Sales Morning Snapshot
September 2, 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? |
|---|---|---|---|---|---|---|
| Yes | Yes | Yes | No | Yes |
Tyler – 35 |
Tyler – 1 |
|
Josh |
| Sales Rep Name | Customers Full Name | Estimate 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 Photos | Coming Soon Yard Signs Placed? | 5 Around Flyers |
|---|---|---|---|---|---|---|---|---|---|
| Schuman, Josh | Vinesh Gopichund | Yes | Yes | Yes | Yes | Yes | 81 | No | Yes |
| Schuman, Josh | Emily Mahar | Yes | Yes | Yes | Yes | Yes | 145 | No | Yes |
| Schuman, Josh | Thomas Jervis | Yes | Yes | Yes | Yes | Yes | 83 | No | Yes |
| Schuman, Josh | Nancy Beachum | Yes | Yes | Yes | Yes | Yes | 66 | No | Yes |
| Schuman, Josh | Alicia Ryan | Yes | Yes | Yes | Yes | Yes | 87 | No | Yes |
September 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? |
|---|---|---|---|---|---|---|
| Yes | Yes | No | No | No |
Josh – 95 |
Josh – 1 |
|
Tyler |
Tyler |
The sheet is not created. |
| Sales Rep Name | Customers Full Name | Estimate 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 Photos | Coming Soon Yard Signs Placed? | 5 Around Flyers |
|---|---|---|---|---|---|---|---|---|---|
| Schuman, Josh | Kelly Glenn | Yes | Yes | Yes | Yes | Yes | 63 | Yes | Yes |
| Schuman, Josh | William Davis | Yes | Yes | Yes | Yes | Yes | 66 | No | Yes |
| Schuman, Josh | Anthony Barantzas | No | No | No | Yes | Yes | 153 | No | Yes |
| Schuman, Josh | Richard Shannon | Yes | Yes | Yes | Yes | Yes | 65 | No | Yes |
| Schuman, Josh | Matt Simontacchi | Yes | Yes | Yes | Yes | Yes | 66 | No | Yes |
| Watson, Tyler | Bahar Magnuson | Yes | Yes | Yes | Yes | Yes | 69 | No | Yes |
| Watson, Tyler | Elizabeth Fusco | Yes | Yes | Yes | Yes | Yes | 48 | No | Yes |
| Watson, Tyler | Dan Carter | Yes | Yes | Yes | Yes | Yes | 55 | Yes | Yes |
| Watson, Tyler | Pamela Daniele | Yes | Yes | Yes | Yes | Yes | 35 | No | Yes |
| Watson, Tyler | Carmen Chartrand | Yes | Yes | Yes | Yes | Yes | 40 | No | Yes |
August 31, 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? |
|---|---|---|---|---|---|---|
| Yes | Yes | No | Yes | Yes |
Josh – 68 |
Josh – 1 |
|
Both |
| Sales Rep Name | Customers Full Name | Estimate 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 Photos | Coming Soon Yard Signs Placed? | 5 Around Flyers |
|---|---|---|---|---|---|---|---|---|---|
| Schuman, Josh | John Keller | Yes | Yes | Yes | Yes | Yes | 59 | No | Yes |
| Schuman, Josh | Nicholas Bergeron | Yes | Yes | Yes | Yes | Yes | 75 | No | Yes |
| Schuman, Josh | Brittany Swann | Yes | Yes | Yes | Yes | Yes | 80 | Yes | Yes |
| Watson, Tyler | Steve Edelkind | No | No | Yes | Yes | Yes | 92 | No | Yes |
| Watson, Tyler | Thomas Mew | Yes | Yes | Yes | Yes | Yes | 48 | Yes | Yes |
| Watson, Tyler | Rebekah Hutchings | Yes | Yes | Yes | Yes | Yes | 39 | No | Yes |
| Watson, Tyler | Patricia Fink | Yes | Yes | Yes | Yes | Yes | 57 | No | Yes |
| Watson, Tyler | Morven Groves | Yes | Yes | Yes | Yes | Yes | 29 | No | Yes |
| Watson, Tyler | Devon Wahl | Yes | Yes | Yes | Yes | Yes | 54 | Yes | Yes |
| Watson, Tyler | Jeff Barker | Yes | Yes | Yes | Yes | Yes | 76 | No | Yes |
August 25, 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? |
|---|---|---|---|---|---|---|
| Yes | Yes | No | No | Yes |
Tyler – 21 |
Tyler – 0 |
|
Tyler |
Josh |
| Sales Rep Name | Customers Full Name | Estimate 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 Photos | Coming Soon Yard Signs Placed? | 5 Around Flyers |
|---|---|---|---|---|---|---|---|---|---|
| Watson, Tyler | Matt Moore | Yes | Yes | Yes | Yes | Yes | 69 | Yes | Yes |
| Watson, Tyler | Mike Magley | Yes | Yes | Yes | Yes | Yes | 59 | No | Yes |
| Watson, Tyler | Casey Sommerfeld | Yes | Yes | Yes | Yes | Yes | 51 | No | Yes |
| Watson, Tyler | Allen Shenberg | Yes | Yes | Yes | Yes | Yes | 51 | Yes | Yes |
| Watson, Tyler | Jack Carroll | Yes | Yes | Yes | Yes | Yes | 73 | Yes | Yes |
August 25, 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? |
|---|---|---|---|---|---|---|
| Yes | Yes | Yes | Yes | Yes |
Tyler – 21 |
Both 0 |
| Sales Rep Name | Customers Full Name | Estimate 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 Photos | Coming Soon Yard Signs Placed? | 5 Around Flyers |
|---|---|---|---|---|---|---|---|---|---|
| Watson, Tyler | Aimee Durham | Yes | Yes | Yes | Yes | Yes | 64 | No | Yes |
August 16, 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? |
|---|---|---|---|---|---|---|
| Yes | Yes | Yes | Yes | Yes |
Tyler 11 |
Both – 0 |
| Sales Rep Name | Customers Full Name | Estimate 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 Photos | Coming Soon Yard Signs Placed? | 5 Around Flyers |
|---|---|---|---|---|---|---|---|---|---|
| Schuman, Josh | Dumont Place | No | No | No | Yes | Yes | 84 | No | No |
| Schuman, Josh | Alex Wood | No | No | No | Yes | Yes | 43 | No | No |
| Schuman, Josh | Debra Dahlin | Yes | Yes | Yes | Yes | Yes | 57 | No | No |
| Schuman, Josh | Forsyth County Parks & Rec | No | No | No | Yes | Yes | 17 | No | No |
| Watson, Tyler | Michael Gorinshteyn | No | No | Yes | Yes | Yes | 42 | No | Yes |
| Watson, Tyler | Ashok Kallarkuzhi | Yes | Yes | Yes | Yes | Yes | 53 | No | Yes |
| Watson, Tyler | Kelli Spencer | Yes | No | Yes | Yes | Yes | 65 | Yes | Yes |
| Watson, Tyler | Susie Cavender | Yes | Yes | Yes | Yes | Yes | 58 | No | Yes |
| Watson, Tyler | Rachel Fink | Yes | Yes | Yes | Yes | Yes | 90 | No | Yes |
August 15, 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? |
|---|---|---|---|---|---|---|
| Yes | Yes | Yes | Yes | Yes |
Tyler – 7 |
0 for both |
| Sales Rep Name | Customers Full Name | Estimate 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 Photos | Coming Soon Yard Signs Placed? | 5 Around Flyers |
|---|---|---|---|---|---|---|---|---|---|
| Schuman, Josh | Kevin McKane | Yes | Yes | Yes | Yes | Yes | 54 | No | Yes |
| Schuman, Josh | Atlantic Pacific | No | No | No | Yes | Yes | 174 | No | No |
| Watson, Tyler | Chris Aliffi | Yes | Yes | Yes | Yes | Yes | 63 | No | Yes |
| Watson, Tyler | John/Kristin Thompson | Yes | Yes | Yes | Yes | Yes | 70 | No | Yes |
| Watson, Tyler | Candice McKie | Yes | Yes | Yes | Yes | Yes | 90 | No | Yes |
| Watson, Tyler | Mary Seagroves | Yes | Yes | Yes | Yes | Yes | 54 | Yes | Yes |
| Watson, Tyler | Eric Garber | Yes | Yes | Yes | Yes | Yes | 89 | No | Yes |
August 12, 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? |
|---|---|---|---|---|---|---|
| No | Yes | No | Yes | Yes |
27 |
Josh -1 |
|
Josh did not clock out |
Josh did not clock out. |
| Sales Rep Name | Customers Full Name | Estimate 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 Photos | Coming Soon Yard Signs Placed? | 5 Around Flyers |
|---|---|---|---|---|---|---|---|---|---|
| Schuman, Josh | Noam Green | Yes | Yes | Yes | Yes | Yes | 93 | No | Yes |
| Schuman, Josh | City of Milton | No | No | Yes | Yes | Yes | 137 | No | No |
| Schuman, Josh | Jon Hodges | Yes | Yes | Yes | Yes | Yes | 85 | No | No |
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? |
|---|---|---|---|---|---|---|
| Yes | Yes | No | Yes | Yes |
Tyler – 23 |
Tyler – 0 |
|
Tyler – in or out |
| Sales Rep Name | Customers Full Name | Estimate 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 Photos | Coming Soon Yard Signs Placed? | 5 Around Flyers |
|---|---|---|---|---|---|---|---|---|---|
| Schuman, Josh | Gary Hill | Yes | Yes | Yes | Yes | Yes | 275 | No | Yes |
| Schuman, Josh | Deniz Isknder-Kamel | No | No | No | Yes | Yes | 37 | No | Yes |
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? |
|---|---|---|---|---|---|---|
| Yes | Yes | Yes | Yes | Yes |
– |
– |
| Sales Rep Name | Customers Full Name | Estimate 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 Photos | Coming Soon Yard Signs Placed? | 5 Around Flyers |
|---|---|---|---|---|---|---|---|---|---|
| Watson, Tyler | Andrew Wilson | Yes | Yes | Yes | Yes | Yes | 61 | Yes | No |
| Watson, Tyler | James Savage | No | No | Yes | Yes | Yes | 51 | No | No |
| Watson, Tyler | James Craine | Yes | Yes | Yes | Yes | Yes | 55 | No | No |
| Watson, Tyler | Mark Lerner | Yes | Yes | Yes | Yes | Yes | 63 | No | No |
| Watson, Tyler | Jim Weigard | Yes | Yes | Yes | Yes | Yes | 63 | No | No |
| Watson, Tyler | Casey Leift | Yes | Yes | Yes | Yes | Yes | 47 | No | No |
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? |
|---|---|---|---|---|---|---|
| Yes | Yes | Yes | Yes | Yes |
5 |
0 |
| Sales Rep Name | Customers Full Name | Estimate 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 Photos | Coming Soon Yard Signs Placed? | 5 Around Flyers |
|---|---|---|---|---|---|---|---|---|---|
| Watson, Tyler | Lauren Moyer | Yes | Yes | Yes | Yes | Yes | 46 | No | Yes |
| Watson, Tyler | Morgan Murray | Yes | Yes | Yes | Yes | Yes | 67 | No | Yes |
| Watson, Tyler | Chris Hartnett | Yes | Yes | Yes | Yes | Yes | 54 | Yes | Yes |
| Watson, Tyler | Jamie Pennington | Yes | Yes | Yes | Yes | Yes | 80 | No | Yes |
| Watson, Tyler | Kim Kirby | Yes | Yes | Yes | Yes | Yes | 44 | No | Yes |
| Watson, Tyler | Tyler Rathburn | Yes | Yes | Yes | Yes | Yes | 49 | No | Yes |
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? |
|---|---|---|---|---|---|---|
| Yes | Yes | No | Yes | Yes |
19 |
0 |
|
Tyler |
| Sales Rep Name | Customers Full Name | Estimate 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 Photos | Coming Soon Yard Signs Placed? | 5 Around Flyers |
|---|---|---|---|---|---|---|---|---|---|
| Watson, Tyler | Carly Reisman | Yes | Yes | Yes | Yes | Yes | 64 | No | Yes |
| Watson, Tyler | Tony Patel | Yes | Yes | Yes | Yes | Yes | 92 | No | Yes |
| Watson, Tyler | Barbara Hammond | Yes | Yes | Yes | Yes | Yes | 64 | No | Yes |
| Watson, Tyler | Diane Kendall | No | No | Yes | Yes | Yes | 59 | No | Yes |
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? |
|---|---|---|---|---|---|---|
| Yes | Yes | No | Yes | Yes |
14 |
0 |
|
Tyler |
| Sales Rep Name | Customers Full Name | Estimate 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 Photos | Coming Soon Yard Signs Placed? | 5 Around Flyers |
|---|---|---|---|---|---|---|---|---|---|
| Watson, Tyler | David Moore | Yes | Yes | Yes | Yes | Yes | 80 | No | Yes |
| Watson, Tyler | Amy Rackie | Yes | Yes | No | Yes | Yes | 90 | No | Yes |
| Watson, Tyler | Justin Leef | Yes | No | Yes | Yes | Yes | 54 | No | Yes |
| Watson, Tyler | Sarah Stollmack | Yes | Yes | Yes | Yes | Yes | 59 | No | Yes |
| Watson, Tyler | Mary Long | Yes | Yes | Yes | Yes | Yes | 106 | No | Yes |
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? |
|---|---|---|---|---|---|---|
| No | No | Yes | Yes | Yes |
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 Name | Customers Full Name | Estimate 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 Photos | Coming Soon Yard Signs Placed? | 5 Around Flyers |
|---|---|---|---|---|---|---|---|---|---|
| Watson, Tyler | Alex Collins | No | No | Yes | Yes | Yes | 51 | No | Yes |
| Watson, Tyler | John Schellhase | No | No | Yes | Yes | Yes | 44 | Yes | No |
| Watson, Tyler | Bill Paris | No | No | No | Yes | Yes | 79 | No | No |
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? |
|---|---|---|---|---|---|---|
| Yes | Yes | No | Yes | Yes |
79 |
0 |
|
Tyler did not clock out – it is updated now. |
| Sales Rep Name | Customers Full Name | Estimate 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 Photos | Coming Soon Yard Signs Placed? | 5 Around Flyers |
|---|---|---|---|---|---|---|---|---|---|
| Watson, Tyler | Caroline Masse | Yes | Yes | Yes | Yes | Yes | 91 | Yes | Yes |
| Watson, Tyler | Jacob Stull | Yes | Yes | Yes | Yes | Yes | 90 | No | Yes |
| Watson, Tyler | Eva Catalina | Yes | Yes | Yes | Yes | Yes | 85 | No | Yes |
| Watson, Tyler | Christopher Hunt | Yes | Yes | Yes | Yes | Yes | 66 | No | Yes |
| Watson, Tyler | Suzanne Mohiuddin | Yes | Yes | Yes | Yes | Yes | 47 | Yes | Yes |
| Watson, Tyler | Roslyn McClure | Yes | Yes | Yes | Yes | Yes | 88 | No | Yes |
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? |
|---|---|---|---|---|---|---|
| Yes | No | Yes | Yes | Yes |
3 |
6 |
|
Tyler |
| Sales Rep Name | Customers Full Name | Estimate 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 Photos | Coming Soon Yard Signs Placed? | 5 Around Flyers |
|---|---|---|---|---|---|---|---|---|---|
| Watson, Tyler | Mitch Peyton | Yes | Yes | Yes | Yes | Yes | 95 | No | Yes |
| Watson, Tyler | Denis Dubois | Yes | Yes | Yes | Yes | Yes | 108 | Yes | Yes |
| Watson, Tyler | Jason Carter | Yes | Yes | Yes | Yes | Yes | 109 | Yes | Yes |
| Watson, Tyler | Haley Chambers | Yes | Yes | Yes | Yes | Yes | 58 | No | Yes |
| Watson, Tyler | Yee-Lynn Chen | Yes | Yes | Yes | Yes | Yes | 68 | No | Yes |
| Watson, Tyler | Sandra Thomann | Yes | Yes | Yes | Yes | Yes | 51 | No | No |
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? |
|---|---|---|---|---|---|---|
| Yes | Yes | No | Yes | Yes |
0 |
6 |
|
Tyler |
| Sales Rep Name | Customers Full Name | Estimate 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 Photos | Coming Soon Yard Signs Placed? | 5 Around Flyers |
|---|---|---|---|---|---|---|---|---|---|
| Watson, Tyler | Lauren Neal | Yes | Yes | Yes | Yes | Yes | 78 | No | Yes |
| Watson, Tyler | Steven Holdsworth | Yes | Yes | Yes | Yes | Yes | 78 | No | Yes |
| Watson, Tyler | Gerald Yancey | Yes | Yes | Yes | Yes | Yes | 97 | No | Yes |
| Watson, Tyler | Patricia Oherd | Yes | Yes | Yes | Yes | Yes | 83 | No | Yes |
| Watson, Tyler | Michelle Onokalah | Yes | Yes | Yes | Yes | Yes | 66 | Yes | Yes |
| Watson, Tyler | The Darwin Hotel | Yes | No | Yes | Yes | Yes | 21 | No | No |
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? |
|---|---|---|---|---|---|---|
| Yes | Yes | No | Yes | Yes |
0 |
5 |
|
Josh and Tyler |
| Sales Rep Name | Customers Full Name | Estimate 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 Photos | Coming Soon Yard Signs Placed? | 5 Around Flyers |
|---|---|---|---|---|---|---|---|---|---|
| Watson, Tyler | Rhea Coleman | Yes | Yes | Yes | Yes | Yes | 61 | No | Yes |
| Watson, Tyler | Tanya Oursler | Yes | Yes | Yes | Yes | Yes | 89 | No | Yes |
| Watson, Tyler | Lynn McCool | Yes | Yes | Yes | Yes | Yes | 50 | No | Yes |
| Watson, Tyler | Adam Rabinowitz | Yes | Yes | Yes | Yes | Yes | 57 | No | Yes |
| Watson, Tyler | Jennifer Carr | Yes | Yes | Yes | Yes | Yes | 46 | No | No |
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? |
|---|---|---|---|---|---|---|
| Yes | Yes | No | Yes | Yes |
23 |
4 |
|
Josh and Tyler |
| Sales Rep Name | Customers Full Name | Estimate 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 Photos | Coming Soon Yard Signs Placed? | 5 Around Flyers |
|---|---|---|---|---|---|---|---|---|---|
| Watson, Tyler | Mike Mcleod | Yes | Yes | Yes | Yes | Yes | 37 | Yes | No |
| Watson, Tyler | Ross Johnston | Yes | No | Yes | Yes | Yes | 62 | No | Yes |
| Watson, Tyler | Neal Shah | Yes | Yes | Yes | Yes | Yes | 55 | No | Yes |
| Watson, Tyler | Trey Gibbs | Yes | Yes | Yes | Yes | Yes | 59 | No | Yes |
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? |
|---|---|---|---|---|---|---|
| No | Yes | No | No | Yes |
0 |
6 |
|
Josh |
Josh and Tyler |
Josh and Tyler |
| Sales Rep Name | Customers Full Name | Estimate 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 Photos | Coming Soon Yard Signs Placed? | 5 Around Flyers |
|---|---|---|---|---|---|---|---|---|---|
| Watson, Tyler | Mindi Sard | Yes | Yes | Yes | Yes | Yes | 59 | Yes | Yes |
| Watson, Tyler | Tom Hundley | Yes | Yes | Yes | Yes | Yes | 72 | No | Yes |
| Watson, Tyler | Scott Young | Yes | Yes | Yes | Yes | Yes | 61 | No | No |
| Watson, Tyler | Alex Scharyj | Yes | Yes | Yes | Yes | Yes | 36 | Yes | Yes |
| Watson, Tyler | Kristin Heath | Yes | Yes | Yes | Yes | Yes | 33 | Yes | Yes |
| Watson, Tyler | Nathan Frey | Yes | Yes | Yes | Yes | Yes | 36 | Yes | No |
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? |
|---|---|---|---|---|---|---|
| Yes | Yes | No | No | Yes |
16 |
4 |
|
Tyler and Josh |
Tyler and Josh |
| Sales Rep Name | Customers Full Name | Estimate 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 Photos | Coming Soon Yard Signs Placed? | 5 Around Flyers |
|---|---|---|---|---|---|---|---|---|---|
| Watson, Tyler | Minal Patel | Yes | Yes | Yes | Yes | Yes | 29 | No | Yes |
| Watson, Tyler | Rob Spaugh | Yes | Yes | Yes | Yes | Yes | 25 | No | Yes |
| Watson, Tyler | Old Fourth Ward | No | No | No | Yes | Yes | 19 | No | No |
| Watson, Tyler | Atlanta Fire Station 15 | No | No | No | Yes | Yes | 32 | No | No |
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? |
|---|---|---|---|---|---|---|
| Yes | Yes | No | No | Yes |
0 |
4 |
|
Tyler |
Tyler & Josh |
| Sales Rep Name | Customers Full Name | Estimate 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 Photos | Coming Soon Yard Signs Placed? | 5 Around Flyers |
|---|---|---|---|---|---|---|---|---|---|
| Watson, Tyler | Deepak Raghavan | Yes | Yes | Yes | Yes | Yes | 165 | No | Yes |
| Watson, Tyler | Carlton Estes | Yes | Yes | Yes | Yes | Yes | 89 | Yes | Yes |
| Watson, Tyler | Mary Pickel | Yes | No | Yes | Yes | Yes | 51 | No | Yes |
| Watson, Tyler | Lindsey Workmon | Yes | Yes | Yes | Yes | Yes | 38 | No | Yes |
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? |
|---|---|---|---|---|---|---|
| Yes | Yes | Yes | No | Yes |
9 |
4 |
|
Tyler & Josh |
| Sales Rep Name | Customers Full Name | Estimate 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 Photos | Coming Soon Yard Signs Placed? | 5 Around Flyers |
|---|---|---|---|---|---|---|---|---|---|
| Watson, Tyler | Diane Raidt | Yes | Yes | Yes | Yes | Yes | 29 | No | Yes |
| Watson, Tyler | Tracey Wright | Yes | Yes | Yes | Yes | Yes | 107 | Yes | Yes |
| Watson, Tyler | Thomas Hidell | Yes | Yes | Yes | Yes | Yes | 82 | Yes | Yes |
| Watson, Tyler | Ellen Barnes | Yes | Yes | Yes | Yes | Yes | 21 | No | No |
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? |
|---|---|---|---|---|---|---|
| Yes | Yes | Yes | No | Yes |
15 |
5 |
|
Tyler & Josh |
| Sales Rep Name | Customers Full Name | Estimate 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 Photos | Coming Soon Yard Signs Placed? | 5 Around Flyers |
|---|---|---|---|---|---|---|---|---|---|
| Watson, Tyler | Amy Heldman | Yes | Yes | Yes | Yes | Yes | 30 | No | Yes |
| Watson, Tyler | Barbara Jacobstein | Yes | No | Yes | Yes | Yes | 44 | No | Yes |
| Watson, Tyler | Michelle Gruber | Yes | Yes | Yes | Yes | Yes | 36 | No | Yes |
| Watson, Tyler | Nina Deshpande | Yes | Yes | Yes | Yes | Yes | 30 | No | Yes |
| Watson, Tyler | Joy Young | Yes | Yes | Yes | Yes | Yes | 5 | No | Yes |
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? |
|---|---|---|---|---|---|---|
| Yes | Yes | No | No | Yes |
9 |
5 |
|
Josh |
Josh & Tyler |
| Sales Rep Name | Customers Full Name | Estimate 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 Photos | Coming Soon Yard Signs Placed? | 5 Around Flyers |
|---|---|---|---|---|---|---|---|---|---|
| Watson, Tyler | Michelle Murphy | Yes | Yes | Yes | Yes | Yes | 75 | No | Yes |
| Watson, Tyler | Michael Wald | Yes | Yes | Yes | Yes | Yes | 69 | No | Yes |
| Watson, Tyler | Barbara and Herbert Sternick | Yes | No | Yes | Yes | Yes | 51 | No | Yes |
| Watson, Tyler | Ian Wilson | Yes | Yes | Yes | Yes | Yes | 85 | No | Yes |
| Watson, Tyler | David Hsu | Yes | Yes | Yes | Yes | Yes | 38 | No | Yes |
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? |
|---|---|---|---|---|---|---|
| Yes | Yes | Yes | No | Yes |
17 |
4 |
|
Tyler |
| Sales Rep Name | Customers Full Name | Estimate 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 Photos | Coming Soon Yard Signs Placed? | 5 Around Flyers |
|---|---|---|---|---|---|---|---|---|---|
| Watson, Tyler | Ben Haverty | Yes | Yes | Yes | Yes | Yes | 52 | No | Yes |
| Watson, Tyler | Becky Wammack | Yes | Yes | Yes | Yes | Yes | 41 | No | Yes |
| Watson, Tyler | The Ivy Brookhaven | No | No | No | Yes | Yes | 39 | No | No |
| Watson, Tyler | Shanice Reynolds | Yes | Yes | Yes | Yes | Yes | 70 | No | Yes |
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? |
|---|---|---|---|---|---|---|
| No | Yes | No | No | Yes |
0 |
5 |
|
Tyler |
Josh and Tyler |
Tyler |
| Sales Rep Name | Customers Full Name | Estimate 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 Photos | Coming Soon Yard Signs Placed? | 5 Around Flyers |
|---|---|---|---|---|---|---|---|---|---|
| Watson, Tyler | Hunter Malagarie | Yes | Yes | Yes | Yes | Yes | 25 | No | Yes |
| Watson, Tyler | Kunal Sathe | Yes | Yes | Yes | Yes | Yes | 46 | No | Yes |
| Watson, Tyler | David Wolfson | Yes | Yes | Yes | Yes | Yes | 50 | No | Yes |
| Watson, Tyler | Adrienne Penake | Yes | Yes | Yes | Yes | Yes | 38 | No | Yes |
| Watson, Tyler | Robbie Liu | Yes | Yes | Yes | Yes | Yes | 17 | Yes | Yes |
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? |
|---|---|---|---|---|---|---|
| Yes | Yes | No | No | Yes |
9 |
4 |
|
Tyler |
Tyler |
| Sales Rep Name | Customers Full Name | Estimate 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 Photos | Coming Soon Yard Signs Placed? | 5 Around Flyers |
|---|---|---|---|---|---|---|---|---|---|
| Watson, Tyler | Michael Hoganmiller | Yes | Yes | Yes | Yes | Yes | 40 | Yes | Yes |
| Watson, Tyler | Beth Tucker | Yes | Yes | Yes | Yes | Yes | 54 | No | Yes |
| Watson, Tyler | Jeff Hertz | Yes | Yes | Yes | Yes | Yes | 35 | No | Yes |
| Watson, Tyler | Adam Friedlander | Yes | No | Yes | Yes | Yes | 33 | Yes | No |
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? |
|---|---|---|---|---|---|---|
| No | Yes | No | No | Yes |
32 |
9 |
|
Tyler |
Tyler |
Tyler |
| Sales Rep Name | Customers Full Name | Estimate 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 Photos | Coming Soon Yard Signs Placed? | 5 Around Flyers |
|---|---|---|---|---|---|---|---|---|---|
| Watson, Tyler | Jessica Kattman | Yes | Yes | Yes | Yes | Yes | 14 | No | No |
| Watson, Tyler | Concourse Athletic Club | No | No | No | Yes | Yes | 98 | No | No |
| Watson, Tyler | Dylan Varone | Yes | Yes | Yes | Yes | Yes | 48 | No | Yes |
| Watson, Tyler | Henderson Mill Elementary | No | No | No | Yes | Yes | 25 | No | No |
| Watson, Tyler | Yolanda Chu | No | No | Yes | Yes | Yes | 86 | No | Yes |
| Watson, Tyler | Mike Forde | Yes | Yes | Yes | Yes | Yes | 54 | No | No |
| Watson, Tyler | Emily Carlson | Yes | Yes | Yes | Yes | Yes | 25 | No | No |
| Watson, Tyler | Patrick Clark | Yes | Yes | Yes | Yes | Yes | 50 | No | No |
| Watson, Tyler | Curt Tesh | Yes | Yes | Yes | Yes | Yes | 35 | Yes | No |
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? |
|---|---|---|---|---|---|---|
| Yes | Yes | No | No | Yes |
0 |
6 |
|
Tyler |
Tyler |
| Sales Rep Name | Customers Full Name | Estimate 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 Photos | Coming Soon Yard Signs Placed? | 5 Around Flyers |
|---|---|---|---|---|---|---|---|---|---|
| Watson, Tyler | Gennie Justus | Yes | Yes | Yes | Yes | Yes | 43 | Yes | No |
| Watson, Tyler | Amy Wood | Yes | Yes | Yes | Yes | Yes | 49 | Yes | No |
| Watson, Tyler | Scofflaw Brewing | No | No | Yes | Yes | Yes | 23 | No | No |
| Watson, Tyler | Michael Gierges | Yes | Yes | Yes | Yes | Yes | 45 | Yes | No |
| Watson, Tyler | Stephanie Dunn | Yes | Yes | Yes | Yes | Yes | 35 | No | No |
| Watson, Tyler | Marie Phillips | No | No | Yes | Yes | Yes | 30 | Yes | No |
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? |
|---|---|---|---|---|---|---|
| Yes | Yes | No | No | Yes |
16 |
4 |
|
Tyler |
Tyler |
| Sales Rep Name | Customers Full Name | Estimate 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 Photos | Coming Soon Yard Signs Placed? | 5 Around Flyers |
|---|---|---|---|---|---|---|---|---|---|
| Watson, Tyler | Susan Dabney | Yes | Yes | Yes | Yes | Yes | 81 | No | Yes |
| Watson, Tyler | Milan Vyas | Yes | Yes | Yes | Yes | Yes | 42 | No | No |
| Watson, Tyler | Taylor Smith | Yes | Yes | Yes | Yes | Yes | 52 | No | Yes |
| Watson, Tyler | Scott Hall Condominiums | No | No | No | Yes | Yes | 78 | No | No |
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? |
|---|---|---|---|---|---|---|
| Yes | Yes | No | No | Yes |
44 |
4 |
|
Tyler |
Tyler |
| Sales Rep Name | Customers Full Name | Estimate 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 Photos | Coming Soon Yard Signs Placed? | 5 Around Flyers |
|---|---|---|---|---|---|---|---|---|---|
| Watson, Tyler | Jillian Cohen | Yes | Yes | Yes | Yes | Yes | 52 | No | Yes |
| Watson, Tyler | Lindsey Stickel | Yes | No | No | Yes | Yes | 91 | No | No |
| Watson, Tyler | Chris Smith (West Somerset) | Yes | Yes | Yes | Yes | Yes | 50 | No | Yes |
| Watson, Tyler | Canadace Asiedu Falkner | Yes | No | Yes | Yes | Yes | 29 | Yes | No |
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? |
|---|---|---|---|---|---|---|
| Yes | Yes | No | No | Yes |
6/26-7/3: |
Tyler: 31 |
|
Adam E. – Friday 7/1 |
Tyler nor Adam |
| Sales Rep Name | Customers Full Name | Estimate 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 Photos | Coming Soon Yard Signs Placed? | 5 Around Flyers |
|---|---|---|---|---|---|---|---|---|---|
| Watson, Tyler | Joseph Langham | Yes | Yes | Yes | Yes | Yes | 90 | Yes | Yes |
| Watson, Tyler | Mark Schroeder | Yes | No | Yes | Yes | Yes | 45 | No | Yes |
| Watson, Tyler | Brian O’Gorman | Yes | Yes | Yes | Yes | Yes | 45 | No | No |
| Watson, Tyler | John Weiss | Yes | Yes | Yes | No | No | 0 | No | No |
| Watson, Tyler | Chiara Camozzi | No | No | Yes | Yes | Yes | 20 | No | No |
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? |
|---|---|---|---|---|---|---|
| Yes | Yes | No | No | Yes |
Total 06/27-07/01 |
Adam – 2 |
|
Tyler |
Tyler and Adam |
| Sales Rep Name | Customers Full Name | Estimate 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 Photos | Coming Soon Yard Signs Placed? | 5 Around Flyers |
|---|---|---|---|---|---|---|---|---|---|
| Eubanks, Adam | Renee Pearson | Yes | Yes | Yes | Yes | Yes | 36 | No | Yes |
| Eubanks, Adam | Sarah Duffy | Yes | Yes | No | Yes | Yes | 13 | No | No |
| Watson, Tyler | Meghan Bobinski | Yes | Yes | Yes | Yes | Yes | 43 | No | No |
| Watson, Tyler | Ryan Diestelhorst | Yes | Yes | Yes | Yes | Yes | 63 | No | No |
| Watson, Tyler | Liat Dinerman | Yes | Yes | No | Yes | Yes | 35 | No | No |
| Watson, Tyler | Cynthia Hammond | Yes | Yes | No | Yes | Yes | 40 | No | No |
| Watson, Tyler | Jared Greenberg | Yes | No | Yes | Yes | Yes | 16 | Yes | No |
| Watson, Tyler | Carrie Faletti | Yes | Yes | Yes | Yes | Yes | 49 | Yes | Yes |
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? |
|---|---|---|---|---|---|---|
| No | Yes | No | No | Yes |
Adam – 0 |
Adam – 3 |
|
Tyler |
Tyler |
Tyler and Adam |
| Sales Rep Name | Customers Full Name | Estimate 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 Photos | Coming Soon Yard Signs Placed? | 5 Around Flyers |
|---|---|---|---|---|---|---|---|---|---|
| Eubanks, Adam | Bill Paris | Yes | Yes | Yes | Yes | No | 25 | No | Yes |
| Eubanks, Adam | Linda Eubanks | Yes | Yes | Yes | Yes | Yes | 19 | No | No |
| Eubanks, Adam | Village Walk | No | No | No | Yes | Yes | 10 | No | No |
| Watson, Tyler | Nikhil Shah | Yes | Yes | Yes | Yes | Yes | 26 | No | Yes |
| Watson, Tyler | John Koumandarakis | Yes | Yes | Yes | Yes | Yes | 27 | Yes | Yes |
| Watson, Tyler | Clayton Howell | Yes | Yes | Yes | Yes | Yes | 54 | No | Yes |
| Watson, Tyler | Conway Lee | Yes | Yes | Yes | Yes | Yes | 45 | Yes | Yes |
| Watson, Tyler | Mark Fisher | Yes | Yes | Yes | Yes | Yes | 23 | Yes | No |
| Watson, Tyler | Brad Phelps | Yes | Yes | Yes | Yes | Yes | 29 | Yes | No |
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? |
|---|---|---|---|---|---|---|
| No | Yes | No | No | Yes |
Adam – 6 |
Adam – 4 |
|
Tyler |
Tyler |
Tyler and Adam |
| Sales Rep Name | Customers Full Name | Estimate 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 Photos | Coming Soon Yard Signs Placed? | 5 Around Flyers |
|---|---|---|---|---|---|---|---|---|---|
| Eubanks, Adam | Bryce Yen | Yes | Yes | Yes | Yes | Yes | 26 | No | Yes |
| Eubanks, Adam | Family Tree Garden Center | No | No | No | Yes | Yes | 50 | No | No |
| Eubanks, Adam | Renaissance Walk | No | No | No | Yes | No | 33 | No | No |
| Eubanks, Adam | Monica Jones | Yes | No | Yes | No | No | 0 | No | No |
| Watson, Tyler | David Herrigel | Yes | Yes | Yes | Yes | Yes | 48 | No | Yes |
| Watson, Tyler | Zachary Wommack | Yes | No | Yes | Yes | Yes | 33 | No | Yes |
| Watson, Tyler | Joe Jamison | Yes | Yes | Yes | Yes | Yes | 45 | No | No |
| Watson, Tyler | Victor Cai | Yes | Yes | Yes | Yes | Yes | 39 | Yes | Yes |
| Watson, Tyler | Bryson Peters | Yes | Yes | Yes | Yes | Yes | 33 | No | No |
| Watson, Tyler | Blanca Spurlock | Yes | Yes | Yes | Yes | Yes | 38 | No | No |
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? |
|---|---|---|---|---|---|---|
| Yes | Yes | No | No | Yes |
Adam – 2 |
Adam – 5 |
|
Tyler |
Adam and Tyler |
| Sales Rep Name | Customers Full Name | Estimate 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 Photos | Coming Soon Yard Signs Placed? | 5 Around Flyers |
|---|---|---|---|---|---|---|---|---|---|
| Eubanks, Adam | Carolyn Galvin | Yes | Yes | Yes | Yes | Yes | 23 | No | Yes |
| Eubanks, Adam | Casey Masters | Yes | Yes | Yes | Yes | Yes | 20 | No | Yes |
| Eubanks, Adam | Scott Thomas | Yes | Yes | Yes | Yes | Yes | 20 | No | No |
| Eubanks, Adam | Presley Woods Apartments | No | No | No | Yes | Yes | 45 | No | No |
| Eubanks, Adam | Stephanie Ogan | Yes | Yes | Yes | Yes | Yes | 32 | No | No |
| Watson, Tyler | Scott Dickinson | Yes | Yes | Yes | Yes | Yes | 34 | No | Yes |
| Watson, Tyler | Mary Serdula | Yes | Yes | Yes | Yes | Yes | 36 | Yes | Yes |
| Watson, Tyler | Sarah Heidlberg | Yes | Yes | Yes | Yes | Yes | 49 | No | Yes |
| Watson, Tyler | Rebecca Jolley | Yes | Yes | Yes | Yes | Yes | 24 | No | No |
| Watson, Tyler | Moni | Yes | Yes | Yes | Yes | Yes | 39 | No | No |
| Watson, Tyler | Beau Buckler | Yes | Yes | Yes | Yes | Yes | 26 | No | No |
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? |
|---|---|---|---|---|---|---|
| No | Yes | No | No | Yes |
Tyler – 38 (Friday-Sunday) |
Adam – 2 |
|
Tyler |
Tyler |
Tyler & Adam |
| Sales Rep Name | Customers Full Name | Estimate 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 Photos | Coming Soon Yard Signs Placed? | 5 Around Flyers |
|---|---|---|---|---|---|---|---|---|---|
| Eubanks, Adam | Ginger Landers | Yes | Yes | Yes | Yes | Yes | 18 | No | Yes |
| Eubanks, Adam | Georgia Kasidakis | No | No | No | No | No | 0 | No | No |
| Watson, Tyler | Mark Whitney | Yes | Yes | Yes | Yes | Yes | 32 | No | Yes |
| Watson, Tyler | Gregory Grove | Yes | No | Yes | No | No | 0 | No | No |
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? |
|---|---|---|---|---|---|---|
| No | Yes | No | No | Yes |
N/A |
Adam – 6 |
|
Tyler |
Tyler & Adam |
Tyler & Adam |
| Sales Rep Name | Customers Full Name | Estimate 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 Photos | Coming Soon Yard Signs Placed? | 5 Around Flyers |
|---|---|---|---|---|---|---|---|---|---|
| Eubanks, Adam | Eric Hazelton | Yes | Yes | Yes | Yes | Yes | 29 | No | Yes |
| Eubanks, Adam | Vanessa Meisel | Yes | Yes | Yes | Yes | Yes | 24 | Yes | Yes |
| Eubanks, Adam | Charles Armstrong | Yes | Yes | Yes | Yes | No | 26 | No | Yes |
| Eubanks, Adam | David Boehmig | Yes | Yes | Yes | Yes | No | 27 | No | No |
| Eubanks, Adam | Walter Boden | Yes | Yes | Yes | Yes | Yes | 15 | No | No |
| Watson, Tyler | Ann Johnson | Yes | Yes | Yes | Yes | Yes | 45 | No | No |
| Watson, Tyler | Aaron Barber | Yes | Yes | Yes | Yes | Yes | 28 | No | Yes |
| Watson, Tyler | Jeffrey Shea | Yes | Yes | Yes | Yes | Yes | 42 | Yes | Yes |
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? |
|---|---|---|---|---|---|---|
| No | Yes | No | No | Yes |
N/A |
Adam – 4 |
|
Tyler |
Tyler |
Tyler & Adam |
| Sales Rep Name | Customers Full Name | Estimate 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 Photos | Coming Soon Yard Signs Placed? | 5 Around Flyers |
|---|---|---|---|---|---|---|---|---|---|
| Eubanks, Adam | Kari Njoku | Yes | Yes | Yes | Yes | Yes | 39 | No | Yes |
| Eubanks, Adam | Rogerio Rodriguez | Yes | Yes | Yes | Yes | Yes | 13 | No | Yes |
| Eubanks, Adam | Steve Grantham | Yes | Yes | Yes | Yes | Yes | 27 | No | No |
| Watson, Tyler | Sara Smith | Yes | Yes | Yes | Yes | Yes | 64 | Yes | Yes |
| Watson, Tyler | Phillip Barbosa | Yes | Yes | Yes | Yes | Yes | 50 | No | Yes |
| Watson, Tyler | Kara Land | Yes | Yes | Yes | Yes, No | Yes | 39 | Yes | Yes |
| Watson, Tyler | Meghan Bayersdorfer | Yes | Yes | Yes | Yes | Yes | 55 | Yes | Yes |
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? |
|---|---|---|---|---|---|---|
| No | Yes | No | No | Yes |
N/A |
Adam – 3 |
|
Tyler |
Tyler |
Adam and Tyler |
| Sales Rep Name | Customers Full Name | Estimate 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 Photos | Coming Soon Yard Signs Placed? | 5 Around Flyers |
|---|---|---|---|---|---|---|---|---|---|
| Eubanks, Adam | Sean Maiers | Yes | Yes | Yes | Yes | Yes | 26 | No | Yes |
| Eubanks, Adam | Neal Nickerson | Yes | Yes | Yes | Yes | Yes | 35 | No | Yes |
| Eubanks, Adam | Chris Carlson | No | No | No | No | No | 0 | No | No |
| Watson, Tyler | Julia Lanese | Yes | Yes | Yes | Yes | Yes | 49 | No | No |
| Watson, Tyler | Ilana Wilensky | No | No | Yes | Yes | Yes | 49 | No | Yes |
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? |
|---|---|---|---|---|---|---|
| No | Yes | No | No | Yes |
N/A |
Adam – 6 |
|
Tyler |
Tyler |
Adam & Tyler |
| Sales Rep Name | Customers Full Name | Estimate 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 Photos | Coming Soon Yard Signs Placed? | 5 Around Flyers |
|---|---|---|---|---|---|---|---|---|---|
| Eubanks, Adam | Austin Segers | Yes | Yes | Yes | Yes | Yes | 20 | No | Yes |
| Eubanks, Adam | Marsha Willis | Yes | Yes | Yes | Yes | Yes | 22 | Yes | Yes |
| Eubanks, Adam | Ron McCleave | Yes | Yes | Yes | Yes | Yes | 44 | Yes | No |
| Eubanks, Adam | Heather Pitts | Yes | Yes | Yes | Yes | Yes | 13 | No | No |
| Eubanks, Adam | Angela Seybert | Yes | Yes | Yes | Yes | Yes | 24 | No | No |
| Eubanks, Adam | Michael Thomas | Yes | Yes | Yes | Yes | Yes | 36 | No | Yes |
| Watson, Tyler | Carlos Creamer | Yes | Yes | Yes | Yes | Yes | 36 | No | Yes |
| Watson, Tyler | Mary Reynolds | Yes | Yes | Yes | Yes | Yes | 47 | Yes | Yes |
| Watson, Tyler | Rhon Sheffield | Yes | Yes | Yes | Yes | Yes | 40 | No | Yes |
| Watson, Tyler | Jason Weddington | Yes | Yes | Yes | Yes | Yes | 47 | Yes | Yes |
| Watson, Tyler | Joe Garmon | No | No | Yes | Yes | Yes | 45 | Yes | Yes |
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? |
|---|---|---|---|---|---|---|
| Yes | No | Yes | No | Yes |
5 |
3 |
|
Jeff Greenfield |
Wesley Bloeme |
| Sales Rep Name | Customers Full Name | Estimate 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 Photos | Coming Soon Yard Signs Placed? | 5 Around Flyers |
|---|---|---|---|---|---|---|---|---|---|
| Bennett, James | fdsafdsaf | Yes | Yes | Yes | Yes | Yes | 2 | Yes | Yes |