SOP for Classic Builder's Job Updates

Learn the daily SOP for classic builder's job updates, including how to send updates, search for jobs, fill out forms, and manage documentation for different regions. Streamline your workflow with this comprehensive guide.

March 19, 2026 By Dion

In this guide, we'll learn how to process and update daily job information for classic builders. This includes checking for new jobs, updating customer and job details, and managing documents and delivery dates. The goal is to ensure all updates are accurately recorded and communicated each morning.

Let's get started

This SOP covers the classic builder's job updates that occur daily. This email will be sent at 8:00 AM or 7:00 AM each morning. It will include a list of all relevant updates for the different classic builders regions. This will be sent to sales@opendoors.co.nz. Each region will have different updates. Generally, if there is a measure, this will appear as one line item. The POs are added later.

Step #1: Click on "Measure - Interior Doors" — Click on "Measure - Interior Doors"

Step #2: Click on "Measure - Interior Doors" — Click on "Measure - Interior Doors"

To search for a new job and check if it is already in the system, go to Quote Search List.

Step #5: Click on "Quote Search List" — Click on "Quote Search List"

Step #6: Click on "Clear" — Click on "Clear"

Look for the relevant classic job reference.

Here is EBP104301.

Step #8: Click on "List" — Click on "List"

Click Find.

Step #9: Click on "10829" — Click on "10829"

Step #10: Click on "ACCEPTED" — Click on "ACCEPTED"

Step #11: Click on "Enter text to search ..." — Click on "Enter text to search ..."

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Type "104301"

Step #13: Click on "Find" — Click on "Find"

I've already created this quote, but I will walk you through it.

Step #14: Double-click on "EBP104301 Classic Builders Eastern" — Double-click on "EBP104301 Classic Builders Eastern"

Fill out the customer reference form field with the classic reference number. Select the customer by entering the code. Make sure the customer number, from number, and ship-to address all use the same classic card file. In the item number, make sure you select Sale.7. In the description, enter the address of the classic build and its location. In the Intention To field, enter the construction manager associated with this build.

Step #15: Click on "Tax Paid✔ 0 Geoff Hyatt" — Click on "Tax Paid✔ 0 Geoff Hyatt"

In the Documents tab, upload the color schedule, flooring plan, and approved take-off for the build. In the invoice description, include the measure dates, cavity fighter, and delivery date if applicable. Also add the interior door delivery date and hardware delivery date using the provided Excel spreadsheet.

Step #17: Click on "Quote Cost Text Linked Jobs" — Click on "Quote Cost Text Linked Jobs"

Set the status to the appropriate option using the Edit button.

Step #19: Click on "Edit" — Click on "Edit"

Step #20: Click on "✓ Price" — Click on "✓ Price"

Most often, this is set to Quote to prepare for a site measurement.

Step #21: Click on "Type" — Click on "Type"

Ensure the Ship To Address lists the correct construction manager. Confirm it includes the correct lot address and the address of the classic build.

Step #22: Click on "Details" — Click on "Details"