Project Management

A ProAdvisor Perspective: Why Some Contractors Thrive With Big Box Retailers — And Most Don’t

By Paul Wyman Over the past three decades I’ve worked with installation contractors across the country through national programs at both The Home Depot and Lowe’s Companies, Inc.. During that time, I’ve seen small contractors grow into large regional providers. I’ve also seen capable companies struggle and eventually walk away from big box work altogether. […]

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A ProAdvisor Perspective: Start With the Customer and Work Backwards

By Nick Mraz: Cilio PROAdvisor Technology projects in the trades rarely fail because the software is bad. They fail because they are designed backwards. I have led six Salesforce implementations across building materials companies. I have worked inside SAP environments, Oracle systems, and custom-built ERP platforms. I have seen large enterprises over-engineer. I have seen

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The Major Challenges of Fencing and How Cilio Helps

Running a fencing business isn’t easy. Managing leads, quote follow-up, scheduling jobs, staying on top of permits, and keeping everyone informed can be overwhelming, especially during busier seasons. As a fencing contractor, your success often comes down to how well you can juggle all the balls better than your competition.  That’s where Cilio comes in.

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Automate THIS! How Cilio Clients Improved Efficiency and Satisfaction

When your home installation business starts to grow, so do the challenges of managing everything from leads to customer satisfaction. Cilio is a field management software with a unique approach to delivering automation that fits YOUR specific needs. Our clients are transforming their operations, saving time, reducing costs, and delivering better service to their customers. 

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Pros and Cons: Independent Installers vs. Big Box Installers

Operating a Home Installation Business as an Independent Installer Versus Working with a Big Box Retailer  There are distinct differences between independent home installation contractors and those who work with big box retailers like Lowe’s and Home Depot. Each has its own set of advantages, challenges, and operational requirements. Understanding these distinctions is crucial for

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Man measuring a window for installation

Empowering Contractors: Leveraging Actionable Data with Cilio

In today’s connected world, data is the new currency. Access to a wide range of information is pivotal, but the real value lies in the actionable insights drawn from the installation management software used to run your company.  Big Box retailers like Lowe’s are no longer content with just having data – they’re using it

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Tips for Better Job Tracking

Tips for Better Job Tracking for Field Service Management

Contractors know how crucial it is to efficiently manage their field crews. It’s not just about staying within budget and sticking to the schedule. Successful field management starts way before breaking ground on a new project.  Effective field service job tracking requires a system designed to manage and organize projects, including creating new job records,

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Man working on counter tops

Project Management for Contractors: Best Practices

After two decades of helping contractors automate their businesses, we’ve seen it all. Bad systems. Manual workarounds. Lost paper copies of project details. You name it. From where we sit, a huge recipe for success is effective crew management. Especially in the installation industry. This includes things like scheduling, payment tracking, communication, and data collection,

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