Edmonton master job list

Every job that is ours across Edmonton North, Edmonton South, the CAT account and direct carrier referrals — checked against XactAnalysis, PSA, Encircle and the two tracker spreadsheets. Generated 2026-08-07 15:09.

This board was built from data that is 23 hours old
The oldest input is XactAnalysis export, exported 2026-08-06 16:24. Anything changed in PSA or XactAnalysis since then is not on this page.

Where the numbers come from

Each source is exported or synced separately, so they are rarely the same age. This page does not average them into one “as of”.

SourceFileExportedAge
PSA job listData/JobList.csv2026-08-06 20:5018 h old
XactAnalysis exportData/XactAnalysis\XactAnalysis_Export_2026-08-06_162444.xlsx2026-08-06 16:2423 h old
Andrew's trackerMasterList/Trackers\Andrew-Outsourced.xlsx2026-08-07 14:091 h old
CAT trackerMasterList/Trackers\CAT Job Tracker - Edmonton.xlsx2026-08-07 14:091 h old
EncircleC:\Users\Jonathan\OneDrive - PuroClean Kelowna\_Jonathan's Documents\Projects\Claude Code\Edmonton XactAnalysis Review\Reports\xactanalysis\encircle-reconcile-2026-08-07.csv2026-08-07 15:050 h old

Where every job stands

Green, yellow and red mean what they mean on Andrew's sheet — but taken from XactAnalysis and PSA this morning, not from the spreadsheet.

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In PSA and contacted
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Needs contact
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Not in PSA

Coverage

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All jobs
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Missing from XactAnalysis
non-XA claims excluded
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Missing from PSA
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No Encircle documentation
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On a sheet, in no system
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In a system, on no sheet

Movement

No comparison available — first run -- no earlier snapshot to compare with.

The book

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Open
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Closed
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Cat
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Non-Xa
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North
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South
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Unknown

Money

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Estimated revenue (PSA)
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No revenue figure

Worth a look

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Records with a gap
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Spreadsheet out of date
expected; sheets are manual
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Matched by name, not by number
check these
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Contact attempted, not reached

Where the spreadsheets and the systems disagree

The tracker sheets record what people believe; XactAnalysis and PSA record what the systems hold. These are the places the two do not line up.

In XactAnalysis, no PSA job yet (14)

On a tracker sheet, in neither system (26)

PSA job with no XactAnalysis claim (41)

In XactAnalysis, on no tracker sheet (21)

PSA job on no tracker sheet (41)

Where the spreadsheets have fallen behind

The trackers are maintained by hand, so they lag the systems — that is expected, not a problem with the job. The colours everywhere else on this page come from XactAnalysis and PSA, not from these sheets. This list is here so somebody can bring the spreadsheets back into line.

Sheet is green, but there is no PSA job (6)

Sheet is green, but no system has a contact date (6)

Sheet is red, but PSA has the job (8)

Sheet says it needs contact, but a contact date exists (12)

Phase rows for one claim carry different colours (2)

The same assignment is listed twice on one sheet (1)

A date column holds text we could not read (1)

The list

Claim #CustomerAddressAccountPM PSA jobStatusInStatus colourSheet saysFlagsSheet rows