Creating a Jobber Data Dashboard
If you’re using Jobber as your field service management system, you may have run into limitations with its reporting. Maybe you’ve tried downloading your data so you could create your own reports in Google Sheets, or considered choosing a different platform with better reporting. Our client Graffitico approached us to create a better solution to […]
Streamlining Legal Operations: Migrating from Keap to Lawmatics
A highly-rated estate planning law firm* based in Newport Beach, California approached us with a common problem: their current CRM, Keap, was no longer meeting their needs. The system was slow and cumbersome to use, lacking in critical features, and unable to serve as both a CRM and case management system.
Automating purchase orders into Shopify for Righteous Felon Craft Jerky
We created a workflow to automate Righteous Felon Craft Jerky’s manual order entry process from purchase orders received via email.
Creating a member matching system for The Upside community
One of the most difficult parts of a community business is building relationships that tie the community together, and keep people engaged. The Upside is a community of independent consultants, all of whom are successful, busy, and have plenty of alternative options to spend their time. Yet, The Upside managed to build an award-winning community […]
How to automatically show clients how many hours you’ve tracked
Like many freelance consultants, I charge clients by the hour and bill every two weeks. The problem is sometimes I accumulate quite a bit of time between invoices and some clients are surprised when they see the invoice for the last two weeks. I thought to myself: there’s gotta be a better way to let […]
How to Get Notified of New Upwork Job Posts in Your Niche Within a Minute
One of the best ways to make money on Upwork is to be the first person to respond to any job posts in your niche.In this post, I’ll show you how to get notified instantly every time something is posted in a niche that you’re familiar with so that you can get in there and […]
