Item: monday.com
Rating: 9
Author: Verified User

Use Cases and Deployment Scope

We use monday.com to manage our jobs and the daily processes which occur. The timeline is helpful to keep track of our ongoing and upcoming projects. We have used it for a while just to track certain things, but have now incorporated using it from start to finish. It's been so helpful and the communication with other team members makes a huge difference in the success of our project.

Pros and Cons

Track open and upcoming jobs
Notify other team members of their responsibilities and due dates
Search for other jobs with similar items or same customer

Sometimes the use is more for people with coding experience not everyday office personnel
Setting up automations need a bit more explanation at times, I often have to reach out to the help center.
When labeling things, each column has it's own labels. It'd be nice to have the ones already created show up to be reused, not recreated.

Return on Investment

It saves lots of time when communicating in one place for multiple jobs
Very easy to track the progress and steps of a job
It's fairly easy to use for our employees
It would be so much more helpful if the documents stored would open instead of having to be downloaded each and every time

Usability

Overall monday.com is easy to use however when using automations I feel there should be some tutorials that make it much easier. I have had to get in chats with help and some are helpful, some are not. It shouldn't be that difficult. The automation features work well, however it would be great to save a custom one when it's created to it can be used in other boards. Creating it over and over is time consuming.

Support Rating

The customer support has been quick and typically efficient. Once in a while you get someone who doesn't understand what I'm trying to do. It would be great to have one person who was familiar with your business practices but I understand that could be difficult. Maybe a paid feature?

Reliability & Availability

For the things we do with monday.com it is very helpful. We are able to communicate between each other and notify others when timelines are due. We can keep everything in one electronic location instead of a hard file in the office where others in the field can't reach it.

Key Insights

Do you think monday.com delivers good value for the price?

Yes

Are you happy with monday.com's feature set?

Yes

Did monday.com live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of monday.com go as expected?

Yes

Would you buy monday.com again?

Yes

Other Software Used

QuickBooks Desktop Pro, Microsoft 365

Likelihood to Recommend

I feel that monday.com is great for tracking things like steps on a job. t is also great for communicating with team members for a project and having threads where everyone can see the details or a specific job. I find it difficult to use when trying to track payroll type things. It's also difficult that you have to download each document before you can open it fully. Takes too much time for large jobs.

Collaboration

We track our jobs and projects on monday.com. All team members can see the progress, and the steps needed to still be done. The communication is all in one spot which makes it so easy to track and find information.

Project Management Capabilities

I think the project management in Monday.com is wonderful. It's so easy to use. It's easy to make change and udpates when things change on projects.

Users and Roles

4 - Owner, Office Manager, Estimator, CEO

Business Processes Supported

Scheduling
Tracking progress
Project information and details

Innovative Uses

notify CEO when payments are made without a separate email
keeping all details, pictures, drawings, documents, notes, etc. in one place

Future Planned Uses

scheduling
share documents with general contractors

Likelihood to Renew

It has helped us organize our daily business steps and made us more productive. It's easy to use for our employees therefore they use it on a daily basis. It's wonderful to have all the details of a job or potential job in one place instead of different folders here and there and all employees can access them.

monday.com Customer Support Pros and Cons

Pros	Cons
Quick Resolution Good followup Knowledgeable team Problems get solved Kept well informed No escalation required Immediate help available Support understands my problem Support cares about my success Quick Initial Response	None

Great program to manage complex projects with a group

Overall Satisfaction with monday.com