CRM
SaaS
CRM for a small firm off the shelf or built
CRM for a small firm off the shelf or built: when HubSpot-class tools fit, and when a system on your own job data serves trades and clinics better.
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4 min read
Eight Mile · Writing
Articles on TradeOps
Engineering notes, write-ups and the occasional opinion.
Websites
CRM
Your website form still emails one person's Gmail
If your website form still emails one person's Gmail, enquiries vanish when they're away, and a shared lead list with an owner fixes it.
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4 min read
TradeOps
SME
When WhatsApp is running your jobs
When WhatsApp is running your jobs, groups and voice notes become the job board. What a proper ops system replaces, without taking phones away.
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4 min read
Field service
Mobile apps
From paper job sheets to a phone app
What changes when a trades business moves from paper job sheets to a phone app, including how the app copes with no signal.
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4 min read
Software development
Legacy systems
Still running the business on Microsoft Access?
Still running the business on Microsoft Access? The signs it's holding you back, and when to keep it, move to a product or rebuild it.
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4 min read
Software development
TradeOps
Connecting your job system to Xero or QuickBooks
Connecting your job system to Xero or QuickBooks: when an export is enough, when a connector fits, and when a custom integration pays.
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3 min read
SaaS
TradeOps
Quotes and invoices stuck in email
Quotes and invoices stuck in email fail as a system of record. Use one quote→job→invoice workflow with clear status instead.
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3 min read