FABTECH STANDARD OPERATING PROCEDURES

How we do things, in one place.

Onboarding, access, ordering, and the day-to-day workflows — searchable, so anyone on the team can find the right procedure in seconds.

Onboarding

Onboarding Service Technicians

Draft

Accounts, tools, and access a new service tech needs to start.

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Onboarding Salesman

Draft

Accounts, quoting, and access a new salesperson needs to start.

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Access & Accounts

Dashboard Access

Draft

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Field Map Access

Draft

Get into the field map and use it to plan service routes.

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Commission Access for Employees

Draft

Where commission figures live and how they're viewed.

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Accessing Reports

Draft

Where the operational and sales reports live and how to open them.

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Ordering

Employee Parts Order

Draft

How a tech requests parts for a job, and what happens after.

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Employee Saw Blade & Coolant Ordering

Draft

Order saw blades through the self-service shop.

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Sales & Service Ops

ServiceM8 — Create Jobs & Write Reports

Draft

Run jobs and write service reports in ServiceM8; how parts flow to billing.

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Generate Quotes, Invoices, POs & Bills

Draft

How sales quotes, customer invoices, vendor POs, and bills are produced and approved.

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Media

Upload POV Videos

Technician handout: record POV service video on the GoPro and upload it to Drive.

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