The Challenge
A large construction business running every project on spreadsheets. No single view of what was live, which stage each project had reached, who owned what, or what had been billed against it. Each department kept its own version.
monday.com Systems For Construction & Trades
Every project, every stage and every pound in one place, instead of spread across spreadsheets and inboxes.
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The Problem & The Fix
From A Folder Of Spreadsheets To One System
What We Usually See
- Every project on its own spreadsheet.
- No single view of which stage each job is at.
- Nobody sure who owns what.
- Each department keeping its own version.
- Billing tracked separately from the work.
What We Build
- Every project on one high-level board.
- Each project broken into stages, from planning to handover.
- Each department's tasks inside each stage.
- New projects arriving from sales by form.
- The finances for each stage tracked alongside the work.
- Billing by project, by month and across the year on a dashboard.
Client Story
Construction Company
Client case studies on how we have helped.
What We Built
A project management system with every project on one high-level board, each broken into its stages from planning through to handover, with each department's tasks inside each stage. New projects arrive from the sales team by form, and the finances for each stage are tracked alongside the work.
The Result
Every stage delivered the same way, every time, with nothing forgotten between them. Projects move faster, each department sees exactly what's theirs, and the whole company is visible at a click.
Billing by project, by month and across the year, live on a dashboard for the first time. From a folder of spreadsheets to knowing where every project and every pound stands, and they've run on it since.
Where AI Helps
Jobs AI Can Take Off A Construction Team
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Projects Agent
Spots overdue tasks and nudges whoever owns them.
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Projects AI Workflow
Writes the weekly status update for every client project.
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Finance AI Workflow
Creates the invoice when a job is marked complete.
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Reporting Ask Your Boards
“How many enquiries turned into jobs last month?”
Free On YouTube
Watch Us Build monday.com For Construction
17 videos from our YouTube channel, covering bids, change orders, subcontractors, purchase orders and cost tracking.