Set up WhatsApp warranty activation reminders that turn into annual service work
The article outlines how gas engineers can automate WhatsApp reminders for boiler warranty registration and annual service bookings using ServiceM8 or Tradify.
Expiry Reminders
Extract data from certificate PDFs straight into a Google Sheets compliance register (no code)
This guide explains how to automate data extraction from certificate PDFs into a Google Sheets compliance register, including email reminders and optional OCR integration.
DVLA licence checks for employers: how to get a share code and set re-check reminders
To check a worker's driving licence, employers must obtain a DVLA share code and follow a structured process for verification and record-keeping.
Maintenance contract renewals playbook: WhatsApp reminders, e‑sign, recurring jobs and Direct Debit in Xero or QuickBooks
The article outlines a comprehensive playbook for automating maintenance contract renewals using WhatsApp reminders, e-signatures, recurring jobs, and Direct Debit through Xero or QuickBooks.
Gas safety and EICR reminders for landlords: simple automation for trades
The article outlines how small firms can automate expiry date reminders and booking processes using Google Sheets, Google Calendar, and various job management systems.
Skills matrix for construction: link Google Sheets to your calendar to block unsafe bookings
Linking a skills matrix in Google Sheets to scheduling via Zapier automates competence checks, ensuring only qualified operatives are assigned to jobs, enhancing safety and compliance.
Automate CSCS, CPCS and SMSTS renewals: simple rota holds and reminders that keep sites compliant
The article outlines a streamlined process for automating the renewals of CSCS, CPCS, and SMSTS certifications to ensure compliance on construction sites.
Training matrix template for construction: free Excel, CSCS and IPAF expiry reminders, and an automation you can copy
This article provides a free training matrix template for UK construction firms, featuring expiry reminders and automation options to manage employee training efficiently.