Booking Q3 — limited intakemonday.com CRM/PM implementation · for construction companies

Construction sales gets messy without a clear system.

We replace scattered leads, missed follow-ups, messy quote tracking, and unclear project handoffs with a custom monday.com system built around how your construction business actually runs.

Not templates. Built around your real workflow.

Book your CRM strategy call See what we build

Certified Partner

Sales/Sales Pipeline

▼New & Active Leads · 6

Lead

Stage

Owner

Next Follow-up

Estimate

Hartwell — kitchen remodel

Estimate Sent

Tomorrow 9:00 AM

$48,200

Riverstone Office — TI

Site Visit

Fri · walkthrough

$184,500

Beachley — showroom buildout

Contacted

Today · 2:30 PM

$92,000

Marston residence — addition

Estimate Sent

⚠Overdue · 3 days

$112,800

L Brook — stair refit

New Lead

Auto-assigned

—

Color Splash — exterior repaint

Won

→ Handoff queued

$32,400

Winegardner — fitout phase 2

Won

→ Handoff queued

$56,000

New lead → Owner: Mike R.auto-assigned · 2.1s ago

✓

Estimate follow-up scheduledHartwell · 3-day · auto

⚡

Follow-up overdue: Marston9 days · $112,800 in pipeline

02— The chaos tax

Three places construction companies lose jobs, margin, and time.

If two of these sound familiar, the issue isn't your team — it's that your sales, estimating, and delivery process is run across too many disconnected places.

PROBLEM // 01LEAD LEAK

New enquiries come in. Nobody owns the next step.

Website forms, calls, referrals, texts, and emails land in different places. By the time someone follows up, the prospect's already spoken to another contractor.

PROBLEM // 02ESTIMATE GAP

Estimates go out. Follow-up depends on memory.

Your money's in the follow-up — but most teams don't have a clear system showing which quotes are open, who owns them, and what's next.

PROBLEM // 03HANDOFF CHAOS

Jobs get won. Delivery gets half the story.

Scope notes, files, site details, contacts, dates, and promises get passed over manually. That's where delays, rework, and client frustration start.

↳

If two of these sound familiar, you don't need another tool — you need the system you already pay for, built around how your business actually runs.

03— What we build

From first enquiry to finished job, an all-in-one monday.com workspace.

We don't drop a generic monday.com template into your account. We build around how your construction business actually runs — enquiries, site visits, estimates, won jobs, project handoffs, crews, deadlines, files, and reporting.

SYSTEM // 01

CRM

Lead, site visit & estimate CRM

Every enquiry, call, referral, site visit, estimate, and follow-up tracked in one place — with a clear owner and a clear next step.

Custom pipeline matched to your real sales stages
Lead owner, estimator, quote status, and next follow-up tracked
Open estimates visible by value, age, and priority

SALES PIPELINElive

New

L Brook — stair refit$—

Sycamore HOA$22.4k

Site visit

Riverstone TI$184.5k

Estimate

Hartwell remodel$48.2k

Marston add'n$112.8k

Won

Color Splash$32.4k

SYSTEM // 02

HANDOFF

Sales-to-project handoff

When a job's won, scope, contacts, dates, files, estimate details, and site notes move into delivery — without forwarded emails.

Auto-create a project board the moment a deal is marked Won
Handoff checklist for scope, contacts, schedule, files, and site notes
PM gets the full picture before the job starts

SALES → OPERATIONSauto

Sales — Won

✓Scope of work

✓Contract & files

✓Customer contacts

→

Project board

✓Kickoff scheduled

✓PM assigned

·Punch list pending

SYSTEM // 03

AUTOMATIONS

Follow-up & task automation

Lead owners, estimators, PMs, and managers get reminders when action is needed — so follow-ups and job tasks don't rely on memory.

New enquiry → owner assigned → follow-up scheduled
Estimate sent → 3, 7, and 14-day follow-ups created
Overdue leads, quotes, and project tasks flagged automatically

AUTOMATION RECIPElive

WhenEstimate sent

ThenSchedule 3-day follow-up

NotifyOwner @ overdue → 7 days

SYSTEM // 04

DASHBOARDS

Owner dashboards & connected tools

See pipeline value, open estimates, won jobs, active projects, overdue follow-ups, workload, and key financial data — in one place.

Live view of pipeline, quote value, win rate, and forecast
Dashboards for owner, sales, estimating, PM, and finance
Connect tools like QuickBooks, Gmail, Outlook, Make.com, and more

OWNER DASHBOARDlive

$847k

Pipeline

38%

Win rate

Overdue

Estimates / wk

04— Case studies · the work

Proof we build around real construction workflows, not generic templates.

Quote-to-job, change orders, project-to-invoice, work orders, AI knowledge — every build is custom infrastructure for construction and project-based businesses. Click any tab to see the system shape and verified outcomes. Featured deep-dive on Steel Craft below.

QUOTE → JOB → BILLING·Pre-engineered metal buildings

Quote-to-job-to-billing handoff

PROBLEM

200–250 jobs quoted every year. 95% follow the same repeatable process. But leads, estimates, project delivery, and billing lived across separate tools — forcing the team to re-key job data at every handoff.

BUILD

Four connected monday.com boards: CRM → Project Delivery → Erection Schedule → Billing. When a PO is signed, downstream project, schedule, and billing items are created automatically. Five billing cycles tracked end-to-end.

OUTCOME

~70% less manual data re-entry per job. Every quote tracked from first call to final invoice — no manual handoffs.

monday.comOutlookDocuSignOneDrive

~70%

less manual data re-entry per job

SYSTEM SHAPE

Full breakdown of this build available on the strategy call →

↓Featured deep-dive on the Steel Craft implementation below — full architecture & verified numbers.

04.f— Featured deep-dive

Steel Craft, in detail. From quote to job to billing — without manual handoffs.

A real construction implementation. monday.com connecting sales, estimating, project delivery, scheduling, billing, approvals, and owner visibility — one operating system, end-to-end.

VERIFIED CASE STUDYCONSTRUCTION·PRE-ENGINEERED METAL BUILDINGS·BUILT BY TEKCONNECTED

Not templates. A real construction operating system.

For Steel Craft Builders, we replaced fragmented tools and manual handoffs with a connected monday.com pipeline covering the full job lifecycle — first call and estimate through project delivery, scheduling, billing, and final invoice.

Before the build, leads, estimates, project delivery, and billing lived in separate tools. Signing a PO meant re-keying job data across systems — no trigger, no audit trail, no automation.

↳Different trade, same problem most construction companies face every day — leads, estimates, jobs, billing, and handoffs spread across too many places.

SYSTEM ARCHITECTURE

monday.com CRM

Leads · estimates · follow-ups

Project Delivery

Auto-spawned on PO signed

Erection Schedule

Crews · dates · milestones

Billing

5 cycles tracked end-to-end

200–250

Jobs quoted annually

Connected boards · zero duplicate setup

Billing cycles tracked automatically

Phase transitions now triggered automatically

Manual data re-entry → ~70% lower

Every quote tracked from first call to final invoice — no manual handoffs

05— Why not templates

Templates don't fix construction workflows.

Most monday.com templates look useful for a week. Then the team goes back to texts, spreadsheets, and side conversations because the template doesn't match how leads, estimates, site visits, job handoffs, change orders, crews, and billing actually move through the business. We map the real workflow first — then build the boards, automations, dashboards, and handoff rules around it.

TEMPLATE SETUPWhat usually breaks after the first week

×Generic sales stages
×No estimator ownership
×No site visit or quote follow-up logic
×No sales-to-project handoff
×No change order or billing visibility
×No reason for the field or office team to keep using it

TEKCONNECTED BUILDWhat gets built around your actual workflow

→Sales stages mapped to how you actually win work
→Owners assigned across every lead, estimate, and job
→Follow-up rules for site visits, quotes, and stale opportunities
→Sales → estimating → project delivery handoff built end-to-end
→Dashboards for owner, sales, PM, field, and finance visibility
→Built around adoption so the team actually uses it

↳

The goal isn't another board. It's a working operating system your team runs from every day.

06— The 6-week build

From workflow audit to live construction CRM & ops workspace in six weeks.

No drawn-out transformation project. We map how your leads, estimates, jobs, handoffs, and reporting actually work — then build the monday.com CRM and ops delivery system around it.

01.

Week 1

Map the real workflow

Leads, site visits, estimates, follow-ups, won jobs, handoffs, active projects, reporting, and bottlenecks.

02.

Weeks 2–4

Build the CRM + delivery system

Custom monday.com boards, automations, dashboards, permissions, and handoff logic — built around your actual process.

03.

Week 5

Train sales, estimating & ops

Live walkthroughs, recorded training, and simple SOPs for sales, estimators, PMs, admins, and leadership.

04.

Week 6+

Tune after real usage

We refine follow-ups, dashboards, reminders, handoffs, and adoption gaps once your team's using the system live.

07— The team

Built by operators, not template installers.

You're not being handed to a generic monday.com support desk. TekConnected maps, builds, tests, and launches your CRM and operations system — with people who understand how messy real-world workflows get when leads, estimates, crews, jobs, suppliers, clients, and cashflow all move at once.

FOUNDER

Founder · Implementation lead

Michael Hayles

Before building monday.com CRM and operations systems, Michael ran demolition and HVAC businesses in London. He understands crews, estimates, job handoffs, and the cost of running operations from memory instead of a system. That's why every TekConnected build starts with workflow first, software second.

15+ yrsOperating project-based businesses

Hands-onEvery strategy call & build

OperatorWorkflow first, software second

Jordan Edwards

Director of Ops and Automations

Pritam Jadhav

AI transformation

Jani Marais

Professional services · monday consultant

Grace Ellaga

SDR · Sales

Marco Mari

SDR · Sales

monday.com Certified Partner·Implementation, not resale·Direct work with the people who build your system

08— FAQ

Common questions, answered straight.

If you're wondering whether monday.com can handle your leads, estimates, jobs, handoffs, and reporting — this is where we answer it plainly. If it's not here, ask on the strategy call. We won't dodge.

We already use monday.com — can you fix what we have, or do we start over?

Yes — we can fix what you have. We usually create a clean staging workspace inside your existing monday.com account, then rebuild around your actual construction workflow. We keep the data and history that matter, archive the noise, and give your team a cleaner system without losing anything.

We don't have a real system yet — paper, texts, and a whiteboard. Can you still help?

Yes. Many construction teams come to us from spreadsheets, paper notes, texts, emails, whiteboards, or a half-used CRM. We start by mapping how leads, estimates, site visits, jobs, handoffs, and reporting work today — then build the system around that.

Can monday.com really handle both sales and project delivery?

Yes — that's usually the point of the build. We connect the sales pipeline, estimating, won jobs, project handoff, PM visibility, follow-ups, files, and reporting so sales and operations aren't working from separate versions of the truth.

How long does a full build take?

Most builds take 6–8 weeks, depending on how complex your workflow is and how quickly your team can sit down for audit, review, and testing sessions. Simple CRM builds move faster. Builds with deep automations, integrations, billing, or multiple departments take longer.

Will my sales team, estimators, and PMs actually use it?

That's why we don't start with templates. We build around the stages, language, responsibilities, and handoffs your team already understands — then back it up with live walkthroughs, recorded training, and simple SOPs so the system is easy to adopt.

What tools can you connect with monday.com?

We commonly connect monday.com with QuickBooks, Xero, Gmail, Outlook, Google Drive, OneDrive, DocuSign, Make.com, Zapier, and most other systems used across sales, estimating, finance, and delivery. The right stack depends on how your business runs.

09— Book the call

Book a 45-minute Construction CRM & Ops Strategy Call. No generic template pitch.

We'll look at how your leads, estimates, job handoffs, and reporting work today — where the process is leaking, and what your monday.com CRM and ops system should actually include. You leave with a one-page build blueprint either way.

Certified Partner45 min · No hard sell · Fixed scope & price after the call

CRM Strategy Call

45 min · Zoom

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