Activity
Mon
Wed
Fri
Sun
Oct
Nov
Dec
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
What is this?
Less
More
Memberships
Automation Foundation
Public • 27 • $97/m
5 contributions to Automation Foundation
Aug 20
in
Need reviews
So we started with Sera in February and have seen a dramatic decrease in the number of new reviews. Before this HCP sent text reviews and we got a lot of reviews. But since the switch we have stalled. I would like to build an automation to text a bitly link and gather more reviews. Look at zap and sera the trigger could be an accepted invoice. I’d rather it be when the tech is done in the home and has already collected but I’m working with what I’ve got. I use dial pad and it has the texting function so I figured the 2 of them could work together but I’m not having any luck. Anyone done this yet?
1
8
New comment 30d ago
1 like • 30d
@Josh Crouch yes you are correct and that was the trigger i was attempting to use
1 like • 30d
we have Dailpad and thats definitely something they offer. i was just trying to figure out how to get back to what we had going with HCP cause that was working. I have talked to PulseM and they do review texting and "reputation management" but thats another bill making it even more costly to have switched to Sera then i was wanting
May 14
in
Intro
hey yall, Im adam, from Louisiana. I own 2 small businesses and want to learn to automate to remove myself and the buttons i push in the office to a minimum. Im an HVAC tech by trade and LOVE that aspect of my career. being a business owner has its benefits but fixing things really brings me a joy i dont find in an office. I also bought a 9 hole golf course that winds through my neighborhood. we dont have the money to hire a staff so i cut LOTS of grass. Im looking for automation to give me time to do what i enjoy while still running a profitable business (HVAC not Golf!!) My Goals: Learn how to make reports print automatically Learn to make reminders work for dates in advance so maintenance and anniversaries arent missed
2
6
New comment May 16
2 likes • May 15
@Tersh Blissett oh man yeah that’s a whole lawsuit 🤯. As blatantly obvious as this is no one wants to start paying for the repairs. So we now sue them all.
2 likes • May 16
@Matthew Ennis sorry for the delay. Yes that seems very similar to what I’m looking for. As we install equipment we need to have reminders set to send out anniversary gifts and reminders to us to reach out for service. Also to send us reminders to register equipment ect. Things like that to help us not miss these important events.
May 14
in
What automations do you want to see built?
I am recording a few videos this evening on automations we have already built. What would you like to see?
2
8
New comment May 15
1 like • May 15
@Matthew Ennis not that I’m aware of and I’d assume it does have that function. You are “supposed” to let the schedule manager dictate who gets the call but we are very small and that doesn’t work for us at this stage. 3 trucks in the field but I’m included in that count. We have 1.5 office personnel. I spend a lot of time in the office running the show. We just hired the part time office worker to give my office manager a hand. Sera requires more steps then HCP to accomplish the same tasks. If I could get back in the field generating revenue we could really see some growth this summer 🤞
1 like • May 15
@Matthew Ennis that’s exactly what I’m saying
May 13
in
List of AI/Automation Ideas
Here is a link to the list of AI & Automation ideas created by Josh and myself. https://docs.google.com/spreadsheets/d/1A4oI2Zt56ceXSqzIdforIxjE_iixnn-XF2O3CuLeIkM/edit?usp=sharing
5
8
New comment May 24
2 likes • May 14
looking though the list am i missing the sera to company cam one? i have a zap in place (my first and only) but it causes duplicate projects in company cam
2 likes • May 14
@Tersh Blissett your the bestest!
May 13
in
Who Wants My List of 100 Best Dad Jokes?!
Here is a link to my list of 100 best dad jokes that I use in my dad joke automation! https://docs.google.com/spreadsheets/d/1q36MJoW5S82PAWRmNcGnB5of4KriuCqz7unUWanXKaQ/edit?usp=sharing
3
3
New comment May 14
1 like • May 14
@Josh Crouch bro dad jokes make the world go round. or at least my world
1-5 of 5
@adam-mccoy-3063
small business owner, husband and father of 3 girls.
Active 1d ago
Joined May 14, 2024
powered by