Straitline Advice — Free Tool

Build your SOPs with Straitline.

Three fill-in-the-blank templates for the processes every service business needs. Type your answers below, then download the finished document.

0 of 27 filled

New Customer Onboarding

Goal: make sure every new customer gets the same solid first impression, whether you’re on-site or not.

Step 1When a new customer signs up or books a job, the first thing that happens is...
Step 2The information we collect from every new customer includes...
Step 3The person responsible for entering/organizing that information is...
Step 4We confirm the appointment/job with the customer by...
Step 5Before the job starts, the crew/team is given...
Step 6If something changes (reschedule, cancellation, scope change), we handle it by...
Step 7The customer knows what to expect next because...
Common gaps to check for
  • Does this still work if you’re out for two weeks?
  • Would a brand-new hire know what to do from this alone?
  • Is anything about this process only “in your head” right now?

Job Scheduling & Dispatch

Goal: make sure jobs get scheduled and assigned consistently, without you personally routing every call.

Step 1When a job request comes in, it gets logged/recorded by...
Step 2The person who decides which crew/tech gets assigned is...
Step 3That decision is based on (availability, location, skill, etc.)...
Step 4The crew/tech is notified of their schedule by...
Step 5If a job runs long or a schedule conflict comes up, the person who resolves it is...
Step 6Same-day or emergency requests are handled by...
Step 7At the end of the day/week, the schedule is reviewed by...
Common gaps to check for
  • Does scheduling still happen correctly if you don’t answer your phone?
  • Is there a backup person who can make dispatch calls?
  • Would two different people make the same scheduling decision the same way?

Follow-Up & Review Request

Goal: turn every completed job into a satisfied customer, a paid invoice, and (when earned) a public review — automatically, not by memory.

Step 1Immediately after a job is completed, the next thing that happens is...
Step 2The invoice/payment is sent by...
Step 3We follow up with the customer to confirm satisfaction by (timing + method)...
Step 4If the customer is unhappy, the person who handles it is...
Step 5If the customer is happy, we ask for a review by...
Step 6We keep track of who’s been asked for a review (so we don’t ask twice or never) by...
Step 7This customer becomes eligible for future outreach (repeat service, referral ask) when...
Common gaps to check for
  • Does this happen consistently, or only when you remember to do it?
  • Is asking for reviews dependent on you personally remembering?
  • Could someone else on your team run this today without asking you first?

Get your finished SOPs

Enter your name and email to download what you've filled in — we'll also send a copy to your inbox.

Straitline Advice — clear direction. better results.
base44
Edit with Base44