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This platform is still in BETA TESTING. You must continue to submit Guest Maintenance Tracker Forms like normal.

You are viewing the sample-data demo. No real guests, employee scores, or login credentials are used. Go to actual employee sign-in.

Team member PIN

Your queue

Sample data only. Decisions in this preview are kept in your browser and are NOT saved to Helm, Google Sheets, or staff scores.

Manager Test Access / Switch QA Employee Only fictional QA records are affected

Guest records

Location

Employee

Date Range: From

To

i i i i i i i i

Conversion Analysis

Location

Reporting year

Reporting period

PHASE 3 EVALUATOR FEEDBACK

Help us improve this app

Your identity comes from your login. Do not include guest personal information.

Team member Where in the app? Feedback type Describe the issue or suggestion Additional details (optional)

REAL HELM APPOINTMENT • QA ONLY

Review business rule

You're evaluating the existing webhook logic. This is NOT an eligibility override, employee task, Google Sheet submission, guest message, or conversion score.

Accuracy of existing rule Explanation or evidence to check

GUEST MAINTENANCE TRACKER

No-conversion follow-up

Eligibility is unverified. Your reason is saved only as a preliminary audit note. This does not change eligibility or official reporting.

Why didn't this guest convert?Additional notes (optional)Automated follow-up recommendation

MANAGER REVIEW

Request eligibility review

Explain why this guest should NOT be Phase 3 eligible or why you dispute the current classification. The manager verifies the evidence.

Reason for review

MANAGER ELIGIBILITY DECISION

Resolve eligibility

Verify the guest's membership, credits, and circumstances before deciding. This closes the manager review and is recorded in read-only history. It does not record a sale or write to official Conversion Analysis sheets.

Manager decision Why is this the correct eligibility?

MANAGER REVIEW

Reassign guest follow-up

Assign this guest to an active team member at your own location. Reassignment does not change Phase 3 eligibility or record a sale.

Assign to Why is this being reassigned?