FleetSharp Time Tracking

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.  

  1. Log into FleetSharp.com 

                     a. https://www.fleetsharp.com/login

                              i. Username: Mike@buddsplumbing.com 

                              ii. Password: Budds123$$

         2. Locate the job in questioned inside Jobber

         3. Locate the date and address of when and where the job was completed 

         4. Locate the team member who time was not tracked during the visit inside jobber

          5. Inside FleetSharp Select the team member whose time is to be tracked

            6. Under Team Member select “Route Replay”

            7. Select desired date(s) and apply

             8. On the map provided in fleetsharp, locate the visit by address 

                   a. Note: building number may vaTake note of time spent curing visits.  

               b.  Take note of time spent curing visits.

Video: 

https://www.loom.com/share/4ee45ee868b74a798fb7bdaaa77b1b17?sid=f2e69bd8-6302-47be-914a-743879525244

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.