Set Up Automated Dispatch Rules
Learn how to set up automated dispatch rules in OLIVER so jobs route to the right technician by skill, location, and availability. Start building rules.
How to Build a Sales Pipeline With Stages That Match How You Sell
Build sales pipeline stages for a small business around events you can observe. Follow six steps to define stages, next actions and lost reasons. Start now
How to Map Your Workflows Before You Connect Two Tools
How to plan a software integration before you connect two tools: pick one handoff, map every field, set ownership and test ten real records. Start here.
How to Connect Your Social Accounts for Auto-Posting
Connecting your social accounts for automated posting takes a few minutes, but a few common missteps can cause posts to silently fail later. Here’s how to do it correctly the first time. Step 1: Use a Business Account, Not a Personal One Facebook and Instagram both distinguish between personal profiles and business accounts, and automated […]
How to Read a Custom Report
A custom report is only useful if you actually know how to read it. Here’s a step-by-step approach that works regardless of what the specific report is measuring. Step 1: Start With What Question the Report Answers Before looking at a single number, be clear on what question this report was actually built to answer. […]
How to Set Up Recurring Jobs
Recurring jobs — lawn care, pest control, regular maintenance visits — shouldn’t require rebuilding the same job from scratch every time. Here’s how to set them up correctly, once. Step 1: Identify True Recurring Work First Not every repeat customer is a recurring job. A true recurring job has a predictable interval — every two […]
How to Claim and Verify Your Google Business Listing
A Google Business Profile is often the single highest-leverage thing a local service business can set up, and it’s also one of the most commonly abandoned halfway through. Here is the complete process, start to finish. Step 1: Check If a Listing Already Exists Before creating anything new, search the business name directly on Google […]
How to Set Up Your First Email Automation Sequence
Intelligent Analytics’ SPARK platform is built for small service businesses setting up marketing automation for the first time. Here is exactly how to set up your first email automation sequence, step by step. Step 1: Pick One Trigger Start with a single trigger — a new lead form submission is usually the simplest and highest-value […]
How to Read Your Unit Economics Dashboard
Intelligent Analytics’ STELLA platform is built to turn raw cost and revenue data into a dashboard a business owner can actually read — without needing a finance background. Here is how to read it, step by step. Step 1: Start With Margin Per Job, Not Total Revenue The top-line revenue number feels the most important, […]
How to Read Your SEO Dashboard Without Getting Lost in the Data
SEO dashboards show a lot of numbers. Most don’t matter for a local service business. Here’s which ones to watch and what they mean.