Service managers on the loop
Core loop · customer to cash
- 01 Customer
- 02 Estimate
- 03 Job
- 04 The work
- 05 Invoice
- 06 Payment
- 07 Receipt
- OwnersOn the loop: Estimate, Job, Receipt.
- OperationsOn the loop: Customer, Job, Invoice, Payment.
- Service managersOn the loop: Estimate, The work, Receipt.
- Project managersOn the loop: Estimate, Job, The work, Invoice, Payment.
- ControllersOn the loop: Payment, Receipt.
- TechniciansOn the loop: Customer, Estimate, The work, Invoice, Payment.
- Facilities managersOn none of the seven steps.


