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
Josh – 98

Tyler – 1
Josh – 2

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
Tyler – 35

Josh – 1
Tyler – 0

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
Tyler – 22

Josh – 1
Tyler –

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
Josh – 14

Tyler – 0
Josh – 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
Josh – 14

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
Josh 0

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
Josh – 0

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
Tyler – 0

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
Josh – 12

Tyler – 0
Josh – 1

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: 78
Adam: 30

Tyler: 31
Adam: 13

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 – 6
Tyler – 5

Adam – 2
Tyler – 6

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
Tyler – 3

Adam – 3
Tyler – 6

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
Tyler – 0

Adam – 4
Tyler – 6

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
Tyler – 0

Adam – 5
Tyler – 6

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 – 19 (Friday-Sunday)

Adam – 2
Tyler – 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 – 3

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 – 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 -2

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 – 5

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