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Knowledge Base
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October 15, 2024
Daily AMEX Expense Tracking
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Selling a membership from start to finish
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Gathering a General Liability and Workers Comp Certificate
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Rebate SOP
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Install Technician Pay Structure
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Adding Expense in Jobber App
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Technicians Pay Structure
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Office Clothing Policy Effective 9/16/24
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Spiffs Starting Oct 7th 2024
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Water Heater Contest starting 10/1/24
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Service Fees
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Budd’s Plumbing 5- Point Inspection Checklist
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Service Uniforms EFFECTIVE 10/07/24
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Operation Manager Accountiably Chart
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Delhaven City Water Hook Up Procedure
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Drain Cleaning Process
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Service Process
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Member Fall Visit Instructions and Protocols
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Requested Time Off
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On Call Process
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Customer Job Report
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Budd's Core Processes
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Commission Payout
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5 Point Inspection
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Material Return
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Budds Membership Reward Process
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Bookkeeping SOP Temp
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Phones/LSA tracking SOP
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Accounts Payable- Budd's Plumbing SOP
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Finance / Administration Accountability Chart
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Receiving a Check
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Interviewing
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Recruiting
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Requested Time Off Workflow
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Payroll Issue Zapier Work flow
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Work Flow for Issues form to Asana
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Return Form Workflow
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Google LSA Implementation and tracking SOP
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Bank Deposit Form
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Membership Gift Card Payout
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Adding Service to Price Book
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Blocking Number / Podium
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New Plumbing Project and Remodel
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Onboarding a CSR SOP Temp
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Budd's Supply Fixture selections and invoicing
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Commission Payout
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FleetSharp Time Tracking
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How to pay vendor from bill.com
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Creating a Job with Payment Schedule
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Issues Form
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First Impression
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Onboarding New Member
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Office Commission SOP
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Online Mark Out Instructions
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Quote Builder Submission / Ordering Material
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Reviewing and adding Expenses in Jobber
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Saturday Answering Service SOP
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Weekly Progress Report
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Worker Comp COI
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Submitting a Job Report
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Ordering Job signs
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How to understand a new hires health care cost and submitting to broker
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Adding Quote Builder Submission to Jobber notes
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Customer Report for Completed Job
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Convert to Job in Jobber
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Approved Quote / Permit task
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Updating Phone call sheet on weekly score card
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Weekly Scorecard entry
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Paying Sales Tax
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How to handle an online request
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Employee Handbook
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Uniform ordering
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Commission Pay Out Details
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How to Submit a Knowledge Base Article SOP
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Checking/Maintaining Drivers on insurance
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Marketing conversion- Budd's plumbing SOP
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Graphic Design Request
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Google LSA Implementation and tracking SOP
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How to build Quote in Jobber
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How to price and build quote for new work
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Advertising overview
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Drain cleaning phone call
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Marketing Score Card Template
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Sales/Marketing
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Financial/Admin
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Operations
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