A field-friendly CRM that transforms construction estimates from scattered paper notes into automated proposals, saving hours of manual data entry
Overview
Industry: Construction
Timeline: [Need duration]
Role: Designer & Developer
Built with: Glide Apps, Make.com, PandaDoc
Key Features
Mobile-First Job Estimator App
Integrated CRM System to capture Job estimates and Leads
One-click PandaDoc contract generation/completion system
Challenge & Solution
Field teams were recording estimates on paper and photos, creating a bottleneck in proposal creation and project tracking.
We built a mobile-friendly system that digitizes the entire process from field estimates to final contracts.
Impact & Results
Eliminated 10+ hours of weekly manual proposal creation
Streamlined field-to-office communication
Reduced data entry errors and lost information
Improved customer communication through automated updates
Created centralized project data repository
