Advanced Member
Posted 23 March 2021 - 03:11 PM
Hi All,
I do drafting/estimating/sales at a small lumber yard. I think the area I could use the most improvement personally is organization/a more structured workflow. On some projects I work directly with the homeowner, others, I work with the contractor. Are there any apps you guys use to help remind of deadlines, track the progress of each project? Any input at all is appreciated.
Thanks,
Derk
Boss
Posted 23 March 2021 - 06:10 PM
Guest_Derrik Bauer_*
Posted 25 March 2021 - 07:23 AM
I use Monday.com.
Lets me manage large and small projects. We've also started using it WITH our contractor and homeowners. Game changer! I start a topic and have a chat-box discussion back n forth with the homeowner & contractor. All of our conversations stay organized. I post photos, pdf's, ect to track estimates and plans. We can stay organized between the various employees here helping on the project. For example, I draw the house, then hand the customer off to our kitchen designer. She posts everything on Monday and when done I can easily reference things when needed.
Can't say enough good things about it.
Boss
Posted 14 January 2022 - 10:22 AM
I use Monday.com.
Lets me manage large and small projects. We've also started using it WITH our contractor and homeowners. Game changer! I start a topic and have a chat-box discussion back n forth with the homeowner & contractor. All of our conversations stay organized. I post photos, pdf's, ect to track estimates and plans. We can stay organized between the various employees here helping on the project. For example, I draw the house, then hand the customer off to our kitchen designer. She posts everything on Monday and when done I can easily reference things when needed.
Can't say enough good things about it.
Good morning Derrick, I took a look at the program and was wondering which templates do you find work for you?
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