Convert to Job in Jobber

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 to be followed when a quote is approved. Follow the instructions as listed. 

          1.  Quote is side Jobber is approved

          2.  Review quote 

          3.  Click on “Convert to Job”

          4.  Job schedule page will appear 

                     a.  If Job may be scheduled at this time

                                i.  Schedule 

                                           1.  Start date: list date job is to start

                                           2.  End Date: List date job is to be completed

                                ii.  Times 

                                            1.  Start Time: list time job is to start

                                            2.  End time: list time job is to end 

                                 iii.  Team 

                                            1.  Select team member(s) to be scheduled 

                                 iv.  Job Form 

                                            1.  Select Job form that best fits job descriptions

                                                       a.  Job report to remain on all scheduled visits 

                     b.  If job may not be scheduled 

                                i.  Click on Schedule Late

                                ii.  Team 

                                       1.  Select team member(s) 

          5.  Click Save Job 

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.