I'm looking for someone that could help us model & setup our business workflow using the core and more advanced features of Smartsheets/Workapps. We are a roofing contractor that needs our workflow better automated and customer experience/engagement enhanced.
We have been using Smartsheets poorly to track basic customer info, project status and schedules. We use a intelligent Excel program to do our estimating, proposals, contracts, job costing, material ordering, crew assignments, payroll, and other task. We use G-Drive for Excel, PDF's & Photo Storage. QuickBooks Desktop for accounting.
We focus and need help with two main workflows.
(1) Upscale Residential Roof Replacements: Basic Customer Information Tracking, Scheduling, Field Inspections & Document Sharing.
(2) Condominium General Construction Services. Basic Customer Information Tracking, Scheduling, Field Inspections & Document Sharing. This will also include DashBoard and Limited Information Sharing with Property HOA Members.
I'd appreciate any comments, suggestions or referrals.
