Playbooks and SOPs
Playbooks package repeatable operational steps so teams can execute consistently.
Creating playbooks
Build playbooks in the rich-text editor with checklists, step-by-step procedures, and embedded links. Playbooks auto-save as you edit and support versioning.
Using playbooks
Attach playbooks to jobs, quotes, or tasks so team members follow the same procedure every time. Progress is tracked per-assignment.
Safe rollout
Start with an inactive draft, test it on representative records, then enable it once the owner approves the outcome.