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Free SOP generator: standard operating procedure template

Write a one-page standard operating procedure: purpose, when it applies, what you need, numbered steps and what done looks like. Free, no sign-up.

The procedure

One action per line, in order.

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Close out a job on site

Purpose
So every job is recorded the same way and can be invoiced the same day.
When it applies
At the end of every visit, before leaving the site
Who does it
The technician on the job

What you need

  • The job on your phone
  • Camera

Steps

  1. Complete the checklist for the job type.
  2. Take after photos of the finished work.
  3. Record time on site and materials used.
  4. Note anything that needs future work.
  5. Walk the customer through what was done and get their sign-off.
  6. Mark the job done so it can be invoiced the same day.

Done looks like

A completed checklist, photos, time and materials on the job, and a sign-off.

If something goes wrong

If the customer is not there to sign off, photograph the finished work and note who you spoke to.

Owner
 
Next review
30 September 2026

Write it with the person who does the task

The best procedure is written by watching someone do the task well, one action per step, in the order they happen. Keep it to a page: if it is longer, it is two procedures.

Start with the tasks that cause rework

Taking a booking, preparing for a visit, closing out a job and handling a complaint are the usual first four in a service business. Each one costs money when it is done differently each time.

Put the steps where the work happens

A procedure in a folder is forgotten. The same steps as a checklist on the job, filled in on a phone, are followed, and the record shows they were.

Common questions

What is an SOP?
A standard operating procedure: a short written description of how a recurring task is done, so anyone can do it the same way.
Is anything I type sent to you?
No. It stays in this browser. Clear it with “Start again”.
How long should an SOP be?
One page. Purpose, when it applies, who does it, the steps, and what done looks like are usually enough.

Inspections and forms in Primemgr

The checklist your trade uses, filled in on the job, with findings you can quote. Inspections and forms: how it works.

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