Office Commission SOP

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 .  

As office manager you will have the opportunity to receive commissions based on sales within the company. In order to receive these commissions the following steps are required. Review the instructions below: 

Job Report

This report is to be submitted for every visit completed by the technician. 

After this form is submitted an asana task will be assigned. Complete task as noted.  

Every Visit is to have a Job Report linked to Jobber visit notes.

Job Tracker Form

When a Job report is submitted and marked as “completed and may be closed” the Job Tracker Form will be assigned to you inside Jobber. This Form is to be completed following the instructions listed below. 

  1. Received assigned task in asana

        2. Open Jotform Link attached to review and fill out Job Tracker 

        3. Input Job number as provided in Jobber and Asana task title

        4. Input Sales total as shown in jobber

       5. Input total number of visits as listed in Jobber

        6. List total amount of Job reports submitted as shown in Jobber Notes

        7. Mark Yes or No if quote was provided in house without a visit

        8. List Team Member who performed the work as shown on Jobber

      9. Confirm all Expenses have been listed in Jobber and linked to Job. 

                a. Review expenses in jobber confirming all material expenses are link to job 

                        i. Example of expense not linked to Job

                                         1. Instructions to Linking a Jobber Exspense

                                             https://docs.google.com/document/d/1opGuDyIWNydiv5X5_nwIbXn5AeAVZ89f9YDskW58jUs/edit

                        ii. Example of expense linked to job

               b. Confirm all Expenses are added to job and input total into Job Tracker Form 

                          i. This is to be checked with Bill.com vendor bills and Amex Charges

         10. Confirm All labor time has been tracked and attached to job

               a. If time is not track edit will need to be made in the team member timesheet. 

                b. Confirm time was tracked and input total cost into Job Tracker Form .

          11. After Reviewing Job and Job Tracker Form confirming all information is correct 

                 a. Inside Jobber Job shall be closed out

             b. Invoice is to be sent via Text message and/or email 

             c. Answer invoice question on Job Tracker Form

        12. Form to be Submitted

After Form is submitted, the job and job tracker form  will be reviewed. If all requirements are met and payment is made in full. You will receive your commission on the following pay period.  

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.