Roofing Client and Project Tracker

Project & Client Tracker: Simplify Your Workflow

Stay organized and boost your efficiency with this Notion template designed for professionals! Keep track of all your projects and client information, monitor project phases, and calculate commissions—all in one easy-to-use template. Perfect for managing your workload and staying on top of your business goals!

What’s Included ?

• A fully customizable Client & Project Database to organize all your roofing projects.
• Pre-built Views for easy tracking:
  • Simple List for a quick overview.
  • Trello-style Board to visualize project phases and drag-and-drop updates.
  • Calendar View to track build dates.
  • Customizable Charts for insights like lead sources and performance metrics.
• Ready-to-use Properties for tracking names, phone numbers, addresses, project phases, and commissions.
• Step-by-step setup instructions for both beginners and experienced Notion users.
• Built-in examples to help you get started quickly.

Why It’s Good

• Save Time: Everything you need to manage clients and projects is in one place.
• Boost Organization: Clear tracking of project phases, payments, and contact details.
• Improve Efficiency: Drag-and-drop updates make managing projects simple and intuitive.
• Actionable Insights: Use charts and filters to analyze data and identify opportunities for growth.
• Beginner-Friendly: Comprehensive guidance included, no prior Notion experience needed.
• Customizable: Tailor it to fit your unique workflow and business needs.

Transform the Way You Manage Your Roofing Projects!