Monday.com Building Company Construction Workflow Automation Systemisation

I need my entire building-company workflow rebuilt inside Monday.com so that every stage—from the first client enquiry to the final invoice—runs from a single, coherent system.

The workspace must cover:
Dashboard, task allocation, tracking, deadlines, alerts
• Project management boards that map estimates, construction phases, variations and hand-over dates, all tied together with dependencies, reminders and auto-generated sub-tasks.
• Client communication touch-points that collect enquiries, log calls, and trigger scheduled update emails as statuses move forward.
• Financial tracking that links cost codes, purchase orders and invoices to each job, feeding live figures into summary dashboards.
• A lightweight CRM to track leads, win-rates and follow-ups.
• Executive dashboards showing workload, margin, cash-flow and deadline risks at a glance.
• Order processing flows that raise material requests, assign them to suppliers and mark them received.
• Task boards for the field team that push real-time site updates back to management.

Key goals
1. Everything lives in Monday.com—no more scattered spreadsheets or email chains.
2. Repetitive actions (creating tasks, sending reminders, flagging overdue items) fire automatically through native Automations or the API.
3. Data rolls up transparently so I can open one dashboard and know the health of every job.

Acceptance criteria
• A fully configured Monday.com account delivered as shareable boards, automations and custom dashboards.
• Clear written SOPs and loom-style walkthroughs showing staff how to use each section.
• A short test project run together to prove automations work and figures reconcile.

If you have deep Monday.com expertise and understand construction workflows, your guidance will be invaluable; I’ll supply process maps and example documents as soon as we start.