I did this with my service business. However, I did it by developing a custom rails app, and have recurring rails tasks that generate lightweight todo items fo

I did this with my service business. However, I did it by developing a custom rails app, and have recurring rails tasks that generate lightweight todo items for my staff based on various triggers. I think most business owners don't really have the time or capability to do this, so solutions like SOP SaaS tools work well. You can also use Salesforce which has a lot of this capability. It also takes a lot longer. But, as a service business, trained and consistent staff are core to your value proposition, so your SOP is often your secret sauce. So, it's worth investing in. The upside for me, is that I have complete control and have a highly integrated workflow that can be a lot smarter than a SOP workflow. I can run a lot of reports against my postgres database and find out what's going on. It also makes it very measurable, who's doing what, when.