We are a small company and do mostly 10-30 camera installs, with some access control, and intrusion mixed in.
I do not have a dedicated project manager, and ultimately it falls on me. But I am trying to sell.
We use Insightly as our CRM package, and we have project related tasks that automatically pop us such as issue COI, contact IT department to get IP address, complete training etc. But my techs do not have access to this. This is more for the office manager to check off that the standard items are completed.
But small stuff comes up. On our most recent project, a monitor mount broke during install. Also, there was a question of whether some old cameras should come down. This was all conveyed in a group text message. Guess what? The mount was never ordered, and the old cameras were never addressed. The old cameras came from a kit so there was a huge pile of cable at the DVR and it looked like crap. The client sent me pictures... uggh
So any suggestions on an app where everyone can put project notes in and we can keep track of what needs to be done? We use Asana for internal projects such as marketing, trade shows etc. I wonder how well it would work for this.