574 BMS MEC fdrewett 3/26 8:15 am 8:30 am 0.25 1.00 0 25.00 Travel Standard Technician Billable 3/23 Help Desk 2.1 Billed -Closed 73191 Plotter Issues on Rick's pc 0 2 Errors: Work Type: No onsite entry found for travel (based on tech, date, company); Notices: Notes: Missing notes for travel Work Type: No onsite entry found for travel (based on tech, date, company) Notes: Missing notes for travel
60 37498 BMS MEC fdrewett 3/26 8:30 am 9:30 am 1.00 1.00 0 125.00 Remote Standard Technician Billable 3/23 Help Desk 2.1 Billed -Closed 73191 Plotter Issues on Rick's pc 0 On-Site - installed the updated driver on ricks computer and it fixed the orientation issue. plotting is still slow and there is an issue with the margins 1 Warnings: Work Type: Possible onsite/remote mismatch (work type vs notes) Work Type: Possible onsite/remote mismatch (work type vs notes)
61 37569 BMS OMNI fdrewett 3/26 10:00 am 11:00 am 1.00 1.00 0 125.00 Remote Standard Technician Billable 3/23 Help Desk 2.1 Billed -Closed 72892 OMNI Weekly Meeting 0 Weekly meeting 0
62 37571 BMS OMNI fdrewett 3/26 12:00 pm 1:00 pm 1.00 1.00 0 125.00 Remote Standard Technician Billable 3/23 Help Desk 2.1 Billed -Closed 72892 OMNI Weekly Meeting 0 Researching Hardware needed to setup a new client 0
63 37593 BMS OMNI fdrewett 3/27 8:00 am 9:00 am 1.00 1.00 0 125.00 Remote Standard Technician Billable 3/23 Help Desk 2.1 Billed -Closed 72892 OMNI Weekly Meeting 0 working on the hardware quote for the new customer. emailed over to Dan 0
64 37595 BMS PPT fdrewett 3/27 9:00 am 9:15 am 0.25 0.25 0 31.25 Correspondence NC Standard Technician DoNotBill 3/23 - WrittenOff - - - 0 Quick Question about scheduling a time next week to meet up with Donald 2 Errors: Ticket #: No ticket #; Notices: Board: Board not 'Help Desk' or 'Help Desk 2.1' Ticket #: No ticket # Board: Board not 'Help Desk' or 'Help Desk 2.1'
65 37605 BMS AIAM fdrewett 3/27 9:55 am 10:00 am 0.08 0.25 0 31.25 Correspondence NC Standard Technician NoCharge 3/23 Help Desk 2.1 Billed -Closed 71682 AMR - New vibration sensor for the mill 0 Checked in with Richard and we are still waiting for parts 1 Notices: Bill: Status = 'NoCharge' Bill: Status = 'NoCharge'
66 37637 BMS HH fdrewett 3/27 1:30 pm 2:00 pm 0.50 0.50 0 62.50 Remote Standard Technician Billable 3/23 Help Desk 2.1 BilledAgreement -Closed 73330 Fw: connect to printers 0 Installed the two printers and tested. 0
67 37799 BMS OMNI fdrewett 3/30 12:30 pm 1:00 pm 0.50 0.50 0 62.50 Remote Standard Technician Billable 3/30 - Billed - - - 0 Unboxed, setup, and tested the little transcription device. 2 Errors: Ticket #: No ticket #; Notices: Board: Board not 'Help Desk' or 'Help Desk 2.1' Ticket #: No ticket # Board: Board not 'Help Desk' or 'Help Desk 2.1'
68 37798 BMS OMNI fdrewett 3/30 1:00 pm 1:30 pm 0.50 1.00 0 125.00 Onsite Standard Technician Billable 3/30 - Billed - - - 0 Onsite to drop off the little transcription device 3 Errors: Ticket #: No ticket #, Work Type: No travel entry found for onsite (based on tech, date, company); Notices: Board: Board not 'Help Desk' or 'Help Desk 2.1' Ticket #: No ticket #, Work Type: No travel entry found for onsite (based on tech, date, company) Board: Board not 'Help Desk' or 'Help Desk 2.1'
69 37884 BMS TSSNM fdrewett 3/31 8:45 am 9:00 am 0.25 1.00 0 25.00 Travel Standard Technician Billable 3/30 Help Desk 2.1 Billed -Closed 73448 Relocate the AP 0 1 Notices: Notes: Missing notes for travel Notes: Missing notes for travel
70 37885 BMS TSSNM fdrewett 3/31 9:03 am 10:27 am 1.40 1.50 0 187.50 Onsite Standard Technician Billable 3/30 Help Desk 2.1 Billed -Closed 73448 Relocate the AP 0 Ran new cable for access point to remove it from the gs110tp at the front desk and have it plugged into the new pro max poe switch with proper power budget for the access point. 0
71 37888 BMS CT fdrewett 3/31 11:00 am 11:15 am 0.25 1.00 0 25.00 Travel Standard Technician DoNotBill 3/30 Help Desk 2.1 WrittenOff -Closed 73460 Door access reader not working 0 4 Errors: Work Type: No onsite entry found for travel (based on tech, date, company); Warnings: Entry Status: Status = 'WrittenOff', work type not admin, correspondence or sales; Notices: Bill: Status = 'DoNotBill', work type not admin, correspondence or sales, Notes: Missing notes for travel Work Type: No onsite entry found for travel (based on tech, date, company) Entry Status: Status = 'WrittenOff', work type not admin, correspondence or sales Bill: Status = 'DoNotBill', work type not admin, correspondence or sales, Notes: Missing notes for travel
72 37889 BMS CT fdrewett 3/31 11:30 am 11:45 am 0.25 0.25 0 31.25 Remote Standard Technician DoNotBill 3/30 Help Desk 2.1 WrittenOff -Closed 73460 Door access reader not working 0 Met Ryan onsite but he has solved the issue right as I got there 3 Warnings: Entry Status: Status = 'WrittenOff', work type not admin, correspondence or sales, Work Type: Possible onsite/remote mismatch (work type vs notes); Notices: Bill: Status = 'DoNotBill', work type not admin, correspondence or sales Entry Status: Status = 'WrittenOff', work type not admin, correspondence or sales, Work Type: Possible onsite/remote mismatch (work type vs notes) Bill: Status = 'DoNotBill', work type not admin, correspondence or sales

Legend:
(hover over fields for details)

Error (12)
Warning (9)
Notice (29)


Tickets with over 5 hours in the current view (1)

Hours Ticket # Company Ticket Summary
11.00 71582 OMNI Re-Write the Scale processing application for OMNI


Errors

Field Message Count
Billed  Billed time not rounded to 15 minutes  3
Company  Company = 'BMS'  3
Ticket #  No ticket #  3
Work Type  No onsite entry found for travel (based on tech, date, company)  2
Work Type  No travel entry found for onsite (based on tech, date, company)  1
Total  12


Warnings

Field Message Count
Entry Status  Status = 'WrittenOff', work type not admin, correspondence or sales  4
Notes  Duplicate notes  2
Work Type  Possible onsite/remote mismatch (work type vs notes)  3
Total  9


Notices

Field Message Count
Bill  Status = 'DoNotBill', work type not admin, correspondence or sales  3
Bill  Status = 'NoCharge'  16
Board  Board not 'Help Desk' or 'Help Desk 2.1'  3
Int Notes  Internal notes  1
Notes  Missing notes for travel  3
Notes  Notes longer than 500 characters  3
Total  29


36121 - fdrewett - 3/3 12:45 pm - 70420 - Fwd: TFF / Annual PCI Compliance
Company = 'BMS'
Billed time not rounded to 15 minutes
Status = 'WrittenOff', work type not admin, correspondence or sales

36139 - fdrewett - 3/5 10:00 am - 71582 - Re-Write the Scale processing application for OMNI
Duplicate notes

36217 - fdrewett - 3/9 12:30 pm - 71609 - JY Recycling Issues
Status = 'NoCharge'

36218 - fdrewett - 3/9 2:00 pm - 71609 - JY Recycling Issues
Status = 'NoCharge'

36355 - fdrewett - 3/10 9:30 am - 71612 - Replace Phone - Celeste Office ext 207
Status = 'NoCharge'

36351 - fdrewett - 3/10 10:00 am - 71612 - Replace Phone - Celeste Office ext 207
Status = 'NoCharge'
Internal notes

36410 - fdrewett - 3/10 3:30 pm - 71691 - Medicare Connectivity Questions
Notes longer than 500 characters

36412 - fdrewett - 3/10 8:30 pm - 71690 - My Computer Screen
Status = 'NoCharge'

36564 - fdrewett - 3/12 3:00 pm - 71678 - Joaquin issue with Crystal PM
Status = 'NoCharge'

36691 - fdrewett - 3/13 3:00 pm - 70707 - new workstation for Gary
Status = 'NoCharge'

36836 - fdrewett - 3/16 1:30 pm - 72413 - Phone issues
Status = 'NoCharge'

36837 - fdrewett - 3/16 2:02 pm - 72413 - Phone issues
Status = 'NoCharge'

36834 - fdrewett - 3/16 2:27 pm - 71682 - AMR - New vibration sensor for the mill
Status = 'NoCharge'

36835 - fdrewett - 3/16 2:41 pm - 71682 - AMR - New vibration sensor for the mill
Status = 'WrittenOff', work type not admin, correspondence or sales
Status = 'DoNotBill', work type not admin, correspondence or sales

36832 - fdrewett - 3/16 3:09 pm - 72409 - New voicemail from (505) 702-6647
Status = 'NoCharge'

36933 - fdrewett - 3/18 8:20 am - 72444 - No Subject
Status = 'NoCharge'

37160 - fdrewett - 3/19 10:00 am - 71636 - Omni Meeting
Duplicate notes

37153 - fdrewett - 3/20 8:30 am - 72860 - JT ATM Down
Possible onsite/remote mismatch (work type vs notes)

37325 - fdrewett - 3/24 11:00 am - 72985 - Fwd: The Forensic Firm / blocked email
Notes longer than 500 characters

37329 - fdrewett - 3/24 11:20 am - 71682 - AMR - New vibration sensor for the mill
Status = 'NoCharge'

37428 - fdrewett - 3/25 10:45 am - 73180 - Fwd: RE: ConnectWise Case #03189610 Received Fw: Merger and Acquisition Request [ ref:!00D6g06Ohu
Company = 'BMS'
Billed time not rounded to 15 minutes
Status = 'NoCharge'
Notes longer than 500 characters

37430 - fdrewett - 3/25 11:01 am - 73180 - Fwd: RE: ConnectWise Case #03189610 Received Fw: Merger and Acquisition Request [ ref:!00D6g06Ohu
Company = 'BMS'
Billed time not rounded to 15 minutes
Status = 'NoCharge'

37574 - fdrewett - 3/26 8:15 am - 73191 - Plotter Issues on Rick's pc
No onsite entry found for travel (based on tech, date, company)
Missing notes for travel

37498 - fdrewett - 3/26 8:30 am - 73191 - Plotter Issues on Rick's pc
Possible onsite/remote mismatch (work type vs notes)

37595 - fdrewett - 3/27 9:00 am - - - -
No ticket #
Board not 'Help Desk' or 'Help Desk 2.1'

37605 - fdrewett - 3/27 9:55 am - 71682 - AMR - New vibration sensor for the mill
Status = 'NoCharge'

37799 - fdrewett - 3/30 12:30 pm - - - -
No ticket #
Board not 'Help Desk' or 'Help Desk 2.1'

37798 - fdrewett - 3/30 1:00 pm - - - -
No travel entry found for onsite (based on tech, date, company)
No ticket #
Board not 'Help Desk' or 'Help Desk 2.1'

37884 - fdrewett - 3/31 8:45 am - 73448 - Relocate the AP
Missing notes for travel

37888 - fdrewett - 3/31 11:00 am - 73460 - Door access reader not working
No onsite entry found for travel (based on tech, date, company)
Status = 'WrittenOff', work type not admin, correspondence or sales
Status = 'DoNotBill', work type not admin, correspondence or sales
Missing notes for travel

37889 - fdrewett - 3/31 11:30 am - 73460 - Door access reader not working
Possible onsite/remote mismatch (work type vs notes)
Status = 'WrittenOff', work type not admin, correspondence or sales
Status = 'DoNotBill', work type not admin, correspondence or sales