Complete Monday.com Buildout
Publicada el 2026-07-24
Descripción de la oferta
Required Modules CRM & Sales * Lead management * Site visits * Quote tracking * Tender management * Follow-up reminders * Won/Lost opportunities * Sales dashboard Estimating * Quote register * Tender tracker * Estimate status * Approval workflow Project Management * Pre-construction * Project planning * Construction programme * Daily site logs * Site photographs * RFIs * Variations * Snagging * Practical completion * Warranty management Procurement * Material orders * Purchase orders * Delivery tracking * Supplier database Commercial * Budget tracking * Job costing * Variation tracking * Profit reporting Staff Management * Labour allocation * Holidays * Training records * Plant allocation Dashboards I require dashboards for: * Director * Project Manager * Estimating * Sales * Procurement Automations The system should automatically: * Create projects from accepted quotations * Create Google Calendar events * Send reminders for follow-ups * Notify users of overdue tasks * Track project stages * Create snagging and warranty tasks upon completion Integrations Must integrate with: * Google Calendar * Google Drive * Gmail Experience integrating with Sage would be an advantage. Industry Experience Only apply if you have experience building Monday.com systems for: * Construction * Building contractors * House builders * Property developers Please provide examples of similar Monday.com systems you have built.
Skills
Fuente original: freelancer