Franchisees
active
Total logged
12h 45m
Uninvoiced
0h 0m
Entries
4
Invoices
0
Time by team member
| Team member | Entries | Hours |
|---|---|---|
| Caleb Harvey | 4 | 12h 45m |
Recent time entries
Last 4
| Date | Description | Who | Duration | Status |
|---|---|---|---|---|
| 25 Feb 2026 | - Extended franchisee request section so newly created contacts pass through the same validation and checking process as the contact list screen - Integrated contact creation requests into existing request workflow for consistent handling - Added reason-for-denial field to capture explanation when transfer or creation requests are rejected - Configured system to display denial reason to requesting franchisee - Implemented logic to show previous denial reason when a request is resubmitted - Tested request workflow to confirm correct validation, messaging, and request handling - Added franchisee request dashboard to display incoming transfer and contact requests - Implemented view for outgoing requests showing pending, approved, and denied statuses - Configured request lists to clearly identify request source and destination franchisees - Added status tracking to allow franchisees to monitor progress of submitted requests - Ensured incoming requests can be reviewed and actioned through the request interface - Tested request dashboards to confirm accurate display of incoming and outgoing request statuses | Caleb Harvey | 5h 0m | invoiced |
| 17 Feb 2026 | - Added Call Back Date field to franchisee lead contact card - Created new column on franchisee lead screen to display Call Back Date - Implemented functionality for Day 3 and Day 7 call actions to populate Call Back Date as 7 days ahead where appropriate - Added logic to prevent overwriting existing Call Back Dates set further in the future - Updated existing lead records to populate Call Back Dates where criteria were met following testing - Implemented custom portal row formatting to highlight leads in red when Call Back Date is due or overdue - Added formatting to display leads in green once all lead progression steps are completed - Updated lead screen sorting to prioritise unfinished leads and unemailed clients - Extended sorting to then order by Call Back Date and alphabetically - Tested lead screen functionality to confirm correct automation, formatting, and sorting behaviour | Caleb Harvey | 2h 45m | invoiced |
| 16 Feb 2026 | - Investigated issue preventing franchisees from exporting management reports including invoice pages and job list - Updated export process to use the same script logic as head office full export workflow for individual franchisee reports - Debugged export failure and identified permission restrictions affecting search modification steps - Implemented full access execution for reporting script to allow required processing without changing franchisee permissions - Tested export process to confirm successful generation of complete franchisee management reports | Caleb Harvey | 2h 0m | invoiced |
| 16 Feb 2026 | - Designed new franchisee task loading process based on key activation dates when a franchisee becomes active - Defined rules where specific blank date fields automatically generate required franchisee tasks - Built FileMaker scripting to evaluate required date fields during franchisee activation and ongoing updates - Configured logic so blank required dates generate tasks due today to ensure immediate visibility and follow-up - Implemented task creation rules to trigger only when required fields remain blank or change state - Added reminder scheduling so tasks are automatically created one month prior to the relevant due date once dates are entered - Ensured tasks update consistently as dates are added, changed, or corrected by users - Confirmed task naming and due date logic aligns with franchisee workflow requirements - Tested task generation across multiple franchisee scenarios to validate blank-date and reminder behaviours - Completed validation and rollout readiness checks to ensure reliable task automation in live use | Caleb Harvey | 3h 0m | invoiced |
Edit