Zendo’s Post

🚛 💻 ❓ Chariot vs. SmartMoving: Which Moving Software is Right for You? We’ve put together a detailed comparison breaking down 🤑 Sales features, like new lead forms and inventory collection 📱 Interface and ease of use/ training 🧘 Flexibility and control 🚛 Tools to handle real world dispatching and billing situations on move day 💰 Pricing 🤝 Support 📖 Check it out here: https://lnkd.in/edcakJXv Let us know what you think—our team is always here to answer any questions! #MovingSoftware #BusinessTools #ChariotCRM #MovingIndustry

Why settle for clunky tools? Boost your client experience and streamline your workflows now - discover the top client portal software that actually works. 😉 Read more in our blog post: https://lnkd.in/dnuK7XAN  #zendo #clientportal

Ultimate Guide to Choosing the Best Client Portal Software

Ultimate Guide to Choosing the Best Client Portal Software

Ultimate Guide to Choosing the Best Client Portal Software

Here's my go-to solution for clients who need support defining their business systems: I first identify the areas that help create a system. • People • Processes • Documents • Tools/Tech Then I break those areas down by answering these questions: ➡️ People - who are needed to help operate this system? Example: A sales system. - The people involved in making that system run would be you, a team member, a VA, a contractor, a designer, etc. ➡️ Processes - What processes are involved in my system? Example: Sales System Processes (service-based) - Process of setting up and booking a sales call - Process of creating invoices - Process of onboarding a client - Process of retaining a client with a sales retention plan - Process of offboarding a client - Process of setting up a project in task management tool and so on. Tip: build a visual workflow of all the steps in your sales system and write out the processes involved so you eliminate second-guessing what processes you need. ➡️ Documentation - What needs to be documented to make this system run without me? - All system processes should be documented whether that’s through video tutorials or SOP docs. - This helps you create a reliable and consistent system that supports your client and your business the same every sale. ➡️ Tools/Tech - What tools and tech do you need to run this system? - Example - Keeping with a sales system example, you would need: - Invoice creator - Payment processor - Booking calendar - Automated email confirmation - Contract with e-signature - Cloud storage for important documents - Task + client management tool - Client communication tool And whatever other tools/tech you need to delight, deliver, communicate and get paid. Using this framework, you can build the systems for every part of your business that you need to operate. #systems #smallbusinesssupport #businessstrategist ------ I'm Jen, a business and systems strategist who helps owners and service providers streamline operations and create more white space in their calendar. I share snackable tips on business strategy, systems, marketing and organizing your time and digital space. Come say hello 👋

How much time do you spend managing data and formulas across spreadsheets? Does the thought of onboarding new customers stress out your staff? Does your operations team spend too much time copying data from one application to another? If reading that made you anxious, custom client portal development may be the solution for your business. Since 2007, I've developed custom web portals that enhance client relationships while streamlining operations and increasing scalability. Learn more: https://lnkd.in/e4gi-ZR3 #CustomClientPortal #BusinessInnovation #ClientRelations

EasyAppointments - Effortless Appointment Booking and Management Software EasyAppointments is a user-friendly web-based appointment booking software designed to simplify the scheduling process. This customizable tool offers a seamless experience for both businesses and customers by providing a sophisticated interface for appointment management. With features like customer management, service scheduling, and business workflow configuration, EasyAppointments enhances operational efficiency. Integration with Google Calendar allows for smooth synchronization, enabling easy sharing of events with other applications. Ideal for businesses of all sizes, EasyAppointments can be installed on your existing website with ease and integrates with your current database, ensuring smooth operation from day one. Features: - Appointment and Customer Management  Manage appointments with ease using flexible calendar layouts. Track customer information and booking history for a smoother experience. - Services and Service Providers  Set up services and assign providers with customizable schedules for a tailored booking process. - Business Workflow and Booking Rules  Configure the system to fit your business hours, breaks, and booking policies. Allow customers to book, modify, or cancel appointments within specified timeframes. - Google Calendar Sync  Synchronize all your appointments with Google Calendar to integrate seamlessly with other services and applications. - Customizable Interface  Tailor the look and feel of your appointment booking system to match your brand, providing a consistent customer experience. - Easy Installation and Integration  Easily install EasyAppointments on your existing website and share the same database for effortless operation. https://lnkd.in/d6wdHtJJ #Easyappointments #AppointmentBookingSoftware #AppointmentScheduling #CustomerManagement #ServiceProviderScheduling #GoogleCalendarSync #BusinessWorkflow #AppointmentManagementSystem #CustomizableAppointmentSoftware #OnlineAppointmentSystem #BookingSoftwareIntegration #octabyte #fullymanaged #opensource

Start streamlining your business with SendWork and enjoy automated invoicing, effortless scheduling, and improved client management—all in one platform. Read more 👉 https://lttr.ai/AYUKU #ContractorSoftware #FieldServiceManagement #CRMForContractors #BusinessAutomation #ServiceManagementTools #SendWork #ContractorSolutions #JobScheduling #BusinessEfficiency #SmallBusinessGrowth

📈 Exciting news for Field Service Organizations! The Microsoft Dynamics 365 Business Central 2024 wave 1 release plan includes an out-of-the-box integration from Dynamics 365 Field Service to Business Central. This allows for enhanced capability to manage work orders and seamlessly invoice them directly from Business Central. This is a significant advancement that will streamline operations and enhance efficiency for businesses leveraging field service operations. 🔧 With these updates, businesses can now manage work orders more effectively, ensuring that tasks are executed smoothly and on schedule. The ability to invoice directly from Business Central eliminates unnecessary manual processes, saving time and reducing errors. This integration not only improves workflow efficiency but also enhances customer satisfaction by providing a seamless experience from service delivery to billing. I'm excited to see how these enhancements will empower businesses to deliver exceptional service and drive growth in the digital age. Check out the article for more details on these exciting updates! https://lnkd.in/gE4nuZVv