Budds Plumbing

Selling a membership from start to finish

Knowledge Base

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November 4, 2024

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Drain cleaning Phone Script and SOP

How to handle an Emergency Call

Graphic Design Guidelines

Iphone/Ipad Management

Daily AMEX Expense Tracking

Selling a membership from start to finish

Gathering a General Liability and Workers Comp Certificate

Rebate SOP

Install Technician Pay Structure

Adding Expense in Jobber App

Technicians Pay Structure

Office Clothing Policy Effective 9/16/24

Spiffs Starting Oct 7th 2024

Water Heater Contest starting 10/1/24

Service Fees

Budd’s Plumbing 5- Point Inspection Checklist

Service Uniforms EFFECTIVE 10/07/24

Operation Manager Accountiably Chart

Delhaven City Water Hook Up Procedure

Drain Cleaning Process

Service Process

Member Fall Visit Instructions and Protocols

Requested Time Off

On Call Process

Customer Job Report

Budd's Core Processes

Commission Payout

5 Point Inspection

Material Return

Budds Membership Reward Process

Bookkeeping SOP Temp

Phones/LSA tracking SOP

Accounts Payable- Budd's Plumbing SOP

Finance / Administration Accountability Chart

Receiving a Check

Interviewing

Recruiting

Requested Time Off Workflow

Payroll Issue Zapier Work flow

Work Flow for Issues form to Asana

Return Form Workflow

Google LSA Implementation and tracking SOP

Bank Deposit Form

Membership Gift Card Payout

Adding Service to Price Book

Blocking Number / Podium

New Plumbing Project and Remodel

Onboarding a CSR SOP Temp

Budd's Supply Fixture selections and invoicing

Commission Payout

FleetSharp Time Tracking

How to pay vendor from bill.com

Creating a Job with Payment Schedule

Issues Form

First Impression

Office Commission SOP

Online Mark Out Instructions

Quote Builder Submission / Ordering Material

Reviewing and adding Expenses in Jobber

Saturday Answering Service SOP

Weekly Progress Report

Worker Comp COI

Submitting a Job Report

Ordering Job signs

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

Adding Quote Builder Submission to Jobber notes

Customer Report for Completed Job

Convert to Job in Jobber

Approved Quote / Permit task

Updating Phone call sheet on weekly score card

Weekly Scorecard entry

Paying Sales Tax

How to handle an online request

Employee Handbook

Uniform ordering

Commission Pay Out Details

How to Submit a Knowledge Base Article SOP

Checking/Maintaining Drivers on insurance

Marketing conversion- Budd's plumbing SOP

Graphic Design Request

Google LSA Implementation and tracking SOP

How to build Quote in Jobber

How to price and build quote for new work

Advertising overview

Drain cleaning phone call

Marketing Score Card Template

Sales/Marketing

Financial/Admin

Operations

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