Sales Morning Snapshot

August 11, 2022

Davis, Elaina

Did all Sales Reps clock in and out inside Paylocity?Did all Sales Reps arrive on time?Did all Sales Reps clock in and out of Service Fusion?Were all Daily Sales Reports submitted yesterday?Are all Monthly Sales Trackers up to date?Number of yard signs put out this week per Sales Rep?Number of job-site visits per Sales Rep?
YesYesNoYesYes

Tyler – 23
Josh – 12

Tyler – 0
Josh – 1

Tyler – in or out

Sales Rep NameCustomers Full NameEstimate PDF Uploaded into Service Fusion?JHA Uploaded into Service Fusion?Estimate sent to customer and status updated?CompanyCam Project Created?Sales Rep Name Labeled?Number of Property PhotosComing Soon Yard Signs Placed?5 Around Flyers
Schuman, JoshGary HillYesYesYesYesYes275NoYes
Schuman, JoshDeniz Isknder-KamelNoNoNoYesYes37NoYes

August 11, 2022

Davis, Elaina

Did all Sales Reps clock in and out inside Paylocity?Did all Sales Reps arrive on time?Did all Sales Reps clock in and out of Service Fusion?Were all Daily Sales Reports submitted yesterday?Are all Monthly Sales Trackers up to date?Number of yard signs put out this week per Sales Rep?Number of job-site visits per Sales Rep?
YesYesYesYesYes

Sales Rep NameCustomers Full NameEstimate PDF Uploaded into Service Fusion?JHA Uploaded into Service Fusion?Estimate sent to customer and status updated?CompanyCam Project Created?Sales Rep Name Labeled?Number of Property PhotosComing Soon Yard Signs Placed?5 Around Flyers
Watson, TylerAndrew WilsonYesYesYesYesYes61YesNo
Watson, TylerJames SavageNoNoYesYesYes51NoNo
Watson, TylerJames CraineYesYesYesYesYes55NoNo
Watson, TylerMark LernerYesYesYesYesYes63NoNo
Watson, TylerJim WeigardYesYesYesYesYes63NoNo
Watson, TylerCasey LeiftYesYesYesYesYes47NoNo

August 8, 2022

Davis, Elaina

Did all Sales Reps clock in and out inside Paylocity?Did all Sales Reps arrive on time?Did all Sales Reps clock in and out of Service Fusion?Were all Daily Sales Reports submitted yesterday?Are all Monthly Sales Trackers up to date?Number of yard signs put out this week per Sales Rep?Number of job-site visits per Sales Rep?
YesYesYesYesYes

5

0

Sales Rep NameCustomers Full NameEstimate PDF Uploaded into Service Fusion?JHA Uploaded into Service Fusion?Estimate sent to customer and status updated?CompanyCam Project Created?Sales Rep Name Labeled?Number of Property PhotosComing Soon Yard Signs Placed?5 Around Flyers
Watson, TylerLauren MoyerYesYesYesYesYes46NoYes
Watson, TylerMorgan MurrayYesYesYesYesYes67NoYes
Watson, TylerChris HartnettYesYesYesYesYes54YesYes
Watson, TylerJamie PenningtonYesYesYesYesYes80NoYes
Watson, TylerKim KirbyYesYesYesYesYes44NoYes
Watson, TylerTyler RathburnYesYesYesYesYes49NoYes

August 3, 2022

Davis, Elaina

Did all Sales Reps clock in and out inside Paylocity?Did all Sales Reps arrive on time?Did all Sales Reps clock in and out of Service Fusion?Were all Daily Sales Reports submitted yesterday?Are all Monthly Sales Trackers up to date?Number of yard signs put out this week per Sales Rep?Number of job-site visits per Sales Rep?
YesYesNoYesYes

19

0

Tyler

Sales Rep NameCustomers Full NameEstimate PDF Uploaded into Service Fusion?JHA Uploaded into Service Fusion?Estimate sent to customer and status updated?CompanyCam Project Created?Sales Rep Name Labeled?Number of Property PhotosComing Soon Yard Signs Placed?5 Around Flyers
Watson, TylerCarly ReismanYesYesYesYesYes64NoYes
Watson, TylerTony PatelYesYesYesYesYes92NoYes
Watson, TylerBarbara HammondYesYesYesYesYes64NoYes
Watson, TylerDiane KendallNoNoYesYesYes59NoYes

August 1, 2022

Davis, Elaina

Did all Sales Reps clock in and out inside Paylocity?Did all Sales Reps arrive on time?Did all Sales Reps clock in and out of Service Fusion?Were all Daily Sales Reports submitted yesterday?Are all Monthly Sales Trackers up to date?Number of yard signs put out this week per Sales Rep?Number of job-site visits per Sales Rep?
YesYesNoYesYes

14

0

Tyler

Sales Rep NameCustomers Full NameEstimate PDF Uploaded into Service Fusion?JHA Uploaded into Service Fusion?Estimate sent to customer and status updated?CompanyCam Project Created?Sales Rep Name Labeled?Number of Property PhotosComing Soon Yard Signs Placed?5 Around Flyers
Watson, TylerDavid MooreYesYesYesYesYes80NoYes
Watson, TylerAmy RackieYesYesNoYesYes90NoYes
Watson, TylerJustin LeefYesNoYesYesYes54NoYes
Watson, TylerSarah StollmackYesYesYesYesYes59NoYes
Watson, TylerMary LongYesYesYesYesYes106NoYes

July 29, 2022

Davis, Elaina

Did all Sales Reps clock in and out inside Paylocity?Did all Sales Reps arrive on time?Did all Sales Reps clock in and out of Service Fusion?Were all Daily Sales Reports submitted yesterday?Are all Monthly Sales Trackers up to date?Number of yard signs put out this week per Sales Rep?Number of job-site visits per Sales Rep?
NoNoYesYesYes

20

0

Tyler shows he clocked in at 5:25PM and out at 8:42PM

I don’t know if he did. I cannot get into Arlo to see if he arrived on-time and PCTY was messed up. SF shows he was here at 7:06AM, but I do not know if that is accurate.

Sales Rep NameCustomers Full NameEstimate PDF Uploaded into Service Fusion?JHA Uploaded into Service Fusion?Estimate sent to customer and status updated?CompanyCam Project Created?Sales Rep Name Labeled?Number of Property PhotosComing Soon Yard Signs Placed?5 Around Flyers
Watson, TylerAlex CollinsNoNoYesYesYes51NoYes
Watson, TylerJohn SchellhaseNoNoYesYesYes44YesNo
Watson, TylerBill ParisNoNoNoYesYes79NoNo

July 29, 2022

Davis, Elaina

Did all Sales Reps clock in and out inside Paylocity?Did all Sales Reps arrive on time?Did all Sales Reps clock in and out of Service Fusion?Were all Daily Sales Reports submitted yesterday?Are all Monthly Sales Trackers up to date?Number of yard signs put out this week per Sales Rep?Number of job-site visits per Sales Rep?
YesYesNoYesYes

79

0

Tyler did not clock out – it is updated now.

Sales Rep NameCustomers Full NameEstimate PDF Uploaded into Service Fusion?JHA Uploaded into Service Fusion?Estimate sent to customer and status updated?CompanyCam Project Created?Sales Rep Name Labeled?Number of Property PhotosComing Soon Yard Signs Placed?5 Around Flyers
Watson, TylerCaroline MasseYesYesYesYesYes91YesYes
Watson, TylerJacob StullYesYesYesYesYes90NoYes
Watson, TylerEva CatalinaYesYesYesYesYes85NoYes
Watson, TylerChristopher HuntYesYesYesYesYes66NoYes
Watson, TylerSuzanne MohiuddinYesYesYesYesYes47YesYes
Watson, TylerRoslyn McClureYesYesYesYesYes88NoYes

July 27, 2022

Tuong, Leon

Did all Sales Reps clock in and out inside Paylocity?Did all Sales Reps arrive on time?Did all Sales Reps clock in and out of Service Fusion?Were all Daily Sales Reports submitted yesterday?Are all Monthly Sales Trackers up to date?Number of yard signs put out this week per Sales Rep?Number of job-site visits per Sales Rep?
YesNoYesYesYes

3

6

Tyler

Sales Rep NameCustomers Full NameEstimate PDF Uploaded into Service Fusion?JHA Uploaded into Service Fusion?Estimate sent to customer and status updated?CompanyCam Project Created?Sales Rep Name Labeled?Number of Property PhotosComing Soon Yard Signs Placed?5 Around Flyers
Watson, TylerMitch PeytonYesYesYesYesYes95NoYes
Watson, TylerDenis DuboisYesYesYesYesYes108YesYes
Watson, TylerJason CarterYesYesYesYesYes109YesYes
Watson, TylerHaley ChambersYesYesYesYesYes58NoYes
Watson, TylerYee-Lynn ChenYesYesYesYesYes68NoYes
Watson, TylerSandra ThomannYesYesYesYesYes51NoNo

July 26, 2022

Tuong, Leon

Did all Sales Reps clock in and out inside Paylocity?Did all Sales Reps arrive on time?Did all Sales Reps clock in and out of Service Fusion?Were all Daily Sales Reports submitted yesterday?Are all Monthly Sales Trackers up to date?Number of yard signs put out this week per Sales Rep?Number of job-site visits per Sales Rep?
YesYesNoYesYes

0

6

Tyler

Sales Rep NameCustomers Full NameEstimate PDF Uploaded into Service Fusion?JHA Uploaded into Service Fusion?Estimate sent to customer and status updated?CompanyCam Project Created?Sales Rep Name Labeled?Number of Property PhotosComing Soon Yard Signs Placed?5 Around Flyers
Watson, TylerLauren NealYesYesYesYesYes78NoYes
Watson, TylerSteven HoldsworthYesYesYesYesYes78NoYes
Watson, TylerGerald YanceyYesYesYesYesYes97NoYes
Watson, TylerPatricia OherdYesYesYesYesYes83NoYes
Watson, TylerMichelle OnokalahYesYesYesYesYes66YesYes
Watson, TylerThe Darwin HotelYesNoYesYesYes21NoNo

July 25, 2022

Tuong, Leon

Did all Sales Reps clock in and out inside Paylocity?Did all Sales Reps arrive on time?Did all Sales Reps clock in and out of Service Fusion?Were all Daily Sales Reports submitted yesterday?Are all Monthly Sales Trackers up to date?Number of yard signs put out this week per Sales Rep?Number of job-site visits per Sales Rep?
YesYesNoYesYes

0

5

Josh and Tyler

Sales Rep NameCustomers Full NameEstimate PDF Uploaded into Service Fusion?JHA Uploaded into Service Fusion?Estimate sent to customer and status updated?CompanyCam Project Created?Sales Rep Name Labeled?Number of Property PhotosComing Soon Yard Signs Placed?5 Around Flyers
Watson, TylerRhea ColemanYesYesYesYesYes61NoYes
Watson, TylerTanya OurslerYesYesYesYesYes89NoYes
Watson, TylerLynn McCoolYesYesYesYesYes50NoYes
Watson, TylerAdam RabinowitzYesYesYesYesYes57NoYes
Watson, TylerJennifer CarrYesYesYesYesYes46NoNo

July 22, 2022

Tuong, Leon

Did all Sales Reps clock in and out inside Paylocity?Did all Sales Reps arrive on time?Did all Sales Reps clock in and out of Service Fusion?Were all Daily Sales Reports submitted yesterday?Are all Monthly Sales Trackers up to date?Number of yard signs put out this week per Sales Rep?Number of job-site visits per Sales Rep?
YesYesNoYesYes

23

4

Josh and Tyler

Sales Rep NameCustomers Full NameEstimate PDF Uploaded into Service Fusion?JHA Uploaded into Service Fusion?Estimate sent to customer and status updated?CompanyCam Project Created?Sales Rep Name Labeled?Number of Property PhotosComing Soon Yard Signs Placed?5 Around Flyers
Watson, TylerMike McleodYesYesYesYesYes37YesNo
Watson, TylerRoss JohnstonYesNoYesYesYes62NoYes
Watson, TylerNeal ShahYesYesYesYesYes55NoYes
Watson, TylerTrey GibbsYesYesYesYesYes59NoYes

July 21, 2022

Tuong, Leon

Did all Sales Reps clock in and out inside Paylocity?Did all Sales Reps arrive on time?Did all Sales Reps clock in and out of Service Fusion?Were all Daily Sales Reports submitted yesterday?Are all Monthly Sales Trackers up to date?Number of yard signs put out this week per Sales Rep?Number of job-site visits per Sales Rep?
NoYesNoNoYes

0

6

Josh

Josh and Tyler

Josh and Tyler

Sales Rep NameCustomers Full NameEstimate PDF Uploaded into Service Fusion?JHA Uploaded into Service Fusion?Estimate sent to customer and status updated?CompanyCam Project Created?Sales Rep Name Labeled?Number of Property PhotosComing Soon Yard Signs Placed?5 Around Flyers
Watson, TylerMindi SardYesYesYesYesYes59YesYes
Watson, TylerTom HundleyYesYesYesYesYes72NoYes
Watson, TylerScott YoungYesYesYesYesYes61NoNo
Watson, TylerAlex ScharyjYesYesYesYesYes36YesYes
Watson, TylerKristin HeathYesYesYesYesYes33YesYes
Watson, TylerNathan FreyYesYesYesYesYes36YesNo

July 20, 2022

Tuong, Leon

Did all Sales Reps clock in and out inside Paylocity?Did all Sales Reps arrive on time?Did all Sales Reps clock in and out of Service Fusion?Were all Daily Sales Reports submitted yesterday?Are all Monthly Sales Trackers up to date?Number of yard signs put out this week per Sales Rep?Number of job-site visits per Sales Rep?
YesYesNoNoYes

16

4

Tyler and Josh

Tyler and Josh

Sales Rep NameCustomers Full NameEstimate PDF Uploaded into Service Fusion?JHA Uploaded into Service Fusion?Estimate sent to customer and status updated?CompanyCam Project Created?Sales Rep Name Labeled?Number of Property PhotosComing Soon Yard Signs Placed?5 Around Flyers
Watson, TylerMinal PatelYesYesYesYesYes29NoYes
Watson, TylerRob SpaughYesYesYesYesYes25NoYes
Watson, TylerOld Fourth WardNoNoNoYesYes19NoNo
Watson, TylerAtlanta Fire Station 15NoNoNoYesYes32NoNo

July 19, 2022

Tuong, Leon

Did all Sales Reps clock in and out inside Paylocity?Did all Sales Reps arrive on time?Did all Sales Reps clock in and out of Service Fusion?Were all Daily Sales Reports submitted yesterday?Are all Monthly Sales Trackers up to date?Number of yard signs put out this week per Sales Rep?Number of job-site visits per Sales Rep?
YesYesNoNoYes

0

4

Tyler

Tyler & Josh

Sales Rep NameCustomers Full NameEstimate PDF Uploaded into Service Fusion?JHA Uploaded into Service Fusion?Estimate sent to customer and status updated?CompanyCam Project Created?Sales Rep Name Labeled?Number of Property PhotosComing Soon Yard Signs Placed?5 Around Flyers
Watson, TylerDeepak RaghavanYesYesYesYesYes165NoYes
Watson, TylerCarlton EstesYesYesYesYesYes89YesYes
Watson, TylerMary PickelYesNoYesYesYes51NoYes
Watson, TylerLindsey WorkmonYesYesYesYesYes38NoYes

July 18, 2022

Tuong, Leon

Did all Sales Reps clock in and out inside Paylocity?Did all Sales Reps arrive on time?Did all Sales Reps clock in and out of Service Fusion?Were all Daily Sales Reports submitted yesterday?Are all Monthly Sales Trackers up to date?Number of yard signs put out this week per Sales Rep?Number of job-site visits per Sales Rep?
YesYesYesNoYes

9

4

Tyler & Josh

Sales Rep NameCustomers Full NameEstimate PDF Uploaded into Service Fusion?JHA Uploaded into Service Fusion?Estimate sent to customer and status updated?CompanyCam Project Created?Sales Rep Name Labeled?Number of Property PhotosComing Soon Yard Signs Placed?5 Around Flyers
Watson, TylerDiane RaidtYesYesYesYesYes29NoYes
Watson, TylerTracey WrightYesYesYesYesYes107YesYes
Watson, TylerThomas HidellYesYesYesYesYes82YesYes
Watson, TylerEllen BarnesYesYesYesYesYes21NoNo

July 15, 2022

Tuong, Leon

Did all Sales Reps clock in and out inside Paylocity?Did all Sales Reps arrive on time?Did all Sales Reps clock in and out of Service Fusion?Were all Daily Sales Reports submitted yesterday?Are all Monthly Sales Trackers up to date?Number of yard signs put out this week per Sales Rep?Number of job-site visits per Sales Rep?
YesYesYesNoYes

15

5

Tyler & Josh

Sales Rep NameCustomers Full NameEstimate PDF Uploaded into Service Fusion?JHA Uploaded into Service Fusion?Estimate sent to customer and status updated?CompanyCam Project Created?Sales Rep Name Labeled?Number of Property PhotosComing Soon Yard Signs Placed?5 Around Flyers
Watson, TylerAmy HeldmanYesYesYesYesYes30NoYes
Watson, TylerBarbara JacobsteinYesNoYesYesYes44NoYes
Watson, TylerMichelle GruberYesYesYesYesYes36NoYes
Watson, TylerNina DeshpandeYesYesYesYesYes30NoYes
Watson, TylerJoy YoungYesYesYesYesYes5NoYes

July 14, 2022

Tuong, Leon

Did all Sales Reps clock in and out inside Paylocity?Did all Sales Reps arrive on time?Did all Sales Reps clock in and out of Service Fusion?Were all Daily Sales Reports submitted yesterday?Are all Monthly Sales Trackers up to date?Number of yard signs put out this week per Sales Rep?Number of job-site visits per Sales Rep?
YesYesNoNoYes

9

5

Josh

Josh & Tyler

Sales Rep NameCustomers Full NameEstimate PDF Uploaded into Service Fusion?JHA Uploaded into Service Fusion?Estimate sent to customer and status updated?CompanyCam Project Created?Sales Rep Name Labeled?Number of Property PhotosComing Soon Yard Signs Placed?5 Around Flyers
Watson, TylerMichelle MurphyYesYesYesYesYes75NoYes
Watson, TylerMichael WaldYesYesYesYesYes69NoYes
Watson, TylerBarbara and Herbert SternickYesNoYesYesYes51NoYes
Watson, TylerIan WilsonYesYesYesYesYes85NoYes
Watson, TylerDavid HsuYesYesYesYesYes38NoYes

July 13, 2022

Tuong, Leon

Did all Sales Reps clock in and out inside Paylocity?Did all Sales Reps arrive on time?Did all Sales Reps clock in and out of Service Fusion?Were all Daily Sales Reports submitted yesterday?Are all Monthly Sales Trackers up to date?Number of yard signs put out this week per Sales Rep?Number of job-site visits per Sales Rep?
YesYesYesNoYes

17

4

Tyler

Sales Rep NameCustomers Full NameEstimate PDF Uploaded into Service Fusion?JHA Uploaded into Service Fusion?Estimate sent to customer and status updated?CompanyCam Project Created?Sales Rep Name Labeled?Number of Property PhotosComing Soon Yard Signs Placed?5 Around Flyers
Watson, TylerBen HavertyYesYesYesYesYes52NoYes
Watson, TylerBecky WammackYesYesYesYesYes41NoYes
Watson, TylerThe Ivy BrookhavenNoNoNoYesYes39NoNo
Watson, TylerShanice ReynoldsYesYesYesYesYes70NoYes

July 12, 2022

Tuong, Leon

Did all Sales Reps clock in and out inside Paylocity?Did all Sales Reps arrive on time?Did all Sales Reps clock in and out of Service Fusion?Were all Daily Sales Reports submitted yesterday?Are all Monthly Sales Trackers up to date?Number of yard signs put out this week per Sales Rep?Number of job-site visits per Sales Rep?
NoYesNoNoYes

0

5

Tyler

Josh and Tyler

Tyler

Sales Rep NameCustomers Full NameEstimate PDF Uploaded into Service Fusion?JHA Uploaded into Service Fusion?Estimate sent to customer and status updated?CompanyCam Project Created?Sales Rep Name Labeled?Number of Property PhotosComing Soon Yard Signs Placed?5 Around Flyers
Watson, TylerHunter MalagarieYesYesYesYesYes25NoYes
Watson, TylerKunal SatheYesYesYesYesYes46NoYes
Watson, TylerDavid WolfsonYesYesYesYesYes50NoYes
Watson, TylerAdrienne PenakeYesYesYesYesYes38NoYes
Watson, TylerRobbie LiuYesYesYesYesYes17YesYes

July 11, 2022

Tuong, Leon

Did all Sales Reps clock in and out inside Paylocity?Did all Sales Reps arrive on time?Did all Sales Reps clock in and out of Service Fusion?Were all Daily Sales Reports submitted yesterday?Are all Monthly Sales Trackers up to date?Number of yard signs put out this week per Sales Rep?Number of job-site visits per Sales Rep?
YesYesNoNoYes

9

4

Tyler

Tyler

Sales Rep NameCustomers Full NameEstimate PDF Uploaded into Service Fusion?JHA Uploaded into Service Fusion?Estimate sent to customer and status updated?CompanyCam Project Created?Sales Rep Name Labeled?Number of Property PhotosComing Soon Yard Signs Placed?5 Around Flyers
Watson, TylerMichael HoganmillerYesYesYesYesYes40YesYes
Watson, TylerBeth TuckerYesYesYesYesYes54NoYes
Watson, TylerJeff HertzYesYesYesYesYes35NoYes
Watson, TylerAdam FriedlanderYesNoYesYesYes33YesNo

July 10, 2022

Watson, Tyler

Did all Sales Reps clock in and out inside Paylocity?Did all Sales Reps arrive on time?Did all Sales Reps clock in and out of Service Fusion?Were all Daily Sales Reports submitted yesterday?Are all Monthly Sales Trackers up to date?Number of yard signs put out this week per Sales Rep?Number of job-site visits per Sales Rep?
NoYesNoNoYes

32

9

Tyler

Tyler

Tyler

Sales Rep NameCustomers Full NameEstimate PDF Uploaded into Service Fusion?JHA Uploaded into Service Fusion?Estimate sent to customer and status updated?CompanyCam Project Created?Sales Rep Name Labeled?Number of Property PhotosComing Soon Yard Signs Placed?5 Around Flyers
Watson, TylerJessica KattmanYesYesYesYesYes14NoNo
Watson, TylerConcourse Athletic ClubNoNoNoYesYes98NoNo
Watson, TylerDylan VaroneYesYesYesYesYes48NoYes
Watson, TylerHenderson Mill ElementaryNoNoNoYesYes25NoNo
Watson, TylerYolanda ChuNoNoYesYesYes86NoYes
Watson, TylerMike FordeYesYesYesYesYes54NoNo
Watson, TylerEmily CarlsonYesYesYesYesYes25NoNo
Watson, TylerPatrick ClarkYesYesYesYesYes50NoNo
Watson, TylerCurt TeshYesYesYesYesYes35YesNo

July 7, 2022

Tuong, Leon

Did all Sales Reps clock in and out inside Paylocity?Did all Sales Reps arrive on time?Did all Sales Reps clock in and out of Service Fusion?Were all Daily Sales Reports submitted yesterday?Are all Monthly Sales Trackers up to date?Number of yard signs put out this week per Sales Rep?Number of job-site visits per Sales Rep?
YesYesNoNoYes

0

6

Tyler

Tyler

Sales Rep NameCustomers Full NameEstimate PDF Uploaded into Service Fusion?JHA Uploaded into Service Fusion?Estimate sent to customer and status updated?CompanyCam Project Created?Sales Rep Name Labeled?Number of Property PhotosComing Soon Yard Signs Placed?5 Around Flyers
Watson, TylerGennie JustusYesYesYesYesYes43YesNo
Watson, TylerAmy WoodYesYesYesYesYes49YesNo
Watson, TylerScofflaw BrewingNoNoYesYesYes23NoNo
Watson, TylerMichael GiergesYesYesYesYesYes45YesNo
Watson, TylerStephanie DunnYesYesYesYesYes35NoNo
Watson, TylerMarie PhillipsNoNoYesYesYes30YesNo

July 6, 2022

Tuong, Leon

Did all Sales Reps clock in and out inside Paylocity?Did all Sales Reps arrive on time?Did all Sales Reps clock in and out of Service Fusion?Were all Daily Sales Reports submitted yesterday?Are all Monthly Sales Trackers up to date?Number of yard signs put out this week per Sales Rep?Number of job-site visits per Sales Rep?
YesYesNoNoYes

16

4

Tyler

Tyler

Sales Rep NameCustomers Full NameEstimate PDF Uploaded into Service Fusion?JHA Uploaded into Service Fusion?Estimate sent to customer and status updated?CompanyCam Project Created?Sales Rep Name Labeled?Number of Property PhotosComing Soon Yard Signs Placed?5 Around Flyers
Watson, TylerSusan DabneyYesYesYesYesYes81NoYes
Watson, TylerMilan VyasYesYesYesYesYes42NoNo
Watson, TylerTaylor SmithYesYesYesYesYes52NoYes
Watson, TylerScott Hall CondominiumsNoNoNoYesYes78NoNo

July 5, 2022

Tuong, Leon

Did all Sales Reps clock in and out inside Paylocity?Did all Sales Reps arrive on time?Did all Sales Reps clock in and out of Service Fusion?Were all Daily Sales Reports submitted yesterday?Are all Monthly Sales Trackers up to date?Number of yard signs put out this week per Sales Rep?Number of job-site visits per Sales Rep?
YesYesNoNoYes

44

4

Tyler

Tyler

Sales Rep NameCustomers Full NameEstimate PDF Uploaded into Service Fusion?JHA Uploaded into Service Fusion?Estimate sent to customer and status updated?CompanyCam Project Created?Sales Rep Name Labeled?Number of Property PhotosComing Soon Yard Signs Placed?5 Around Flyers
Watson, TylerJillian CohenYesYesYesYesYes52NoYes
Watson, TylerLindsey StickelYesNoNoYesYes91NoNo
Watson, TylerChris Smith (West Somerset)YesYesYesYesYes50NoYes
Watson, TylerCanadace Asiedu FalknerYesNoYesYesYes29YesNo

July 1, 2022

Davis, Elaina

Did all Sales Reps clock in and out inside Paylocity?Did all Sales Reps arrive on time?Did all Sales Reps clock in and out of Service Fusion?Were all Daily Sales Reports submitted yesterday?Are all Monthly Sales Trackers up to date?Number of yard signs put out this week per Sales Rep?Number of job-site visits per Sales Rep?
YesYesNoNoYes

6/26-7/3:
Tyler: 78
Adam: 30

Tyler: 31
Adam: 13

Adam E. – Friday 7/1

Tyler nor Adam

Sales Rep NameCustomers Full NameEstimate PDF Uploaded into Service Fusion?JHA Uploaded into Service Fusion?Estimate sent to customer and status updated?CompanyCam Project Created?Sales Rep Name Labeled?Number of Property PhotosComing Soon Yard Signs Placed?5 Around Flyers
Watson, TylerJoseph LanghamYesYesYesYesYes90YesYes
Watson, TylerMark SchroederYesNoYesYesYes45NoYes
Watson, TylerBrian O’GormanYesYesYesYesYes45NoNo
Watson, TylerJohn WeissYesYesYesNoNo0NoNo
Watson, TylerChiara CamozziNoNoYesYesYes20NoNo

June 30, 2022

Tuong, Leon

Did all Sales Reps clock in and out inside Paylocity?Did all Sales Reps arrive on time?Did all Sales Reps clock in and out of Service Fusion?Were all Daily Sales Reports submitted yesterday?Are all Monthly Sales Trackers up to date?Number of yard signs put out this week per Sales Rep?Number of job-site visits per Sales Rep?
YesYesNoNoYes

Total 06/27-07/01
Adam – 6
Tyler – 5

Adam – 2
Tyler – 6

Tyler

Tyler and Adam

Sales Rep NameCustomers Full NameEstimate PDF Uploaded into Service Fusion?JHA Uploaded into Service Fusion?Estimate sent to customer and status updated?CompanyCam Project Created?Sales Rep Name Labeled?Number of Property PhotosComing Soon Yard Signs Placed?5 Around Flyers
Eubanks, AdamRenee PearsonYesYesYesYesYes36NoYes
Eubanks, AdamSarah DuffyYesYesNoYesYes13NoNo
Watson, TylerMeghan BobinskiYesYesYesYesYes43NoNo
Watson, TylerRyan DiestelhorstYesYesYesYesYes63NoNo
Watson, TylerLiat DinermanYesYesNoYesYes35NoNo
Watson, TylerCynthia HammondYesYesNoYesYes40NoNo
Watson, TylerJared GreenbergYesNoYesYesYes16YesNo
Watson, TylerCarrie FalettiYesYesYesYesYes49YesYes

June 29, 2022

Tuong, Leon

Did all Sales Reps clock in and out inside Paylocity?Did all Sales Reps arrive on time?Did all Sales Reps clock in and out of Service Fusion?Were all Daily Sales Reports submitted yesterday?Are all Monthly Sales Trackers up to date?Number of yard signs put out this week per Sales Rep?Number of job-site visits per Sales Rep?
NoYesNoNoYes

Adam – 0
Tyler – 3

Adam – 3
Tyler – 6

Tyler

Tyler

Tyler and Adam

Sales Rep NameCustomers Full NameEstimate PDF Uploaded into Service Fusion?JHA Uploaded into Service Fusion?Estimate sent to customer and status updated?CompanyCam Project Created?Sales Rep Name Labeled?Number of Property PhotosComing Soon Yard Signs Placed?5 Around Flyers
Eubanks, AdamBill ParisYesYesYesYesNo25NoYes
Eubanks, AdamLinda EubanksYesYesYesYesYes19NoNo
Eubanks, AdamVillage WalkNoNoNoYesYes10NoNo
Watson, TylerNikhil ShahYesYesYesYesYes26NoYes
Watson, TylerJohn KoumandarakisYesYesYesYesYes27YesYes
Watson, TylerClayton HowellYesYesYesYesYes54NoYes
Watson, TylerConway LeeYesYesYesYesYes45YesYes
Watson, TylerMark FisherYesYesYesYesYes23YesNo
Watson, TylerBrad PhelpsYesYesYesYesYes29YesNo

June 28, 2022

Tuong, Leon

Did all Sales Reps clock in and out inside Paylocity?Did all Sales Reps arrive on time?Did all Sales Reps clock in and out of Service Fusion?Were all Daily Sales Reports submitted yesterday?Are all Monthly Sales Trackers up to date?Number of yard signs put out this week per Sales Rep?Number of job-site visits per Sales Rep?
NoYesNoNoYes

Adam – 6
Tyler – 0

Adam – 4
Tyler – 6

Tyler

Tyler

Tyler and Adam

Sales Rep NameCustomers Full NameEstimate PDF Uploaded into Service Fusion?JHA Uploaded into Service Fusion?Estimate sent to customer and status updated?CompanyCam Project Created?Sales Rep Name Labeled?Number of Property PhotosComing Soon Yard Signs Placed?5 Around Flyers
Eubanks, AdamBryce YenYesYesYesYesYes26NoYes
Eubanks, AdamFamily Tree Garden CenterNoNoNoYesYes50NoNo
Eubanks, AdamRenaissance WalkNoNoNoYesNo33NoNo
Eubanks, AdamMonica JonesYesNoYesNoNo0NoNo
Watson, TylerDavid HerrigelYesYesYesYesYes48NoYes
Watson, TylerZachary WommackYesNoYesYesYes33NoYes
Watson, TylerJoe JamisonYesYesYesYesYes45NoNo
Watson, TylerVictor CaiYesYesYesYesYes39YesYes
Watson, TylerBryson PetersYesYesYesYesYes33NoNo
Watson, TylerBlanca SpurlockYesYesYesYesYes38NoNo

June 27, 2022

Tuong, Leon

Did all Sales Reps clock in and out inside Paylocity?Did all Sales Reps arrive on time?Did all Sales Reps clock in and out of Service Fusion?Were all Daily Sales Reports submitted yesterday?Are all Monthly Sales Trackers up to date?Number of yard signs put out this week per Sales Rep?Number of job-site visits per Sales Rep?
YesYesNoNoYes

Adam – 2
Tyler – 0

Adam – 5
Tyler – 6

Tyler

Adam and Tyler

Sales Rep NameCustomers Full NameEstimate PDF Uploaded into Service Fusion?JHA Uploaded into Service Fusion?Estimate sent to customer and status updated?CompanyCam Project Created?Sales Rep Name Labeled?Number of Property PhotosComing Soon Yard Signs Placed?5 Around Flyers
Eubanks, AdamCarolyn GalvinYesYesYesYesYes23NoYes
Eubanks, AdamCasey MastersYesYesYesYesYes20NoYes
Eubanks, AdamScott ThomasYesYesYesYesYes20NoNo
Eubanks, AdamPresley Woods ApartmentsNoNoNoYesYes45NoNo
Eubanks, AdamStephanie OganYesYesYesYesYes32NoNo
Watson, TylerScott DickinsonYesYesYesYesYes34NoYes
Watson, TylerMary SerdulaYesYesYesYesYes36YesYes
Watson, TylerSarah HeidlbergYesYesYesYesYes49NoYes
Watson, TylerRebecca JolleyYesYesYesYesYes24NoNo
Watson, TylerMoniYesYesYesYesYes39NoNo
Watson, TylerBeau BucklerYesYesYesYesYes26NoNo

June 24, 2022

Tuong, Leon

Did all Sales Reps clock in and out inside Paylocity?Did all Sales Reps arrive on time?Did all Sales Reps clock in and out of Service Fusion?Were all Daily Sales Reports submitted yesterday?Are all Monthly Sales Trackers up to date?Number of yard signs put out this week per Sales Rep?Number of job-site visits per Sales Rep?
NoYesNoNoYes

Tyler – 38 (Friday-Sunday)
Adam – 19 (Friday-Sunday)

Adam – 2
Tyler – 2

Tyler

Tyler

Tyler & Adam

Sales Rep NameCustomers Full NameEstimate PDF Uploaded into Service Fusion?JHA Uploaded into Service Fusion?Estimate sent to customer and status updated?CompanyCam Project Created?Sales Rep Name Labeled?Number of Property PhotosComing Soon Yard Signs Placed?5 Around Flyers
Eubanks, AdamGinger LandersYesYesYesYesYes18NoYes
Eubanks, AdamGeorgia KasidakisNoNoNoNoNo0NoNo
Watson, TylerMark WhitneyYesYesYesYesYes32NoYes
Watson, TylerGregory GroveYesNoYesNoNo0NoNo

June 23, 2022

Tuong, Leon

Did all Sales Reps clock in and out inside Paylocity?Did all Sales Reps arrive on time?Did all Sales Reps clock in and out of Service Fusion?Were all Daily Sales Reports submitted yesterday?Are all Monthly Sales Trackers up to date?Number of yard signs put out this week per Sales Rep?Number of job-site visits per Sales Rep?
NoYesNoNoYes

N/A

Adam – 6
Tyler – 3

Tyler

Tyler & Adam

Tyler & Adam

Sales Rep NameCustomers Full NameEstimate PDF Uploaded into Service Fusion?JHA Uploaded into Service Fusion?Estimate sent to customer and status updated?CompanyCam Project Created?Sales Rep Name Labeled?Number of Property PhotosComing Soon Yard Signs Placed?5 Around Flyers
Eubanks, AdamEric HazeltonYesYesYesYesYes29NoYes
Eubanks, AdamVanessa MeiselYesYesYesYesYes24YesYes
Eubanks, AdamCharles ArmstrongYesYesYesYesNo26NoYes
Eubanks, AdamDavid BoehmigYesYesYesYesNo27NoNo
Eubanks, AdamWalter BodenYesYesYesYesYes15NoNo
Watson, TylerAnn JohnsonYesYesYesYesYes45NoNo
Watson, TylerAaron BarberYesYesYesYesYes28NoYes
Watson, TylerJeffrey SheaYesYesYesYesYes42YesYes

June 22, 2022

Tuong, Leon

Did all Sales Reps clock in and out inside Paylocity?Did all Sales Reps arrive on time?Did all Sales Reps clock in and out of Service Fusion?Were all Daily Sales Reports submitted yesterday?Are all Monthly Sales Trackers up to date?Number of yard signs put out this week per Sales Rep?Number of job-site visits per Sales Rep?
NoYesNoNoYes

N/A

Adam – 4
Tyler – 4

Tyler

Tyler

Tyler & Adam

Sales Rep NameCustomers Full NameEstimate PDF Uploaded into Service Fusion?JHA Uploaded into Service Fusion?Estimate sent to customer and status updated?CompanyCam Project Created?Sales Rep Name Labeled?Number of Property PhotosComing Soon Yard Signs Placed?5 Around Flyers
Eubanks, AdamKari NjokuYesYesYesYesYes39NoYes
Eubanks, AdamRogerio RodriguezYesYesYesYesYes13NoYes
Eubanks, AdamSteve GranthamYesYesYesYesYes27NoNo
Watson, TylerSara SmithYesYesYesYesYes64YesYes
Watson, TylerPhillip BarbosaYesYesYesYesYes50NoYes
Watson, TylerKara LandYesYesYesYes, NoYes39YesYes
Watson, TylerMeghan BayersdorferYesYesYesYesYes55YesYes

June 21, 2022

Tuong, Leon

Did all Sales Reps clock in and out inside Paylocity?Did all Sales Reps arrive on time?Did all Sales Reps clock in and out of Service Fusion?Were all Daily Sales Reports submitted yesterday?Are all Monthly Sales Trackers up to date?Number of yard signs put out this week per Sales Rep?Number of job-site visits per Sales Rep?
NoYesNoNoYes

N/A

Adam – 3
Tyler -2

Tyler

Tyler

Adam and Tyler

Sales Rep NameCustomers Full NameEstimate PDF Uploaded into Service Fusion?JHA Uploaded into Service Fusion?Estimate sent to customer and status updated?CompanyCam Project Created?Sales Rep Name Labeled?Number of Property PhotosComing Soon Yard Signs Placed?5 Around Flyers
Eubanks, AdamSean MaiersYesYesYesYesYes26NoYes
Eubanks, AdamNeal NickersonYesYesYesYesYes35NoYes
Eubanks, AdamChris CarlsonNoNoNoNoNo0NoNo
Watson, TylerJulia LaneseYesYesYesYesYes49NoNo
Watson, TylerIlana WilenskyNoNoYesYesYes49NoYes

June 20, 2022

Tuong, Leon

Did all Sales Reps clock in and out inside Paylocity?Did all Sales Reps arrive on time?Did all Sales Reps clock in and out of Service Fusion?Were all Daily Sales Reports submitted yesterday?Are all Monthly Sales Trackers up to date?Number of yard signs put out this week per Sales Rep?Number of job-site visits per Sales Rep?
NoYesNoNoYes

N/A

Adam – 6
Tyler – 5

Tyler

Tyler

Adam & Tyler

Sales Rep NameCustomers Full NameEstimate PDF Uploaded into Service Fusion?JHA Uploaded into Service Fusion?Estimate sent to customer and status updated?CompanyCam Project Created?Sales Rep Name Labeled?Number of Property PhotosComing Soon Yard Signs Placed?5 Around Flyers
Eubanks, AdamAustin SegersYesYesYesYesYes20NoYes
Eubanks, AdamMarsha WillisYesYesYesYesYes22YesYes
Eubanks, AdamRon McCleaveYesYesYesYesYes44YesNo
Eubanks, AdamHeather PittsYesYesYesYesYes13NoNo
Eubanks, AdamAngela SeybertYesYesYesYesYes24NoNo
Eubanks, AdamMichael ThomasYesYesYesYesYes36NoYes
Watson, TylerCarlos CreamerYesYesYesYesYes36NoYes
Watson, TylerMary ReynoldsYesYesYesYesYes47YesYes
Watson, TylerRhon SheffieldYesYesYesYesYes40NoYes
Watson, TylerJason WeddingtonYesYesYesYesYes47YesYes
Watson, TylerJoe GarmonNoNoYesYesYes45YesYes

June 14, 2022

Brown, Dylan

Did all Sales Reps clock in and out inside Paylocity?Did all Sales Reps arrive on time?Did all Sales Reps clock in and out of Service Fusion?Were all Daily Sales Reports submitted yesterday?Are all Monthly Sales Trackers up to date?Number of yard signs put out this week per Sales Rep?Number of job-site visits per Sales Rep?
YesNoYesNoYes

5

3

Jeff Greenfield

Wesley Bloeme

Sales Rep NameCustomers Full NameEstimate PDF Uploaded into Service Fusion?JHA Uploaded into Service Fusion?Estimate sent to customer and status updated?CompanyCam Project Created?Sales Rep Name Labeled?Number of Property PhotosComing Soon Yard Signs Placed?5 Around Flyers
Bennett, JamesfdsafdsafYesYesYesYesYes2YesYes