Monday.com For Service Businesses

Set up & optimise Monday.com for your service business

Setting up Monday.com for a service business

Monday.com is a powerful work management system that is flexible and customisable to adapt to all types of service businesses. Both small and large organisations can create a Monday.com workspace and adapt it to suit their requirements.

Understanding how your team works and how a tool like Monday.com can compliment your workflows and organisational processes is a great starting point. WIth powerful and advanced features you can eliminate and integrate many software tools to ensure Monday.com is your single source of truth. Tracking projects, tasks, activities and capacity is just the start with Monday.com

If you need help implementing or optimising Monday.com for your service based business then talk to our team today.

Planning and creating workflows

Planning structure is the first critical step when it comes to the implementation of Monday.com into your service based business. Understanding your goals, current state and where you want to take your business will help you implement the structure and features you need now, but also want to implement into the future.

Communication & contractor involvement

Working with contractors, freelancers and other people external to your business can sometimes be difficult to manage. With clear expectations and the ability to have guests and shareable boards outside your Monday.com workspace it’s possible to systemise exactly how you work with all the partners related to your service delivery.

Scale and efficiency with automation

Once you have the structure right and you & your team is comfortable using Monday.com you can start to take it to the next level. With smart automations you can reduce manual touch points and repetitive tasks that slowly take up more and more of your time. Monday.com is also powerful in the way it can integrate with other software and streamline the way you work from communication to documents and everything in between.

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Want to talk? Let's discuss your business

Find out how you can optimise your operations, simplify how your team works & boost organisational productivity. Tell us some information about your business & how you work. We'll be in touch, quickly.

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Join our online program and speed up how you learn Monday.com

If you want to become a power user and enjoy learning on the fly, while building out Monday.com then our online program called the Monday.com Masterclass might be for you. You might also have a super user in your organisation that wants to be the Monday.com champion, but they are struggling to put everything together. In our foundation online program we’ll take you through the exact steps to create a powerful Monday.com system. From planning, to implementation and the adaption of the advanced features we’ve got you covered.