Pro's Picks: Smartsheet

Mitchell Newman

Principal, Habitar Design

Chicago, Ill. 

Similarly to traditional spreadsheet programs, Smartsheet lets companies track project details or other information, but with the added perks of basic project management functions (calendars, forms, and web forms) to keep the team always up-to-date.

We used Google Sheets and Excel until about 4 years ago, but they required us to double-enter info and waste time making sure everything was updated for all team members. It got exhausting and wasn’t maximizing our time.

With Smartsheet, we can attach photos and invoices to individual project Smartsheets, creating an accurate record for each job in a single location, and simplifying the accounting process when a job wraps up. You can create reports for the client directly from a Smartsheet—no need to input the same information into a different program. 

It connects to other popular business tools, including Salesforce, DocuSign, and Google Drive, which is a big help when first transitioning to Smartsheet. It’s easier to migrate everything over, and to continue using those tools on an as-needed basis.

You can create reports for the client directly from a Smartsheet—no need to input the same information into a different program. 

We particularly like the feature that allows managers to see if team members have made entries in a file. It lets them spot if something was missed or if there’s room for improvement in any processes. At $25 per user per month, it can get pricey, but it’s worth it for the simplification that Smartsheet brings to a business.