Daily Manager report

SSC > Daily Manager report

More detailed instructions at bottom of form

1 Step 1
Client/Sales Updates
Sites Inspected (If any, 1-10 Good, Needs Improvement, Bad)
Employee Updates

- Who did you interact with?

- Any major time errors or concerns?

- Any major life updates or personal drama addressed? 

- Hire/Fire/Disciplinary Updates

Technology issues:
Supplies/Billing: (Anything to know for invoicing or ordering?)
Follow Up: Anything you need from the rest of the team?
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Instructions

Please write simple sentences overviewing the following aspects of your day.

Client Updates:

  • Who did you interact with?
  • What was the concern and resolution?

Inspections:

  • Which sites and overall impression, rate 1 – 10

Employee Updates & Issues:

  • Who did you interact with?
  • Any major time errors or concerns?
  • Any redirections or disciplinary issues?
  • Any major life updates or personal drama addressed? 

Technology Issues:

  • Any problems to report to Nate for troubleshooting?

Supplies/Billing:

  • Anything of note for Sara with invoicing or ordering?

Follow Up:

  • Anything else you need. Unresolved issues or further questions.