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$
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I will setup jobtread bid request lead management web clipper tasks daily scheduling
crm
Share some details about yourself, your expertise, and what you offer. Share some details about yourself, your expertise, and what you offer. Share some details about yourself, your expertise, and wha...
About this Gig
Need a better way to manage construction leads, bid requests, daily tasks, and schedules in JobTread?
I can help configure your JobTread workspace to organize incoming opportunities, track bid requests, capture relevant project information, assign tasks, and coordinate daily work.
Services I offer:
- JobTread Setup
- Lead Management
- Bid Request Tracking
- Lead Status Setup
- Opportunity Organization
- Web Clipper Workflow
- Project Information Capture
- Task Configuration
- Task Assignments
- Daily Scheduling
- Calendar Organization
- Deadline Tracking
- Team Workflow Setup
- Bid Status Tracking
- Lead Data Organization
- Workflow Testing
- Process Documentation
- Setup Guidance
Platforms I work with:
Google Calendar Google Sheets Microsoft Excel Outlook Microsoft Teams Slack Dropbox Google Drive Zapier Make n8n Pipedrive HubSpot Salesforce Zoho CRM Procore Buildertrend Buildxact CompanyCam Calendly STACK Bluebeam CompanyCam files photos videos specifications budgeting change orders POs work orders AIA payment application sub vendor billing customer invoices dashboard reporting twilio Pipedrive monday zoho RingCentral coevera salesforce docusign Deel Adobe
SELECT A PACKAGE OR MESSAGE ME FOR A CUSTOM QUOTE.
Software:
JobTread
Industry:
Business services & consulting
•
Construction
•
Other
FAQ
Can you organize construction leads in JobTread?
Yes. I can configure supported lead records, statuses, and tracking workflows based on how your construction team handles new opportunities.
Can you configure bid request tracking?
Yes. I can help organize bid requests, relevant project details, statuses, and task requirements within the available JobTread features.
Can you help with the JobTread web clipper?
I can help review and configure the available web clipper workflow. The exact capture capabilities depend on the current tool and supported features.
Can you organize daily tasks and scheduling?
Yes. I can configure supported task assignments, deadlines, and scheduling workflows according to your team's process.
What do I need to get started?
Share your current workflow, lead stages, bid tracking process, scheduling requirements, and relevant screenshots. Provide access through secure invitations rather than sharing passwords in Fiverr chat.
