So, I’ve hesitated to come here and ask for help! I’m determined to figure this out myself, but have been working on this for awhile. Someone that is new to Monday.com isn’t doing bad, but coming from a CRM Contact related VS Task related is a hard one to understand! I like Monday.com but wondering if this is right for my business? TASKS are HUGE as NO one in my business seems to follow direction so I feel this could be beneficial for my team. The part I struggle with the most is all the Boards I have to create or maybe i’m doing this completely wrong and why I’m here asking for y’alls help! There has got to be a better solution?!
Here is my Workspace.
Our guys door knock and what led me to Monday.com as it says you can pinpoint your location and add a Lead. Still haven’t found that option yet under Map Views.
But, I created a Sales Pipeline Folder. In that folder:
Prospects (New, Attempted, Canvassing, but no Contact) Status (In Contact) to convert to a Contact
Contacts (In Contact & No Contract) Status (Ready for Build) to convert to a Job
Job (Pre, In, Post Production Jobs)
I think I have that down. Issue is Ordering. We are in a roofing industry & I’m a General Contractor. So we have all Types of Products that weneed to order. I just want to come up with a system when they select Status (Category B ) it gives them an option to choose Select Color Option (Z,Y,X) vs (A-Z) “Same Column Problem” Can’t find a filter or automation that can configure "When you select said status it only shows type filter to select from? If there isn’t such a thing, what would you suggest? It’s a long list of products? I have to do this, as we are limited on color options based on a category selected. They keep ordering colors that do not exist for that category type.
I feel I created Millions of boards, tried different ways, views, automations and I’m stumped on a solution for ordering processes. Not sure what other problems i’ll run into as this is as far as I have gotten into creating our Monday.com flow
Pretty much our Flow consists of Managing Sales, KPIs, Goals, Targets > Contract Customer > Upload Contract > Order Materials > Work Orders to schedule jobs > Notify homeowner & rep > Pre-production (Permits, Inspections, Insurance Scopes, see if job is profitable) > In Production (Delays, Project Management, Change Orders, Errands for missing material, clean up property) > Post Production (Final Walk through, Customer Signs off Job, Pay Vendors, Invoice Insurance, Invoice Homeowners, Send reminders, follow ups, Collect Several different Checks [Insurance Claims], Receive All Funds, Budget Job with all Expenses & Payments Received, Calculate Overhead and see what’s left for profit to Pay our Rep. Then Send out Warranty Documents & Thank you Letters.
Still need to do HR, Recruiting, Directory. Need to be able to Calculate Estimates & Bids based on Material & Labor prices that change monthly.
I’m hoping someone just has an awesome Process & Workflow they do not mind sharing with me or a similar situation, but can mock what has worked and made it possible for you to do everything I have stated above! I hope this all makes sense.
More photos below of my Board Grid Views.