Adding Service to Price Book

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.  

Below are full instructions on how to add an item or service to Budd’s Plumbing price book.A task inside Asana will be assigned. Follow these instructions as shown below.  

  1. Review task from inside Asana

              2. Inside Quickbooks Home page click on Gear Icon<Products and services

            3. On far right side of page click on Green New

            4. Click on Services

            5. Fill in information as listed on Asana Task

            6. Inside Asana task Click on attached Google spreadsheet.

             7. Input Labor Hours and material cost and listed in SKU

            8. Inside QuickBooks Input Sale price/Rate shown in yellow hight from google sheet

   

              9. Income Account to remain service

             a. Task inside Asana includes attachment

                             i. Click on the attachment and click on the down arrow

                               ii. Click on Download attachment

                              iii. From the bottom of the screen, drag downloaded attachment into

          10. Click on Green Save and Close located at the bottom of tab

           11. Mark Asana task Completed

Instruction Video: 

https://www.loom.com/share/c99aba7be2864b63bc89fb5bbb34f38d

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. 

Click on the attachment and click on the down arrow

                           i. Click on the attachment and click on the down arrow  Click on Download attachment From the bottom of the screen, drag                                downloaded attachment into Quickbooks attachment input box

Click on Download attachment

  1. Click on Green Save and Close located at the bottom of tab
  1. Mark Asana task Completed

Instruction Video: 

https://www.loom.com/share/c99aba7be2864b63bc89fb5bbb34f38d

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. 

https://www.loom.com/share/c99aba7be2864b63bc89fb5bbb34f38d