Sample desk · Home services / trades · lane: parts

Parts & trucks: what the agents did today

Your desk · Parts & trucks · Home services / trades4 done · 1 needs you · 3 queued
Done today
  1. Truck 2 stock matches its list
  2. Parts used on job 2291 recorded
  3. Supplier price change logged
  4. + 1 more done today
Queued
  1. Reorder list for the shop
  2. Special order for job 2295
  3. + 1 more queued
Needs your yes
  1. Approve the parts orderDrill deeper ▸

What agents do hereAn agent tracks what each truck uses and builds the reorder list. Buying waits for your yes.

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Parts & trucks, in a home services business. Where next?

  1. Drill deeper
  2. Next lane: Schedule & visits
  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.