Email Safe / Spam / Neither: Weekly
Weekly email classification breakdown covering the previous 4 completed weeks.
Updated 2026-04-16 11:08:04
To recipients for Email Safe / Spam / Neither: Weekly CC recipients for Email Safe / Spam / Neither: Weekly Installs Surveyor Stale Scheduled Jobs Review
Review-first classification of stale scheduled jobs on Installs Surveyor, with a narrow safe-cancel bucket.
Updated 2026-04-24 14:02:47
To recipients for Installs Surveyor Stale Scheduled Jobs Review CC recipients for Installs Surveyor Stale Scheduled Jobs Review Office / Admin Stale Open Jobs Review
Review-first classification of stale office/admin open jobs, with a narrow low-risk close candidate bucket.
Updated 2026-04-24 14:09:12
To recipients for Office / Admin Stale Open Jobs Review CC recipients for Office / Admin Stale Open Jobs Review Onsite Engineer Mobile Jobs Review: Daily
One email per real engineer reviewing what is still on the onsite mobile jobs board and what needs invoicing or data cleanup.
Updated 2026-04-27 16:01:51
To recipients for Onsite Engineer Mobile Jobs Review: Daily CC recipients for Onsite Engineer Mobile Jobs Review: Daily Onsite Sent Invoice / Not Validated: Weekly
Jobs where the latest linked invoice is still sent, older than a week, and the job is not validated.
Updated 2026-04-27 14:57:21
To recipients for Onsite Sent Invoice / Not Validated: Weekly CC recipients for Onsite Sent Invoice / Not Validated: Weekly Purchase Order Executive Summary: Daily
Daily purchase order snapshot for yesterday, with the week context.
Updated 2026-04-11 09:49:27
To recipients for Purchase Order Executive Summary: Daily CC recipients for Purchase Order Executive Summary: Daily Purchase Order Executive Summary: Monthly
Monthly purchase order snapshot for the previous month, with rolling 12-month context.
Updated 2026-04-11 09:49:27
To recipients for Purchase Order Executive Summary: Monthly CC recipients for Purchase Order Executive Summary: Monthly Purchase Order Executive Summary: Weekly
Weekly purchase order snapshot for the previous week, with month-to-date context.
Updated 2026-04-11 09:49:27
To recipients for Purchase Order Executive Summary: Weekly CC recipients for Purchase Order Executive Summary: Weekly Sales Executive Summary: Daily
Daily sales snapshot for yesterday, with the week context.
Updated 2026-04-02 18:07:21
To recipients for Sales Executive Summary: Daily CC recipients for Sales Executive Summary: Daily Sales Executive Summary: Monthly
Monthly sales snapshot for the previous month, with rolling 12-month context.
Updated 2026-04-02 18:07:21
To recipients for Sales Executive Summary: Monthly CC recipients for Sales Executive Summary: Monthly Sales Executive Summary: Weekly
Weekly sales snapshot for the previous week, with month-to-date context.
Updated 2026-04-02 18:07:21
To recipients for Sales Executive Summary: Weekly CC recipients for Sales Executive Summary: Weekly Supplier Bill Trace Review
Record-by-record supplier bill review against likely POs, jobs and customer invoices.
Updated 2026-04-11 10:34:25
To recipients for Supplier Bill Trace Review CC recipients for Supplier Bill Trace Review Tankering / Jetting Review Report
Customer tanker/jetting invoice review versus selected supplier purchase bills.
Updated 2026-04-11 10:14:39
To recipients for Tankering / Jetting Review Report CC recipients for Tankering / Jetting Review Report