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.
Further details of question: I’ve been looking for an expert in a *cloud based* project management software (Trello, Monday.com, or equivalent) to build out a workflow for me and my team. We build and sell furniture and we want a workflow that can set internal deadlines, increase accountability, and keep things running smoothly. What type of …
A question we recently received was from someone with “35 years experience in media including photography, Photoshop creation, editing, video editing (education-based projects)”. They’ve been a social media manager for last few years and said they “need to finalise their website, themes and workflow to maximise and market to creative clients who are willing to …
Question: We’re content creators who are looking to produce ongoing, interactive emails and would like for you to help us set up a more automated system. Some subscribers may join in on an ongoing campaign while others may always start at the beginning of a series. We’re looking for someone who has experience integrating with …
Additional details of question: I run a volume photography business, and I need a piece of software that will let me automate workflow. I need to start entries with a form, and take them through an editing, and then a QA workflow which requires I update the database through additional forms. I’d also like to …
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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