01
Capture the process without writing from scratch.
Start with suggested SOPs based on the way your team works, or talk through a process and let AI create the first draft. Give the person who knows the work a clear starting point to refine.
Processes & accountability
Turn the way your team works
into your company playbook.
Company Console turns the way your team uses ServiceTitan and Company Console into suggested SOPs. Capture the process, give it an owner and connect it to the daily checks that keep the standard in place.
- 01
Capture the workflow
- 02
Draft suggested steps
- 03
Review & assign ownership
- 04
Keep the procedure current
Review draft procedures by department and role before adopting them.
Click to enlargeHow it works
Capture how the work gets done. Make it repeatable.
02
See what your operating playbook is missing.
Roles & gaps shows each seat, its responsibilities, the procedures already written and the ones that still need attention. Know where the business relies on undocumented knowledge.
03
Give every procedure a permanent home.
Attach procedures to roles on the org chart. When someone changes jobs or leaves, the next person inherits the responsibilities and the instructions that go with them.
04
Bring the standard into the daily work.
Assign daily checks, review overdue items and bring missed commitments into one-on-ones. Version history and scheduled reviews keep the playbook useful as the business changes.
Useful answers
A clearer picture
before you start.
Can someone explain a process out loud?
Yes. Voice-to-draft turns the explanation into a written procedure your team can refine.
What happens when the person in a role changes?
The role keeps its responsibilities and procedures, giving the next person a documented starting point.
How do we keep procedures current?
Use version history and scheduled reviews to update the process, then connect the standard to daily checks.
Your next move
Bring AI to your business.
Run everything from one place.
Start with the work your team wants off its plate.