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Module 1: Jobber Workflow Fundamentals (Everyone)

Lesson 1: Navigate the LCC/ECR/ICR workflow from booking to closeout

Lesson 2: Use the correct record type each time (Client, Property, Quote, Job, Invoice)

Lesson 3: Apply consistent naming and labeling so records stay searchable

Module 2: Job Forms Execution (Tech/Estimator)

Lesson 1: Open and complete the correct job form for ECR, ICR, and LCC visits

Lesson 2: Enter ratings, notes, and required fields without gaps or “creative” entries

Lesson 3: Attach photos and documentation so the file is follow-up ready

Module 3: Custom Fields and Internal Tracking (Office/Admin)

Lesson 1: Maintain required custom fields so tracking is accurate and complete

Lesson 2: Update program status and internal flags without overwriting history

Lesson 3: Use tracking fields to drive handoffs and prevent dropped steps

Module 4: Lead Source Tracking and Rep Attribution (Office/Admin)

Lesson 1: Attribute leads correctly using booking links and lead source fields

Lesson 2: Correct mis-attribution errors without breaking payout tracking

Lesson 3: Maintain rep attribution records for payouts and performance reporting

Module 5: Quality Audits and Compliance Spot-Checks (Managers/Office)

Lesson 1: Spot missing photos, incomplete forms, and incorrect statuses quickly

Lesson 2: Audit notes for policy compliance and prohibited language

Lesson 3: Correct records and trigger rework without disrupting operations

Jobber Systems Track — Running LCC/ECR/ICR Without Data Drift

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