When you sell a product or service, you need a work process to get it out into the world. We help improve your Vtiger and execute those work processes in the most efficient way.
Recently, we had the opportunity to help two clients with very different business models by creating similar tools for scheduling jobs with contractors or workers. Overall the tools achieve the following:
- efficiently find contractors or workers
- find available workers in the necessary location
- find workers who have the correct skills
- efficiently invite contractors or workers
- invite through email or text
- keep track of responses (confirmed, declined, uninvited)
- auto-notifies you if you do not have enough workers for the job when you hit a certain date
Keep an eye out for our next posts! We will discuss examples of how we helped clients achieve their scheduling goals.
Contact us to learn more or for help with your Vtiger CRM!
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