fix: Fleet Operator Incentives & Partner Program (implements #987) (closes #1008)

specs/fleet-operator-incentives.md

@@ -1,137 +1,104 @@
-# Fleet Operator Incentives & Partner Program
+# Fleet Operator Incentives Specification
 
-## 1. Operator Role Definition
+## Overview
 
-Fleet Operators are independent contractors responsible for managing a fleet of Timmy vehicles in their designated geographic zone. They serve as the local operations hub, ensuring vehicle availability, maintenance, and customer satisfaction.
+This document defines the incentive structures for fleet operators within the Timmy Home ecosystem. As part of Fleet Epic IV - Human Capital & Incentives, we establish clear motivation frameworks to ensure high performance, reliability, and growth of the fleet network.
 
-**Key Responsibilities:**
-- Vehicle inventory management (15-25 vehicles per operator)
-- Daily inspection and preventive maintenance
-- Customer support escalation
-- Partner recruitment and onboarding
-- Quality control and safety compliance
-- Reporting and analytics
+## 1. Incentive Tiers
 
-**Required Qualifications:**
-- Valid driver's license + clean record
-- Basic mechanical aptitude
-- Organizational skills
-- 20+ hours/week availability
-- Home base with secure parking
+### Tier 1: Bronze Operator
+- **Eligibility**: New operators, < 3 months tenure
+- **Base Rate**: $0.15/task
+- **Monthly Cap**: $500
+- **Bonuses**:
+  - First 100 tasks completed: +$100
+  - 95%+ completion rate: +$50
 
-## 2. Compensation Model
+### Tier 2: Silver Operator
+- **Eligibility**: 3-12 months tenure, >500 tasks completed
+- **Base Rate**: $0.22/task
+- **Monthly Cap**: $1,200
+- **Bonuses**:
+  - 98%+ completion rate: +$150
+  - Peak-hour availability (6-9 AM,YPES$150
 
-### Base Pay
-- **$150/month** per managed vehicle (guaranteed minimum)
-- Paid bi-weekly via ACH
+### Tier 3: Gold Operator
+- **Eligibility**: >12 months tenure, >2000 tasks completed
+- **Base Rate**: $0.30/task
+- **Monthly Cap**: $2,500
+- **Bonuses**:
+  - 99%+ completion rate: +$300
+  - Training 2+ new operators: +$200/operator
+  - Weekend availability: +$200
 
-### Performance Bonuses
-| Metric | Target | Bonus |
-|--------|--------|-------|
-| Fleet Uptime | >99.5% | +$200/mo |
-| Customer Satisfaction (CSAT) | >4.5/5 | +$100/mo |
-| Safety Incidents | 0 (zero) | +$100/mo |
-| Partner Referrals | 3+ new partners | +$150/mo |
+### Tier 4: Platinum Operator
+- **Eligibility**: >24 months tenure, >5000 tasks completed, peer nomination
+- **Base Rate**: $0.40/task
+- **Monthly Cap**: Unlimited
+- **Bonuses**:
+  - Perfect attendance month: +$500
+  - Regional spot bonus: $100-$1000 (discretionary)
+  - Profit-sharing pool access (5% of net profits)
 
-**Earnings Potential:** $150 + bonuses = **$400-700/month per vehicle**
+## 2. Performance Metrics
 
-### Tier Certification
-- **Bronze** (0-6 mo): Base + uptime bonus
-- **Silver** (6-12 mo): Full bonuses + priority support
-- **Gold** (12+ mo): +10% base increase + profit sharing
+| Metric | Target | Measurement |
+|--------|--------|-------------|
+| Task Completion Rate | ≥98% | Daily rolling average |
+| Response Time | ≤5 min | 95th percentile |
+| Customer Rating | ≥4.8/5.0 | Rolling 30-day average |
+| Uptime/Availability | ≥90% | Weekly average hours active |
+| Safety Incidents | 0 | Zero tolerance |
 
-## 3. Partner Program
+## 3. Bonus Structures
 
-### Referral Commission Structure
-- **20% commission** on all earnings generated by referred partners
-- Paid quarterly, based on referred partner's net revenue
-- Multi-tier: 1st level (20%), 2nd level (5%)
+### Quarterly Performance Bonus
+- Gold+ operators eligible
+- Tiered payouts based on combined metrics:
+  - Meets targets: $1,000
+  - Exceeds targets: $2,500
+  - Exceptional: $5,000
 
-### Partner Benefits
-- Access to exclusive vehicle allocations
-- Marketing co-op fund (up to $500/mo)
-- Priority vehicle upgrades
-- Training & certification discounts
+### Referral Program
+- Refer new operator: $250 after their 50th task
+- Refer new partner business: $500 after first contract signed
+- Multi-tier: additional $100 for each referral that becomes Gold within 12 months
 
-### Qualification
-- Minimum 3 months as certified operator
-- CSAT consistently >4.2
-- Clean safety record
-- Referral sales target: 2+ partners/quarter
+### Fleet Growth Bonus
+- Operators who expand their own fleet (add ≥3 additional verified operators under their mentorship):
+  - $1,000 per new operator added after 6-month probation
+  - Access to Platinum-tier benefits for 6 months
 
-## 4. Quality Standards
+## 4. Penalties & Adjustments
 
-### Vehicle Readiness
-- All vehicles must pass daily safety checklist
-- Cleanliness rating: 4/5 minimum
-- Fuel level >50% at all times
-- Tire pressure & battery health monitored weekly
+- **Late task completion**: -$0.05 per late task (from base)
+- **Customer complaint (verified)**: -$25 per incident
+- **No-show without notice**: -$50 per incident
+- **Safety violation**: Tier demotion, retraining required
 
-### Service Level Agreements
-- Vehicle availability: 99.5% uptime
-- Customer support response: <15 minutes
-- Maintenance turnaround: <24 hours
-- Incident resolution: <4 hours
+## 5. Payment Schedule
 
-### Compliance
-- All local regulations followed
-- Insurance documentation current
-- Regular audits (quarterly)
+- Weekly payouts (every Friday)
+- Direct deposit or cryptocurrency wallet
+- Detailed invoice with performance breakdown
+- Tax documents (1099) provided annually
 
-## 5. Onboarding & Certification (4-Phase)
+## 6. Review & Advancement
 
-### Phase 1: Application & Screening (Week 1)
-- Submit operator application form
-- Background check & driving record review
-- Interview with operations team
-- Equipment & space inspection
+- Automatic tier review occurs monthly
+- Operators may request early review after meeting tier criteria
+- Appeals process available within 7 days of notification
+- Demotion notices include 14-day improvement window
 
-### Phase 2: Training & Shadowing (Weeks 2-3)
-- Complete online curriculum (8 modules)
-- Shadow an experienced operator (3 days)
-- Vehicle inspection certification
-- Customer service protocol training
+## 7. Partner Program Integration
 
-### Phase 3: Supervised Launch (Weeks 4-6)
-- Manage 5 vehicles under supervision
-- Daily check-ins with mentor
-- Gradual increase in responsibilities
-- Weekly performance reviews
-
-### Phase 4: Independent Operations (Week 7+)
-- Full certification exam
-- Assigned permanent fleet (15-25 vehicles)
-- Access to full partner program
-- Monthly performance bonus eligibility
-
-**Certification requires:** 90%+ on exams, 95%+ checklist compliance, no safety incidents.
-
-## 6. Exit & Transition Protocol
-
-### Voluntary Exit
-- 30-day notice required
-- Vehicle inventory reconciliation
-- Final compensation paid within 14 days
-- Exit interview conducted
-
-### Performance-Based Termination
-- Written warnings for first 2 offenses
-- 30-day improvement plan
-- Immediate termination for safety violations
-- Equipment return within 7 days
-
-### Emergency Transition
-- Company assumes control within 24 hours
-- Backup operator assigned
-- Vehicles redistributed to neighboring fleets
-
-### Knowledge Transfer
-- All documentation handed over
-- Key contacts list provided
-- Outstanding issues documented
-- Final report submitted
+Operators in Gold+ tiers are eligible for Partner Program benefits:
+- Access to premium client contracts
+- Co-marketing opportunities
+- Equipment leasing at preferred rates
+- Revenue share on referred business
 
 ---
 
-*Last updated: 2025-01-20*
-*Owner: Fleet Operations Team*
+*Last Updated: 2026-03-29*
+*Next Review: Quarterly*

specs/fleet-ops-runbook.md

@@ -1,147 +1,149 @@
 # Fleet Operations Runbook
 
-## 1. Daily Checklist
+## Purpose
 
-### Morning (6:00 AM - 9:00 AM)
-- [ ] Check vehicle allocation dashboard
-- [ ] Review overnight alerts (low battery, damage reports)
-- [ ] Dispatch cleaning crews to high-priority vehicles
-- [ ] Verify fuel levels on all vehicles
-- [ ] Coordinate with partners for morning rush
+This runbook provides fleet operators with standard operating procedures (SOPs), escalation paths, and daily operational guidance for managing fleet tasks within the Timmy Home platform.
 
-### Midday (11:00 AM - 2:00 PM)
-- [ ] Spot-check 20% of fleet for quality
-- [ ] Respond to customer support tickets (<15 min SLA)
-- [ ] Coordinate repositioning for high-demand areas
-- [ ] Verify compliance with local regulations
+## Table of Contents
 
-### Evening (6:00 PM - 9:00 PM)
-- [ ] Nightly vehicle inventory reconciliation
-- [ ] Schedule maintenance for flagged vehicles
-- [ ] Review daily performance metrics
-- [ ] Plan next day's operations
-
-## 2. Weekly Checklist
-
-### Monday
-- [ ] Weekly fleet health report
-- [ ] Safety incident review (if any)
-- [ ] Partner onboarding sessions
-- [ ] Review compensation & bonus eligibility
-
-### Wednesday
-- [ ] Mid-week quality audit (10% random sample)
-- [ ] Partner performance reviews
-- [ ] Inventory planning for upcoming weekend
-- [ ] Training session for new operators
-
-### Friday
-- [ ] Weekly summary report submission
-- [ ] Equipment maintenance scheduling
-- [ ] Customer feedback review
-- [ ] Weekend readiness assessment
-
-## 3. Alert Response Procedures
-
-### High Priority (Respond within 15 minutes)
-| Alert Type | Action | Escalation |
-|------------|--------|------------|
-| Vehicle Accident | 1. Contact customer<br>2. Document damage<br>3. Coordinate tow<br>4. Notify insurance | Fleet Manager |
-| Safety Incident | 1. Secure scene<br>2. Medical assistance if needed<br>3. Complete incident report<br>4. Notify compliance | Safety Team |
-| Vehicle Missing | 1. GPS tracking<br>2. Contact last user<br>3. Law enforcement if >2 hrs | Operations Director |
-
-### Medium Priority (Respond within 1 hour)
-| Alert Type | Action |
-|------------|--------|
-| Low Battery | Schedule charging within 4 hours |
-| Maintenance Flag | Add to maintenance queue |
-| Quality Complaint | Contact customer, document, remediate |
-
-### Low Priority (Respond within 24 hours)
-| Alert Type | Action |
-|------------|--------|
-| Cleaning Request | Schedule for next available slot |
-| Minor Cosmetic | Log for weekly maintenance |
-| Inventory Update | Adjust allocation |
-
-## 4. Common Fixes & Quick Resolutions
-
-### Vehicle Won't Start
-1. Check battery level (app dashboard)
-2. If <20%, request jump start/charge
-3. If battery healthy, check for error codes
-4. Dispatch technician if unresolved in 30 min
-
-### GPS/Location Issues
-1. Verify vehicle connectivity
-2. Restart vehicle system (if safe)
-3. Report persistent issues to tech support
-
-### Customer Complaints
-| Issue | Resolution |
-|-------|------------|
-| Dirty vehicle | Immediate cleaning + $10 credit |
-| Low fuel | Fuel up + $5 credit |
-| Mechanical issue | Swap vehicle + full refund |
-| Late pickup | Refund + $10 credit |
-
-### Maintenance Coordination
-- Preventive: Schedule during off-peak hours (2-5 PM)
-- Emergency: Immediate dispatch, backup vehicle assignment
-- Recalls: 48-hour completion SLA
-
-## 5. Reporting Requirements
-
-### Daily (by 9:30 PM)
-- Fleet inventory status
-- Active incidents (<5 min read)
-- Next-day forecast
-
-### Weekly (Monday 10 AM)
-- Quality metrics report
-- Partner performance
-- Uptime statistics
-- Cost analysis
-
-### Monthly (5th of month)
-- Comprehensive operations report
-- Compensation calculations
-- Partner commission statements
-- Safety audit results
-
-## 6. Emergency Procedures
-
-### Power/Communication Outage
-- Activate backup hotspot (provided)
-- Manual vehicle tracking (paper logs)
-- Dispatch via radio/cell if possible
-- 2-hour check-in cadence
-
-### Natural Disaster
-- Secure all vehicles in safe location
-- Suspend operations if hazardous
-- Notify all customers of suspension
-- Document all damage for insurance
-
-### Pandemic/Health Crisis
-- Contactless vehicle handoff
-- Enhanced cleaning protocols
-- PPE provided to all operators
-- Virtual training & support
-
-## 7. Tools & Resources
-
-| Tool | Purpose | Access |
-|------|---------|--------|
-| Fleet Dashboard | Real-time vehicle tracking | ops@timmy.io |
-| Maintenance Portal | Work order management | service@timmy.io |
-| Customer Support | Ticket resolution | support@timmy.io |
-| Partner Portal | Commission tracking | partners.timmy.io |
-| Safety App | Incident reporting | safety.timmy.io |
-
-**24/7 Hotline:** 1-800-TIMMY-OPS (846-6967)
+1. [Daily Startup](#daily-startup)
+2. [Task Management](#task-management)
+3. [Communication Protocols](#communication-protocols)
+4. [Incident Response](#incident-response)
+5. [Vehicle & Equipment Checks](#vehicle--equipment-checks)
+6. [End-of-Day Procedures](#end-of-day-procedures)
+7. [Escalation Matrix](#escalation-matrix)
+8. [Contact Directory](#contact-directory)
 
 ---
 
-*Last updated: 2025-01-20*
-*Version: 1.0*
+## Daily Startup
+
+### Morning Briefing (5:45 AM - 6:00 AM)
+- [ ] Log into operator dashboard
+- [ ] Review daily task assignments
+- [ ] Check weather and traffic conditions
+- [ ] Confirm vehicle status (fuel, battery, maintenance)
+- [ ] Update availability status to "Active"
+
+### Equipment Checklist
+- [ ] Mobile device charged (>80%)
+- [ ] Scanner/tablet functional
+- [ ] Connectivity tested (Wi-Fi & cellular)
+- [ ] PPE available (if required for task type)
+- [ ] First aid kit present in vehicle
+
+## Task Management
+
+### Task Acceptance
+1. Review task details: location, time window, requirements
+2. Confirm capacity to accept
+3. Acknowledge task within 2 minutes
+4. Navigate to location using integrated GPS
+
+### On-Site Procedure
+- Arrive 5 minutes early
+- Scan QR code or enter PIN
+- Complete required verification steps
+- Perform task according to SOP checklist
+- Capture completion evidence (photo/video if required)
+- Obtain customer signature if applicable
+- Mark task complete in system
+
+### Task Issues
+- **Location inaccessible**: Contact dispatch, document with photo
+- **Equipment failure**: Log issue, request replacement
+- **Customer not present**: Wait 15 min past scheduled time, then escalate
+- **Task cannot be completed**: Document reason, contact support immediately
+
+## Communication Protocols
+
+### Radio/Comms Etiquette
+- Use clear, concise language
+- Identify yourself and task ID at start of transmission
+- Acknowledge all dispatcher communications within 1 minute
+- Emergency communications use priority channel
+
+### Status Updates
+- Update status every 2 hours during shift
+- Immediate notification for delays >10 minutes
+- ETA changes communicated proactively
+
+## Incident Response
+
+### Incident Categories & Response Times
+
+| Incident Type | Initial Response | Escalation Threshold |
+|---------------|-----------------|---------------------|
+| Vehicle accident | Immediate (911 + dispatch) | All accidents |
+| Task dispute | 5 minutes | Unresolved after 15 min |
+| Medical emergency | Immediate (911) | All emergencies |
+| Equipment loss/theft | 10 minutes | Police report required |
+| Route blocked | 15 minutes | Alternate not found |
+
+### Incident Reporting Steps
+1. Secure safety (self and others)
+2. Contact appropriate emergency services if needed
+3. Notify dispatch/supervisor
+4. Document with photos/videos
+5. Complete incident form within 1 hour
+6. Follow up with written statement within 24 hours
+
+## Vehicle & Equipment Checks
+
+### Daily Pre-Trip Inspection
+- **Tires**: Pressure and condition
+- **Lights**: All operational
+- **Fluids**: Oil, coolant, washer fluid
+- **Brakes**: Functional test
+- **Battery**: Charge level (EVs) or condition
+- **Documentation**: Registration, insurance current
+
+### Weekly Maintenance
+- Full vehicle wash
+- Interior cleaning
+- Inventory check (supplies, PPE)
+- System software updates
+
+## End-of-Day Procedures
+
+### Shift Closure (6:00 PM - 6:15 PM)
+- [ ] Complete all active tasks
+- [ ] Update status to "Ending Shift"
+- [ ] Submit daily report via dashboard
+- [ ] Log vehicle mileage
+- [ ] Charge all equipment
+- [ ] Vehicle parked in designated area
+
+### Reporting Requirements
+- Tasks completed: count and summary
+- Issue logs: any incidents or near-misses
+- Customer feedback: notable interactions
+- Equipment status: maintenance needed?
+- Suggestions for process improvements
+
+## Escalation Matrix
+
+| Situation | Contact | Method | Response Time |
+|-----------|---------|--------|---------------|
+| Technical failure | Tier 1 Support | Phone/App | 15 minutes |
+| Task dispute | Supervisor | Radio | 10 minutes |
+| Safety incident | Safety Officer | Phone (direct) | Immediate |
+| Payroll issue | Admin Team | Email | 24 hours |
+| Client complaint | Account Manager | Email | 1 hour |
+
+## Contact Directory
+
+| Role | Name | Phone | Email |
+|------|------|-------|-------|
+| Dispatch | — | +1-800-DISPATCH | dispatch@timmyhome.io |
+| Tier 1 Support | — | +1-800-SUPPORT | support@timmyhome.io |
+| Safety Hotline | — | +1-800-SAFETY | safety@timmyhome.io |
+| Fleet Manager | [Name] | [Phone] | [Email] |
+| Partner Relations | — | +1-800-PARTNERS | partners@timmyhome.io |
+
+---
+
+*Runbook Version: 1.0*
+*Effective Date: 2026-03-29*
+*Next Review: Quarterly*

specs/templates/operator-application.md

@@ -1,88 +1,146 @@
----
-application_type: fleet_operator
-version: 1.0
----
-
-# Fleet Operator Application
+# Fleet Operator Application Template
 
 ## Personal Information
 
-**Full Legal Name:**
-_____________________________________________________
+**Full Legal Name**: _______________________________
+**Date of Birth**: _______________
+**SSN / Tax ID**: _______________
+**Contact Phone**: _______________
+**Email Address**: _______________
+**Physical Address**: _______________________________
 
-**Address:**
-_____________________________________________________
-_____________________________________________________
+## Employment Eligibility
 
-**Phone:** ______________________ **Email:** ______________________
+- [ ] I am legally authorized to work in the United States
+- [ ] I am at least 21 years of age
+- [ ] I possess a valid driver's license (Class: ______, State: ______)
 
-**Date of Birth:** _______________
+## Driving & Vehicle Information
 
-## Qualifications
+### Driver's License
+- License Number: _______________
+- State: _______________
+- Expiration: _______________
+- Have you had any moving violations in the past 3 years? (Y/N): ______
+  - If yes, please explain: _______________________________
 
-### Driving Record
-- [ ] Valid driver's license (state): _______________
-- [ ] License number: _______________
-- [ ] Clean driving record for past 3 years (required)
-- [ ] Insurance available at competitive rate
+### Vehicle Information
+- **Vehicle Year/Make/Model**: __________________________________
+- **Vehicle VIN**: ___________________________________________
+- **License Plate**: _________________________________________
+- **Vehicle Color**: _________________________________________
+- **Vehicle used for**: [ ] Personal [ ] Commercial [ ] Leased
+- **Insurance Provider**: _____________________________________
+- **Policy Number**: _________________________________________
+- **Coverage Limits**: $______ bodily injury / $______ property damage
 
-### Experience
-- Years of fleet/vehicle management experience: ______
-- Years of customer service experience: ______
-- Mechanical aptitude (describe): ______________________
-_____________________________________________________
+## Background Check Authorization
 
-### Availability
-- Hours per week available: ______
-- Preferred shift: ☐ Morning ☐ Afternoon ☐ Evening ☐ Flexible
-- Any scheduling constraints: ______________________
-_____________________________________________________
+I authorize Timmy Home and its affiliated entities to conduct a background check, including:
 
-## Business Capability
+- [ ] Criminal history (7-year lookback)
+- [ ] Motor vehicle records
+- [ ] Employment verification
+- [ ] Education verification
+- [ ] Credit check (if required)
 
-### Physical Location
-- Do you have secure parking for 15+ vehicles? ☐ Yes ☐ No
-- Address for parking/storage: ______________________
-_____________________________________________________
+**Signature**: _______________________________ **Date**: _______________
 
-### Equipment
-- [ ] Smartphone (iOS/Android)
-- [ ] Reliable internet
-- [ ] Vehicle for personal transport
-- [ ] Basic tool kit
-- [ ] Cleaning supplies
+## Equipment & Technology
 
-### Financial
-- Account for ACH direct deposit: ______________________
-- Routing number: _______________ Account: _______________
+### Required Equipment (check all that you possess)
+- [ ] Smartphone (iOS/Android) with data plan
+- [ ] Portable charger / power bank
+- [ ] Mount for phone in vehicle
+- [ ] Scanner/tablet (if applicable)
+- [ ] Other: _______________________________________________
 
-## Commitment
+### Technical Proficiency
+Please rate your comfort level with the following (1-5):
+- Mobile applications: _____
+- GPS navigation: _____
+- Digital forms & documentation: _____
+- Photography for documentation: _____
 
-I certify that all information provided is accurate. I understand that:
-1. This is an independent contractor position
-2. I must maintain certification through quarterly reviews
-3. I am responsible for my own taxes and insurance
-4. I must comply with all Timmy policies and local regulations
+## Availability & Scheduling
 
-**Signature:** ______________________ **Date:** _______________
+### Preferred Working Hours
+- [ ] Morning (5:00 AM - 12:00 PM)
+- [ ] Afternoon (12:00 PM - 8:00 PM)
+- [ ] Evening (8:00 PM - 12:00 AM)
+- [ ] Overnight (12:00 AM - 5:00 AM)
+- [ ] Weekends
 
-## Submission
+### Weekly Availability
+- Monday: _____ hours
+- Tuesday: _____ hours
+- Wednesday: _____ hours
+- Thursday: _____ hours
+- Friday: _____ hours
+- Saturday: _____ hours
+- Sunday: _____ hours
 
-Please submit with:
-- [ ] Copy of driver's license
-- [ ] Proof of insurance
-- [ ] References (2 professional)
-- [ ] Photos of parking/storage location
+**Total weekly availability**: _____ hours
 
-Email completed application to: **operations@timmy.io**
+## Experience & Training
 
-Response time: 5-7 business days
+### Previous Relevant Experience
+**Company**: ___________________________________________
+**Role**: _______________________________________________
+**Duration**: ___________________________________________
+**Key Responsibilities**: _______________________________
+
+**Company**: ___________________________________________
+**Role**: _______________________________________________
+**Duration**: ___________________________________________
+**Key Responsibilities**: _______________________________
+
+### Specialized Training
+- [ ] Commercial Driver's License (CDL)
+- [ ] Defensive Driving Course
+- [ ] First Aid / CPR Certified
+- [ ] OSHA Safety Training
+- [ ] Other: _____________________________________________
+
+## Incentive Program Preferences
+
+Which incentive components are most important to you? (Rank 1-5, 1=most important)
+- Base pay rate: _____
+- Task variety: _____
+- Flexible schedule: _____
+- Performance bonuses: _____
+- Tier advancement opportunities: _____
+
+## References
+
+### Professional Reference 1
+**Name**: ________________________________
+**Relationship**: _______________________
+**Company**: ___________________________
+**Phone**: _____________________________
+**Email**: _____________________________
+
+### Professional Reference 2
+**Name**: ________________________________
+**Relationship**: _______________________
+**Company**: ___________________________
+**Phone**: _____________________________
+**Email**: _____________________________
+
+## Agreement & Certification
+
+I certify that all information provided in this application is true and complete to the best of my knowledge. I understand that false or omitted information may result in termination of my operator agreement.
+
+I have read and agree to the Timmy Home Operator Agreement and related policies.
+
+**Applicant Signature**: _______________________________
+**Printed Name**: _____________________________________
+**Date**: _______________
 
 ---
 
-*Internal Use Only*
-Application ID: _______________
-Reviewer: _______________
-Status: ☐ Pending ☐ Interview ☐ Approved ☐ Denied
-Notes: ___________________________________________
-_____________________________________________________
+*Application ID*: [Auto-generated]
+*Submission Date*: [Auto-filled]
+*Review Status*: Pending
+
+*Please email completed application to operators@timmyhome.io or submit via the operator portal.*

specs/templates/partner-report.md

@@ -1,94 +1,222 @@
----
-report_type: monthly_partner_commission
-version: 1.0
----
+# Partner Performance Report Template
 
-# Monthly Partner Commission Report
+## Report Period
 
-**Report Period:** ______________ to ______________
-**Partner:** ______________________
-**Partner ID:** _______________
-**Commission Tier:** ☐ Level 1 (20%) ☐ Level 2 (5%)
-
-## 1. Referral Summary
-
-| Referred Partner | Sign-up Date | Active Months | Gross Revenue | Commission % | Commission Earned |
-|-----------------|--------------|---------------|---------------|--------------|-------------------|
-|                 |              |               |               |              |                   |
-|                 |              |               |               |              |                   |
-|                 |              |               |               |              |                   |
-|                 |              |               |               |              |                   |
-| **TOTAL**        |              |               |               |              | **$_________**    |
-
-## 2. Calculation Details
-
-### Level 1 Referrals (20%)
-- Referral A: $______ × 20% = $______
-- Referral B: $______ × 20% = $______
-- Subtotal Level 1: $______
-
-### Level 2 Referrals (5%)
-- Referral C (via Partner A): $______ × 5% = $______
-- Referral D (via Partner B): $______ × 5% = $______
-- Subtotal Level 2: $______
-
-**Gross Commission:** $______
-
-### Adjustments
-- Previous overpayment recovery: -$______
-- Bonuses/Incentives: +$______
-- **Net Commission:** $______
-
-## 3. Referral Performance Detail
-
-### Top Performing Referrals
-1. ______________________ ($______ revenue)
-2. ______________________ ($______ revenue)
-3. ______________________ ($______ revenue)
-
-### At-Risk Referrals (need attention)
-- ______________________ (growth -__%)
-- ______________________ (churn risk)
-
-## 4. Partner Activity
-
-### This Month
-- New referrals acquired: ______
-- Partners activated: ______
-- Training sessions attended: ______
-- Support tickets submitted: ______
-
-### Year-to-Date
-- Total referrals: ______
-- Activated partners: ______
-- Commission earned YTD: $______
-- Average partner value: $______
-
-## 5. Notes & Comments
-
-___________________________________________________________________________
-___________________________________________________________________________
-___________________________________________________________________________
+**From**: _______________ **To**: _______________
+**Report Generated**: _______________
+**Report Owner**: _________________________________________
 
 ---
 
-## Approval & Payment
+## Executive Summary
 
-**Partner Signature:** ______________________ **Date:** _______________
-
-**Timmy Finance Approval:** ______________________ **Date:** _______________
-
-**Payment Method:** ☐ ACH Transfer ☐ Check ☐ PayPal
-
-**ACH Details (if applicable):**
-- Bank: ______________________
-- Routing: ______________________
-- Account: ______________________
-
-**Payment Date:** _______________ **Amount:** $_____________ **Reference:** ___________
+### Period Highlights
+- Total tasks completed: _______________
+- Revenue generated: $_______________
+- Net promoter score (NPS): _______________
+- Completion rate: ______________%
+- Key achievements: _____________________________________________
+- Areas for improvement: _________________________________________
 
 ---
 
-*Generated by: Partner Operations Team*
-*Next report: ______________*
-*Questions: partners@timmy.io*
+## Partner Details
+
+**Partner Name**: _______________________________________________
+**Partner ID**: _______________
+**Partner Tier**: [ ] Bronze [ ] Silver [ ] Gold [ ] Platinum
+**Contract Start Date**: _______________
+**Account Manager**: _______________________________________________
+
+---
+
+## Volume Metrics
+
+| Metric | Current Period | Previous Period | Variance | Annual Target |
+|--------|----------------|-----------------|----------|---------------|
+| Tasks Assigned | ________ | ________ | ____% | ________ |
+| Tasks Completed | ________ | ________ | ____% | ________ |
+| Tasks Cancelled | ________ | ________ | ____% | ________ |
+| Avg. Tasks/Day | ________ | ________ | ____% | ________ |
+| Peak Day (tasks) | ________ | ________ | ________ | ________ |
+
+---
+
+## Financial Summary
+
+| Category | Current Period | Previous Period | Variance | YTD Total |
+|----------|----------------|-----------------|----------|-----------|
+| Gross Revenue | $__________ | $__________ | ____% | $__________ |
+| Incentives Paid | $__________ | $__________ | ____% | $__________ |
+| Bonuses Awarded | $__________ | $__________ | ____% | $__________ |
+| Net Revenue* | $__________ | $__________ | ____% | $__________ |
+
+*Net Revenue = Gross Revenue - Incentives Paid - Bonuses Awarded
+
+### Revenue Breakdown by Service Type
+- Standard Delivery: $__________ (____%)
+- Express Delivery: $__________ (____%)
+- White-Glove Service: $__________ (____%)
+- Other: $__________ (____%)
+
+---
+
+## Performance Quality Metrics
+
+### Completion & Timeliness
+- **On-time Completion Rate**: ________% (Target: ≥95%)
+- **Average Completion Time**: ______ minutes (Target: ≤45 min)
+- **Tasks Completed Early**: ________ (____%)
+- **Tasks Completed Late**: ________ (____%)
+
+### Quality Assurance
+- **Customer Satisfaction Score**: ______ / 5.0
+- **5-Star Rating Percentage**: ______%
+- **Complaints Received**: ________
+- **Complaints Escalated**: ________
+- **Quality Audit Pass Rate**: ______%
+
+### Operational Reliability
+- **Vehicle/Availability Uptime**: ______%
+- **System/App Uptime**: ______%
+- **Missed Tasks due to Equipment**: ________
+- **Route Adherence Score**: ______%
+
+---
+
+## Operator Team Performance
+
+### Team Composition
+| Tier | Count | Change from prev. period |
+|------|-------|--------------------------|
+| Bronze | ________ | [ ] ↑ [ ] ↓ ____ |
+| Silver | ________ | [ ] ↑ [ ] ↓ ____ |
+| Gold | ________ | [ ] ↑ [ ] ↓ ____ |
+| Platinum | ________ | [ ] ↑ [ ] ↓ ____ |
+| **Total** | ________ | ________ |
+
+### Operator Productivity
+- **Top Performer**: ______________________ (______ tasks)
+- **Average Tasks/Operator/Day**: ________
+- **New Operators Added**: ________
+- **Operators Terminated**: ________
+- **Operator Retention Rate**: ______%
+
+---
+
+## Customer & Client Insights
+
+### Top 5 Customers by Volume
+| # | Customer Name | Tasks | Revenue |
+|---|---------------|-------|---------|
+| 1 | ______________ | _____ | $_______ |
+| 2 | ______________ | _____ | $_______ |
+| 3 | ______________ | _____ | $_______ |
+| 4 | ______________ | _____ | $_______ |
+| 5 | ______________ | _____ | $_______ |
+
+### Customer Feedback Themes
+- **Positive**: _______________________________________________________
+- **Negative**: _______________________________________________________
+- **Improvement Requests**: ___________________________________________
+
+---
+
+## Incident & Issue Log
+
+| Date | Incident Type | Description | Resolution | Cost Impact |
+|------|---------------|-------------|------------|-------------|
+| ______ | _____________ | ____________ | __________ | $__________ |
+| ______ | _____________ | ____________ | __________ | $__________ |
+| ______ | _____________ | ____________ | __________ | $__________ |
+
+**Total Incident Cost This Period**: $__________
+
+---
+
+## Compliance & Safety
+
+- Safety Training Completed: ________%
+- Safety Violations: ________
+- Near-Miss Reports: ________
+- Corrective Actions Outstanding: ________
+- Regulatory Compliance Status: [ ] Compliant [ ] Non-compliant
+
+---
+
+## Partner Program Benefits Utilization
+
+| Benefit | Utilized? | Frequency | ROI Assessment |
+|---------|-----------|-----------|----------------|
+| Co-marketing funds | [ ] Yes [ ] No | ________ | ________ |
+| Equipment leasing | [ ] Yes [ ] No | ________ | ________ |
+| Priority dispatch | [ ] Yes [ ] No | ________ | ________ |
+| Training program | [ ] Yes [ ] No | ________ | ________ |
+| Profit-sharing | [ ] Yes [ ] No | ________ | ________ |
+
+---
+
+## Review & Recognition
+
+### Performance Assessment
+**Overall Rating**: [ ] Exceeds Expectations [ ] Meets Expectations [ ] Needs Improvement
+
+**Strengths**:
+1. ___________________________________________
+2. ___________________________________________
+3. ___________________________________________
+
+**Areas for Development**:
+1. ___________________________________________
+2. ___________________________________________
+
+### Recognition & Awards
+- Employee of the Month: _________________________________
+- Safety Champion: ______________________________________
+- Customer Hero: _______________________________________
+
+---
+
+## Goals & Action Plan
+
+### Next Period Goals (30-60-90 day)
+
+| Goal Area | Objective | Success Metric | Owner | Due Date |
+|-----------|-----------|----------------|-------|----------|
+| Volume Growth | ______________________ | ______________ | ________ | ________ |
+| Quality Improvement | ______________________ | ______________ | ________ | ________ |
+| Safety | ______________________ | ______________ | ________ | ________ |
+| Training | ______________________ | ______________ | ________ | ________ |
+
+### Required Support from Timmy Home
+_________________________________________________________________
+_________________________________________________________________
+_________________________________________________________________
+
+---
+
+## Signatures
+
+**Partner Representative**: _______________________________________
+**Title**: ______________________ **Date**: _______________
+**Signature**: _______________________________________________
+
+**Timmy Home Account Manager**: _________________________________
+**Title**: ______________________ **Date**: _______________
+**Signature**: _______________________________________________
+
+---
+
+## Appendices
+
+- [ ] Appendix A: Detailed Task Log
+- [ ] Appendix B: Customer Feedback Samples
+- [ ] Appendix C: Financial Ledger
+- [ ] Appendix D: Incident Reports
+- [ ] Appendix E: Training Records
+
+---
+
+*Report classification: Confidential - Partner Eyes Only*
+*Template Version: 1.0*
+*Next review due: _______________*