Question: We run a mobile mechanic business and are looking to hire a VA to help but we need to know the best way to ensure all the processes are automated.
We need checklists and SOPs to ensure the work is done correctly. Our current processes are:
1. CRM Data Entry:
– Maintain customer profile and ensure address and information is clean and accurate.
– Schedule jobs as per customers request (time, address & mechanic)
– Assist our mobile service team with changes on the fly so customers are kept happy
2. Customer Service:
– Assist with customer enquiry via email
– Quote and pre-build service jobs
– Communicate with customers and changes to schedule, etc.
3. Data Mine:
– Research via Google, Facebook, etc. to find suitable business opportunities.
What mobile mechanic software would you recommend to manage these processes?
Answer: What did we recommend? Get in contact to discuss our answer and how it can apply to your business.
Question: I am looking for advice on setting up a simple sales order – form/catalog/landing page/B2B/B2C which enables wholesale and retail customers to easily place office stationary orders. My client (sole owner of one store) is not allowed to have an E-commerce store, as he is part of a franchise group and hence bound to a …
Question: I’m stuck trying to set up Zoho territories setup and assigning based on Geographic Locations at the Leads Level in Zoho. I am a single user and need to sort and prospect the leads based on their geographic location. I am in Melbourne, Australia and Propose to set up 5 Regional territories and 7 …
There’s an overused quote about building a better mousetrap leading to people knocking down your door that applies to a microbakery in my area. A gravel driveway leads you past building materials to a little green shed, oh, and a long line of people waiting to buy bread & pastries. They make amazing products but …
With the rise of self-service booking platforms, like Acuity, people are able to automate their weekly sales meeting bookings but often not in the most efficient way. You might have a full calendar with appointments zig-zagging across town and no travel minimisation strategies in place. One strategy that we recommend to clients is to set …
Running a mobile mechanic business
Question: We run a mobile mechanic business and are looking to hire a VA to help but we need to know the best way to ensure all the processes are automated.
We need checklists and SOPs to ensure the work is done correctly. Our current processes are:
1. CRM Data Entry:
– Maintain customer profile and ensure address and information is clean and accurate.
– Schedule jobs as per customers request (time, address & mechanic)
– Assist our mobile service team with changes on the fly so customers are kept happy
2. Customer Service:
– Assist with customer enquiry via email
– Quote and pre-build service jobs
– Communicate with customers and changes to schedule, etc.
3. Data Mine:
– Research via Google, Facebook, etc. to find suitable business opportunities.
What mobile mechanic software would you recommend to manage these processes?
Answer: What did we recommend? Get in contact to discuss our answer and how it can apply to your business.
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Question: I am looking for advice on setting up a simple sales order – form/catalog/landing page/B2B/B2C which enables wholesale and retail customers to easily place office stationary orders. My client (sole owner of one store) is not allowed to have an E-commerce store, as he is part of a franchise group and hence bound to a …
Zoho help needed for mapping CRM territories
Question: I’m stuck trying to set up Zoho territories setup and assigning based on Geographic Locations at the Leads Level in Zoho. I am a single user and need to sort and prospect the leads based on their geographic location. I am in Melbourne, Australia and Propose to set up 5 Regional territories and 7 …
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There’s an overused quote about building a better mousetrap leading to people knocking down your door that applies to a microbakery in my area. A gravel driveway leads you past building materials to a little green shed, oh, and a long line of people waiting to buy bread & pastries. They make amazing products but …
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