💯 it’s taken me 6 years too realize that. My partner is a little sore too come around so I just keep making improvements to our systems without her and then shoes then too her when it’s done

Not sure if I am doing this correctly, but my tech stack is - JobNimbus - CRM that handles from the initial lead, appointments, communication with suppliers, subs, and clients, estimating, invoicing, project management, budgeting - CompanyCam - quality photo taking that integrates with JN - Pool Studio for designing - Quickbooks - accounting - Google drive/sheets/docs - for sharing throughout the company - Make.com for automations - Claude to build my automations and any other type of table or report or SOP, and my htmls hosted by Github I feel like I am missing something

@Sam Ferguson what are you trying to accomplish with the receipt capture? I was spending so much time just entering invoices in QB that I had Claude create an automation to scan my inbox a fw times a day and any email that said invoice, it would send it to QB using the email that QB has. Then I would go into the Review tab on invoices and categorize them from there. I was also having an issue with budgets in JobNimbus (your job tread ) and having to manually enter them into JN since QB wouldnt sync expenses. It does now, finally. But Claude was able to create an automation that pushed expenses per job into JN as a work order so I could see at a glance how much the job was costing, which was faster and easier then going into QB and reentering them.

Yeah that would be great, thank you!

@Victor Adeleye the operation side, the handoff side, is the next thing I need to work on. It's probably even more important than estimating because I can sell jobs all day long, but if we don't know what to do with them once we sell them, it's going to be a mess. I am working on creating an onboarding form for the office and the salespeople to fill out collectively. It provides all the information about the job that anybody could possibly need, including details like: - gate codes - fence codes - whether they have dogs - which client is the main person to talk to - any little thing that needs to go in multiple places as well We fill out the information on the form, and it goes into its designated fields in our CRM program. From there, we can automate the work orders and the tasks being created because the information is already put in somewhere. When the work orders are created, that information is on them from the very beginning. That's my next step: the onboarding form. and figuring out the following: What is the best way to create it, what format should I use to make it very user-friendly, and how can I tie it back into our CRM to fill in all the information once, not 10 times?

When you say “site diary,” are you talking about project managers or supervisors, or anything like that, making daily notes about what's been going on with the job during their visit? I'm trying to figure it out because I guess our CRM program allows us to do that. My guys are required to take pictures and make notes every time they step foot on a job site. We also use a product called Company Cam, which was mainly geared to take pictures, but it allows really cool walkthrough notes. You can talk to the app while you're walking and taking pictures at the same time. When you comment about the picture you just took, it can create multiple reports with those pictures or turn around and create a daily report to send to your builders. It's a cool concept, and I just wish they worked better together. I honestly would probably love to create a CRM that was a combination of about two or three products that I use right now.

just joined this group, but my goals are pretty much the same goals every month and that is to 1- continue to find ways to streamline our processes and create SOP‘s across our different programs that we use. 2 - I’m always looking for faster and easier ways to get estimates out quicker. We do create some pretty customized estimates and our design program does not allow for sharing information. 1. I’m also always on the lookout for new techniques or ways to automate our daily repetitive tasks the help the entire company run more efficiently.

@Tim Fairley We use Pool Studio, through Structure Studios. They do not play well with others. I can export to an AutoCAD DFW (*(.dxf) file but I think when I tried to use it before, the information wasn't really there to read . I can export to Pdf, somethng called DE3d Proejct Packs (*.ssproj) this might be pool studio specific.