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36h 30m
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Time by team member
| Team member | Entries | Hours |
|---|---|---|
| Caleb Harvey | 16 | 36h 30m |
Recent time entries
Last 16
| Date | Description | Who | Duration | Status |
|---|---|---|---|---|
| 15 Dec 2025 | Top 50 Report - Create date fields on the contact table and add to top of report - When entered in and hit search, the find will go looking for contacts that meet jobs within that search period - Ensure the relationship includes these enw fields - Create the button to search and sort by total value rather than total jobs - Update the export button and add a title header that will appear to show the search period on export - Script the back button to return to the report page and clear the date fields - add search dates and add to relationship - Ensure when clicking into the date fields that the current search is cleared before the new one can go in - Success | Caleb Harvey | 2h 30m | invoiced |
| 12 Dec 2025 | Valuer Report Blanks and Joshua Missing from Report | Caleb Harvey | 0h 15m | invoiced |
| 12 Dec 2025 | Contact Job Search Bug - Bug when selecting contact search - Search select button not seated correctly in portal - Success | Caleb Harvey | 0h 30m | invoiced |
| 12 Dec 2025 | Top 50 Report - Create the layout for the report - Add new relationship from the job referrer to the contact table which only pulls through job contacts where the job is complete and referral fee payable is yes - Add new calculation fields onto the contact table - Add an onload to the layout to find all head office contacts that have a relationship to job referrals - Use the calculated field to sort the contact by total jobs referred | Caleb Harvey | 2h 30m | invoiced |
| 12 Dec 2025 | Meeting with Dan and Theo to plan through 2026 | Caleb Harvey | 0h 30m | invoiced |
| 12 Dec 2025 | System Valuer Section - Add new area to system to link valuers - Create a new valuer table and add fields for resi and commercial, as well as types - Add these into the new area portal - Link the valuer to the record - Select either percent or fixed for both resi and commercial jobs - Update all jobs when changes are made to the system record so the report is correcctly reflecting the amount owed - Change the valuer payment calculation on the job field to use these fields to calculate percentage/fixed amount owed to the valuer | Caleb Harvey | 2h 30m | invoiced |
| 11 Dec 2025 | BDM Changes Post Review - Change report view to be month to month - Start on current month and add left and right cycling buttons to change the search - Update each month as its navigated to - Have the paid tick stagnant on the page and become green if marked as ticked - Change to unticked if clicking on the ticked option - Show paid date beside the tick - Add exempt commission field on the contact card - Change job calculation for the exempt field to mark as exempt if the referrer has this tick - Also mark as exempt if the job is converted by the owner submitting their RFI and not manually converted by staff - Remove other owner calculation - Add the date commission paid to the new commission area on job card - Add a minimum job fee amount field onto the system commission area and update all day records with this field | Caleb Harvey | 4h 0m | invoiced |
| 11 Dec 2025 | BDM System Screen - Create commission area on system screen - Create new commission building script to add a record when create button is pressed - Add editable fields onto the commission portal - Create an active button that can be pressed once all fields are filled out - Create a delete button and auto delete day records if main record removed - Once made active, build out all future day records for reporting using the rules set in place on the main record - Add updates to each editable field to update the day records when a change is made to the quota or commission figures - Lock down contact and active button once active as these can no longer be changed for this commission record - If contact is no longer required, commission record must be removed | Caleb Harvey | 4h 0m | invoiced |
| 10 Dec 2025 | BDM Job Screen - Creating a section at bottom of job card to house the commission area - Adding a new field to mark as commission exempt - Adding calculation behind the commission exempt field to auto mark exempt if owner is the referrer otherwise behave as self - Add this field into the relationships and calculations to not include towards commission and test refreshing the report - Success | Caleb Harvey | 2h 0m | invoiced |
| 9 Dec 2025 | BDM Report Screen - Create a screen similar to the valuations report screen which shows all overdue fees - When first selecting report, update all day records and perform a find to bring through any that have been marked as meeting quota - Add fields to show contact name, total jobs, the commission payable in each category, the total commission payable, and a way to mark as paid - Create the printable pdf screen, this will show the related jobs associated to the line selected - Add columns for job number, quoted fee, commission payable, and date job was completed - Add total commission at bottom of report | Caleb Harvey | 4h 30m | invoiced |
| 9 Dec 2025 | After external site inspection requested, fee was not updating from $0 | Caleb Harvey | 0h 45m | invoiced |
| 8 Dec 2025 | Mass Comm Text Size - Experiment with different html sets to see where text of email is no longer hindered by extra mass com signature styling - Found solution to convert extra mass comm signature into inline styling - Test send email to ensure body text coming through unchanged - Once styling change was made, run updates on all franchisee signatures as well - Success | Caleb Harvey | 3h 30m | invoiced |
| 8 Dec 2025 | Issue with customer request status sending too many reminders to franchisees | Caleb Harvey | 1h 0m | invoiced |
| 8 Dec 2025 | BDM Back End - Creating Commission table with jobs per day, amount of commission for each 3 job fee categories, and a link to the commission contact and their commission start date - Create a sub-table off this table to house each individual days record to allow for the check to go in of a certain amount of jobs per day into the relationship - Add fields to show the from and to amounts of each job fee category - Create a calculated field that sets as 1 if the quota jobs per day have been met - Add the Job Complete status to search through to the job status in relationships - Create relationships from commission table to day sub-records - Make relationships from the day records to jobs that meet the correct criteria | Caleb Harvey | 3h 30m | invoiced |
| 3 Dec 2025 | Contact Job Search - New card pop-up for franchisees to search a contact - Name, Company, Phone and Email all appear on search and a list appears of the franchisees contact to select from - When selecting the contact it will link that search through to the job contact record - This method now saves franchisees creating duplicate contacts | Caleb Harvey | 2h 30m | invoiced |
| 3 Dec 2025 | Contact Self Declare - Ability to self declare from the mini contact card - Message appearing to write reason for self declaration - Notice will continue to loop pop-up until a message has been entered or re-assignment is cancelled - Contact gets re-assigned and message stored against back end table - Success | Caleb Harvey | 2h 0m | invoiced |
Stages
- Version 2.5
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