I will todoist, dotloop, bigtime, sage 300, admation, workzone, trackabi, fusebase

If client information, approvals, project tasks, and time records are split across tools, leaving handoffs unclear. I design the workflow around intake, record creation, task ownership, approvals, and notifications. I verify the requested app pair and subscription access before choosing a native connector or supported automation route. Sensitive client records should be tested with sample data first.

My service includes;

• client intake,
• crm field map,
• onboarding stages,
• task assignments,
• approval routing,
• document handoffs,
• status alerts,
• time-tracking rules,
• record matching,
• template setup,
• permission checklist,
• integration checks,
• exception handling,
• process notes,
• loom handover.

Platforms I work with: Todoist, dotloop, BigTime, Sage 300, Admation, Workzone, Trackabi, Fusebase, Copper, Flowlu, Canopy, Karbon, Accelo, Make, Zapier, Google Drive, Microsoft 365, Slack, Google Sheets, DocuSign

I confirm scope, permissions, and available connection methods before starting.

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