Case Study: Genesis Automation Inc. achieves 20 fewer daily client calls and centralized project documentation with monday.com

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Genesis Automation Inc. - Customer Case Study

Genesis Automation Inc. needed a better way to schedule jobs and coordinate multiple field team members while tracking go‑backs, completion, and on‑site documentation (locations, photos, construction notes) — all while keeping project managers informed without relying on constant phone calls and emails.

They adopted monday.com's project documentation template to name jobs, capture address/builder/contact/date/status, attach photos and notes, and add project managers as guests. The result: centralized information that eliminated roughly 20 daily phone calls, reduced emails, improved scheduling and decision‑making, removed the need to hire extra field staff, and freed time to grow the business.


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Genesis Automation Inc.

Dan

Genesis Automation Inc.


monday.com

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