We’re a excavation company working in Montreal,Quebec. We replace and install french drains, sewer and water pipes and we do usual excavations for odd jobs.
As the business grows, we’re juggling between different programs to help us sort through clients, jobsites and leads.
I’d like to ask if anyone knows of a program that would allow us to categorize and sort different kinds of clients?
Right now we use Google Keep to create the clients file and upload pictures and drawings. It doesn’t allow us to upload PDFs or WORD documents. Only text and images. We can’t really sort and categorize.
Is there such a program that would allow us to have all documents, notes and files in different folders? And be available to all salesmen on their phones while they’re on the road?
