We set up monday.com for roofers, remodelers, general contractors and specialty trades. Leads, estimates, jobs, crews and invoicing in one system your office and field team will actually use.
Calls, web forms and texts land in five places. Nobody knows who followed up on which estimate.
Crews call the office to find out where they're going tomorrow and what materials are on site.
Completed work sits for days before anyone bills it, and chasing payments eats your week.
You can't see pipeline, jobs in progress or what's overdue without asking three people.
One monday.com system, set up around how your company sells, schedules and bills. Your team logs in on day one to boards that already fit your trade.
Every call, form and email becomes a lead with an owner, a next step and automatic follow-up reminders until the estimate is won or lost.
Each sold job moves from scheduled to complete with checklists, photos, documents and the client's details in one place.
Crews see where they're going and what's needed on their phone. Changes notify the right people automatically.
When a job is marked complete, the invoice is created in QuickBooks (or your billing tool) without retyping anything.
Pipeline value, jobs in progress, overdue tasks and open invoices on one screen.
A recorded training for your team, written guides for every process, and two check-ins after go-live.
30 minutes on how you win and run jobs today. You get a fixed scope and price in writing after the call.
We customize your boards, connect your tools, import your data and set up the automations. You review as we go.
We train your office and field team, then check in one and two weeks after launch to adjust anything that needs it.
Most contractor builds are $6,500 and go live in 5 to 6 weeks. Everything is built in your own monday.com and Make.com accounts, so you own it.
No. If you don't have an account, we help you pick the right plan and set it up. monday.com seats are paid directly to monday.com.
No. We connect monday.com to the tools you already use so information moves between them automatically. We confirm what each tool supports on the consultation.
We keep their view simple: today's jobs, the address, the checklist and the photos to upload, all on their phone. Training is recorded so new hires can watch it later.
monday.com seats, a Make.com plan to run the automations, and any paid plan a connected tool requires. We list these on the consultation so there are no surprises.
