Hello All, We Are Looking For Help

Jim Rogers

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.

Andrée 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 andree@workbold.com 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

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