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Task Needing To Be AutomatedTOOLS USEDBusiness CategoryMaster List Software Tools
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Scheduling and dispatching service callsSERA, ST, HCP, any crmOperationsZapier
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Invoicing and billing customersSERA, ST, HCP, any crmFinanceTrello
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Managing customer contact informationSERA, ST, HCP, any crmOperationsGoogle Sheets
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Generating quotes and estimates for service workSERA, ST, HCP, any crmSalesTypeform
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Ordering and tracking inventoryWarehouse/InventoryService Titan
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Generating and sending reminders for scheduled maintenance appointmentsSERA, ST, HCP, any crmMarketing/Lead MgmtHousecall Pro
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Generating and sending marketing materials to potential customersMarketing/Lead MgmtSera
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Creating and maintaining service reportsOperationsSlack
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Managing employee schedules and payrollHR / Internal TeamChatGPT
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Tracking and reporting on employee productivityTools UsedHR / Internal TeamAirtable
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Generating and analyzing financial reportsFinanceProcess Street
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Creating and maintaining a customer databaseMarketing/Lead Mgmt
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Managing and tracking customer complaints and feedbackTrello, Zapier, ChatGPTProcessOperations
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Generating and tracking leads for new businessMarketing/Lead Mgmt
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Managing and updating the company website and social media accountsTools Used & Process HowMarketing/Lead Mgmt
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Managing and tracking employee training and certificationsGoogle Sheets, Typform, Zapier, Process.stProcessHR / Internal Team
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Managing and tracking vehicle maintenance and repairGoogle Sheets, Trello, Zapier, SlackProcessVehicle/Fleet
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Managing and tracking equipment maintenance and repairVehicle/Fleet
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Managing and tracking safety procedures and complianceGoogle Sheets, Trello, Slack, JotFormProcessHR / Internal Team
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Managing and tracking energy usage and costsEnergy monitoring device or utility company's online platform, Google Sheets, Airtable, ZapierProcessSales
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Managing and tracking warranties and guaranteesGoogle Sheets: To store and manage data about warranties and guarantees. Gmail: To send and receive email notifications related to warranties and guarantees. Todoist: To create and manage tasks related to warranties and guarantees.ProcessOperations
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Managing and tracking customer service level agreementsZapier A customer service platform (e.g. Zendesk, Freshdesk, etc.) A spreadsheet software (e.g. Google Sheets, Microsoft Excel, etc.)ProcessOperations
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Managing and tracking project timelines and progressTrello - a project management tool that can be used to manage tasks, deadlines, and team members. Google Sheets - a spreadsheet tool that can be used to track project progress and timeline. Slack - a communication tool that can be used to send alerts and notifications.ProcessOperations
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Managing and tracking subcontractor performanceGoogle Sheets - for storing subcontractor performance data, Asana - for task management and tracking subcontractor performance, Toggl - for tracking subcontractor work hoursProcessHR / Internal Team
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Managing and tracking safety incidents and accidentsGoogle Sheets: To store the data of safety incidents and accidents. Google Forms: To capture the data of safety incidents and accidents in real-time. Slack: To receive notifications and alerts regarding safety incidents and accidents.ProcessOperations
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Managing and tracking employee performance and evaluationsHR / Internal Team
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Managing and tracking employee absences and time offHR / Internal Team
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Managing and tracking employee benefits and compensationHR / Internal Team
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Managing and tracking employee development and trainingHR / Internal Team
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Managing and tracking employee recruitment and hiringHR / Internal Team
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Managing and tracking employee engagement and satisfactionHR / Internal Team
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Managing and tracking employee diversity and inclusionHR / Internal Team
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Managing and tracking employee recognition and rewardsGoogle Sheets: This tool can be used to store and manage employee recognition and reward data in a spreadsheet format.; Slack: This tool can be used to send notifications and alerts to team members regarding recognition and reward updates.; Zapier: This tool can be used to automate the process of moving data from Google Sheets to Slack and vice versa.ProcessHR / Internal Team
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Managing and tracking employee communication and collaborationOperations
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Managing and tracking employee morale and motivationGoogle Sheets - to store employee morale and motivation data Typeform - to create an employee morale survey form Slack - to receive notifications and alertsProcessOperations
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Managing and tracking employee safety and well-beingGoogle Sheets, Google Forms, ZapierProcessHR / Internal Team
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Managing and tracking employee turnover and retention.Google Sheets, Typeform, AirtableProcessHR / Internal Team
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Customer communication and follow-upOperations
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Inventory managementWarehouse/Inventory
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Employee time trackingHR / Internal Team
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Job cost estimationSales
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Equipment maintenance trackingOperations
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Marketing and lead generationMarketing/Lead Mgmt
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Financial reportingFinance
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Quality control and safety inspections.Marketing/Lead Mgmt
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Email marketing automationMarketing/Lead Mgmt
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Social media schedulingMarketing/Lead Mgmt
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Lead magnets and landing pagesMarketing/Lead Mgmt
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Marketing automation workflowsMarketing/Lead Mgmt
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Personalized ad campaignsMarketing/Lead Mgmt
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Chatbots for lead captureMarketing/Lead Mgmt
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Lead scoring and prioritizationMarketing/Lead Mgmt
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CRM integrationMarketing/Lead Mgmt
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Referral and reputation managementMarketing/Lead Mgmt
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Customer segmentation and targeting.Marketing/Lead Mgmt
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