Your tasks:
Tradify (our CRM)
– Data entry, create jobs from emails, work orders, and other
– invoicing
– Importing pricelists to Tradify
– Importing Bills to Tradify
– Overseeing tasks/jobs on a day-to-day basis
XERO
– Reconciling
GMAIL
– responding to emails
– adding tasks to my calendar
– communicating with me via Gmail chat over the day with any tasks that come up