Documenting your first process in Subtrak is one of the fastest ways to start building your company’s playbook.

A process is simply a collection of SOPs that work together to complete a larger task. Examples include a sales process, estimating process, or project startup process.

Subtrak makes it easy to create processes either from templates or from scratch.

To begin creating your first process:

A modal window will appear titled Create Process.

From here, you can choose how you want to create your process.

You have two options:

Using a template is one of the fastest ways to start documenting your operations.

Templates are part of the Subtrak Process Library, which includes common processes used by construction companies across different trades.

When you select Browse Subtrak Templates, you will open the process library where you can:

This helps you quickly find processes relevant to your business.

When you click on a template, you can preview its contents and review the SOPs included in the process.

When you find a process you want to use:

The process will now be added to your playbook and you will be taken to the Edit Process page.

On the Edit Process page, you can customize the process to fit your business.

Here you can:

If you choose Edit on an SOP, a modal will open where you can update the SOP details.

Inside an SOP you can:

When you are finished customizing the process and the individual SOPs within it, scroll to the bottom of the page and click Save Process.

Your process will now appear in the Processes section of your playbook.

You can also build a process from the ground up.

To do this, select Start from Scratch in the Create Process modal.

This will open a blank Create Process window.

Here you can:

Next, you will begin adding SOPs to the process.

To add an SOP, click anywhere in the + Add SOP area at the bottom of the process.

From here you can either:

When creating a new SOP, a modal will appear where you can:

Next, Subtrak will ask how you want to build the SOP.

You have two options:

If you select Build it for me, an AI prompt window will appear.

Here you can describe the SOP you want to create. You can either:

Once your prompt is ready, click the submit button (paper airplane) and Subtrak will generate the SOP content for you.

You can then review and edit the generated SOP before saving it.

If you select Build it manually, Subtrak will open a blank SOP editor.

Here you can build the SOP yourself by adding:

You can also drag and reorder steps as needed while building the SOP.

You can repeat this process to add as many SOPs as needed to your process.

When documenting a process, you do not need to write out every instruction immediately.

A helpful approach is to sketch the structure of the process first.

Start by creating SOPs that contain:

This allows you to quickly outline the full process and make sure all major tasks are captured.

Once the structure looks right, you can save the process and return later and add detailed instructions to each SOP, as necessary.

Even a simple outline of the process that defines who should do each task can dramatically reduce confusion and help new team members understand their responsibilities.

Once you have added and organized your SOPs:

Your process will now appear in your Processes section, where it can be filtered by any tags you applied.

If you’re not sure where to start, here are some common processes contractors document first:

Start with the processes that happen frequently, take up the majority of your time, or cause the most confusion in your business.

Now that you know how to document your first process, you may also want to review:

Processes vs. SOPs: How Subtrak Organizes Your Playbook

This article explains how SOPs and processes work together to organize your company’s operational documentation.