Sample desk · Home services / trades · lane: jobs

Jobs & crews: what the agents did today

Your desk · Jobs & crews · Home services / trades6 done · 2 queued
Done today
  1. Job 2291 closed with photos and notes
  2. Crew B's job sheets filed
  3. flaggedJob 2287 waiting on a permit inspection: flagged to the officeDrill deeper ▸
  4. + 3 more done today
Queued
  1. Crew assignments for tomorrow
  2. Warranty call-back for job 2240
Needs your yes
  1. Nothing waits for you in this lane today.

What agents do hereAn agent keeps every job sheet complete and flags a job that stalls. Your lead decides who goes where.

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Jobs & crews, in a home services business. Where next?

  1. Drill deeper
  2. Next lane: Parts & trucks
  3. Back to the home services desk
  4. What agents never do alone

This is my kind of work. Talk to us.

Guided intake · the desks are sample businesses, not real customers · replies come from the SogaStudio team.

On your own desk

This lane is a sample. On your own business it starts from the way your team already does the work: each step written down as a work order, the repeat steps given to one agent, and a gate wherever a mistake costs money or your name.

Spending and anything that goes out in your name wait for a person. Routine work you have approved runs on its own, behind checks that stop it when something looks wrong.