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Still juggling Excel spreadsheets, paper forms, texts and emails to organize and track your jobsites? You’ve likely realized it’s no longer enough: missed hours, forgotten extras, scattered information… and limited visibility into your projects' performance.
You’re considering switching to a real project management platform — but with so many options and shiny marketing promises, it’s hard to know where to start (or who to trust).
This guide walks you through the key steps, with practical tools: a comparison checklist, what to test during a demo, common mistakes to avoid… so you can choose a solution that’s easy to roll out — for both field crews and office teams.