The Graphite Lab

Are you struggling to keep track of your technician reviews and performance? In this episode of Automating the Trades, we walk through automating your review tracking using Google Sheets and Zapier. Learn how to set up a leaderboard to see how your techs stack up based on customer feedback. Plus, discover the power of automation to simplify and streamline your review process. Book a call with our team: https://lnkd.in/eDDWwqm2 💡 Don’t let reviews slip through the cracks — make data work for you! #Automation #GoogleSheets #Zapier #ServiceTitan #TheGraphiteLab Visit our website at https://lnkd.in/erW_-HEB to learn more about our company and to explore our full range of service trades automation solutions. Don’t forget to follow us on Facebook, Instagram, TikTok, and LinkedIn to stay up-to-date on the latest news and insights from The Graphite Lab! Contact Us: https://lnkd.in/eJevuV_F Facebook: https://lnkd.in/e_XFXD_m Instagram: https://lnkd.in/erCRMzKN TikTok: https://lnkd.in/er-WNQUx LinkedIn: https://lnkd.in/e8wNNPMq https://lnkd.in/etgn8sgq

📊 Avoid data filter pitfalls! Here’s a pro tip: Instead of ‘exactly matches,’ use ‘contains’ for more consistent results in your workflows. 🚀 With our Graphite Lab Toolbox, you can easily automate sending emails, like notifying dispatch when a job has been on hold for 3 days! Stay on top of your tasks and streamline your operations with smart automation. #ProTips #DataAutomation #TheGraphiteLab #WorkflowOptimization #TradesTech https://lnkd.in/er_PwF6v

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🤖 Discover Zapier’s AI feature! With Zapier’s ‘Generate with AI,’ even if you’re not a coding expert, you can automate complex workflows. 🔄 Run tests, grab total costs, and handle line items seamlessly—AI does the heavy lifting for you! Perfect for streamlining tasks without diving into code. 🚀 #ZapierAI #Automation #NoCode #TheGraphiteLab #WorkflowOptimization #TradesTech https://lnkd.in/egEDqGPT

📞 Ensuring customer service excellence with our 5-minute call-back rule! If a call is abandoned, we make it a priority to call the customer back within 5 minutes. ⏱️ We’re working on an exciting tool that automatically tracks abandoned calls and notifies us if follow-up hasn’t happened yet—because great customer service is all about being proactive! 🚀 #CustomerService #Automation #TheGraphiteLab #TradesTech #CallBackRule https://lnkd.in/eZgyYFdH

📞 Master call management with precise searches! 🚀 Easily track any outbound calls made within the last 10 minutes to ensure your team is following up promptly. Customize the window based on your queuing interval to capture the right call types and never miss a connection. Stay on top of your call management with smart automation! #CallManagement #Automation #TheGraphiteLab #WorkflowOptimization #TradesTech https://lnkd.in/eAjz7Auw

🚀 Revolutionizing data processing with smart automation! At The Graphite Lab, we clean and hydrate your ServiceTitan data so it’s easy to access and use. 🛠️ From handling complex subunits to automatically populating essential details, our automations make your data work for you. Say goodbye to messy data and hello to streamlined workflows! #SmartAutomation #DataProcessing #TheGraphiteLab #ServiceTitan #WorkflowOptimization https://lnkd.in/eAxVkUjG

Learn how to calculate gross margin for estimates using ServiceTitan and Zapier in this step-by-step tutorial! 🚀 In this video, we'll tackle a common workflow request: how to check if an estimate given to a customer has a margin below 64%. We'll walk you through setting up triggers, managing created dates, and using JavaScript to calculate gross margin based on total costs and prices. Book a call with our team: https://lnkd.in/eDDWwqm2 Key topics include: - Automating margin calculations - Managing estimate workflows - Setting up triggers and filters in Zapier - Factoring in labor burden for more accurate estimates Perfect for service trades businesses using ServiceTitan, this video will help you optimize your estimate process and catch potential margin issues before it's too late. #ServiceTitan #GrossMargin #Automation #Zapier #TradesBusiness #TheGraphiteLab Check out more videos on automating your service business with The Graphite Lab! 💼 Visit our website at https://lnkd.in/erW_-HEB to learn more about our company and to explore our full range of service trades automation solutions. Don't forget to follow us on Facebook, Instagram, TikTok, and LinkedIn to stay up-to-date on the latest news and insights from The Graphite Lab! Contact Us: https://lnkd.in/eJevuV_F Facebook: https://lnkd.in/e_XFXD_m Instagram: https://lnkd.in/erCRMzKN TikTok: https://lnkd.in/er-WNQUx LinkedIn: https://lnkd.in/e8wNNPMq https://lnkd.in/eJYi7U5V

🚀 Streamline your workflow with ease! With our automation, you can access comprehensive job and customer data at your fingertips. Easily manage customer details, custom fields, and more—all in one place! 💼 Jump into a loop step to handle multiple contacts effortlessly and keep your operations smooth and efficient. #Automation #WorkflowOptimization #TheGraphiteLab #Zapier #TradesTech #CustomerManagement https://lnkd.in/eQe26rPP

🚧 The ServiceTitan challenge: navigating programmatic roadblocks! One of the biggest hurdles with the estimates workflow in ServiceTitan is the lack of direct programmatic access. But don’t worry—we’ve found ways to work around it. By querying estimates and managing dates, we can still create powerful automations that trigger at the right moment. 💡 #Automation #ServiceTitan #TheGraphiteLab #WorkflowSolutions #TradesTech https://lnkd.in/e7PSfJa2