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I will setup construction management crm workyard quickbase planhub procontractor raken
Build faster Manage easier Automate your construction workflow
Hi, I’m Teni, a CRM setup and automation expert who helps businesses stay organized, save time, and close more deals.
I work with all major platforms HubSpot, jobnimbus, procure, Zoho, Monday.com, S...
About this Gig
A contractor once told me, I don't have a work problem I have a tracking problem.
After we organized his workflow, his jobs started moving smoothly and he finally felt in control again.
If you feel like you're constantly chasing updates instead of leading the job,
you don't need to work harder you need the right system.
I will build a CRM workflow that keeps your office and field teams on the same page, reduces manual follow-ups, and makes your projects easier to manage from start to finish.
️ SERVICES I PROVIDE
- CRM setup & customization (Workyard / Quickbase / Raken / ProContractor / PlanHub)
- Job workflow & pipeline organization
- Time tracking & labor cost setup
- Daily reports & job progress documentation
- Estimate Contract Job workflow alignment
- Forms, proposals, and job document templates
- Calendar, Email, QuickBooks & Zapier integrations
- Team training & operations guidance
WHO THIS IS FOR
- General Contractors
- Restoration & Remodeling Firms
- Roofing & Exterior Teams
- Commercial / Residential Builders
- Field Service & Crew-Based Operations
Send me a message lets build it together.
Software:
Salesforce
Industry:
Biotech
•
Construction
•
Energy
FAQ
Can you match the CRM workflow to how my team already works?
Yes — I map your real job process and build the system around it.
Do you provide job templates and documentation systems?
Yes — I create proposal formats, job folders, reports, and site documentation structures.
Can you integrate QuickBooks, Calendar, Email, or Zapier?
Yes — I can connect your CRM to finance and communication tools.
Can you train my field and office teams?
Yes — included in Standard and Premium packages.
