END OF DAY REPORT

DAILY OPERATIONS WRAP-UP SUMMARY

Complete & Submit 30 Minutes Before Clocking Out

BIggest WIN Today!

DAILY OVERVIEW

Date of Report

Office Rep Completing Report

Jobs Scheduled to be Completed Today

Number of Jobs Actually Completed Today

Reason Why All Jobs Not Completed? Tech assigned. Was it rescheduled?

DAILY OVERVIEW

TOMORROW'S OPERATIONS

How Many Techs Available Tomorrow?

List Technicians Off Tomorrow

Do Staffing Levels Support Tomorrow's Schedule?

Yes

No

If no to 'adequate staffing,' explain:

How Many Total Jobs Scheduled Tomorrow?

How Many Total Routes Scheduled Tomorrow?

INTERIOR HOME JOBS (Carpet/ Tile/ Upholstery Cleaning)

ROUTE A - Jobs Scheduled

Route A - Total $ Amount Scheduled

ROUTE A - Notes (Ex. Tech Assigned? # jobs scheduled? Openings? Last arrival window? Notes (Carpet/ Tile/ Kitchen/ Sofa/ etc)

ROUTE B - Jobs Scheduled

Route B - Total $ Amount Scheduled

ROUTE B - Notes (Ex. Tech Assigned? # jobs scheduled? Openings? Last arrival window? Notes (Carpet/ Tile/ Kitchen/ Sofa/ etc)

ROUTE C - Jobs Scheduled

Route C - Total $ Amount Scheduled

ROUTE C - Notes (Ex. Tech Assigned? # jobs scheduled? Openings? Last arrival window? Notes (Carpet/ Tile/ Kitchen/ Sofa/ etc)

ROUTE D - Jobs Scheduled

Route D - Total $ Amount Scheduled

ROUTE D - Notes (Ex. Tech Assigned? # jobs scheduled? Openings? Last arrival window? Notes (Carpet/ Tile/ Kitchen/ Sofa/ etc)

EXTERIOR SERVICE JOBS (Vehicle Detailing/ Pressure Washing)

EXTERIOR TRUCK 1 - Details Scheduled

Exterior Truck 1 - Total $ Amount Scheduled

Ext Truck 1 - Notes

Example: 2 mid ex. 1 ext wash. 1 Large Conv

EXTERIOR TRUCK 2 - Details Scheduled

Exterior Truck 2 - Total $ Amount Scheduled

Ext Truck 2 - Notes

SUMMARY OF ALL ROUTES

Earliest Arrival Window Time Tomorrow

If before 8am-10am arrival, provide detail:

If before 8am-10am arrival, provide detail:

Rugs Being Returned Tomorrow?

Yes

No

If Yes (to rug delivery), Enter customer first and last name

Any Commercial Jobs Tomorrow?

Yes

No

If Yes to commercial Job(s) Tomorrow, Provide Detail:

Customer, Arrival Time, Crew Needed, Notes, Etc

How Many Estimates Scheduled Tomorrow?

Detail of Estimates (Customer, Arrival Window, Quick Detail)

Schedule Concerns Management Should Know? (Anything outside of norm) *

Ex. 7am-8am Expected Arrival, Night Job, Routes Light, 2 Techs Recommended, Waiting on customer approval, Customer may reschedule, etc

REDOS/ ISSUES/ FEEDBACK

Jobs Needing Owner Attention Today

Customer name. Issue type (complaint / redo needed / reschedule / payment issue). Status (handled / needs call / pending)

Any Positive Customer Feedback or Team Wins?

UPCOMING SCHEDULE ALERTS

Any Upcoming Large Jobs? Include Details/ Concerns

When Is the Next New Orleans Job? How Many Jobs Scheduled?

When Is the Next Lafayette Job? How Many Jobs Scheduled?

OFFICE CHECKLIST

Check Cash/Checks in mailbox

Yes

Checked email and responded to all inquiries

Yes

No

Completed customer review/ callbacks

Yes

No

Sent text with price & instagram video for pressure washing estimate

Yes

No

Contacted customer with open invoice?

Yes

No

Interact on instagram

Commented on at least 10 post

Liked at least 20 posts

Sent at least 7 DM to people that do not follow NBR

Resent message to at least 10 old DMs

Nothing today

Did you post today?

Posted on Tik tok

Posted on Facebook

Posted on Instagram

Interacted in Facebook groups?

Yes

No

Which groups did you post in?

Sent messages to new followers?

Yes

No

All jobs in scheduling book are all in HouseCall Pro

Yes

No

Checked and responded to all HCP messages

Yes

No

Checked and repsonded to Google reviews

Yes

No

Filed receipts & updated expense log

Yes

No