Jef Forward ✭✭✭✭✭

Overview

Overview

Roles	Member
Badges	28

About Me

About Me

Area of Expertise	Cell linking
About Me	Dedicated to working less by working smarter.
How I Use Smartsheet	I use smartsheet to run my business. Sales Pipeline, Statistic tracking, CRM, Marketing, Project Management, Work Flow, Estimating, Scope of Work/trade docs, Time Reporting for all employees, Design Billing, Work in Progress Journal entries. WE also use it for several administration functions. We heavily use the mobile apps. The most important team function we use are clients notes and tasks and task reporting.

Analytics

109

Posts

177

Visits

326

Points

Apr 5, 2015

Join Date

Feb 10, 2025

Last Active

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• Activity
• Discussions46
• Comments63

• Re: Provide users with the ability to Print a Grouped Report

  Jef Forward

  01/09/24
  Does anyone from Smartsheet read this?
  4 ·

• Re: Quickbooks & Smartsheet

  Jef Forward

  08/18/20
  Jeremiah - Thank you for posting! Would you share any advice on a possible work flow? We use currently smartsheet in a total front to back solution in the residential construction market. We have a w…
  2 ·