How would folks set this up, or is it the wrong tool for the job…
We have several outside salesmen (selling building materials to residential construction builders). I’m doing the materials takeoffs (someone hands me blueprints, I hand them back a list of what it will take to build what’s on the prints), but someone else is figuring out doors and windows. Actually a few someone elses, and there may be more folks like me down the road.
I was thinking of setting up the salespeople as managers, with them creating a project for each house/building they’re dealing with, then making quote/takeoff tasks and assigning them out to me and the door/window folks. Or maybe one of us inside folks sets everything up. I don’t know. I just got it installed today and am still farting around with it.
I’m just trying to kind of set up a proof of concept and will work with one of the more tech-savvy salesmen to get it off the ground, then take it to the rest of the crew to see what they think.