Monday 13 October

Good morning, Sarah

Log time

Chargeable this month 78% Target 75%

Hours logged this week 6.5 / 37.5 Timesheet due Friday

WIP on my jobs £18,420 Across 9 active jobs

Fee forecast · locks 15 Oct £24,900 2 days to review

My active jobs

View all

Job	Stage	Fee	Budget used	Status
#24118 Hollins Farm · barn conversion	2 of 3 · Planning application	Fixed £6,500	92%	Watch
#24097 Kettering Retail Park · valuation	1 of 1	Fixed £2,200	48%	On track
#23961 Avery Estate · retained advice	Retained · monthly	Time charge	Billed monthly, next 31 Oct	On track
#23880 Old Mill Lane · structural survey	1 of 1	Fixed £1,450	134%	Over · sign-off

Business support · all service areas

Enquiries

Tom FenwickReply in 3h 12m

"Looking for a valuation of our farmhouse and 40 acres for probate…"

Web form · Valuations page·#24203

Greaves & CoDue tomorrow

Existing client · phone call logged by Dan

Phone · existing client·#24202

Northants Heritage Trust2 days

"Advice on change of use for a listed chapel…"

Email · Kettering inbox·#24201

Unknown caller · 01536 …Overdue 40m

Missed call to the central enquiry number

Phone · 0333 number·#24200

#24203 · received 09:18 today

Tom Fenwick · probate valuation

Charter: acknowledge within 1 working day

AI suggestion Service area: Valuations · Sub-area: Probate Based on "valuation", "probate" and "40 acres" in the message.

Property address Lead source Assign to Estimated value · probability

Conflict check

Low likelihood · 8% No matching parties. 2 past jobs within 1 mile (shown on map). Open map

Jobs / #24118

Hollins Farm · barn conversion

Planning Kettering office Job manager: Sarah Mills Hollins Lane, Geddington NN14

Agreed fee£14,2503 stages · signed 2 Sep

WIP£5,980Capped at agreed fee

Invoiced · paid£4,500 · £4,500Status from Xero

Forecast margin31%Down from 38% at start

Stages from the signed scope

Green to red shows budget used against each stage

1 · Feasibility and pre-appFixed £4,500 · Sarah Mills, Ben Hart

Complete · invoiced

86%

2 · Planning applicationFixed £6,500 · Sarah Mills, Priya Shah

In progress · watch

92%

Business support will be flagged at 130%. 23.5h booked against a budget of about 25.5h.

3 · Discharge of conditionsTime charge, capped £3,250 · not yet allocated

Not started

0%

Team capacity this week

Sarah MillsAmber · 72% allocated

Priya ShahGreen · 45% allocated

Ben HartGreen · 38% allocated

Recent activity

Call with client, 18 min · added to Sarah's timesheet Invoice for stage 1 marked paid in Xero Conflict check cleared · audit log saved Scope signed by client via e-signature

Week of 13 October · hours and minutes, no units

My timesheet

00:42:18 #24118 · Stage 2

Suggested from Outlook, Teams and calls

Teams meeting · 45mHollins Farm design review → #24118

Call · 18mTom Fenwick → enquiry #24203

Site visit · 2hOld Mill Lane (calendar) → choose job

This week

Job and stage	Description	Mon	Tue	Wed	Thu	Fri	Total
#24118 Hollins Farm Stage 2 · Planning application	Optional on fixed fee	3:15	–	–	–	–	3:15
#23961 Avery Estate Retained · hourly rate	Rent review advice required	1:30	–	–	–	–	1:30
#24097 Kettering Retail Park Valuation	Optional on fixed fee	1:00	–	–	–	–	1:00
Non-chargeable Training · internal	CPD webinar	0:45	–	–	–	–	0:45
Total		6:30	0:00	0:00	0:00	0:00	6:30

Only jobs and open stages you're allocated to are listed. Approved weekly by your team leader.

Monday 13 October

Time

Running 00:42:18

#24118 · Hollins FarmStage 2 · Planning application

Say it"An hour on Avery Estate rent review"

Today

6:30

#24118 Planning application3:15

#23961 Rent review advice1:30

#24097 Valuation1:00

Training · CPD webinar0:45

Call with Tom Fenwick · 18mAdd

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Paid on the 15th once approved

New expense

FromKettering office

ToHollins Farm, Geddington

Distance (return)9.6 mi Edit

Tracked only while this journey was running

Charge to Purpose

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