Overview
Following the recommended workflow in MotionOps helps maintain a clear and organized process from start to finish.
By systematically managing each step, you ensure a comprehensive paper trail, track every stage of the job, and keep all team members informed.
This approach not only enhances transparency but also streamlines operations, allowing you to efficiently handle customer interactions, job scheduling, material management, and invoicing.
Step-by-step guide:
Create an Account: Start by setting up a customer account here.
Create a Proposal or Work Order: Generate a Proposal or Work order here.
Fill out all the necessary information and choose to either save it or "Save and Preview." When saving and previewing, you can send it to the customer for signature approval and agreement.
Schedule the Work: Assign the task to a team member by scheduling it on their calendar here. Ensure they clock in and out on the app if applicable.
Add Materials: Add any materials purchased for the job while on-site as needed.
Invoice the Customer: Once the job is complete, invoice the customer using the software here. If you’ve set up Payment Processing with us, you can either have the customer enter their card or bank information directly or do it yourself and charge them. You may also pass along a service fee to cover card processing costs.
Close Out the Job: Finalize the job by marking it as complete in the work order here, ensuring all tasks are finished and documented.
By following this workflow, you ensure that every aspect of the job is documented and managed efficiently, from initial proposal to final payment.