Company Background
A fast-growing crane rental and construction company operating across multiple states needed a more organized way to manage its workload. The business is highly seasonal—crews push hard to install foundations and set equipment before winter arrives—so efficiency during peak months is essential.
The company’s operations involve sales, contracting, project management, and field technicians, all of whom rely on accurate, timely information about cranes, job sites, schedules, and equipment history.
The Problem
As demand increased, the company was juggling several disconnected tools that made coordination challenging:
- A legacy Excel file to track crane availability, serial numbers, job history, and rental status.
- Google Maps to mark crane locations and job details for technicians.
- Google Calendar to organize daily schedules and crew assignments.
This caused key issues:
- Critical information lived in multiple places.
- Teams repeated data entry across tools.
- Updates didn’t always reach the right people, especially during the handoff from sales to contracting.
- The company wanted a single, reliable system to manage crane history, rental deals, contracting, and project execution.
The Solution
Simpleday worked with the operations team to build a monday.com system that reflected how their business actually functions.
Rebuilding the Contracting Workflow
We replaced unclear or incomplete stages with a clean lifecycle:
New → Active → Closed
And then supported it with automations that:
- Move items to the correct group based on stage
- Ensure deal data transfers correctly from sales to contracting
Ensuring the Right People Get Alerts
We added targeted notifications so contracting staff know immediately when a new deal requires contract setup, insurance, or billing—reducing delays and manual follow-ups.
Project Templates That Launch Automatically
The company now benefits from project management templates that trigger when new work begins, giving every project consistent structure and ensuring nothing falls through the cracks.
Planning a Full Crane-Management System
A major long-term objective is to replace Excel, Google Maps, and Google Calendar with a unified database in monday.com.
Simpleday:
- Documented the full vision for centralizing crane history, locations, servicing details, and scheduling
- Identified Make.com integrations as the best approach
- Assigned a Simpleday Make developer in a matching time zone to lead the next phase
The Results
The company is already seeing meaningful improvements:
- Sales and contracting are aligned, with clear handoffs and fewer missed steps.
- Notifications reach the right team members, improving response times.
- Job stages reflect the real process, reducing confusion.
- Project templates launch automatically, providing dependable structure for every new job.
- Foundational work is complete for a full crane rental and asset-tracking system to be developed during their slower season.
Overall, the company now operates with clearer workflows, fewer manual steps, and better visibility—helping teams stay aligned and productive during their busiest season.
