General Service Client Tracker, Service CRM
About this template
Optimize Your Service Business with Our Comprehensive Notion Template! Are you a service provider looking to streamline your business operations? Look no further! Introducing our all-in-one Notion template designed specifically for service businesses like yours. Whether you're a repair technician, a maintenance professional, or a consultant, this template is crafted to help you manage clients, track services, and schedule appointments with ease. Features: Client Management: Keep all your client information in one place. Our intuitive client table lets you store names, addresses, phone numbers, and even map links for easy navigation. Service Log: Track every service provided with detailed logs. Each service entry includes a unique Service ID, client information, service date, next service date, service type, status, and assigned personnel. Appointment Scheduling: Never miss a follow-up or next service date again. Our integrated scheduling system ensures you stay on top of upcoming appointments, with reminders and easy-to-view calendar integration. Relation Linking: Seamlessly link services to clients. View all services provided to a particular client at a glance, ensuring you have all the necessary information to offer personalized and efficient service. Gallery View for Upcoming Services: Visualize your upcoming services in a gallery format, making it easier to manage your schedule and prioritize tasks.
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How to use this template with A.I
Delegate this template to NØtis and have your personal assistant automatically manage it for you.
1
Duplicate this template in your Notion workspace.
2
Create your NØtis account.
3
When authorizing NØtis to your Notion workspace, make sure to click "select pages to share with NØtis" and choose your new template in the list.
4
Make sure the template appears in your synced database and is activated.
Make it your own
Optionally, you can give additional instructions to NØtis directly by customizing the template.
1
You can add additional instructions for NØtis in the database descriptions. To access the description, right click a database and click "view database"
2
Add your instructions in the description. E.g. "For each entry, create a post for Instagram, Facebook and Twitter, etc."
3
You can also add instructions in each field descriptions. E.g. "A short description of the expense like 'dinner at Luigi'".
4
NØtis automatically sync your databases every hour but you cal always ask NØtis to synchronise them right away or ask the link to your user portal.