Built for home services
Same problem. Different jobsite.
What every trade on this page has in common
Your people work away from a desk
Techs are in trucks, attics, crawlspaces and on roofs. Any system that assumes a laptop and a password gets abandoned in week two. Sopable needs a work email and a phone — no app, no password, a 6-digit code and they're in.
You hire continuously, not annually
Field teams turn over. Onboarding isn't a project you complete, it's a process you repeat — which is why Sopable is built around reusable Pathways and Checklists rather than one-off course assignments.
The work carries real consequences
A mistake in these trades means an injury, property damage, a failed inspection, a callback, or a licensing problem. That raises the stakes on whether training actually landed — and makes the record of it commercially valuable rather than administrative.
Consistency is your product
Customers buy your company, not the individual technician who shows up. Two crews doing the same job two different ways is a quality problem you usually discover through a complaint. Documented, acknowledged, quizzed procedures are how consistency stops depending on who's on shift.
HVAC
An HVAC install is a sequence where the order matters and the failure modes are expensive. Refrigerant handling carries regulatory obligations. Commissioning done wrong produces a callback three weeks later that costs you the margin on the job. And the person doing it is often eight weeks into the trade, working from what a senior tech told them in a truck.
Your senior techs know all of this. The question is whether the newest person on the roster does — and whether you'd know before you found out the hard way.
What these teams put into Sopable
- Refrigerant handling and recovery procedures
- Installation standards by equipment type — clearances, line sets, condensate, electrical connection
- Commissioning and start-up checklists
- Ladder, roof access and PPE safety policies
- Customer property protection — drop cloths, shoe covers, site cleanup
- Diagnostic procedure for common no-cool and no-heat calls
- Warranty registration and documentation requirements
- Maintenance agreement service standards
- Truck stock and tool accountability
Where it pays off
- A new install tech's first solo call
- Before they go out alone, open their employee record: every procedure assigned to them, and whether they read each one to the end, with dates. Their quiz scores sit on the results view for each policy. “Are they ready?” stops being a judgement call and becomes a question with an answer.
- A procedure change that has to stick
- You revise your commissioning sequence. Edit the document once — every tech who acknowledged the old version is flagged with “Updated since you read it” and has to read and acknowledge the new one. No company-wide email, no crew members still running last year's sequence.
- A callback investigation
- A unit fails. You can see immediately whether the tech on that job had read and passed the relevant install standard. That tells you whether you have a training problem or an execution problem — and they need very different responses.
Plumbing
Plumbing work sits directly on top of code, and code varies by jurisdiction. A fitting choice, a venting decision or a backflow protection detail that's fine in one county fails inspection in the next. Meanwhile the commercial reality is that most of your margin leaks through callbacks and rework on jobs that were done nearly right.
What these teams put into Sopable
- Code compliance references for the jurisdictions you work in
- Backflow prevention and testing procedures
- Water heater installation and replacement standards, including venting
- Drain cleaning and sewer camera procedures
- Repipe and rough-in standards
- Gas line work procedures and safety requirements
- Water damage prevention and customer property protection
- Emergency and after-hours call protocol
- Pricing and estimate presentation standards
- Permit and inspection documentation process
Where it pays off
- Multi-jurisdiction work
- Assign the code chapter for the counties a given tech actually works in, and nothing else. Partial folder assignment means their required reading stays short enough to finish.
- Apprentice progression
- As an apprentice advances, apply the next Pathway — “Apprentice Year 2”, “Journeyman Standards” — and the additional procedures land on top of what they already have. Their record shows exactly what they've been trained on at each stage, which is useful for both supervision and licensing conversations.
- The inspection that goes wrong
- When a job fails inspection, you can check in seconds whether the tech had read and passed the procedure covering the specific detail that failed. Retraining then targets the actual gap rather than the whole team.
Electrical
Electrical work has the least tolerance for a procedure being followed approximately. Lockout/tagout, arc flash protection and panel work are safety procedures where the consequence of a shortcut is an injury, and the entire workforce is licence-tiered — so who is permitted to do what is itself something you must track and be able to demonstrate.
What these teams put into Sopable
- Lockout/tagout procedure
- Arc flash and PPE requirements by task
- Panel and service upgrade procedures
- Troubleshooting methodology and diagnostic sequence
- Grounding and bonding standards
- Permit and inspection process
- Generator and transfer switch installation procedures
- EV charger installation standards
- Customer walkthrough and handover requirements
- Apprentice supervision requirements by licence tier
Where it pays off
- Safety documentation you can produce on demand
- When an insurer, a licensing body or an attorney asks whether a specific electrician was trained on a specific safety procedure, you produce the acknowledgment date, the signature and the quiz score. Not a training-completion percentage — the individual record.
- Licence-tier separation
- Assignments and Pathways mean an apprentice, a journeyman and a master electrician each see the procedures appropriate to their tier. Progression is one click, and the record shows exactly when it happened.
- Quizzing where recall matters
- Set a high pass mark on the procedures where partial knowledge is genuinely dangerous. Because questions regenerate on each attempt, a retake is a real second test rather than a second run at the same five questions.
Cleaning & Janitorial
Cleaning businesses run the hardest version of the onboarding problem: the highest turnover in home services, the shortest available training window, often the widest language range in the workforce, and staff working unsupervised inside customers' homes with access to their keys and their belongings. Every one of those factors argues for a documented, provable standard rather than a verbal handover.
What these teams put into Sopable
- Chemical handling, dilution and storage — including what must never be mixed
- Key control and property access procedures
- Room-by-room cleaning standards and sequence
- Equipment operation and maintenance
- Customer property handling — valuables, fragile items, what not to touch
- Damage and breakage reporting procedure
- Pet and child safety in occupied homes
- Time and route standards
- Uniform, conduct and privacy expectations
- Specialist procedures: post-construction, move-out, deep clean
Where it pays off
- Onboarding at the speed you actually hire
- A Pathway for “New Cleaner” assigns the whole required set in one click. A Workflow triggers the practical steps — uniform, supplies, key handover, first ride-along — and each is ticked off against a name and a timestamp.
- Chemical safety with a real record
- Chemical handling is the highest-consequence knowledge in this trade and the most likely to be passed on verbally and incompletely. Scroll-gated acknowledgment plus an AI quiz on your own handling policy gives you evidence that each cleaner knows the rules — before a mixing incident, not after.
- Trust with customers
- Key control and property handling procedures, documented and signed by every cleaner, is something you can tell a nervous prospective client about. It's a sales asset, not just an internal control.
Landscaping & Lawn Care
Landscaping runs on seasonal crews, heavy equipment and — depending on the services you offer — chemical application that carries licensing obligations. You may onboard a large part of your workforce in a compressed few weeks each spring, put them on machinery that can cause serious injury, and send them to properties where a mistake damages irrigation, hardscape or a customer's prized planting.
What these teams put into Sopable
- Equipment operation and safety by machine type — mowers, trimmers, blowers, chippers, skid steers
- Trailer loading, securing and towing procedures
- Chemical and fertiliser application procedures
- Irrigation system identification and damage avoidance
- Property-specific service standards and access notes
- Seasonal service procedures — spring cleanup, aeration, leaf removal, snow
- Plant and tree handling standards
- Jobsite safety — traffic, pedestrians, working near structures
- Damage reporting and customer communication
- End-of-day cleanup and equipment care
Where it pays off
- The seasonal hiring spike
- One Pathway per crew role means a large intake gets set up in minutes rather than days — and each person's reading and quiz status is visible on one dashboard, so you know who is genuinely cleared for equipment before the first Monday.
- Equipment safety with a defensible record
- Machine-specific safety procedures, acknowledged and quizzed per employee, gives you a per-person, per-machine record. That matters for insurance and it matters after an incident.
- Returning seasonal staff
- Because deactivation preserves history, a crew member who returns next season still has last year's acknowledgments and quiz results on file. You can see what they've been trained on and assign only what's changed.
Pest Control
Pest control is among the most tightly regulated of the home service trades. Applicators are licensed, product use is governed by label requirements, records are mandated, and the consequence of a mistake reaches customers, their pets, their children and the environment. Documentation isn't administrative overhead in this trade — it's a condition of operating.
What these teams put into Sopable
- Applicator procedures by product and target pest
- Product handling, mixing, storage and disposal
- Label compliance and rate calculation procedures
- Treatment documentation and reporting requirements
- Customer notification and re-entry interval communication
- Pet, child and sensitive-occupant protocols
- Inspection and identification procedures
- Termite and wood-destroying insect inspection standards
- Equipment calibration and maintenance
- Spill and exposure response procedures
Where it pays off
- Per-technician records for regulatory review
- Every acknowledgment carries a date. Every signature carries a timestamp. Every quiz attempt is stored with its score, and the record survives the technician leaving. When you need to demonstrate that a named applicator was trained on a named procedure as of a specific date, it's a couple of clicks — not a three-day search through a filing cabinet.
- Procedure changes that must reach everyone
- A product label changes, or your protocol updates. Edit the document — every technician who acknowledged the old version is flagged and required to re-read, and may be asked to re-sign the chapter. Nobody stays on the superseded version by default.
- Comprehension where it counts
- Rate calculation and re-entry intervals are exactly the kind of specific, numeric knowledge that AI quizzing tests well — and where the citation feature matters most, because a wrong answer immediately shows the correct figure in your own policy's words.
Roofing
Roofing carries the most serious fall exposure in residential trades, frequently runs on subcontracted crews you don't directly employ, and involves work where a detail done wrong shows up as a leak months later. The combination — high physical risk, indirect employment, delayed failure visibility — makes a documented and provable standard unusually valuable.
What these teams put into Sopable
- Fall protection procedures and equipment requirements
- Ladder and roof access safety
- Tear-off procedures and debris management
- Underlayment, flashing and ventilation standards
- Installation standards by material — asphalt, metal, tile, flat
- Weather decision-making and job stop criteria
- Property protection — landscaping, gutters, vehicles, windows
- Subcontractor crew onboarding requirements
- Inspection and quality checkpoints
- Warranty documentation requirements
Where it pays off
- Subcontractor crew onboarding
- Add subcontractor crew members as employees, assign a “Subcontractor Basics” Pathway covering your safety and property protection standards, and require acknowledgment and sign-off before they work on your jobs. You then hold a signed record that a specific crew member was trained on your standards on a specific date.
- Fall protection documentation
- This is the procedure your insurer will ask about. Per-person acknowledgment with a scroll gate, a chapter signature, and a quiz score is a materially stronger record than a signed attendance sheet from a toolbox talk.
- Quality checkpoints as tracked runs
- Build your inspection checkpoints as a Checklist, bundle them in a Workflow, and trigger a Run per job. Every checkpoint is ticked against a named person with a timestamp, with comments where something needed a decision.
Restoration & Remediation
Restoration is documentation-dependent in a way few other trades are: the work is usually insurance-funded, which means the record of what was done, when, and to what standard is the invoice's justification. Containment, moisture management and remediation protocols have technical standards behind them, and the technicians executing them are working in properties where the occupants are already having a bad week.
What these teams put into Sopable
- Containment setup and negative pressure procedures
- Moisture mapping, monitoring and documentation standards
- Drying equipment placement and calculation procedures
- Mould remediation protocols
- PPE requirements by job category
- Category and class determination procedures
- Photo documentation standards for insurance
- Contents handling, pack-out and inventory procedures
- Customer communication during occupied loss
- Air quality and clearance testing procedures
Where it pays off
- Consistency across the emergency call
- Restoration work starts at unpredictable hours with whoever is on call. Documented, acknowledged procedures mean the standard doesn't depend on which technician the phone reached at 2am.
- Documentation standards, documented
- Your photo and moisture-logging standards are the basis of your insurance claims. Making them a policy that every tech has read, signed and been quizzed on directly protects your reimbursement.
- Technician readiness by job category
- Assignments and Pathways let a technician be cleared for water losses but not yet for mould remediation — and the record shows precisely what they've been trained on, which matters both for supervision and for standards compliance.
Multi-location and franchise operators
If you run more than one location, or you franchise, the problem changes shape. It stops being “does my team know the procedure” and becomes “does every location run the same procedure, and can I see which ones don't.”
Branding per entity, standard underneath. Each Sopable account carries its own logo and colour theme while the underlying content structure stays consistent — which is the exact tension franchise operations live with. Note that this means one theme per account.
Manager-level delegation without loss of control. Location managers get the full admin area — content, assignments, workflows, runs, employee records — with Company Settings staying admin-only. Local operations run locally; branding and account control stay with you.
Comparable records across locations. Because reading progress, quiz scores and run completion are measured the same way everywhere, you can see which locations are actually executing your standards and which are drifting.
Don't see your trade?
The list above is where we see the strongest fit, not a restriction. If your business sends trained people to customers' properties to do work with a defined standard, Sopable applies — appliance repair, garage doors, pool service, window cleaning, chimney, septic, solar, locksmithing, handyman services, moving.
The product doesn't contain trade-specific content. It holds your procedures and proves your team knows them. What changes between trades is what you write, not how Sopable works.
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