Monday.com Jobs

CRM Setup for Home Care Agency We are looking for an experienced specialist who can build and customize a CRM system specifically for a Home Care Agency. The goal is to create an organized and efficient platform to manage client intake, caregiver recruitment, onboarding, scheduling coordination, and referral tracking. The ideal professional should be able to design customized boards, workflows, and automations that support daily operations, including lead management, active client tracking, caregiver profiles, compliance documentation, and task management. The system should also include automated notifications, status tracking, and reporting dashboards to improve efficiency and communication within the agency. Experience working with healthcare, home care, or service-based businesses ...

I’m planning a complete shift from scattered spreadsheets to a streamlined, fully-digital workflow that lives inside Monday.com. The core of the project is a small web-based tool (or app) that lets my team generate professional quotations and turn approved quotes into purchase orders without re-typing data. What I need from you • Quotation templates that support customizable fields, built-in calculations (tax, discounts, totals), and multiple branded designs. • A simple way to store and recall those templates, attach supporting documents, and push the data straight into items and boards. • A parallel purchase-order module that picks up the approved quote, assigns PO numbers, and tracks delivery status back in Monday.com. • Suggestions on the tech stack ...