Projects/Tax Depreciation Australia Pty Ltd (TDA)

Franchise

active
Total logged
54h 15m
Uninvoiced
0h 0m
Entries
18
Invoices
0
Time by team member
Team memberEntriesHours
Caleb Harvey1854h 15m
Recent time entries
Last 18
DateDescriptionWhoDurationStatus
7 July 2025Cut all jobs and contacts to TamerCaleb Harvey1h 0minvoiced
1 July 2025Reporting - Hide all report options and go through individually to unhide fro franchisee - Change find in referrer report to ensure job found is inside the users franchise territory and unhide report - Change the job graph report to show based on only jobs with same franchise - Job status report searches first for the statuses then removes all not in franchisee's territory to display on graph - Donations report with same parameters as referrers reportCaleb Harvey2h 30minvoiced
1 July 2025Changes for Franchisee Functions - Update residential jobs for the report fee to pull through a flat $180 + GST regardless of any other data entered - Update valuation tenements to not allow statuses past waiting on INFO if the RFI has not been submitted - Add functionality to job screen to add to the additions table as currently only available through the RFICaleb Harvey1h 0minvoiced
27 June 2025Inspection Area - Create new layout for inspections to sit - Have the list display the jobs user to conduct the inspection if inspector is in house to franchise. - For external inspections, show the Franchise name that is conducting the change - Discuss changed with Dan and TheoCaleb Harvey2h 15minvoiced
27 June 2025Black System - Go through and change entire system from blue to black accentedCaleb Harvey1h 0minvoiced
27 June 2025Quote Calculator - Finalise changes discussed with Dan and Theo for calculatorCaleb Harvey2h 15minvoiced
26 June 2025Catch Up Meeting and More Work - Going through calculator with Dan and Theo making any adjustments to the calculator and the fields coming in for management cut etc - Apply scripting to take a cut from the higher figure between the calculator and the manually adjusted quoted fee - Undoing any job payments made by mistake to valuersCaleb Harvey3h 0minvoiced
24 June 2025Calculator - Develop calculator inside the job screen for franchisee's - Create records for the calculator to match the records held in the excel file provided by Dan - Test adding different types against it with successCaleb Harvey6h 45minvoiced
20 June 2025Cut all testing changes in to live version and assign Tamer's jobs and contacts to his franchisee profileCaleb Harvey4h 0minvoiced
19 June 2025Contacts - In test database, change the relationship for contacts to show only the franchisee assigned contacts with relationship to the global field for territory - Try breaking on the nav without success - On the job card, develop new method to search on the email address only where it will auto match if contact exists and won't allow new contact if contact doesn't existCaleb Harvey6h 0minvoiced
18 June 2025Franchisee Job Rules - Cutting new rules into test database to try and hide all jobs from Tamer apart from ones assigned in his territories - Creating the rule set in security level so existing relationships don't need to change - Setting franchisee profile at login step as a global field for relationships to contacts later - Test job screen - Cut in step to view franchisee jobs if logged in as head office user for support - Create new layout for job card for franchisees - Remove fields without access and change fields specific to the franchisees - SuccessCaleb Harvey5h 30minvoiced
11 June 2025Territories Name Change - Insert pop-over cog that contains a field name changed for the territoriesCaleb Harvey0h 30minvoiced
2 June 2025Franchise - New contacts were not showing up due to filter field blocking, resolved. - Added phone call dropdown for staff to call from the systemCaleb Harvey0h 45minvoiced
30 May 2025Franchise Meeting - After feedback add new column to show area - Bring through existing communications to new table - Sign off complete on franchise leads - Discuss management of territories and bringing through functionality to manage them and the franchisee contactsCaleb Harvey1h 30minvoiced
29 May 2025Franchise Leads Contacts - Bring through all contacts into new table for Franchise Leads with all relevant required fields - Create a new card window for the leads which is simpler and contains only required information - Add new communication method to franchise table and create new simplified communication viewCaleb Harvey4h 45minvoiced
28 May 2025Franchising Leads Finalising - Creating Sub-table for link through to all the questions in Franchise Line table - Creating all the task titles in this table as a base template - Writing script for when adding new franchise lead, build out the 24 lines of tasks with it - Create a JSON field on the franchise table to house the answers - When the action field on the line table is complete, update the JSON in the parent to show the date complete - Link the buttons to show/hide based on this json data on the parent record for the ticked/unticked tasks - Script the buttons to go on server and mark child line as complete and update the parent record - SuccessCaleb Harvey4h 15minvoiced
26 May 2025New Franchise Leads Screen - Developing initial design for franchise lead screen based on discussions with Dan and Theo - Creating initial display columns and all headings for each step in the stages - Adding all buttons in without hooking them up via script yet - Sending through Screenshots to Dan and Theo for approvalCaleb Harvey6h 15minvoiced
11 Apr 2025Franchise Extra Functionality - Add franchise to the menu item for M1 - Joshua - Add a new field to house the user assigned - Stop new requests coming through to FS1 and auto-assign them to M1 - Add the new field for user to the left hand of the list - Log in as FS1 to ensure they can only see leads assigned to FS1Caleb Harvey1h 0minvoiced
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