Hello All, We Are Looking For Help
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
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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
✅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 EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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