Complete Monday.com Buildout

£250-750 GBP

In Progress

Posted 6 days ago

£250-750 GBP

Paid on delivery

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 [login to view URL] systems for: * Construction * Building contractors * House builders * Property developers Please provide examples of similar [login to view URL] systems you have built.

Monday.com

Project Management

CRM

Construction Management

Project ID: 40602995

About the project

44 proposals

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Active 5 days ago

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@photop2

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44 freelancers are bidding on average £468 GBP for this job

@manishSuryaR

I will enhance your existing WordPress site by integrating a scalable plumber directory using custom post types and advanced search plugins like ElasticPress or WP Search with Elasticsearch for fast, nationwide queries across 30,000–100,000 records. Data import will be handled via optimized batch processing to ensure performance and reliability. The Second Opinion workflow will be implemented through custom forms and user roles, integrated with notifications and status tracking. An intuitive admin dashboard will be built using ACF and custom PHP for managing users and data efficiently. The codebase will be clean, modular, and documented to support future migration to a SaaS platform. Security best practices including input validation, role-based access, and SEO optimizations will be applied to improve UX and search rankings. Do you currently have a preferred plugin or framework for search and membership management? Also, is there an existing data format for the plumber records? I have delivered similar directory and SaaS MVP projects using WordPress, PHP, and Elasticsearch, focusing on scalability and maintainability. I’m happy to share examples privately. Looking forward to helping you launch this valuable platform!

£400 GBP in 6 days