(THIS WOULD BE HUGE!) Opportunities Function As Jobs Or Projects For Construction Industry
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Chase L
Dear HighLevel Team,
We’d like to suggest a feature enhancement that would make HighLevel an even more valuable CRM for the construction industry. In construction, we often work with clients and contractors who have multiple ongoing projects. Currently, there’s a need to better manage these projects within the CRM so that each opportunity can operate independently as a “job” or “project” but still be linked to the primary contact as a parent.
Here's the proposed functionality:
Opportunities as Independent Projects: Each opportunity should have its own unique attributes, such as an individual address, specific documents, financials, and activities. This would allow us to treat each opportunity as a standalone project.
Child-Parent Structure: Opportunities should be able to link back to a parent contact. This would enable us to view all projects related to a client or contractor under a single profile, keeping everything organized and easy to manage.
Project-Specific Address & Documentation: Construction projects each have unique locations and require separate documentation. Having project-specific fields for addresses and documents would ensure that each opportunity remains distinct and streamlined.
Financials by Project: Managing finances at the project level is critical, as each job has its own budget, payments, and invoicing. Enabling opportunities to handle separate financial data would make HighLevel more versatile for project-based billing.
Activities Log for Each Project: Tracking activities (meetings, calls, updates) on a project level is essential to maintain oversight and ensure accurate reporting for each unique job.
This feature would significantly enhance our workflow, allowing us to track and manage multiple projects for each client or contractor with greater precision. We’re confident that this addition would make HighLevel a powerful tool for construction companies and similar industries.
Thank you for considering this feature request.
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Marty Mcclintock
Create Smart Lisy for your group contacts. create multiple amd different custom forms as larty of your documents. You cam alsonise the document feature. Create multiple workflows specifically for each and use tags. Also create pipelines as these will be Stages.
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Rich Ribeiro
Awesome break down. We're also in the construction business, and I totally see where this is coming from.
I believe this would be even better as a STAND-ALONE module, maybe call it "Project Manager" or even a new type of Pipeline? Because it's still valuable to have pipelines for Opportunities focused on leads.
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Marty Mcclintock
Rich Ribeiro any updates as to how its working for you? ive got several personal contruction contacts myself and one i left him hanging on purpose 😆
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Rich Ribeiro
Marty Mcclintock Not sure what you mean? How is what working for me?
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Marty Mcclintock
Rich Ribeiro according to your original post its now about 1 year later so i figured by bow you had something going
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Rich Ribeiro
Marty Mcclintock Still not great for project management. But pipelines got much better after some of our ideas were added.
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Marty Mcclintock
Rich Ribeiro What exactly are you in need of? Have you tried creating workflows, tags and smart list?
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Tom Pacheco
Can this be done with custom objects?
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Rich Ribeiro
Tom Pacheco Somewhat. Still wouldn't be a fully fleshed out system as they mentioned above.