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Video Module 06 · Record Last
Office Operations
This module covers the day-to-day operations specific to your office location. From office layout and daily routines to JobTread workflows and local vendor contacts — everything you need to hit the ground running.
01
Office Tour & Daily Routine
~8 minWhat you'll learn
- Walkthrough of the office layout
- Where things are (printer, samples, keys)
- Daily check-in routine and morning huddle
- Dress code and professionalism standards
02
JobTread — Your Daily Dashboard
~10 minWhat you'll learn
- Logging in and navigating JobTread
- Your daily task list and pipeline view
- Updating job statuses and notes
- Mobile app vs. desktop
03
JobTread — Creating & Managing Jobs
~10 minWhat you'll learn
- Creating a new job from a signed contract
- Entering job details, costs, and milestones
- Attaching documents and photos
- Tracking progress through construction phases
04
CRM & Lead Management
~8 minWhat you'll learn
- Where leads come from and how they're assigned
- CRM entry standards and required fields
- Follow-up cadence and automation
- Reporting: what your manager sees
05
Local Vendors & Subcontractors
~7 minWhat you'll learn
- Key vendor contacts and relationships
- How to request bids and schedule subs
- Quality standards and accountability
- Escalation process for vendor issues
06
Admin, Expenses & Support
~7 minWhat you'll learn
- Submitting expenses and mileage
- Ordering supplies and samples
- IT support and password resets
- Who to contact for what