Common questions
What is an SOP generator for service businesses?
An SOP generator creates step-by-step checklists tailored to your trade and procedure type. Pick your industry (HVAC, plumbing, cleaning, etc.) and the type of job (service call, maintenance, onboarding), and get a ready-to-use checklist your crew can follow on their phone.
How do I create a checklist for my service business?
Start with the procedure your crew asks about most often. Write it as numbered steps with one action per step. Keep it under 15 steps. Test it by having one employee follow it without asking you any questions. If they need to ask, the step is not clear enough.
What procedures should a service business document first?
Start with the 3 procedures that generate the most questions from your crew: usually a standard service call, new hire onboarding, and your most common job type. Documenting these three eliminates the majority of daily interruptions from employees asking how things should be done.