Customer Lead Form
Customer Lead Form

Customer Contact Information

Daily Sales Report
Daily Sales Report
What day of the week is it?

Sales/Estimate Tracking

Total number of estimate appointment's today which can be seen in SF.
The number of estimates closed from today's appointments.
Determined by totaling up the sales inside of the "bread" slack channel.

Prospecting

Must bring back a minimum of 1 quote for every 2 quote requests received from the Company's marketing methods.
30 yard signs must be put out by the end of every week (photo of each inside of CompanyCam)
Minimum of 2 job-site visits per week while crew is actively completing sold job. Must perform 5 Arounds on closest homes to the job being performed.

Daily Routines

Clocked in & out of Paylocity.
Voxer messages sent to crew in the morning.
Must send a Voxer message to the crew before every job sold prior to 7:30 AM that morning to give further insight on the customer and scope of project.
Job Hazard Analysis created for all estimates and updated into ServiceFusion.
ServiceFusion estimate statuses are up to date and all estimates sent
Update the estimate status to “On the Way”, and “Started" on all estimates, correct opportunity owner's name, estimate requested date is changed to date given, estimate pdf sent.
All approved estimates are typed and sent through ServiceFusion for official customer approval
After the customer decides they want to move forward, the estimate must be typed into SF within 24 hours and sent (email & and text) to the customer so they can electronically sign off and accept.
All estimates in the "Estimate Accepted" status are properly converted to Job
After Approval, the estimate must be converted from “Estimate Accepted” to a job within 24 hours. When converted the job must have the price, type of crew needed, and the initials of sales rep in the job description with no date or time assigned.
"Resi Follow Up" estimate reminders added to all estimates given.
CompanyCam projects created and labeled for every estimate given today.
Project created for every estimate with the customer’s full name as the project name and their correct address. Service Consultant’s name is correctly labeled on every project. Property photos taken directly inside the platform both up close and from a far for all estimates
Monthly Sales Tracker is up to date.
Are all unsold estimates from prior 10 days in "Estimate Lost" status?
Sales vehicle has been washed (interior & exterior)?
Evening Report Isuzus
Evening Report (Isuzus)
Fueled up machine's aluminum fuel tank and plastic gas jug (Air Pump) at QuikTrip
Fuel up the truck? (1/4 Tank or less) *
All trash has been removed from cab, bed, and toolbox of truck
Rinse out Proportioner/Air Pump and Non-SH Pump Sprayers with water
Air drained out of Air compressor and gas burned off in carburetor
Buffer tank drained to black line
SH tank on truck has been filled to tape
Neutralize truck exterior (turn off spigot after)
Wash truck exterior with Wash & Wax (Friday Only)
Vacuum truck interior and bed (Friday Only)
Restock yard signs/stands in cab (8 min.)

Pictures of Truck

Maximum upload size: 134.22MB
Maximum upload size: 134.22MB
Maximum upload size: 134.22MB
Maximum upload size: 134.22MB

Shop (Inside)

Dirty towels have been taken out of the truck and placed inside of the laundry hamper
Restock supplies (as needed)
Roof Safety Gear is not in the truck and is properly put away
Cooler is removed from truck, unopened drinks placed into refrigerator, and placed in proper location on shelf
X-Jet is hung up inside toolbox and hose is neatly rolled up below
Cab windows are rolled down
Equipment is left organized and neat
All personal items have been removed from the truck

Office

Clipboard is placed in designative holder
Checks are deposited in safe (inside Money Bag)
Empty 5-Around Pouches removed and put away
Evening Report Pickups
Evening Report (Pickups)
Fueled up machine's aluminum fuel tank at QuikTrip
Fuel up the truck? (1/4 Tank or less) *
All trash has been removed from cab and bed of truck
Buffer tank drained to black line
SH tank on truck has been filled to tape
Neutralize truck exterior (turn off spigot after)
Wash truck exterior with Wash & Wax (Friday Only)
Vacuum truck interior (Friday Only)
Restock yard signs/stands in cab (8 min.)

Pictures of Truck

Maximum upload size: 134.22MB
Maximum upload size: 134.22MB
Maximum upload size: 134.22MB
Maximum upload size: 134.22MB

Shop (Inside)

Dirty towels have been taken out of the truck and placed inside of the laundry hamper
Restock supplies (as needed)
Cooler is removed from truck, unopened drinks placed into refrigerator, and placed in proper location on shelf
X-Jet is hung up in bed and hose is neatly rolled up below
Cab windows are rolled down
Equipment is left organized and neat
All personal items have been removed from the truck

Office

Clipboard is placed in designative holder
Checks are deposited in safe (inside Money Bag)
Empty 5-Around Pouches removed and put away
Expense Report
Expense Report
Category
Incident Report
Incident Report

Employee Reporting Information

Time *
:

Incident Information

Incident Time *
:

Incident Details

Maximum upload size: 134.22MB

Injuries

Maximum upload size: 134.22MB

Damages

Maximum upload size: 134.22MB

Acknowledgments

Inventory Order Form
WiseGuys Inventory Order Form

Item to Order

Manager Meeting Request
Manager Meeting Request
Desired Time
:
I understand that management will do it's best to meet at the desired date, time, and duration, but cannot guarantee that their current schedule will allow. The desired manager will reach out after this form is submitted to confirm.
Morning Report Isuzus
Morning Report (Isuzus)
Receive Truck Keys
Receive Clipboard
Ear Plugs in Clipboard
Money Bag (Numbered by Truck)
5 Around Flyer Pouches (1 per job)
Review Cards (1 per job)
Special Equipment Needed? *
Are you cleaning a roof today?

Roof Safety Gear

Rope Bag
Throw Bag (& Throw Weight + Line)
4 Ground Anchors (& Carabiners)
2 Termination Plates (& Carabiners)
2 Jane-Ys (& Carabiners)
2 Walkie-Talkies
200' Rope
50' Rope
Harness (& Rope Grab + Carabiners)
Drill (& 14 mm Socket)
Drill Battery
Korker Overshoe (& pads)
All personal items are in truck
Soap & Hand Sanitizer in both doors
Poncho in both doors
Jumper Cables (Behind Driver's Seat)
First Aid Kit
8 Yard Signs
Box of both Gloves & Tissues (Dash)
Safety Cones (Two)
Floor Squeegee
Puddle Sucker
Shovel
Water Tank Empty
Measuring Wheel
Extra Pressure Hose (100')
Extra Garden Hose (100')
SoftWash Adapter & Hose (Waterfed Pole)
Extra Pressure Hose (50')
Soap (>75% Full Each) *
Gutter Bags (1 Roll)
2 Gutter Downspout Attachment
Black Plastic Container and Lid (Mounted to bed)
Ladders present and properly secured *
28" Safety Cone hung in last rung of 40' Ladder
2 Surface Cleaners
Underbody X-Jet Toolbox/Shelf (Passenger's Side) *
SH Tank Full (Tape)
J-Rod (SoftWash Wand)
Underbody Toolbox (Passenger Side) *
DI Tank
2 Gutter Canes, Long Guns, and Short Guns
Window Brush and Brush Connector
Waterfed Pole
Morning Report Pickups
Morning Report (Pickups)
Special Equipment Needed? *
Receive Truck Keys
Receive Clipboard
Ear Plugs in Clipboard
Money Bag (Numbered by Truck)
5-Around Flyer Pouches (1 per job)
Review Cards (1 per job)
Hand Sanitizer
Hand Soap
Jumper Cables
8 Yard Signs
Measuring Wheel
Shovel
Soap Crate (>75% Full Each) *
SH Tank Full (Tape)
Floor Squeegee
Pressure Washing Long & Short Guns
14' Gorilla and 24' Extension Ladder (present and secured)
Surface Cleaner
Safety Cones (Two)
Waterfed Pole
Extra Garden Hose (100')
Extra Pressure Hose (100')
2 Pump Up Sprayers (Crate)
Water Tank Empty (Tape)
X-Jet Nozzle & Hose
X-Jet Jug (with cap)
Puddle Sucker
Safety Gloves
Tissue Box
Poncho in Passenger Door
First Aid Kit
Clean Towel Container (Full) & Dirty Container
Window Hose (2 Rolls)
Breakdown Kit
Clear Tote (All items present)
Window Brush
Brush Connector
DI Tank
Tech Trial Day Report
Tech Trial Day Report
Was candidate late? *
Does the candidate have reliable vehicle transportation to be on time everyday? *
Did they genuinely seem to be happy - smiling often and overall optimistic? *
Is the candidate comfortable walking on roofs or working from a ladder? *
Did the candidate ask great questions? *
How much was the candidate on their cell phones while working? (excluding between jobs) *
How often did they smoke a cigarette? *
Would you hire this candidate if you had the ability to do so? *
Equipment Issues Report
Equipment Issue Report

Employee Reporting Information

Equipment Issue Information

Pictures

Maximum upload size: 134.22MB

Acknowledgments

Fleet Report
Fleet Report
Inspected All Evening Reports

Trucks

Truck 5 *
Truck 8 *
Truck 9 *
Truck 11 *
Truck 12 *

Warehouse

Refill ZEP Absorber Containers
Refill neutralizer dispenser for trucks
Take Warehouse Trash Out
Dump debris out of ShopVac into dumpster
Restock the hose shelf
Sweep Warehouse Floor
Roll Magnetic Sweeper
Restock Food/Beverage
Assemble Yard Signs

Equipment

Breakdown Kits Restocked
Non-Essential Repairs Completed *
New Equipment Built *
WiseGuys Pro-Wash Employee Bios

WiseGuys Pro-Wash Employee Bios

Name: Ford Aaron

Position: Asst. Technician

Cell Phone: 706-372-2397

Voxer: spenceraaron

Grew up in Dacula, GA. Ran Cross Country and Track all four years while attending Dacula High School. Served as the team captain his last two years. Enjoys being outside whether it be hiking or skateboarding.


Name: Wesley Bloeme

Position: CEO

Cell Phone: 678-773-8008

Voxer: wesleybloeme

Grew up in Buckhead attending Christ the King School and Riverwood High School. Played football and tennis at Maryville College in TN. Started the business to pay his own tuition before graduating with honors in 2017 with a degree in Finance/Accounting.


Name: Dylan Brown

Position: Crew Leader

Cell Phone: 678-708-1164

Voxer: dbrown7917

Grew up in Lawrenceville, GA. Just finished his second year at Georgia State and is excited to transfer to UGA this Fall to finish bachelor’s degree. Currently studying Biology with hopes of one day becoming a Dentist. Avid Ford Mustang enthusiast.


Name: Matt Fuller

Position: Operations Manager

Cell Phone: 404-661-2574

Voxer: mfuller24

Ops Manager at WiseGuys Pro-Wash. Metro Atlanta native who attended Grayson High before graduated from Kennesaw State. Currently lives in Bethlehem, GA, with his wife and two young nephews. Avid UGA Bulldogs, New England Patriots, and NASCAR fan.


Name: Bobby Hilker

Position: Asst. Technician

Cell Phone: 404-805-4010

Voxer: Bhilke339

Grew up in Powder Springs, GA, graduating from McEachern High School. Received a degree in Hospitality Management from Georgia Southern. Avid sports fan who roots for the Atlanta Braves and Clemson Tigers. Enjoys playing in a slow pitch softball league.


Name: Daniel Oertley

Position: Asst. Technician

Cell Phone: 770-709-8135

Voxer: doertl892

Grew up in Dacula, GA. Competed in both Wrestling and Competitive Cheerleading all four years while attending Dacula High School. Enjoys skateboarding, making music, and collecting all types of musical instruments.


Name: John Schulz

Position: Crew Leader

Cell Phone: 951-345-2996

Voxer: Jpschulz

Grew up in Clarksville, TN, before enlisting in the U.S. Navy. Stationed in Groton (CT), Norfolk (VA) and Portsmouth (NH) on a submarine. Recently purchased a home in Johns Creek with fiancé which he enjoys renovating on the weekend.


Name: Andy Tyrrell

Position: Crew Leader

Cell Phone: 412-414-7941

Voxer: atyrrell23

Originally from Pittsburgh, Pennsylvania. Graduated from Temple University with a degree in Sport, Tourism, and Hospitality Management. Avid Pittsburgh sports fan who roots for the Steelers, Pirates, and Penguins.


Name: Tyler Watson

Position: Service Consultant

Cell Phone: 814-688-1007

Voxer: twatso1807

Grew up in a small town in Pennsylvania. Graduated from Indiana University of PA. Moved to Atlanta with longtime girlfriend who is currently studying to be a Chiropractor at Life University. Enjoys working out and eating healthy food.


Name: Tony Marcelino

Position: Apprentice

Cell Phone: 404-569-6274

Voxer: tmarce

Born and raised in the Atlanta area. I recently completed my Associates Degree in Criminal Justice at Georgia State University. In my free time I enjoy watching soccer and spending time with my family. I also enjoy going off-roading!


Name: Jackson Koch

Position: Apprentice

Cell Phone: (770) 865-6269

Voxer:


Name: Tony Marcelino

Position: Assistant Tech

Cell Phone: 404-569-6274

Voxer: tmarce

Born and raised in the Atlanta area. I recently completed my Associates Degree in Criminal Justice at Georgia State University. In my free time I enjoy watching soccer and spending time with my family. I also enjoy going off-roading!


Name: Josh Schuman

Position: Apprentice

Cell Phone: 678-551-9471

Voxer: Jschum964

Grew up in Cumming, GA; graduated from North Forsyth High School. Following graduation, served in the U.S. Marine Corps for 5 years. Enjoy working outdoors, cheering on Atlanta sports teams, and spending time with my wife.


Name: Briana Lesniak

Position: Office Assistant

Cell Phone: 678-488-7695

Voxer: bfovvs

Originally from Roseville, Michigan. Recently graduated from Piedmont University with a degree in History. Enjoy looking at mint condition mustangs, watching Marvel movies/shows, and spending time with daughter.