Welcome to our knowledge base where you will find all the standard operating procedures on how we operate from A to Z.

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Drain cleaning Phone Script and SOP

This Standard Operating Procedure (SOP) aims to provide a clear, professional, and consistent script for handling customer inquiries about drain cleaning services, ensuring accurate communication of pricing, process details, and agreement requirements while upholding Budd’s Plumbing, Heating, and Cooling’s commitment to customer satisfaction and efficiency.

How to handle an Emergency Call

The process of handling emergency calls.

Graphic Design Guidelines

Every design within Budd’s Plumbing needs the following files attached/implemented into every design.

Iphone/Ipad Management

Serial number for each device

Daily AMEX Expense Tracking

To ensure accurate tracking of AMEX expenses and integration with Jobber, ensuring all expenses are correctly recorded, receipts are uploaded, and applicable job assignments are completed. Assigned staff member to complete daily, tagging Ben when discrepancies arise.

Selling a membership from start to finish

The goal of this SOP is to explain how we sell a membership and then set up the recurring job and membership billing within jobber.

Gathering a General Liability and Workers Comp Certificate

This SOP explains how we gather workers comp and general liability certificates.

Rebate SOP

The purpose of this SOP is to outline the following steps that process rebates efficiently and accurately, ensuring compliance with company policies.

Install Technician Pay Structure

This Standard Operating Procedure (SOP) establishes the pay structure for installation technicians, outlining the criteria for hourly pay and raises, spiffs, bonuses, and other related policies. It ensures transparency and consistency in compensation based on performance, availability, and job completion while defining responsibilities regarding callbacks, warranties, and the payment process.

Adding Expense in Jobber App

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 .

Technicians Pay Structure

This SOP outlines the pay structure for technici

Office Clothing Policy Effective 9/16/24

This Standard Operating Procedure (SOP) outlines the policy for office attire, requiring light casual and professional clothing while maintaining good hygiene.

Spiffs Starting Oct 7th 2024

This Standard Operating Procedure (SOP) outlines procedures for the SPIFFS program effective October 7th, 2024

Water Heater Contest starting 10/1/24

This Standard Operating Procedure (SOP) details the guidelines for the Water Heater Contest commencing on October 1, 2024.

Service Fees

This Standard Operating Procedure (SOP) outlines the structure and guidelines for service fees charged to customers for various plumbing services.

Budd’s Plumbing 5- Point Inspection Checklist

Service Uniforms EFFECTIVE 10/07/24

Operation Manager Accountiably Chart

Delhaven City Water Hook Up Procedure

This Document is to explain step by step the procedure of city water hook up inside the delhaven area. Please review and use this document for future reference.

Drain Cleaning Process

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 .

Service Process

This Standard Operating Procedure (SOP) outlines the responsibilities and procedures for an assistant of Budd’s Plumbing to track down the key performance indicator that tracks our overall conversion of the marketing spend we are spending within Budd’s Plumbing .

Member Fall Visit Instructions and Protocols

Requested Time Off

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 .

On Call Process

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 .

Customer Job Report

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.

Budd's Core Processes

Commission Payout

5 Point Inspection

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 .

Material Return

To ensure the "Material Return Form" is completed and submitted if any material and/or tools purchased are to be returned.Consequatur eum inc Ullam magni Ullam magni

Budds Membership Reward Process

This Standard Operating Procedure (SOP) outlines the responsibilities and procedures for an assistant in Budd’s Plumbing to track down memberships sold in a given month, and then issue a gift card to team member who sold the membership.

Bookkeeping SOP Temp

This Standard Operating Procedure (SOP) outlines the responsibilities and procedures for a bookkeeper with in Budd’s Plumbing to properly manage the books within Budds Plumbing.

Phones/LSA tracking SOP

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 Phone KPI’s and manages our google LSA. Its very important to track your LSA KPI’s to know when its time to dispute a call or link revenue to that call. It’s very important to track your phone KPI’s to know how many calls we are booking, etc

Accounts Payable- Budd's Plumbing SOP

This Standard Operating Procedure (SOP) outlines the process of Budd’s Plumbing accounts payable process.

Finance / Administration Accountability Chart

Receiving a Check

This is a documentation of the entire process of receiving a check in Jobber and then making the deposit in QuickBooks

Interviewing

Recruiting

Requested Time Off Workflow

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 .

Payroll Issue Zapier Work flow

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 .

Work Flow for Issues form to Asana

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 .

Return Form Workflow

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 .

Google LSA Implementation and tracking SOP

This Standard Operating Procedure (SOP) outlines the responsibilities and procedures for implementing Google LSA and tracking the results

Bank Deposit Form

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 .

Membership Gift Card Payout

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 .

Adding Service to Price Book

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 .

Blocking Number / Podium

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

New Plumbing Project and Remodel

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 .

Onboarding a CSR SOP Temp

This Standard Operating Procedure (SOP) outlines the responsibilities and procedures for a manager to add a CSR in Budd’s Plumbing

Budd's Supply Fixture selections and invoicing

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 .

Commission Payout

This Standard Operating Procedure (SOP) outlines the responsibilities and procedures for an assistant in Budd’s Plumbing to track down a key performance

FleetSharp Time Tracking

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 .

How to pay vendor from bill.com

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 .

Creating a Job with Payment Schedule

Issues Form

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

First Impression

Objective: This Standard Operating Procedure (SOP) for our first impression outlines the responsibilities and procedures for our customer service rep within Budd’s Plumbing to handle an incoming work request and how to do so. The goal is to streamline the incoming lead experience to not only streamline our process, but to show the prospective client that our process is dialed in.

Office Commission SOP

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.

Online Mark Out Instructions

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 .

Quote Builder Submission / Ordering Material

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.

Reviewing and adding Expenses in Jobber

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 .

Saturday Answering Service SOP

his 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 .

Weekly Progress Report

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 .

Worker Comp COI

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 .

Submitting a Job Report

This SOP will show how to enter a Job Report in Jobber. Technicians are required to submit their job report which can be downloaded in ASANA. At the end of each visit, check Asana for the assigned task.

Ordering Job signs

This Standard Operating Procedure (SOP) outlines the responsibilities and procedures for an assistant to order signs from www.dirtcheapsigns.com

How to understand a new hires health care cost and submitting to broker

This Standard Operating Procedure (SOP) outlines the responsibilities and procedures for an HR assistant in Budd’s Plumbing to track down current costs of health care to offer a new employee.

Adding Quote Builder Submission to Jobber notes

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 .

Customer Report for Completed Job

This Standard Operating Procedure (SOP) outlines the responsibilities and procedures for an assistant in Budd’s Plumbing to send the Customer Report when a Service Call job has been completed.

Convert to Job in Jobber

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 .

Approved Quote / Permit task

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 .

Updating Phone call sheet on weekly score card

This Standard Operating Procedure (SOP) outlines the responsibilities and procedures for an assistant to complete the weekly phone report.

Weekly Scorecard entry

Objective: This Standard Operating Procedure (SOP) outlines the responsibilities and procedures for a CSR/Virtual assistant in Budd’s Plumbing to track down key performance indicators within the company that tracks our overall data we need to grow as a company.

Paying Sales Tax

This Standard Operating Procedure (SOP) outlines the task to pay sales tax within Budds Plumbing

How to handle an online request

This Standard Operating Procedure (SOP) for our first impression outlines the responsibilities and procedures for our customer service rep within Budd’s Plumbing to handle an incoming work request and how to do so.

Employee Handbook

The purpose of the handbook is to serve as a comprehensive guide for employees, providing them with essential information about company policies, procedures, expectations, benefits, and resources

Uniform ordering

Commission Pay Out Details

How to Submit a Knowledge Base Article SOP

This Standard Operating Procedure (SOP) outlines procedure to submitting a knowledge base article

Checking/Maintaining Drivers on insurance

This Standard Operating Procedure (SOP) outlines the responsibilities and procedures for checking, adding and maintaining drivers within the company.

Marketing conversion- Budd's plumbing SOP

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.

Graphic Design Request

This Standard Operating Procedure (SOP) outlines the responsibilities and procedures for a manager in Budds Plumbing to delegate a design request to a Graphic Designer in Budd’s Plumbing .

Google LSA Implementation and tracking SOP

Objective: This Standard Operating Procedure (SOP) outlines the responsibilities and procedures for implementing Google LSA and tracking the results Procedure:

How to build Quote in Jobber

How to price and build quote for new work

Advertising overview

This Standard Operating Procedure (SOP) outlines the advertising techniques in Budd’s Plumbing.

Drain cleaning phone call

Objective: This Standard Operating Procedure (SOP) outlines the responsibilities and procedures for a CSR to handle a drain cleaning call 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 .

Marketing Score Card Template

Sales/Marketing

From our sales processes to marketing processes this is where all of our procedures are.

Financial/Admin

From Human resources to back end office management SOP's this is where all of our processes reside.

Operations

From Out in the field and on the job standard operating procedures, this is where all of our processes reside.

Frequently Asked Questions (FAQs)

How do I use the knowledge base ?

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Budds Plumbing is broken down into 3 main pillars. Sales/Marketing (Sales processes, marketing processes, etc) , Financial/Admin- ( HR, billing processes, etc..), Operations (Jobber work flows, membership visit instructions, etc...)