Live Platforms
Field Tools
Job Sequence — Use These In Order
1 · Intake
→
2 · Job Setup
→
3 · Field Delivery
→
4 · Finance & Close
Intake Console
First stop when a job comes in. Capture property address, PM contact, services requested, access notes, and target date.
Step 1. Log before doing anything else — the intake record is what everything else references.
Job Setup
Build the GHL record, calculate the job cost, assign the right vendor, issue the work order, and send PM confirmation.
Step 2. After intake is logged. No vendor dispatched without cost confirmed first.
Field Delivery
QC checklists, photo protocol, job sign-off, UCR report delivery, invoice generation, and the callback/redo protocol if something is wrong.
Step 3. Run the day-of checklist. No invoice sent before QC is confirmed.
Finance & Presence
Post-job close-out. Pay vendors on schedule, log actual job margin, update the Google Business Profile, and request a review.
Step 4. After invoice is sent. Closes the loop on every job financially and operationally.