Connections
Carry the relationship into the tools you use.
The tools that run construction already exist. Winning work should continue there without retyping and without two systems chasing the same homeowner.
What it does.
- Manual handoff on every plan: a reviewed contact and project summary with approved files, a recorded destination reference, and a confirmed completion
- Two transfer purposes: after a won opportunity, or an earlier transfer of a qualified inquiry to an existing sales system
- A directory of candidate software (JobsiteOn first, then Buildertrend and JobTread) with real status, all Under evaluation today
- A connection becomes an inclusion only after it passes verification, at no added charge; Studio 1 and Private Office up to 5 eligible accounts
- Any separate subscription a provider requires is disclosed
- Marketing status always equals app status
Manual handoff
Demonstration with labeled sample data. It resets to a clean state and never sends a real message.
- Select a won opportunity
- Preview the fields to share
- Export the package
- Record the destination reference
- Mark the transfer complete
Make your next impression count.
Open a complete sample website, then choose a plan when you are ready. Billing starts when you subscribe, not when you publish.
Explore the collections