Complete Monday.com Buildout

Required Modules

CRM & Sales

* Lead management
* Site visits
* Quote tracking
* Tender management
* Follow-up reminders
* Won/Lost opportunities
* Sales dashboard

Estimating

* Quote register
* Tender tracker
* Estimate status
* Approval workflow

Project Management

* Pre-construction
* Project planning
* Construction programme
* Daily site logs
* Site photographs
* RFIs
* Variations
* Snagging
* Practical completion
* Warranty management

Procurement

* Material orders
* Purchase orders
* Delivery tracking
* Supplier database

Commercial

* Budget tracking
* Job costing
* Variation tracking
* Profit reporting

Staff Management

* Labour allocation
* Holidays
* Training records
* Plant allocation

Dashboards

I require dashboards for:

* Director
* Project Manager
* Estimating
* Sales
* Procurement

Automations

The system should automatically:

* Create projects from accepted quotations
* Create Google Calendar events
* Send reminders for follow-ups
* Notify users of overdue tasks
* Track project stages
* Create snagging and warranty tasks upon completion

Integrations

Must integrate with:

* Google Calendar
* Google Drive
* Gmail

Experience integrating with Sage would be an advantage.

Industry Experience

Only apply if you have experience building Monday.com systems for:

* Construction
* Building contractors
* House builders
* Property developers

Please provide examples of similar Monday.com systems you have built.