Department: Sales • Date: 3/29/2026
Monthly data quality check on Sales pipeline — 3 issues found across 42 records.
| Issue | Severity | Affected | Recommendation |
|---|
| Missing client email on 2 active estimates | medium | 2 | Add email addresses before sending estimates |
| Duplicate prospect entry — "Westfield Condo HOA" | low | 1 | Merge duplicate records, keep most recent |
| Stale leads older than 90 days not archived | low | 5 | Archive or re-engage leads from Dec 2025 |
Department: Admin • Date: 3/22/2026
Compliance registry cross-check — all licenses verified against state records.
| Issue | Severity | Affected | Recommendation |
|---|
| EPA RRP cert for Luis Morales expires Apr 15 | high | 1 | Confirm renewal application submitted — required for pre-1978 homes |
| Subcontractor COI expiring — NW Carpentry Co | medium | 1 | Request updated COI before next engagement |
Department: Tech • Date: 3/15/2026
Integration health check — all 7 integrations tested end-to-end.
| Issue | Severity | Affected | Recommendation |
|---|
| CompanyCam API response time > 5s on large uploads | medium | — | Implement batch chunking for uploads > 20 photos |
| QuickBooks sync occasionally creates duplicate invoice entries | high | 3 | Add idempotency key check before creating QBO invoice |