Approved Quote / Permit task

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.  

The purpose of this workflow is to steam line permit applications at the time of an approved quote. This workflow is to be built using zapier with the trigger from Jobber and the action taking place in  Asana. 

Trigger: 

  1. Quote inside Jobber is approved

         2. Approved Quote contains line item “Permit Fee”

Action 

  1. Inside Asana Project “ Service Jobs with Permits” existing task template “ This one” is duplicate.

        2. Assignee is to be set to Kelly@buddsplumbing.com 

        3. New Task title to be named after quote number in Jobber

        4. Task due date is to be set to 1 day after quote was approved

        5. Inside the new Asana Task Customer Name and Property Address are to be imputed.

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.