The problem
In most small shops, the procedures live in the owner's head. Writing them down never happens because it takes hours at a desk. Talking for ten minutes in the truck is much easier.
What Cowork does
- The owner records a voice memo (any phone app with transcription) and saves the transcript to a Drive folder.
- A daily task reads new transcripts.
- It writes a procedure doc: purpose, when it applies, steps, tools needed, common mistakes.
- It adds a short list of questions where the transcript was unclear, for the owner to answer next time.
Where the draft lands
Procedure docs in a Drive folder, plus open questions.
What stays with you
Checking the procedure is right and training people on it.
Procedure: closing out a service call
When: every service call before leaving the site.
Steps: 1) Test everything you touched. 2) Photo the panel label if you worked in it. 3) Walk the customer through what you did. 4) Mark the visit complete in Jobber with notes.
Questions for Sam: Do helpers mark visits complete or only leads?
Watch-outs
- Safety procedures need review by someone qualified before anyone relies on them.
- Procedures go stale. Put a review date at the top.
Questions owners ask
Does it need a special recorder?
No. Any transcript text works.
What procedures should we start with?
Whatever new hires ask about most often.