Projects/Tax Depreciation Australia Pty Ltd (TDA)

Development Meetings

active
Total logged
30h 40m
Uninvoiced
0h 0m
Entries
21
Invoices
0
Time by team member
Team memberEntriesHours
Caleb Harvey2130h 40m
Recent time entries
Last 21
DateDescriptionWhoDurationStatus
8 Sept 2025Meeting with Dan to go through works completed and add to/review task listCaleb Harvey1h 0minvoiced
5 Aug 2025- Hide inspection fee if required = no - teams with dan going through calculator and job screen changes - discussions around mass commsCaleb Harvey1h 0minvoiced
7 July 2025Meeting to go through Franchise developmentCaleb Harvey2h 0minvoiced
10 June 2025Meeting with Dan and Theo - Going through the list of changes - Actioning changes as we go through - Discussions around the franchising system and what a day in the life of Tamer looks likeCaleb Harvey2h 45minvoiced
15 May 2025Meeting discussing new franchising functionality for TDA and future planningCaleb Harvey2h 0minvoiced
2 Apr 2025- Development Meeting - Importing referral dates, report change for cancelled jobsCaleb Harvey2h 0minvoiced
12 Mar 2025Meeting with Dan and Theo - Create new stage system in the franchise page first few columns - Make the lead stage, nda issued, deal stage and state columns editable from the list screen for easy editing - Create a script trigger on them to update them - Remove the cancelled leads from the list - Update the valuers screen on the network so they can see new fields created - Update statuses against the valuations with new methodology - Create and auto assign producers screen to mark the days they can be assigned and have the jobs auto assign producers based on these parameters Caleb Harvey4h 30minvoiced
28 Feb 2025Phone Call to Dan - Changes to Job page - Notification for valuers - Create Franchise document and link to communication templateCaleb Harvey1h 15minvoiced
5 Feb 2025Meeting with Dan and TheoCaleb Harvey0h 45minvoiced
21 Jan 2025Call with Dan going through mass coms, email footer size and ongoing requestsCaleb Harvey0h 45minvoiced
20 Jan 2025Teams Meeting to go through changesCaleb Harvey0h 45minvoiced
16 Jan 2025Teams Meeting to Discuss ValsCaleb Harvey1h 30minvoiced
2 Dec 2024Meeting w Dan and Theo - Going through the inspection checklist and changes to the Valuations and work to be doneCaleb Harvey1h 0minvoiced
25 Nov 2024Phone call to Dan - Going over some queries he has - Going through system togetherCaleb Harvey0h 45minvoiced
12 Nov 2024BGL Meeting - Going through requirements with BGL - Continuing meeting with Dan to go through system requirementsCaleb Harvey1h 45minvoiced
8 Nov 2024Phone call to Dan going through some additionsCaleb Harvey0h 45minvoiced
1 Oct 2024TDA Meeting - 1/10/2024 - Regional franchisee filtered contact/job list to selected region - List of region with suburbs - Flat IT cost per user - Franchise to complete the inspection - Reporting has a small charge all other fees are to the franchisee - Referrer fees - One territory/membership per user with assigned suburbs / areas - Fees for IT Tech support - Recording flooring (carpet - line by line per area with total of carpet) - Designed towards residential, seperate total jobs for unique options - Upload attachments to email with report - If the referrer has a job in another area, - If you add a job for an area outside of bought area - Contact list is only for referrals in the selected area - Franchisee reference and referrer reference and job suburb embeds referrers details - Calling out from mobile - number allocated to franchise - Sharepoint documents in tda system - Enquiry on website mandate to suburb - Alerts for when customer requests have not been actioned within a certain time period - Auto reply to customer requests to the referrer Caleb Harvey2h 15minvoiced
17 Apr 2024Continuing on with phone call with DanCaleb Harvey1h 45minvoiced
17 Apr 2024Going through list to do with dan on phone - Attachments - RFI Form - Jobs Screen - Jobs List - Referrers ReportCaleb Harvey1h 15minvoiced
10 Apr 2024Going over email list with dan via teams and talking through the changes he has requested.Caleb Harvey0h 30minvoiced
27 Feb 2024Chat to Dan - Fix emails from sending from Dan's Personal account - Try to add bold option to emails - Communication Template chat about auto-sending quoted emailsCaleb Harvey0h 25minvoiced
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