Make a list of your key business processes.
Rate each process from 1 – 5 based on whether it is:
Examples:
Customer relationship management (CRM)
Preparing estimates
Creating sales presentations
Employee time & location tracking
Safety
Document sharing
Labor intensive
Required on every job
Requires a significant amount of math or data processing
Involves paperwork
1 2 3 4 5
1
2
3
Specify your requirements:
Examples:
• Run on Android (or Apple) tablets and phones
• Include both cloud-based software and a mobile app
• Automate specific elements of your workflow
App checklist:
Purpose Ease of use
Does it fit into my business's standards?
Does it make the task at hand more efficient?
Is the app well designed?
Can my team figure this
out without guidance?
Is navigation logical
and simple?
Does the app offer intuitive
support?
Does this app meet my needs?
Alignment
• Can share information
• Are targeted to your industry
(Kitchen, Bath, Remodeling, etc.)
Requirement: ______________________________________
Requirement: ______________________________________
Requirement: ______________________________________
YES NO
YES NO
YES NO
YES NO
YES NO
YES NO
YES NO
YES NO
YES NO
YES NO
Finding the best apps
for your business
