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I will setup planhub smartsheet procore buildertrend jobber contractor foreman acculynx
ERP CRM Software Setup Data Migration Automation Workflow Configurations
I’m an ERP, CRM, and business software specialist helping businesses set up, configure, migrate, and optimize the systems they rely on to manage daily operations.
I work with platforms including NetS...
About this Gig
Construction businesses lose time and money when estimates, bids, schedules, crews, documents, client communication, and project updates are scattered across different systems.
I help contractors and construction teams set up and optimize PlanHub, Smartsheet, Procore, Buildertrend, Jobber, Contractor Foreman, and AccuLynx so their workflows are organized, automated, and easier to manage from lead or bid through project completion.
SERVICES
- Construction project management setup
- Project/job workflow setup
- Scheduling & calendar setup
- Estimating & proposal setup
- Bid management & bid tracking
- CRM & lead management
- Task & workflow automation
- Change order management
- Job costing & budget tracking
- Daily logs & field reporting
- Forms, checklists & inspections
- Document & file management
- Client/customer portal setup
- Crew & subcontractor management
- Material & purchase/order tracking
- RFI & submittal workflows
- Dashboards & construction reporting
- Invoicing & payment workflows
- Team permissions & workspace configuration
- Third-party integrations & data synchronization
- AI/automated workflow features
- Automated quote follow-ups
- Automated invoice follow-ups
- Automated job follow-ups
Contact Me Today
Software:
Jobber
