Question: I’m looking for an efficient way to create and manage workflow documentation in my company. We have various tasks and processes, but keeping them updated and easy to follow for the team has become a hassle. I’ve heard about tools with AI features that can help, but I’m not sure what the best option …
Question: Our company deals with a lot of recurring tasks, especially related to onboarding new employees, processing client requests, and managing project checklists. We are looking for a way to automate these processes so that we can save time, reduce errors, and ensure consistency. We’ve tried using spreadsheets and manual checklists, but they are time-consuming …
As a small business owner in the service industry, juggling multiple client communications can be overwhelming. I’m searching for an effective way to streamline all customer interactions—from scheduling appointments and sending reminders to invoicing and follow-ups. What are the best tools or strategies to achieve this while maintaining a professional image? Managing customer communication is …
Scheduling jobs efficiently is one of the biggest challenges for any service business, especially when managing a team of technicians or field workers. How can I set up a system that allows me to create job schedules without overlapping appointments or missing out on important tasks? I’ve tried manual scheduling methods, but they seem to …
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 …
Further Details: We are a boutique digital media (fully remote) agency looking for help with knowing if Basecamp3 is the best choice for our digital media agency. We’ve switched from Asana to Trello to Basecamp and are lacking recurring features (which is driving us crazy) as well as quick templates for completing tasks. We’re tired …
Further Details: I am basically replicating a grocery check out experience via Type form but can’t work out how to set up the conditional logics that need to be programmed. Basically, I want to create a typeform for my grocery store. Initially the typeform will sell Eggs, Milk, Vegetables, Fruit, Bread and Special Requests. The …
Further details: I would like PM software to help manage my small business. We have 2 full time employees and hire on freelancers/independent contractors frequently for one-off projects or long term project. We currently have 2 teams that we have on retainer that we work with. One team is for video production (primarily youtube, but also …