Your SDM Workflow

This is the Strategic Decision-Making Model — the size-up process your techs run on every property visit, from arrival to signed contract. Customize each step in your own words for your shop. It saves to your account automatically. Tap any step to edit it.

✎ Tap any step to edit — changes save to your account

Arrival → first 5 minutes

Customer · Trade · Request

Are critical factors blocking a profitable job?

▼ Offensive — Make the Contract

▼ Defensive — Document & Protect

Size up days/hours → pick package

Complicating factors → multiplier

Put critical factors in writing

Flat price · materials at markup · sign

Turn this into a written SOP

Build a full Standard Operating Procedure document for your shop from this workflow.

Open SOP Builder →