Zoho Creator and workflow experience

**Zoho Operations System Development and Testing Virtual Assistant**

Island Woodcrafts, a growing custom cabinetry manufacturer in North Carolina, is looking for an experienced Zoho Virtual Assistant to help develop, test, document, and maintain a company-wide operational management system.

Our goal is to build a connected system that helps manage the entire customer and production process—from lead intake and estimating through design, engineering, purchasing, production, delivery, installation, and punch-list completion.

This position requires more than basic CRM data entry. We are looking for someone who understands how to configure Zoho applications, build workflows, test processes, identify problems, and turn real operational requirements into a practical system our team can use every day.

**Potential Zoho Applications**

The system may include:

* Zoho CRM
* Zoho Creator
* Zoho Forms
* Zoho Projects
* Zoho WorkDrive
* Zoho Flow
* Zoho Inventory
* Zoho Books
* Zoho Analytics
* Other Zoho applications when appropriate

We do not expect every application to be implemented immediately. The system will be developed in phases based on operational priorities.

**Initial Responsibilities**

* Review and document our existing sales and operational workflows
* Help translate business requirements into Zoho modules, fields, forms, workflows, and reports
* Configure CRM modules, layouts, validation rules, views, and permissions
* Assist with development of the operational system in Zoho Creator
* Build forms, dashboards, reports, approval processes, and notifications
* Configure workflow rules, Blueprints, task automation, and status changes
* Assist with data cleanup, formatting, importing, and field mapping
* Create test records and perform detailed system testing
* Test workflows from beginning to end using realistic job scenarios
* Identify errors, missing steps, duplicate information, and usability problems
* Document bugs, proposed solutions, and testing results
* Develop written SOPs and simple user instructions
* Help organize employee roles, access permissions, and data visibility
* Assist with integrations between Zoho applications and other approved systems
* Maintain a clear development backlog and report progress
* Help train team members as different parts of the system are released

**Operational Areas the System May Cover**

* Leads and customer inquiries
* Sales opportunities and follow-up
* Estimates, proposals, and signed-job handoff
* Design and engineering
* Project files and required documents
* Cabinet orders, materials, hardware, and accessories
* Purchasing and purchase orders
* Production scheduling and job priorities
* Barcode or QR-code tracking
* Paint, stain, lacquer, and finishing processes
* Quality-control approvals
* Delivery scheduling and checklists
* Installation and field coordination
* Punch-list and service items
* Management dashboards and reporting

**Required Experience**

* Demonstrated experience configuring Zoho CRM
* Experience building or supporting applications in Zoho Creator
* Understanding of workflows, Blueprints, validation rules, reports, and dashboards
* Strong process-mapping and problem-solving ability
* Experience importing, cleaning, and validating data
* Strong Excel or Google Sheets skills
* Ability to thoroughly test systems and document results
* Strong written English and clear communication
* Ability to work from detailed instructions while recommending practical improvements
* Reliable internet connection and consistent availability

**Preferred Experience**

* Deluge scripting
* Zoho Flow and third-party integrations
* APIs and webhooks
* Zoho Inventory, Projects, Books, Analytics, Forms, or WorkDrive
* Manufacturing, construction, cabinetry, job-shop, or project-management workflows
* Barcode and QR-code systems
* Creating user documentation and training materials
* Experience supporting U.S.-based small or midsized businesses

**What We Are Looking For**

We need someone who:

* Understands both system development and real-world operations
* Tests their work carefully before calling it complete
* Does not make undocumented changes
* Can explain technical issues in clear, nontechnical language
* Asks questions when a business rule is unclear
* Keeps organized notes, change logs, and testing records
* Respects confidential company and customer information
* Is interested in a long-term working relationship

**Schedule**

* Part-time to begin, approximately 10–20 hours per week
* Regular overlap with U.S. Eastern Time is required for planning and review meetings
* Potential for additional hours as the system expands
* Initial 30-day paid trial period

**How to Apply**

Please include:

1. A summary of your Zoho CRM and Zoho Creator experience
2. The Zoho applications you have used
3. Examples of systems, workflows, or dashboards you have built
4. Your experience with Deluge, APIs, Zoho Flow, and integrations
5. An example of how you test a workflow before releasing it
6. Your availability and desired hourly rate
7. Any experience with manufacturing, construction, production, or project-based businesses

Please begin your application with the words **“IWC ZOHO”** so we know you carefully read the entire posting.

Shortlisted applicants may be asked to complete a paid practical test that involves reviewing a sample workflow, identifying missing requirements, and configuring or documenting a proposed solution.