Franchise sales reporting checklist for HVAC services

A mismatched period boundary can produce a plausible upload that belongs to another reporting cycle and cannot support reliable review.

Suggested owner: Reporting owner

Naming both roles prevents an unchecked upload from appearing complete when the review decision remains outstanding. Keep that context for the next review.

Suggested owner: Reporting owner

Keeping the exact source reference lets a reviewer distinguish a current report from an older export with similar filenames. This supports later review.

Suggested owner: Reporting owner

Warnings and calculation states explain whether the file was accepted technically and whether its contents are ready for review. This supports later review.

Suggested owner: Reviewer

A disposition records why a reviewer accepted, corrected, or escalated a warning instead of hiding the decision. This supports later review.

Suggested owner: Reviewer

Required fields should remain complete after parsing so a successful transfer does not mask missing reporting data. This supports later review.

Suggested owner: Reviewer

Submission is a separate decision from upload and should follow the agreed review outcome for the period. This supports later review.

Suggested owner: Reviewer

A timestamped result gives the worklist and later reviewer a durable handoff when the next cycle raises questions. This supports later review.

Suggested owner: Reporting owner

Keep this industry record with the sales reporting review so another person can trace the same evidence.

Suggested owner: Location owner

Keep this industry record with the sales reporting review so another person can trace the same evidence.

Suggested owner: Location owner

Keep this industry record with the sales reporting review so another person can trace the same evidence.

Suggested owner: Location owner