#handyman

As a new #handyman I struggled to get my processes together at first. Like most I started with spreadsheets and notes all over the place. I did the research on the different #CRM platforms out there such as #Joist, #Jobber, and #Markate. I ended up going with Markate but I still struggled with how to use it at first. In this video I will talk about the first things you should do during your free trial period. If I had done this my life would have been a lot easier.

To get started with Markate CRM for Handymen, you can follow these steps:

Create an account. You can create an account on the Markate website or through the Markate CRM app.

Add your contacts. Once you have created an account, you can add your contacts to Markate CRM. You can import your contacts from other CRMs or add them manually.

Create your projects. After you have added your contacts, you can create your projects. Projects are the tasks and jobs that you work on.

Assign tasks. Once you have created your projects, you can assign tasks to your team members. Tasks can be anything from fixing a leaky faucet to installing a new roof.

Track your progress. Markate CRM allows you to track the progress of your projects and tasks. You can see which tasks are on track and which tasks are falling behind.

Generate reports. Markate CRM allows you to generate reports on your projects and tasks. This information can help you identify areas where you can improve your efficiency.
Markate CRM is a powerful tool that can help you manage your handyman business more effectively. By following these steps, you can get started with Markate CRM and start seeing the benefits right away.

Here are some additional tips for getting started with Markate CRM:

Take advantage of the free trial. Markate CRM offers a free trial so you can try it out before you commit to a subscription.

Ask for help. If you have any questions about Markate CRM, there are a number of resources available to help you. You can find help articles on the Markate website, or you can contact customer support for help.

Be patient. It takes time to learn how to use a new CRM system. Don't get discouraged if you don't understand everything right away. Just keep exploring and you will eventually get the hang of it.

If you’re interested in signing up for #markate please use this referral link
https://www.markate.com?mref=85992b6f

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