Customer Job Report

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 gather information from Jobber and input into Jotform. 

Trigger is to be set from Jobber at the time of Job completion 

  1. Job is completed in Jobber

Action is to take place inside Jotform. “Customer Job Report’’ Form is to be filled using data from Jobber.

  1. Quote # input 

        2. Job # Input

        3. Team Member Input

        4. Customer Name input

         5. Date of completion input (time is not needed )

          6. Job address input

         7. Description of Job ( this is to be gather from line item names)

          8. Before pictures, These pictures are found inside Job note name Before

          9. After Pictures. These pictures are found inside Job notes names After

          10. Invoice # input

          11. Invoice Amount input

          12. Payment status input

          13. Performance checklist input. This information can be found on Job form under Job visit

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.