Match open accounts with nearby cleaners, and build routes worth offering
INTERNAL
Add both files to run.
Nothing is saved — add the files each time you run. Social Security numbers and PINs in the ExpressTime file are dropped as it's read and never shown or exported.
How to use
Add today's Open Account Report (the .xlsm from the morning email).
Add the ExpressTime Building List With Planner reports: the Chicago & Milwaukee CSV in its box, the Indianapolis .XLS in its box. You need at least one. Keep the latest in the shared folder; re-export weekly or when schedules change.
Add the recruiting tracker: in the People Applying Google Sheet, File → Download → Microsoft Excel. It adds People we know under each account and never shows anyone on No Rehire, Do Not Offer or Bad.
Optional: add the ExpressTime employee list (CSV) so current cleaners show phone numbers.
Click Run. Search for the account you're working on, or open Cleaners who could take 2+ to see who to call first today. Call STRONG matches first. "Same night" tags are the easiest yes.
Check Routes for bigger offers. When you like one, click Create job posting and copy the Indeed or Facebook text.
Look at Source checks and tell the supervisor about anything that doesn't line up between the report and ExpressTime.