API integration with Hubspot, Project Management software and QBO
Budget: $1,500 – $3,000 USD
About
We are a professional electrical engineering firm looking for systems integration of our existing business management softwares which currently include Hubspot, QBO and a TBD project management software. The company is primarily a services company offering three (3) core project related services: design services, coordination study services, and commissioning services. Our proposals for these services are largely based on estimates of our own time spent on them (i.e. almost purely a services approach). Therefore, the ability to accurately quote, track, and invoice for the time spent against a project is critical to the company.
Project Goal
Ideally we would like to have only a single dashboard for quoting projects (based primarily on hours), receiving customer approval, getting that project in a project management software, tracking the time, progress invoicing and ultimately closing out our projects. However, we recognize that that might be unrealistic so we’ve taken steps to procure software for CRM, accounting, and project management (although we are unsatisfied with the current tool). We are looking for guidance and implementation in tying our operations softwares together so that events in one software will trigger events in other softwares. Deal-to-project creation, management, invoicing and financial reporting integrated across multiple applications. Maximum efficiency, minimal project admin time, instant reporting and minimal additional software/apps are our goals, given that we are a services oriented company where time is critical. The end result should be a seamless connection of data between our core softwares that allows for effective proposal development, project tracking, and invoicing to customers.
Background
We are currently using the following software tools for our business operations:
Google Business - email, calendar, storage, sheets, docs, etc
Hubspot CRM for creating proposals and tracking deals.
QuickbooksOnline for financial reporting, 100% implementation
BQE CORE for project time and expense entry and tracking, gantt chart, invoicing and payment tracking. 100% implementation but the dashboard, reports and gantt chart aren’t customizable enough. We are looking for a suitable alternative project management software.
Scope of Work
Analyze and develop the best architecture/approach for our business goals to achieve the results as described in the Deliverable Overview above. This should include a discovery session with the company to discuss current operations and elaborate on company goal details. The phase will be closed upon sign-off by an alignment with the company and contractor on the best approach/implementation method prior to moving to the next phase.
We are a professional electrical engineering firm looking for systems integration of our existing business management softwares which currently include Hubspot, QBO and a TBD project management software. The company is primarily a services company offering three (3) core project related services: design services, coordination study services, and commissioning services. Our proposals for these services are largely based on estimates of our own time spent on them (i.e. almost purely a services approach). Therefore, the ability to accurately quote, track, and invoice for the time spent against a project is critical to the company.
Project Goal
Ideally we would like to have only a single dashboard for quoting projects (based primarily on hours), receiving customer approval, getting that project in a project management software, tracking the time, progress invoicing and ultimately closing out our projects. However, we recognize that that might be unrealistic so we’ve taken steps to procure software for CRM, accounting, and project management (although we are unsatisfied with the current tool). We are looking for guidance and implementation in tying our operations softwares together so that events in one software will trigger events in other softwares. Deal-to-project creation, management, invoicing and financial reporting integrated across multiple applications. Maximum efficiency, minimal project admin time, instant reporting and minimal additional software/apps are our goals, given that we are a services oriented company where time is critical. The end result should be a seamless connection of data between our core softwares that allows for effective proposal development, project tracking, and invoicing to customers.
Background
We are currently using the following software tools for our business operations:
Google Business - email, calendar, storage, sheets, docs, etc
Hubspot CRM for creating proposals and tracking deals.
QuickbooksOnline for financial reporting, 100% implementation
BQE CORE for project time and expense entry and tracking, gantt chart, invoicing and payment tracking. 100% implementation but the dashboard, reports and gantt chart aren’t customizable enough. We are looking for a suitable alternative project management software.
Scope of Work
Analyze and develop the best architecture/approach for our business goals to achieve the results as described in the Deliverable Overview above. This should include a discovery session with the company to discuss current operations and elaborate on company goal details. The phase will be closed upon sign-off by an alignment with the company and contractor on the best approach/implementation method prior to moving to the next phase.