Location
New York, NY
Industry
Real Estate
Year
2025
Challenge
The construction company relied heavily on Monday.com to manage projects but hit roadblocks when it came to documentation:
Estimates & Proposals: Disconnected from project boards and lacking standardization.
Inspection Reports: Staff collected photos in the field but struggled to transfer them into reports quickly and consistently.
Image Management Bottleneck: Attaching images to documents often required manual downloading, resizing, and reformatting — one of their biggest pain points.
No Integrated Solution: Existing marketplace apps didn’t provide reliable image capture tied to board data.
Solution
FlowTech built a document automation extension inside Monday.com that directly addressed these issues and ultimately evolved into DocCreate.
Key features included:
Board-Integrated Document Generation: Estimates and proposals created directly from Monday.com board data.
Inspection Report Automation: Mobile-friendly forms for capturing data and instantly generating reports.
Image Capture Integration: Photos taken in the field were uploaded directly into Monday.com and embedded seamlessly into estimates, proposals, and inspection reports — setting DocCreate apart from all other available solutions.
Template Library: Consistent, professional outputs for client-facing documents.
Scalable Platform: The custom build was refined into DocCreate, now live on the Monday.com marketplace for all users.
Results
70% Faster Document Creation: Reports, estimates, and proposals generated in minutes.
Seamless Image Embedding: No more manual transfer of photos — images captured in the field automatically populated in client-ready documents.
End-to-End Integration: All work remained inside Monday.com, eliminating double entry and disorganization.
Scalable Product Evolution: A single client solution grew into a marketplace app used across industries.
We struggled for years with getting photos from the field into our reports and proposals. FlowTech’s solution solved it instantly. DocCreate doesn’t just save us time — it makes us look more professional to our clients.
