Dwayne Browne LLC – Operations Dashboard

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Job Booking SOP

Overview: Jobs come in through email, phone/text, and gig platforms like Wayfair and Homeaglow. All jobs must be tracked, confirmed, scheduled, and logged in our CRM.

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1. Job Intake: Know the Source

Email — Often used for moving jobs or repeat customers.

Calls/Text — Common for cleaning or handyman inquiries.

Gig Sites — Wayfair, Homeaglow, CleansterPro, Craigslist, etc.

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2. Initial Logging (Coda Tracker)

Log each job with:

Service Type (Cleaning, Moving, TV Mount, etc.)

Date & Time

Location

Customer Name & Phone

Source/Platform

Quoted Price

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3. Confirm Missing Information If any key details are missing:

Contact the customer via text/call to fill in gaps.

For moving jobs, contact:

Niccole or Larry @ Heaven's Movers for booking and info.

For Wayfair/Homeaglow:

Contact the account manager or lead VA handling that platform.

Ensure we have a full end-of-day list for scheduling.

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4. Confirm Details with Customer

Reconfirm:

Service type & scope

Time window

Address and parking

Agreed price

Any special instructions (e.g. pets, stairs, fragile items)

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5. Check Provider Availability

Reference:

Trello calendar

Internal VA/Provider availability list

Contact and confirm availability and rate with provider

Assign job via Coda form or Trello tag

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6. Notify Both Sides

Customer:

Service confirmed

Provider name (if available)

Time window

Support line contact

Provider:

Address

Customer name & number

Notes (stairs, parking, materials)

ETA and pay rate

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7. Final Tracking

Add job to:

Trello board (w/ checklist & due date)

Google Calendar for region

Daily Dispatch Sheet (especially for gig jobs)

Mark as:

Booked & Confirmed

Pending Provider

Follow-up Required

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