Return Form Workflow

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.  

The purpose of this workflow is to insure when an item(s)  needs to be returned from a job, that the vendor is aware of the return and to insure credit to the account is applied.

Trigger: Jotform > Material / Tool Return Submitted 

Action :

  1.  Duplicate task “Return Form template”  is made inside Asana from project “Special Orders / Returns”

           2. Asana workflow will take it from here 


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.