Sales Morning Snapshot
Did all Sales Reps clock in and out inside Paylocity?
Did all Sales Reps arrive on time?
Unless mention of delayed start or meeting in "schedule" channel Sales Reps should arrive by: 7:30 AM.
Did all Sales Reps clock in and out inside of Service Fusion?
Were all "Daily Sales Reports" submitted yesterday?
Are all "Monthly Sales Trackers" up to date?

Sales Morning Snapshot Repeating Field

Estimate PDF Uploaded into Service Fusion?
JHA Uploaded into Service Fusion?
Estimate sent to customer and status updated?

CompanyCam

CompanyCam Project Created?
Sales Rep Name Labeled?
"Coming Soon" Yard Signs Placed?
5 Around Flyers Issued?