Career Path
Field Tech → Install Lead · expected Q3 2026
Apprentice
Junior Tech
Tech
Install Lead
Senior Lead
Manager
Path to Install Lead · 3 of 5 complete
✓ 3 yrs in seat
✓ PFP tier 2
● Mentor shadow
Mentor 1 new tech
Manager signoff
At a Glance · This Month
MTD
QTD
YTD
L12
Close Rate
58%+4
dept avg 51%
Avg Ticket
$685+$42
17 jobs completed
Callback Rate
1.2%-0.8
goal ≤ 2.0%
CSAT
4.82/ 5.0
12 reviews this month
Jobs / Day
3.8+0.4
target 3.5
Utilization
89%+3
billable of clocked
$35K Club
6/ 12 mo
Apr on pace
EOS · Q2 2026
Personal rocks, to-dos, IDS, and L10 attendance
Personal Rock
Complete advanced glass bonding certification by June 30
65% · 4 of 6 modules done
68 days left
Open To-Dos · 3
◴
Schedule mentor shadow w/ Aaron L.
L10
Apr 29
◴
Submit Sika module 5 quiz
Rock
May 02
◴
Review callback J-10842 w/ Evan
1:1
Apr 28
Last 4 L10s · attendance
3 of 4
Issue owned · IDS
⚠
Truck 7 ladder rack rattle
Logged Apr 9 · not yet discussed
Performance Trend · 13 weeks
Weekly revenue · trending +$1.2K/wk since Q2 start
Wk of Jan 27
Wk of Apr 21
Active Training · 3 tracks
+ Assign Track
Advanced Glass Bonding (Sika)
4 / 6 lessons
Customer Communication Level 3
7 / 8 lessons
Safety Refresh 2026
2 / 5 lessons
Coaching & Reviews
Reviews 6
Coaching clips 14
ET
→
ET
→
PS
→
Q1 2026 Review
v2026.Q1
4.6 / 5
Evan Tran · Mar 15, 2026 · "Exceeds expectations on revenue + CSAT"
Q4 2025 Review
v2025.Q4
4.4 / 5
Evan Tran · Dec 18, 2025 · "Strong tech, ready for lead track"
Annual 2025
v2025.Y
4.5 / 5
Philip Schultz · Jan 12, 2026 · "Promoted to Tech, 8% raise approved"
Pay & Compensation
Pay period Apr 7 – Apr 20 · payout Fri Apr 24
Base hours
80.0 hrs
@ $28.50 · +4.0 OT · 0 PTO
PFP Commission
$1,420
Tier 3 · unlocked Apr 15
Period Gross
$4,371
pay date Fri Apr 24
| Regular hours (80.0 × $28.50) | $2,280.00 |
| Overtime (4.0 × $42.75) | $171.00 |
| PTO (0.0 hrs) | $0.00 |
| Base + OT subtotal | $2,451.00 |
| PFP commission (see payroll preview for tier math) | $1,420.00 |
| $35K Club bonus | $500.00 |
| Period gross | $4,371.00 |
Activity Timeline
Most recent first · 42 events this quarter
Hit $35K Club · month 6 of 12
Cleared $35,440 in personal revenue for April · auto-triggers $500 bonus on next payroll.
Completed lesson · Customer de-escalation
Customer Communication L3 · Module 7 · scored 94% on final quiz.
Callback flagged · Job #J-10842
Customer called regarding seal gap on kitchen IGU. Resolved next day; flagged for 1:1 discussion.
Commission milestone · Tier 2 → Tier 3
Crossed $37K cumulative QTD revenue · PFP rate bumps from 2.5% to 3.0% for remainder of quarter.
1:1 with Evan Tran · completed
Discussed install lead track, mentor pairing with Aaron L., Sika cert timeline.
Badge earned · Zero-callback month
March had 0 callbacks across 74 jobs. Dept benchmark is 2.1%.
5-star Google review · Linda P.
"Kristin was professional, explained everything. Would absolutely hire again." · job J-10788
Approved PTO · May 12–14
3 days requested · coverage plan: Aaron L. picks up scheduled installs.
Annual raise · $26.50 → $28.50 / hr
8% merit increase tied to 2025 annual review. Effective Jan 12, 2026.