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47 contributions to Automation Foundation
Monday Motivation:
Learn how a plumbing company transformed their operations with Housecall Pro, reducing manual work by 50%.
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New comment 5d ago
Summer is winding down - let's chat about plans for Fall
Our next monthly call is coming up. What automation or workflows are you most interested in seeing for our call in September?
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Feature Friday:
Discover the new AI analytics tool that helps you predict maintenance needs for your clients, reducing unexpected breakdowns. Have you found it useful?
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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?
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New comment 30d ago
0 likes • 30d
@Adam McCoy Can you automate it with dialpad would be my question?
0 likes • 30d
@Adam McCoy I think that's the best trigger to use. You could add a "filter by zapier" step and include the invoice amount if you only want to send to people who spend a certain figure. Just an option. Not saying I'd do that.
Monday Motivation
The goal of automation is not to replace humans, but to free them to do what they do best. How has automation allowed you to focus on more creative and strategic tasks?
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1-10 of 47
Josh Crouch
3
36points to level up
@josh-crouch-1127
Relentless Digital

Active 1d ago
Joined May 9, 2024
ISTJ
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