Workflow for Automating Follow Ups ✨

[BrittanyB]

Hello Titan Fam 💪 I wanted to share a workflow I came up with for a customer of mine who was struggling with keeping on top of the day to day. Task management is a great tool for to-do list items, but we needed a way to automate this process - especially when it came to communicating needs from the field back into the office.

Here is a loom video of the process! I hope that it helps you and your company in the way it has helped many of my clients!

https://www.loom.com/share/45867ab638364c93b0ab1b1561ecb7ce

[KBlank87]

This is amazing! We are struggling to keep up with follow-up opportunities and parts, and I think this will be extremely helpful. Thank you!

[Nwoodard0923]

Thank you Brittany, that was awesome!

[asnow]

Amazing!! Keep the awesome tips coming Brittany!

[rstare]

Great stuff as always @BrittanyB 

[CHunter]

Super helpful video! I love the parts order form, auto generated tag and report scheduled showing what parts need to be ordered. I had never thought about the custom dashboard but that is a great idea! Thanks for sharing.  

[AmberC]

Love this @BrittanyB! 🙂