Office

1. 1Add leads that call or walk inCapture a lead
2. 2Record consent before texting or emailingCustomer, contacts and property
3. 3Book appointments and avoid double-bookingSchedule the inspection
4. 4Keep the claim paperwork togetherInsurance claim
5. 5Send the deposit invoiceInvoices
6. 6Progress, supplement and final invoicesInvoices
7. 7Record checks and insurance checksGet paid
8. 8Close the jobGet paid
9. 9Ask for a reviewAfter the job

These are the parts of the manual you'll use most. The whole manual follows one job from the first call to the final payment, so you can see where your part fits.