How to Build a Work Order Ticketing System in SmartSuite + Free Template

👉 Want to try Softr for yourself? Use our affiliate link to receive a 3-month trial for FREE by applying the coupon code PROCESSDRIVEN_3MONTHS at checkout: softrplatformsgmbh.partnerlin...
👉 Want to try SmartSuite for yourself? Use our affiliate link to show us your support: partners.smartsuite.com/20240...
Tired of losing track of physical work orders? 🚀 Upgrade to a digital ticketing system with SmartSuite + Softr! In this video, Layla demonstrates how to replace paperwork orders, streamline processes, and manage tasks efficiently. Don't forget to grab your free trial of SmartSuite and Softr up above!
Prefer to read along? Read the blog here: processdriven.co/smartsuite/a...
Videos & resources mentioned in this episode:
🔗 Try Softr for free! softrplatformsgmbh.partnerlin...
🔗 Try SmartSuite for free! partners.smartsuite.com/20240...
🔗 Check out the Create Your Own Customer Portal with SmartSuite + Softr video - processdriven.co/smartsuite/a...
🔗 Want to learn the basics of SmartSuite? Check out our mini-course! processdriven.co/services/sma...
Here's what this video covers:
00:00 Introduction
04:57 How can I unlock the power of SmartSuite and Softr?
05:35 Step 1: How can I replace offline work orders?
07:57 Step 2: How do I determine what information I need to add to my software based on my work order?
11:35 How do I start moving my physical work order into the software?
13:43 What is a linked record in SmartSuite?
15:50 Step 3: What are the two phases for adding people and information into SmartSuite?
18:15 Step 4: How do I take the ticketing system and use it to track orders internally?
19:16 What is a no-code app builder?
22:33 Step 5: How can I get started with a no-code app builder?
24:00 Step 6: How can we allow customers to self-manage work orders?
24:53 Step 7: How do we build out the Softr app?
29:45 How do I get SmartSuite in dark mode?
30:27 Step 8: How do I give my team access to SmartSuite and Softr?
[ RESOURCES ]
👉 Subscribe to get new content, freebies, and tips directly in your inbox: processdriven.co/email?...
👉 Watch my FREE training here to understand #ProcessDriven framework for systemizing business: processdriven.co/blueprint?ut...
👉 Want to steal our gear/setup/software stack? processdriven.co/gear?...
[ WORK WITH ME ]
🔥 Want to get your systems & processes in order? Join my signature program, ProcessDriven Foundations™ at: processdriven.co/services/mem...
🔥 Learn SmartSuite basics with my beginner course: processdriven.co/services/sma...
🔥 Learn ClickUp basics with my beginner course: processdriven.co/services/min...
🔥 Interested in becoming a Sponsor for the ProcessDriven CZcams channel? Reach out directly at: processdriven.co/sponsor?utm_...
[ DISCLAIMERS ]
Content we publish is sharing information based on our own experience and opinions. We're not your business coach, lawyer, or advisor in any way. We encourage you to do your own research and find a way to Enjoy the Process with your own style and due diligence!
You may notice how our content often includes affiliate links or sponsored content. ProcessDriven may receive compensation for this type of content, which supports the work we do at no cost to you. For details, visit processdriven.co/terms
#processdriven #softr #smartsuite #workmanagement

[@LaylaPomper]

Are you interested in the change management software I mentioned?

[@patrickhemus8102]

Layla, THANK YOU for taking what could be really boring content and making it so engaging.

[@md.zunayedhowlader]

Amazing video Layla. Keep it up ❤

[@LaylaPomper]

Thank zunayed! I appreciate that!

[@md.zunayedhowlader]

@@LaylaPomper Love your content. I can make better video edits, thumbnail design and SEO for you than the existing ones. I'm offering a free sample video edit to show what I can do. Wanna give a try?

[@jucarlitos]

Craaaaack!

[@LaylaPomper]

Change?

[@salesprocessexcellence9562]

Change

[@blessingeffect]

Change

[@hubertdeisl7836]

Change

[@LaylaPomper]

Thanks for voting!!