Forums › Client Management › Automating your Workflow › Reply To: Automating your Workflow
Hi Adam,
Thank you for your response. What you say makes great sense in terms of having them text photos of what they have and then scheduling a call to dive in. Since we are working remotely, do you then ask the client to do a physical count to give them an estimate? Or do you guestimate? Also, are you putting their inventory/quote onto Excel (which is what I used to do) or directly into a management software such as 17 Hats? Curious if there’s a way for client to input their estimate count into a “shopping cart” form that tabulates their estimated charges to make remote work more automated. Curious as to your thoughts on this. I love the poster – great idea to have visuals to remind people of what they have.
Hope you’re doing well in Chicago and thank you for your expertise!
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