I am a small custom closets business and i am lookinjg to set up my Monday in a way i can see at one glance all the statuses of the jobs. Also, when I click into it I should see the list of open tasks under that address. i also want to see on list view which task is next open for each address.
Which product (CRM/Work Management, etc) and level (Pro/Enterprise) do you have? I’d recommend the Work Management Enterprise solution as it has Project/Portfolio where it will show you all that you asked.
Desiree