Tagpodio

Login portal for real estate agent on Squarespace website

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More details of question: I want to create a login portal on square space for a real estate developer for client regarding the concerns of their homes. We need to create a login page and management portal of clients who buy our condos. After they move in, we want them to be able to log in and post pictures and issued they notice with their property so we can address them. And to be able to update...

I need a database created for field inspections

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Further details of question I’m thinking of creating a Microsoft Access Data Base to record site records for field inspections. Is this the best option? Each Field Site item with have: Location description Location details Provide for linking to site maps Allow for 100 sites Each site item will have: A drop down Description A drop down Condition A date of inspection GPS Location Allow for...

People love Asana: Is it right for your business?

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If you’ve ever done an internet search for “beautiful project management software”, you’ve probably come across Asana. It’s one of our top 12 project management software systems in terms of design alongside Basecamp, Solo, Airtable, Process St, Roll, Pipefy, ClickUp, Flow, Sunsama, Ora and Roadmap. All beautiful software that your designers, and your eyes, will love...

A clear picture – the major factor in choosing software

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There are thousands of tools available to streamline your business, save you hours and increase your output but they are all flawed, imperfect and need you to adapt to their methodology. So how do you choose the best tool for your project? If you’re in any groups, you’ll hear recommendations, see training sessions on tools and read people passionately telling you that their particular...

I need to send reminder emails to my customers 30 days prior to expiry

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Question Details We are a small business and we currently use google sheets to monitor expiry dates for our customers. This is quite time consuming, however all our information is contained in google sheets and backed up daily. We use google sheets because of the real time function. We were thinking of upgrading our process by creating a code in the spreadsheet to email customer and business...

How do I develop a web-based notes system for chiropractors and other health professionals?

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Further question details How can I build a web based system for health care note taking for primarily chiropractors and other complimentary health care practitioners. Things we would need: – Secure separate log in systems for different databases (so different clinics can use this system without seeing the other person’s database) – When using the system, we will need to input...

I need a custom CRM web app and database

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Further question details We currently manage large customer and prospect lists in multiple Google Sheets and Excel. We want to migrate this into a cloud database. We do not current have a database setup, so we will need to create one based on an example customer list and handle migration of our lists into the database. We will need a web user interface to perform create/read/update/delete...

What software should I use to build an online property development database?

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Further details of question We currently manage a large database of property developments in an excel file, but we need to migrate this to a bespoke database, which will give us more flexibility to build our business processes around the data, and to add more columns and related items, such as photos, files, notes, version history, edit user permissions, etc. We currently manage our data in...

How do I create a closed, private service provider, member portal?

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Further details of question You are looking for someone to develop a website/web app that will have the following features: 1. Closed membership access platform consisting of members and service providers. 2. Members to be able to view services providers when accessing the backend/locked content and view their offered services/profiles 3. The ability for the members to order services from these...

About

For the past 10 years, we’ve worked with hundreds of clients and tens of thousands of students to help them get a clear picture of how to systemise their business. We’re not fans of spam, cheap mass-marketing tactics or automating your business to within an inch of it’s life. We are fans of a customer experience where humans deal with humans, skills are appreciated, personality is maintained and where clients get more value than they expected. We’re also fans of automating any process that doesn’t deliver client-facing value in a simple, easy-to-maintain way.

In a nutshell, we provide advice, implementation support & training to small to medium, service-based businesses to help them deliver a better customer experience & a more automated workflow. Everyone on the same page, moving in the same direction with a clear picture of who does what.
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