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

specs/fleet-operator-incentives.md

@@ -1,93 +1,104 @@
-# Fleet Operator Incentives Program
+# Fleet Operator Incentives Specification
 
 ## Overview
 
-This specification defines the incentive structure and certification program for Timmy Home fleet operators. The goal is to build a reliable, high-performing distributed fleet network through aligned economic incentives and rigorous operator certification.
+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.
 
-## Program Objectives
+## 1. Incentive Tiers
 
-- Recruit and retain 3-5 active certified operators within 6 months
-- Maintain operator churn <10% annually
-- Achieve fleet uptime >99.5%
-- Ensure partner channel delivers >30% of leads
+### 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
 
-## Operator Tiers & Requirements
+### 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
 
-### Tier 1: Certified Operator
-- Complete operator application and training
-- Maintain minimum hardware specifications
-- Agree to SLAs and monitoring
-- Pass technical assessment
+### 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
 
-### Tier 2: Senior Operator
-- 6+ months active participation
-- Uptime >99.7%
-- Mentor at least 1 new operator
-- Advanced troubleshooting capabilities
+### 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)
 
-### Tier 3: Fleet Lead
-- 12+ months active participation
-- Uptime >99.9%
-- Team lead responsibilities
-- Strategic input on fleet improvements
+## 2. Performance Metrics
 
-## Incentive Structure
+| 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 |
 
-### Base Compensation
-- Tier 1: $X/month per active node
-- Tier 2: $Y/month per active node (+15% bonus)
-- Tier 3: $Z/month per active node (+30% bonus)
+## 3. Bonus Structures
 
-### Performance Bonuses
-- Uptime bonus: Additional 5% for >99.5% monthly uptime
-- Lead generation bonus: $100 per qualified lead from operator network
-- Mentorship bonus: $200/month per successfully onboarded mentee
+### Quarterly Performance Bonus
+- Gold+ operators eligible
+- Tiered payouts based on combined metrics:
+  - Meets targets: $1,000
+  - Exceeds targets: $2,500
+  - Exceptional: $5,000
 
-### Penalties & Adjustments
-- Downtime deductions: Prorated based on SLA breach
-- Early termination fees: 50% of commitment period value
-- Performance improvement plan for chronic underperformance
+### 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
 
-## Certification Process
+### 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
 
-1. Application submission (operator-application.md template)
-2. Technical screening and hardware validation
-3. Training completion (modules & hands-on)
-4. Assessment exam (minimum 80% score)
-5. Probation period (30 days)
-6. Full certification
+## 4. Penalties & Adjustments
 
-## Monitoring & Metrics
+- **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
 
-- Real-time uptime monitoring via Prometheus/Grafana
-- Monthly performance reports
-- Quarterly business reviews for senior operators
-- Automated alerting for SLA breaches
+## 5. Payment Schedule
 
-## Partner Program Integration
+- Weekly payouts (every Friday)
+- Direct deposit or cryptocurrency wallet
+- Detailed invoice with performance breakdown
+- Tax documents (1099) provided annually
 
-- Certified operators become partner channel participants
-- Operators receive referral commissions
-- Partner leads tracked through dedicated attribution system
-- Monthly partner reports generated (partner-report.md template)
+## 6. Review & Advancement
 
-## Success Criteria
+- 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
 
-- 3-5 active certified operators by month 6
-- Annual churn rate <10%
-- Fleet-wide uptime >99.5%
-- Partner channel contribution >30% of new leads
+## 7. Partner Program Integration
 
-## Roadmap
+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
 
-**Month 1-2:** Launch pilot program with 2 operators
-**Month 3-4:** Scale to 5 operators, refine processes
-**Month 5-6:** Optimize incentives, expand partner integration
+---
 
-## Appendix
-
-- Operator agreement template
-- SLA definitions and metrics
-- Hardware requirements document
-- Training curriculum outline
-- Support escalation procedures
+*Last Updated: 2026-03-29*
+*Next Review: Quarterly*

specs/fleet-ops-runbook.md

@@ -1,161 +1,149 @@
 # Fleet Operations Runbook
 
-## Emergency Procedures
+## Purpose
 
-### System Outage Response
+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.
 
-**Severity 1 (Total Outage)**
-- Immediate: Alert all on-call operators via PagerDuty
-- Within 15min: Incident commander declared, communication channel established
-- Within 1hr: Root cause identified or escalation to engineering
-- Resolution: Post-mortem within 24 hours
+## Table of Contents
 
-**Severity 2 (Partial Degradation)**
-- Alert within 30min
-- Diagnosis within 2 hours
-- Resolution or workaround within 4 hours
+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)
 
-**Severity 3 (Minor Issues)**
-- Ticket creation in incident tracker
-- Resolution within 24 hours
+---
 
-### Hardware Failure
+## Daily Startup
 
-1. **Node Failure Detection**
-   - Automated monitoring alerts when node >5min offline
-   - Operator SMS/email notification
-   - Auto-escalation if no response within 10min
+### 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"
 
-2. **Recovery Steps**
-   - Soft reboot attempt via remote management
-   - If unsuccessful, dispatch field technician (on-call schedule)
-   - Provision replacement node if repair >4hrs
-   - Update incident log with ETA and status
+### 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
 
-3. **Post-Recovery**
-   - Root cause analysis
-   - Hardware replacement if faulty
-   - Configuration drift detection and remediation
+## Task Management
 
-### Network Disruption
+### 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
 
-- **Provider Outage**: Switch to backup ISP (if available), notify customers of degraded service
-- **Local Network Issues**: Verify local routing, contact site operator for physical inspection
-- **DNS Issues**: Switch to secondary DNS, monitor for propagation
+### 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
 
-## Daily Operations
+### 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
 
-### Morning Checks (08:00 UTC)
-- Review overnight alert summary
-- Verify all nodes reported healthy in last 24hrs
-- Check capacity utilization trends
-- Review pending maintenance windows
+## Communication Protocols
 
-### Ongoing Monitoring
-- Dashboard: `https://monitoring.timmyfoundation.org/fleet`
-- Slack channel: `#fleet-operations`
-- PagerDuty schedule: rotate weekly among Tier 3 operators
+### 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
 
-### Handoff Procedure
-- Outgoing operator: Complete handoff checklist by end of shift
-- Incoming operator: Review log, verify all systems nominal
-- Both parties: Sign off in runbook log
+### Status Updates
+- Update status every 2 hours during shift
+- Immediate notification for delays >10 minutes
+- ETA changes communicated proactively
 
-## Maintenance Windows
+## Incident Response
 
-- **Weekly**: Software updates (Sunday 02:00-04:00 UTC)
-- **Monthly**: Hardware inspection and cleaning
-- **Quarterly**: Full system audit and capacity planning
+### Incident Categories & Response Times
 
-## Escalation Path
+| 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 |
 
-```
-Operator (Tier 1) → Senior Operator (Tier 2) → Fleet Lead (Tier 3)
-    ↓
-Engineering On-Call (P0-P1 incidents)
-    ↓
-CTO / Executive Review (P0 incidents, business critical)
-```
+### 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
 
-## Communication Templates
+## Vehicle & Equipment Checks
 
-### Outage Notification (Customer-Facing)
+### 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
 
-```
-Subject: Service Disruption Notification
+### Weekly Maintenance
+- Full vehicle wash
+- Interior cleaning
+- Inventory check (supplies, PPE)
+- System software updates
 
-Dear Customer,
+## End-of-Day Procedures
 
-We are currently experiencing an issue affecting [service]. Our team is investigating and working to restore service as quickly as possible.
+### 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
 
-Estimated time to resolution: [ETA]
-Next update: [time]
+### 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
 
-We apologize for the inconvenience and appreciate your patience.
+## Escalation Matrix
 
-Timmy Operations Team
-```
+| 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 |
 
-### Internal Alert
+## Contact Directory
 
-```
-🚨 FLEET INCIDENT: [SEVERITY] - [NODE/SERVICE]
+| 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 |
 
-Impact: [description]
-Action: [immediate action required]
-Owner: [assigned operator]
-ETA: [estimated resolution time]
+---
 
-Link to incident: [URL]
-```
-
-## Documentation
-
-- Architecture diagrams: `docs/architecture/`
-- Configuration management: `docs/config/`
-- Operator handbook: `specs/fleet-operator-incentives.md`
-- Compliance checklist: `docs/compliance/`
-
-## Support Contacts
-
-- **Engineering On-Call**: `pagerduty://schedule/engineering`
-- **Network Provider**: `support@provider.com / 1-800-SUPPORT`
-- **Hardware Vendor**: `support@vendor.com / 1-800-HARDWARE`
-- **Internal Fleet Slack**: `#fleet-operations`
-
-## Recovery Objectives (RTO/RPO)
-
-| Service | RTO | RPO |
-|---------|-----|-----|
-| API Services | 15min | 5min |
-| Data Pipeline | 1hr | 15min |
-| Monitoring | 30min | N/A |
-| Backup Systems | 4hr | 24hr |
-
-## Change Management
-
-- All production changes require RFC and approval
-- Emergency changes: Document rationale, notify within 24hrs
-- Standard changes: Weekly change window (Wednesday 22:00 UTC)
-- Post-change validation required for all modifications
-
-## Security Incidents
-
-- Immediate isolation of affected nodes
-- Preserve logs for forensic analysis
-- Notify security team within 15min
-- Follow incident response playbook: `docs/security/incident-response.md`
-
-## Metrics & KPIs
-
-- **MTTR**: Mean time to recovery
-- **Uptime**: Node and service availability percentages
-- **Capacity**: Utilization vs. provisioned resources
-- **Customer Impact**: Number of affected customers per incident
-
-## Appendix
-
-- Outage history log
-- Maintenance schedule
-- Vendor contact list
-- Compliance audit checklist
+*Runbook Version: 1.0*
+*Effective Date: 2026-03-29*
+*Next Review: Quarterly*

specs/templates/operator-application.md

@@ -1,112 +1,146 @@
-# Fleet Operator Application
+# Fleet Operator Application Template
 
 ## Personal Information
 
-**Full Name:**
-**Email:**
-**Phone:**
-**Location (City, State/Province, Country):**
-**Time Zone:**
+**Full Legal Name**: _______________________________
+**Date of Birth**: _______________
+**SSN / Tax ID**: _______________
+**Contact Phone**: _______________
+**Email Address**: _______________
+**Physical Address**: _______________________________
 
-## Business Entity
+## Employment Eligibility
 
-**Legal Structure:** (Sole Proprietor / LLC / Corporation / Other)
-**Business Registration Number:**
-**Tax ID/EIN:**
-**Years in Operation:**
+- [ ] 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: ______)
 
-## Technical Capabilities
+## Driving & Vehicle Information
 
-### Infrastructure
+### Driver's License
+- License Number: _______________
+- State: _______________
+- Expiration: _______________
+- Have you had any moving violations in the past 3 years? (Y/N): ______
+  - If yes, please explain: _______________________________
 
-- **Number of Nodes Available:** __________
-- **Hardware Specifications (per node):**
-  - CPU: __________
-  - RAM: __________
-  - Storage: __________
-  - Network: __________
+### 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
 
-- **Uptime History (past 12 months):** __________%
-- **Average Monthly Downtime:** __________ hours
+## Background Check Authorization
 
-### Connectivity
+I authorize Timmy Home and its affiliated entities to conduct a background check, including:
 
-- **Primary ISP:** __________
-- **Backup ISP:** __________ (Yes/No)
-- **Average Upload Speed:** __________ Mbps
-- **Average Download Speed:** __________ Mbps
-- **Latency to primary regions:** __________ ms
+- [ ] Criminal history (7-year lookback)
+- [ ] Motor vehicle records
+- [ ] Employment verification
+- [ ] Education verification
+- [ ] Credit check (if required)
 
-### Security & Compliance
+**Signature**: _______________________________ **Date**: _______________
 
-- **Physical Security Measures:** (e.g., locked racks, cameras)
-- **Network Security:** (firewalls, VPNs, monitoring)
-- **Data Privacy Compliance:** (GDPR, CCPA, etc.)
-- **Insurance Coverage:** (liability, errors & omissions)
+## Equipment & Technology
 
-## Operational Capacity
+### 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: _______________________________________________
 
-**Support Hours:** __________ (24/7 / Business Hours / On-call)
-**Staff Count:** __________ (Full-time / Part-time)
-**Incident Response SLA:** __________
-**Monitoring Tools Used:** __________
+### Technical Proficiency
+Please rate your comfort level with the following (1-5):
+- Mobile applications: _____
+- GPS navigation: _____
+- Digital forms & documentation: _____
+- Photography for documentation: _____
 
-## Financial Terms
+## Availability & Scheduling
 
-**Desired Compensation Model:** (Tier 1 / Tier 2 / Tier 3)
-**Expected Monthly Revenue:** $__________
-**Start Date Availability:** __________
-**Commitment Period:** (6 months / 12 months / 24 months)
+### 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
+
+### Weekly Availability
+- Monday: _____ hours
+- Tuesday: _____ hours
+- Wednesday: _____ hours
+- Thursday: _____ hours
+- Friday: _____ hours
+- Saturday: _____ hours
+- Sunday: _____ hours
+
+**Total weekly availability**: _____ hours
+
+## Experience & Training
+
+### 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
 
-**Previous Fleet/Customer References:**
-1. Name: __________ | Contact: __________ | Relationship: __________
-2. Name: __________ | Contact: __________ | Relationship: __________
+### Professional Reference 1
+**Name**: ________________________________
+**Relationship**: _______________________
+**Company**: ___________________________
+**Phone**: _____________________________
+**Email**: _____________________________
 
-**Technical References:**
-1. Name: __________ | Contact: __________ | Relationship: __________
+### Professional Reference 2
+**Name**: ________________________________
+**Relationship**: _______________________
+**Company**: ___________________________
+**Phone**: _____________________________
+**Email**: _____________________________
 
-## Certifications
+## Agreement & Certification
 
-- [ ] AWS/Azure/GCP Certification
-- [ ] Network+ / Security+
-- [ ] ISO 27001
-- [ ] SOC 2
-- [ ] Other: __________
+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.
 
-## Motivation & Alignment
+I have read and agree to the Timmy Home Operator Agreement and related policies.
 
-**Why do you want to join the Timmy Home Fleet?** (max 500 words)
+**Applicant Signature**: _______________________________
+**Printed Name**: _____________________________________
+**Date**: _______________
 
-**How does your operation align with our values of reliability, transparency, and continuous improvement?** (max 300 words)
+---
 
-## Attachments
+*Application ID*: [Auto-generated]
+*Submission Date*: [Auto-filled]
+*Review Status*: Pending
 
-- [ ] Proof of business registration
-- [ ] Insurance certificates
-- [ ] Network performance reports (last 3 months)
-- [ ] Hardware inventory list
-- [ ] Signed NDA (if not already on file)
-
-## Agreement
-
-By submitting this application, I certify that all information provided is accurate and complete. I understand that false statements may result in termination of the operator agreement.
-
-**Signature:** _________________________
-**Date:** _________________________
-
-## Internal Use Only (Timmy Home Team)
-
-- **Application Received:** __________
-- **Initial Screening:** __________ (Pass/Fail) by __________
-- **Technical Review:** __________ (Pass/Fail) by __________
-- **Site Visit/Remote Inspection:** __________ (Completed/Dates)
-- **Certification Assigned:** __________ (Tier 1 / Tier 2 / Tier 3)
-- **Onboarding Date:** __________
-- **Mentor Assigned:** __________
-- **Operational Start Date:** __________
-
-**Notes:**
-__________
-__________
+*Please email completed application to operators@timmyhome.io or submit via the operator portal.*

specs/templates/partner-report.md

@@ -1,134 +1,222 @@
-# Partner Monthly Report
+# Partner Performance Report Template
 
 ## Report Period
 
-**Month/Year:** __________
-**Partner ID:** __________
-**Partner Name:** __________
-**Report Generated:** __________
-
-## Executive Summary
-
-- Total leads generated: __________
-- Qualified leads: __________
-- converted customers: __________
-- Revenue attributed: $__________
-- Commission earned: $__________
-- YoY growth: __________%
-
-## Lead Generation Metrics
-
-### Lead Volume
-
-| Channel | Total Leads | Qualified Leads | Conversion Rate | Notes |
-|---------|-------------|-----------------|-----------------|-------|
-| Direct Referral | __ | __ | __% | |
-| Marketing Campaign | __ | __ | __% | |
-| Events/Conferences | __ | __ | __% | |
-| Other: __________ | __ | __ | __% | |
-
-### Lead Quality Assessment
-
-- **High Value (likely to convert):** __________ leads
-- **Medium Value:** __________ leads
-- **Low Value:** __________ leads
-- **Lead Source Validation:** __________% verified
-
-## Revenue & Commission
-
-### Revenue Attribution
-
-| Customer | Deal Size | Start Date | Commission % | Commission Amount |
-|----------|-----------|------------|--------------|-------------------|
-| | $ | | % | $ |
-| | $ | | % | $ |
-| | $ | | % | $ |
-
-- **Total Revenue:** $__________
-- **Total Commission:** $__________
-- **Commission Rate:** __________%
-- **Payment Status:** (Paid / Pending / Escrow)
-
-### Payment Schedule
-
-- **Commission Period:** 1st - last day of month
-- **Payment Date:** __________ (net 30 days)
-- **Payment Method:** (ACH / Wire / Check / Crypto)
-- **Invoice Attached:** (Yes/No)
-
-## Fleet Performance Impact
-
-### Operator Contributions
-
-| Operator | Leads Generated | Conversions | Revenue Impact |
-|----------|----------------|-------------|----------------|
-| | | | $ |
-| | | | $ |
-| | | | $ |
-
-### Uptime & Reliability Correlation
-
-- **Average fleet uptime during reporting period:** __________%
-- **Leads from high-uptime operators (>99.5%):** __________
-- **Customer complaints related to fleet issues:** __________
-
-## Marketing & Training Activities
-
-### Promotional Efforts
-
-- Campaigns run: __________
-- Materials distributed: __________
-- Events attended: __________
-- Content created: __________
-
-### Training Completed
-
-- New operator certifications: __________
-- Continuing education hours: __________
-- Process improvements implemented: __________
-
-## Challenges & Blockers
-
-- __________
-- __________
-- __________
-
-## Opportunities & Goals (Next Period)
-
-1. __________
-2. __________
-3. __________
-
-## Support Needs
-
-- __ Technical assistance
-- __ Marketing materials
-- __ Training resources
-- __ Lead qualification support
-- __ Other: __________
-
-## Compliance & Agreement Status
-
-- [ ] All reporting requirements met
-- [ ] Commissions calculated correctly
-- [ ] SLA adherence documented
-- [ ] Partner agreement in good standing
-- [ ] No compliance violations
-
-**Partner Signature:** _________________________
-**Date:** _________________________
-
-**Timmy Home Representative:** _________________________
-**Date:** _________________________
-
-## Attachments
-
-- [ ] Lead verification documentation
-- [ ] Revenue reports from finance system
-- [ ] Commission calculation spreadsheet
-- [ ] Marketing activity logs
-- [ ] Training completion certificates
+**From**: _______________ **To**: _______________
+**Report Generated**: _______________
+**Report Owner**: _________________________________________
 
 ---
 
-*This report is confidential and intended solely for the use of the partner and Timmy Home leadership. Distribution without authorization is prohibited.*
+## Executive Summary
+
+### Period Highlights
+- Total tasks completed: _______________
+- Revenue generated: $_______________
+- Net promoter score (NPS): _______________
+- Completion rate: ______________%
+- Key achievements: _____________________________________________
+- Areas for improvement: _________________________________________
+
+---
+
+## 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: _______________*