STO GROUP EMPLOYEE compulsory CHECKLISTS PRIVATE AND CONFIDENTIAL REMINDER Daily Checklist: Must be submitted daily. Weekly Checklist: Submitted no later than the last business day of each week. Monthly Checklist: Submitted on or before the last business day of each month.Name(Required) Date(Required) DD slash MM slash YYYY Position(Required) Administration Client Services Officer Maintenance Co-ordinator BDM / Human Resources Checklists(Required) Daily Weekly Monthly Select the appropriate Checklists from the list above, noting that they are a mandatory requirement. Daily Checklist: Administration Action Tasks on End of Day Report response from Director Input New Quotes and Work Orders Schedule Quote Runs for Director and/or Estimators Zone Report and Compliance Check our Tradie and Taps/Bricks & _ including Messages SimPro Red Dot Report Request SOW and Complete/Print Project Job Check Lists GCCC/BCC Tip orders, Check Receipts on Job and Enter into Xero Email Director and/or Estimator Run Sheets Email lnbox is Empty Clean Tidy Work Area; Empty Bin; Wipe Down Desk; Lock Cabinet; Take Key End of Day Report sent to Director Daily Checklist: Client Services Officer - Service Job Check all Techs have turned up for Work Review all Jobs, Prioritise and Schedule. Update MM & O/T Start and Finish Dates. Review Recalls and Disputes; Schedule within 72 hours & Update Property Manager Send New Purchase Orders, Work Orders, etc. Add Orders to relevant clipboard Follow Up Outstanding Purchase Orders, Work Orders & Contractor Invoices SimPro Red Dot Report Check Bricks / Our Tradie ? Taps. Messages & Emails, etc every 2 hours At 2pm send Run Sheets to Maintenance Coordinator to check; To be returned by 3pm for release to Techs Completion Checks: • Review Tech Notes and Photos • Check Invoices and Tip Receipts have been added to Jobs • Check and Update Job Status (Onsite, travelling, complete) • Convert Completed Jobs to Invoicing Review White Board, Check and/or Schedule Urgent Jobs Check Clipboards. Tip Orders with Receipt to be given to Admin by 4pm Daily Welfare Checks on Techs Prior to Leaving for the day Email lnbox is Empty Clean Tidy Work Area; Empty Bin; Wipe Down Desk; Lock Cabinet; Take Key End of Day Report sent to Director Daily Checklist: BDM / Human Resources GPS Review; Personal Travel; Excess Speed/Braking Vehicle Planned Maintenance SimPro Red Dot Repor Are jobs advertised as per requirements of GM/Director Email In box is Empty and Check All Staff Clean Tidy Work Area; Empty Bin; Wipe Down Desk Lock Cabinet and Take Key End of Day Report sent to Director Daily Checklist: Maintenance Co-ordinator Check all Techs have turned up for Work Review all New Jobs Review Project Check Lists: • Assign Project Manager • Complete Scope of Works and SWMS • Schedule Bill of Quantities Send New Purchase Orders, Work Orders, etc. Add Orders to relevant clipboard Follow Up Outstanding Purchase Orders, Work Orders & Contractor Invoices Review Recalls and Disputes; Schedule within 72 hours SimPro Red Dot Report Review Tech Run Sheets; To be returned to scheduler by 3pm for release to Techs Project Job Completion Checks: • Onsite Q&A • Review Tech Notes and Photos • Check Invoices and Tip Receipts have been added to Jobs • Check and Update Job Status (Onsite, travelling, complete) • Convert Completed Jobs to Invoicing Review White Board, Check and/or Schedule Urgent Jobs Check Clipboards. Tip Orders with Receipt to be given to Ad min by 4pm Daily Welfare Checks on Techs Prior to Leaving for the day Email lnbox is Empty Clean Tidy Work Area; Empty Bin; Wipe Down Desk; Lock Cabinet; Take Key End of Day Report sent to Director Weekly Checklist: Administration Follow Up Aged Receivables Recall Report MM/ OT versus Sim Pro Sync Steve's Calendar and SimPro Payroll Office/ Techs Email Payslips & Submit Superannuation for Approval Weekly Checklist: Client Services Officer - Service Job Service Job Red Dot Report Planned Maintenance Calendar Completion and Report Audit Maintenance Manager, Our Tradie, Etc versus Sim Pro Jobs Weekly Checklist: Maintenance Co-ordinator Audit Red Dot Report Planned Maintenance Calendar Completion and Report Sales, Labour and Profit Report Simpro Updating Weekly Checklist: BDM / Human Resources Planned Maintenance Calendar Completion and Report Holiday Report After Hours Roster and Update TMC Wages Percentages; Office to Techs Assets Checked, Returned and Locked Up Temporary Fence Stocktake and Location Aero Prop Stocktake and Location Daily Tenders Review Linked-In Review lnstagram/Facebook Daily Release Website Place, Check and Review Employment Ads (Jora, Indeed, Career One) Monthly Checklist: Administration Send Mid-Month Statements Send End of Month Statements Aged Receivable Report Complete this checklist on the last business day of each month.Monthly Checklist: Maintenance Co-ordinator Holiday Report Complete Audit of All Jobs Complete this checklist on the last business day of each month.Monthly Checklist: BDM / Human Resources Toolbox Meeting Full Sales Report Profit Review on Project Jobs Review Fuel Account Overview of Vehicle Planned Maintenance Calendar Complete this checklist on the last business day of each month.Monthly Checklist: Client Services Officer - Service Job Complete Audit of Service Jobs Complete this checklist on the last business day of each month.DECLARATION:By ticking the box below, you confirm that the appropriate checklists have been completed. Daily Checklist: Must be submitted daily Weekly Checklist: Submitted no later than the last business day of each week. Monthly Checklist: Submitted on or before the last business day of each month. I confirm that I have completed the required checklist(s) Signature(Required) Δ