Hello All, We Are Looking For Help

edited 01/29/21 in API & Developers
01/29/21 Edited 01/29/21
Answered - Pending Review

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.

Answers

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi @Jim Rogers

    I'd be happy to schedule a free discovery call to discuss your needs and how I might be able to help.

    How does that sound?

    Please e-mail me at [email protected] and we will take it from there.

    I hope that helps!

    Be safe and have a fantastic weekend!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

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