
I love that there’s a native integration with Google and QBO. The automations cut down on a lot of manual tasks, and I’m excited to create an AI Agent for even more automation. We had a call with Simon to go over our setup and the available features, and he was very helpful. Even though it was a short call, I learned a lot, and I’m looking forward to meeting with him again.
Once ClickUp is fully implemented, I think it will substantially reduce our workload and improve communication between the project management side and the financial/billing side. This will definitely be a tool we use every day. So far, we’ve jumped right in and it’s been pretty easy to get started. Over time, I’m confident we’ll continue refining and perfecting our workflow. Review collected by and hosted on G2.com.
Sometimes I feel like I'm going in circles, but that could possibly be our set up and my lack of knowing my way around the program. We are using it to track construction projects and we are still in the setup phase so still doing a few things manually while we figure out how to automate things. Review collected by and hosted on G2.com.
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