The challenge
The operation used several systems for different parts of the customer and job lifecycle: Podium for customer communication and reviews, Quo for business calls, a Chase bank account, supplier warehouse portals for parts ordering, Google Ads, Google reviews, and a partner's Google Sheets tracker for recalibrations. The challenge was keeping the moving pieces coordinated without adding more manual administration.
What we built
- A map of which system owns each record and which details the team needs at each stage.
- Customer intake, scheduling, parts checks, job status, review requests and recalibration follow-up connected around one consistent job record.
- Clear queues and exception handling for steps that still need a person or a supplier portal.
Our principle
Keep the tools that serve a purpose; reduce the gaps between them.
Tools used
PodiumQuoGoogle AdsGoogle SheetsMake