Implementing Joblogic for Construction Workflow
Budget: $50 – $0 USD
Joblogic Systems Architect & Implementation Consultant (Construction Workflow System)
⸻
Project Overview
Gravity Group is implementing Joblogic as the core operating system of the business.
This is not a simple CRM setup.
We have designed a structured operating model that includes:
• A 10-gate project lifecycle
• Operational controls at each stage
• Defined workflows across marketing, sales, estimating, operations, scheduling, delivery and finance
• Governance dashboards and reporting
The objective is to translate this operating model into a fully functioning Joblogic environment with automation and integrations.
The system will manage the business from:
Lead generation → quotation → mobilisation → site delivery → completion → invoicing → payment.
⸻
Scope of Work
We are seeking an experienced consultant capable of:
• Joblogic configuration
• Workflow architecture
• System automation
• API integrations
• Form and document template creation
• Operational dashboard design
The consultant must be comfortable working with complex operational workflows, not just CRM configuration.
⸻
Key Responsibilities
The consultant will assist with:
System Architecture
Design the Joblogic configuration to reflect our operational model including:
• Pipeline stages
• Mandatory gate controls
• Workflow triggers
• Operational data capture
• Document management
⸻
Workflow & Automation
Configure workflows and automation for:
• Lead capture and follow-up
• Tendering and quotation
• Mobilisation checklists
• Scheduling workflows
• Site record management
• Completion and invoicing
• Debtor follow-up processes
⸻
System Integrations
Configure integrations where possible including:
• Sage 50 accounting
• Email integration
• Website lead capture
• Social media lead channels
• WhatsApp or messaging integration
• Document storage
⸻
Templates & Forms
Build digital versions of operational documents including:
• survey forms
• quotation templates
• mobilisation checklists
• site records
• QA documentation
• completion documentation
⸻
Operational Dashboards
Design dashboards for management including:
Pipeline dashboard
Operations dashboard
Financial dashboard
Management KPI dashboard
⸻
Project Structure
This project will be delivered in two stages.
⸻
Stage 1 — Discovery & System Architecture
Initial work will focus on defining the system architecture.
Activities include:
• Reviewing our operating system documentation
• Mapping workflows
• Defining data structures
• Identifying integrations
• Producing an implementation roadmap
This stage will be paid hourly.
Please provide your hourly rate.
⸻
Stage 2 — System Implementation
Once the system architecture is agreed, the consultant will provide a fixed price proposal for the full implementation.
Implementation will include:
• Joblogic configuration
• workflow automation
• integrations
• dashboards
• user permissions
• testing
• training
⸻
Required Experience
Applicants should demonstrate experience with:
• Joblogic implementation
• CRM or workflow system configuration
• API integrations
• automation tools
• operational system design
Experience in construction, facilities management or service operations is highly desirable.
⸻
Proposal Requirements
Please include:
• Hourly rate
• Relevant project experience
• Examples of similar system implementations
• Brief description of your implementation approach
⸻
Project Outcome
The final system will function as the operational backbone of the business, providing:
• cradle-to-grave project control
• automation of routine processes
• operational visibility
• scalable project delivery.
⸻
Project Overview
Gravity Group is implementing Joblogic as the core operating system of the business.
This is not a simple CRM setup.
We have designed a structured operating model that includes:
• A 10-gate project lifecycle
• Operational controls at each stage
• Defined workflows across marketing, sales, estimating, operations, scheduling, delivery and finance
• Governance dashboards and reporting
The objective is to translate this operating model into a fully functioning Joblogic environment with automation and integrations.
The system will manage the business from:
Lead generation → quotation → mobilisation → site delivery → completion → invoicing → payment.
⸻
Scope of Work
We are seeking an experienced consultant capable of:
• Joblogic configuration
• Workflow architecture
• System automation
• API integrations
• Form and document template creation
• Operational dashboard design
The consultant must be comfortable working with complex operational workflows, not just CRM configuration.
⸻
Key Responsibilities
The consultant will assist with:
System Architecture
Design the Joblogic configuration to reflect our operational model including:
• Pipeline stages
• Mandatory gate controls
• Workflow triggers
• Operational data capture
• Document management
⸻
Workflow & Automation
Configure workflows and automation for:
• Lead capture and follow-up
• Tendering and quotation
• Mobilisation checklists
• Scheduling workflows
• Site record management
• Completion and invoicing
• Debtor follow-up processes
⸻
System Integrations
Configure integrations where possible including:
• Sage 50 accounting
• Email integration
• Website lead capture
• Social media lead channels
• WhatsApp or messaging integration
• Document storage
⸻
Templates & Forms
Build digital versions of operational documents including:
• survey forms
• quotation templates
• mobilisation checklists
• site records
• QA documentation
• completion documentation
⸻
Operational Dashboards
Design dashboards for management including:
Pipeline dashboard
Operations dashboard
Financial dashboard
Management KPI dashboard
⸻
Project Structure
This project will be delivered in two stages.
⸻
Stage 1 — Discovery & System Architecture
Initial work will focus on defining the system architecture.
Activities include:
• Reviewing our operating system documentation
• Mapping workflows
• Defining data structures
• Identifying integrations
• Producing an implementation roadmap
This stage will be paid hourly.
Please provide your hourly rate.
⸻
Stage 2 — System Implementation
Once the system architecture is agreed, the consultant will provide a fixed price proposal for the full implementation.
Implementation will include:
• Joblogic configuration
• workflow automation
• integrations
• dashboards
• user permissions
• testing
• training
⸻
Required Experience
Applicants should demonstrate experience with:
• Joblogic implementation
• CRM or workflow system configuration
• API integrations
• automation tools
• operational system design
Experience in construction, facilities management or service operations is highly desirable.
⸻
Proposal Requirements
Please include:
• Hourly rate
• Relevant project experience
• Examples of similar system implementations
• Brief description of your implementation approach
⸻
Project Outcome
The final system will function as the operational backbone of the business, providing:
• cradle-to-grave project control
• automation of routine processes
• operational visibility
• scalable project delivery.