5 Point Inspection

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.

This workflow is to be between Jotform and Jobber. After the 5 point inspection form is submitted it is to be added to notes under quotes written from this inspection. 

Trigger: Jotform 

Form- Budd’s Plumbing 5-Point Inspection Checklist 


Once Submitted 

Trigger : Jobber 

  1. Quote is found in jobber matching quote number from form

         2. Form link is attached to notes linked to this quote

         3. Note details is automatically filled in to reach 5-Point Inspection 

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.