Sales Morning Snapshot Form - WiseGuys Pro-Wash

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Sales Morning Snapshot

Sales Morning Snapshot

Date *

Name *

Did all Sales Reps clock in and out inside Paylocity? *

Yes

No

Who did not clock in and out inside of Paylocity?

Did all Sales Reps arrive on time? *

Yes

No

Unless mention of delayed start or meeting in "schedule" channel Sales Reps should arrive by: 7:30 AM.

Who was late?

Did all Sales Reps clock in and out inside of Service Fusion? *

Yes

No

Who did not clock in and out inside of Service Fusion?

Were all "Daily Sales Reports" submitted yesterday? *

Yes

No

Who did not submit "Daily Sales Report?"

Are all "Monthly Sales Trackers" up to date? *

Yes

No

Who did not submit "Monthly Sales Tracker?"

Number of yard signs put out this week per Sales Rep: *

Number of job-site visits this week per Sales Rep: *

Sales Morning Snapshot Repeating Field

Sales Rep Name *

Customers Full Name *

Estimate PDF Uploaded into Service Fusion? *

Yes

No

JHA Uploaded into Service Fusion? *

Yes

No

Estimate sent to customer and status updated? *

Yes

No

CompanyCam

CompanyCam Project Created? *

Yes

No

Sales Rep Name Labeled? *

Yes

No

Number of Property Photos: *

"Coming Soon" Yard Signs Placed? *

Yes

No

5 Around Flyers Issued? *

Yes

No