Smartsheet Solutions

Integration, Training, and Consulting

Why Cotney Consulting for Smartsheet?

Cotney Consulting can show you how to use the tools within Smartsheet to enhance your business. As expert Super Users we will help you combine your tools with Smartsheet for a simplified end user experience.

Use Our Smartsheet Custom Construction Solution for:

  • Collaborating with others
  • See Reports in Real-Time
  • Automate Workflows
  • Optimize sales effectiveness and execution
  • Sales forecasting accountability and consistency at scale, as well as:

Field Operations

Capture issues in real time from any device, increase collaboration among project teams, vendors, and clients, and save time with accurate resource management.

Quality Control

Reduce testing and inspection errors, accelerate close-out time, and improve job satisfaction by maintaining transparency between clients and site crews.

Safety Management

Workers can quickly and easily report potential issues on their phones via QR codes posted at job sites or the Smartsheet mobile app.


Ensure teams stay on schedule to hit target deadlines. Communicate schedule updates or delays in real time with automated notifications.

Budget Management

Gain a real-time view of actual project spend compared to plan and use previous project data to set benchmarks and estimate accurately.

We will bring your construction teams together with real-time collaboration from pre-construction bidding and sales process through the project closeout, including team members, subcontractors, and other stakeholders. You will have complete project visibility, reduce safety hazards, create clear ownership, reduce redundancies, and create more accurate schedules with clear accountabilities.

Custom Dashboards

Executive Overview

HR Overview

Sales Pipeline

Project Management


How Can Cotney Consulting Help You?

Cotney has 65+ years experience solving the problems of roofing companies. We can share our experiences with you and help you achieve success.

We provide full-service consulting services:

  • Sales Tracking
  • Production Operations
  • Service Operations
  • Human Resources
  • Purchasing Requisitions
  • Sheet Metal Fabrication
  • Safety
  • Quality Control
  • Receivables and Payable Functions
  • Customer Information Portals
  • KPI and Analytics
  • Dashboards

Let's Connect

Connect with an experienced consultant who will dedicate themselves to ensuring you and your roofing company’s success.