Step-by-step guides for common tasks.
The article outlines how to efficiently request and manage pre-visit photos from customers via WhatsApp for ServiceM8 and Jobber, ensuring compliance with privacy regulations.
As UK mobile networks phase out 3G to enhance 4G and 5G services, users must ensure their devices support VoLTE and Wi-Fi Calling to maintain connectivity.
This article outlines a method for automating temporary power meter readings via WhatsApp, Google Drive, and Sheets using OCR technology for efficient billing and audits.
The article outlines various methods for tradespeople to efficiently generate draft quotes from site photos using tools like Tradify SmartTools, ServiceM8 AI, or a Google Drive and WhatsApp workflow.
This article provides a comprehensive guide on setting up Bluebeam Revu for metric takeoffs, including calibration, count tools, Visual Search, and exporting data.
Google Business Profile chat was removed in July 2024, allowing businesses to add WhatsApp or SMS options for customer communication instead.
The article provides a comprehensive guide for UK trade businesses on setting up and using Tap to Pay on Android, including device compatibility, setup instructions, and fallback options for poor signal areas.
The article explains how electricians can use Bluetooth-enabled multimeters to log and export readings via various apps, enhancing documentation and efficiency on-site.
This guide explains how to automate data extraction from certificate PDFs into a Google Sheets compliance register, including email reminders and optional OCR integration.
The article provides guidance on automatically filing WhatsApp photos into Google Drive job folders using the WhatsApp Business API or alternative methods for UK trades.
This guide outlines a 60-minute process for small contractors to automate RAMS PDF generation using Google Forms, Sheets, and Apps Script, enhancing efficiency and compliance.
The article explains how to send legal e-signature links via WhatsApp for quick approvals in the UK, detailing various platforms and setup instructions.
This article outlines a streamlined workflow for capturing, geotagging, and compiling photographic evidence into a BREL-ready PDF pack for Building Control compliance.
This article outlines the JCT application for payment process, including timelines, necessary documentation, and recording methods in Xero and QuickBooks, along with common mistakes and automation tips.
This article explains the differences between PAYE payroll for employees and CIS for subcontractors, detailing setup processes in Xero and QuickBooks, and common mistakes to avoid.
The article outlines how to automate CIS returns using Xero and QuickBooks by capturing job data, setting up workflows, and ensuring compliance with HMRC regulations.
The article outlines how small firms can automate expiry date reminders and booking processes using Google Sheets, Google Calendar, and various job management systems.
This guide explains how to automate job creation in ServiceM8 or Jobber using Tidio chat, Zapier, and client data capture, enhancing efficiency and reducing admin tasks.
The article outlines a process for automating the transcription of missed calls into job creation within CRM systems like ServiceM8, Jobber, or Tradify.
This article outlines a step-by-step guide for automating job creation from enquiry emails using mailbox forwarding, an email parser, and field service applications.
Tap to Pay enables sole traders and small firms to accept contactless payments via compatible iPhones or Androids without needing additional hardware, streamlining transactions.
This guide explains how sole traders and small contractors can send invoices via WhatsApp using QuickBooks or Xero, ensuring compliance and efficiency.
This guide provides simple methods for tradespeople to set up automatic text responses for missed calls on iPhone, Android, WhatsApp, and VOIP systems.
This guide outlines a simple 60-minute setup for van stock control using barcodes, enhancing efficiency for small to mid-sized service businesses.
This guide offers tradespeople a streamlined process for creating job reports using voice notes, transcription tools, and templates to enhance efficiency and accuracy.