Zoho Projects & Zoho Forms Implementation Specialist Needed

Posted last week

Worldwide

Summary

Zoho Projects & Zoho Forms Implementation Specialist Needed We are a low-voltage technology contractor specializing in CCTV, Access Control, Structured Cabling, and Multi-Site Retail Deployments throughout the United States. We are looking for an experienced Zoho consultant to build a scalable project management system using Zoho Projects, Zoho Forms, and Zoho Books. Objective Create a repeatable project management framework that can be used for large retail deployments, including Walmart CCTV installations, allowing project managers and field technicians to track project progress, labor, milestones, deliverables, and customer reporting. Scope of Work Zoho Projects Setup Create a project template with the following: Project phases/milestones Preconstruction Material Receipt & Inventory Infrastructure Installation Camera Installation Programming & Testing Punch List Closeout Task templates for each phase Dependencies between tasks Percent complete tracking Dashboard views for Project Managers Resource allocation tracking Labor hour tracking Daily activity tracking Expense Tracking Custom Fields & KPIs Create custom fields and dashboards to track: Total Cameras Camera Wiring Speaker Installation Speaker wiring Cameras Installed Cameras Programmed Cameras Tested* Cameras Remaining Labor Hours Budgeted Labor Hours Used Material Status Change Orders Percent Complete Days Remaining Project Health Zoho Forms for Field Technicians Create mobile-friendly forms technicians can complete from their phones. Daily Technician Report: Date Technician Name Store Number Hours Worked Cameras Installed Cameras Programmed Cameras Tested Issues Encountered Material Shortages Notes Photo Uploads Workflow Automation Automate the following: Form submissions create or update project tasks Daily reports notify Project Manager Weekly progress summaries Milestone completion notifications Project closeout checklist workflow Zoho Books Integration Connect projects with financial tracking: Contract Value Budget vs Actual Costs Labor Costs Material Costs Vendor Bills Customer Invoices Change Orders Reporting & Dashboards Build executive dashboards showing: Active Projects Revenue by Project Labor Utilization Completion Percentage Projects at Risk Upcoming Milestones Open Punch List Items Deliverables Fully configured Zoho Projects environment Technician reporting forms Workflow automations Dashboard setup Written documentation Training session for project managers Zoho Drive Experience Required Please provide examples of: Zoho Projects implementations Zoho Forms workflows Construction, field service, or installation project management systems Automation workflows you've built using Zoho products Preference will be given to candidates with experience supporting construction, low-voltage, security, CCTV, telecommunications, or field service organizations.

  • Less than 30 hrs/week
    Hourly
  • 1-3 months
    Duration
  • Intermediate
    Experience Level
  • Remote Job
  • Ongoing project
    Project Type
Skills and Expertise
Mandatory skills
Zoho CRM
Zoho Creator
Zoho Sprints
Activity on this job
  • Proposals:15 to 20
  • Last viewed by client:5 days ago
  • Interviewing:
    0
  • Invites sent:
    0
  • Unanswered invites:
    0
About the client
Member since Jan 29, 2021
  • United States
    West Babylon8:20 PM
  • $2.6K total spent
    7 hires, 2 active
  • 9 hours
  • HR & Business Services
    Small company (2-9 people)

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