Onboarding New Member

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 on board a new member to Budd’s Plumbing Membership program. We offer both a yearly and a monthly subscription. Follow the instruction as shown below: 

Membership Quote  

  1.  Under Customer Profile create new quote

           2. Select or create a property

          3. Click on “Add Optional Line Item”

          4. Under “Optional Item” search “Membership ”

          5. Click on line item “ Budd’s Membership Program - Monthly”

          6. Click check box “Recommend item”

          7. Click on “Add Optional Item”

         8. Search “Membership” 

         9. Click on line item “Budd’s Membership Program - Yearly

         10. Require 100% deposit

a.

          11. Confirm online payments are CC only

         12. Click on “Save Quote” at the bottom of the page

        13. Review Quote

        14. Click on “Send Text Message”

          15. Click “Send”

Monthly Membership Program Approved

  1. Receive Approved Quote inside Jobber 
  2. Confirm Customer Credit Card is on file 

                    a. Inside customer profile under “Payment methods”  

                          i. Credit Card on file 

                                 1. Move on to next step 

                         ii. Credit Card not on file

                                  1. Click “Send SMS request”

                                  2. Click “Send”

          3. Open Approved Quote and click on “Convert to Job”

           4. Click on “Recurring Job” 

           5. Start Date to be the date Quote was approved

           6. Click on “Repeats” > “Custom Schedule”

              7. Click “Frequency”> “Yearly”

           8. Click “OK” 

           9. Leave “Team” unassign 

            10.

            11. Under “Invoicing & Automatic payments” Click on “Fixed price”

             12. Set “When do you want to invoice?” >”Monthly on the last day of the month”

             13. Turn on “Automatically pay invoices” tab

             14. Under Job forms click on checkbox “Fall Season Service Checklist” 

             15. Unclick Job form “Job Report” 

             16. Review Job 

             17. Scroll to the bottom of the page and click “Save Job” 

             18. Select 3 Job Forms 

                      a. New Member - Property List and Information

                      b. Member Seasonal Service - Spring Turn On

                      c. Member Seasonal Service - Fall Turn Off

       19.

       20. Scroll down to Visits Click on “New Visit”

        21. Click on “Schedule later”

        22. Click “Save”

 

Yearly Membership Program Approved

  1. Receive Approved Quote inside Jobber 
  2. Confirm Customer Credit Card is on file 

                    a. Inside customer profile under “Payment methods”

                      i. Credit Card on file 

                              1. Move on to next step 

                      ii. Credit Card not on file

                               1. Click “Send SMS request”

                               2. lick “Send”

          3. Open Approved Quote and click on “Convert to Job”

         4. Click on “Recurring Job” 

         5. Start Date to be the date Quote was approved

          6. Click on “Repeats” > “Custom Schedule”

         7. Click “Frequency”> “Yearly”

         8. Click “OK” 

         9. Leave “Team” unassign 

         10. Under “Invoicing & Automatic payments” Click on “Fixed price”

        11. Set “When do you want to invoice?” >”Custom Schedule”

          12. Change Frequency to “Yearly”

        13 .Click on “OK” 

        14. Turn on “Automatically pay invoices” tab

       15. Under Job forms click on checkbox “Fall Season Service Checklist” 

       16.Unclick Job form “Job Report” 

       17. Review Job 

       18. Scroll to the bottom of the page and click “Save Job” 

       19. Scroll down to Visits Click on “New Visit”

      20. Click on “Schedule later”

      21. Click “Save”

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.