Adding Quote Builder Submission to Jobber notes

Objective: This Standard Operating Procedure (SOP) outlines the responsibilities and procedures for an  assistant in   Budd’s Plumbing to track down a key performance indicator that tracks our overall conversion of the marketing spend we are spending within Budd’s Plumbing .  

Listed below are the instructions on how to add quote builder to jobber notes. The importance of this step is to insure the job was quoted property. Follow the instructions as shown: 

          1.  A task inside Asana will be assigned to you with a due date of the day the form was


          2.  The name of the task will be name after the quote number 

          3.  Search the quote number inside jobber search bar

Loom Video :

         4. Inside the Asana task, Copy the notes

          5. Inside Jobber quote paste inside notes

            6. Click save

Note: This SOP can be customized based on the specific requirements and guidelines of Budd’s Plumbing. Regularly review and update the SOP to ensure it remains accurate and aligned with the company's evolving needs. Make notes below in Red that would make this SOP more efficient. Before changing the SOP above, Ben and Mike need to sign off on it.