Membership Gift Card Payout

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.

Report 

  1. Open Jober Home Page 
  2. Click on Reports 
  3. Under Financial Reports Click on Invoices 
  4. Under Options Click “Last 30 Days < Customer Range
  5. Select start date as the 1st of the month report is made < Select the last day of the month for the End Date 
  6. Click green “ Apply Options” 
  7. Click “Paid” under Overview 

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.