Spend some time determining your customer and job workflow. Your workflow includes the steps and statuses that move a lead toward becoming your customer or a new job toward completion and final billing.
Questions You Should Ask
To help determine your process and what your workflow might look like, here are some helpful questions to ask:
- How does a lead move through your sales process?
- When does a lead become a customer?
- What's the process to turn a customer into a job?
- What steps do you need to track in your production process?
- How do you close a job when it is finished?
Here's an example of what a workflow might look like. Your workflow will most likely be different than this but the following can help give you an idea of the types of steps, statuses, and stages you may want to track in your workflow:
|Lead||A new lead is entered into JobNimbus.||This is when the contact becomes a Lead.|
|Appointment||You set an appointment with the customer to discuss the project.|
|Estimate||An estimate or quote is created and sent to the customer.|
|Signed Contract||Customer agrees to the estimate and signs a contract.||This is when the lead becomes Sold.|
|Ready for Production||This job is ready to plan & perform the work.||This is when the job is considered ready to move forward.|
|Order Materials||Materials are ordered for the project.|
|Schedule||The job is scheduled on the calendar.|
|Work Completed||Work is completed on the job and it is ready to bill.||This is when the job is ready for billing.|
|Invoiced||Invoice created and sent to customer.|
|Paid & Closed||Payment has been received and job is completely finished.||This is when the job is closed and can be Archived.|
|Lost||If customer chooses not to move forward with the job.||This is when a job is lost and can be Archived.|