Bring relevant opportunities, client relationships, branches, subcontractors, and suppliers into a workflow configured around your business.
Discuss a Service Provider integrationWhether you serve commercial properties, manage multiple offices, or coordinate specialist crews and suppliers, your custom plan can connect the steps from a new inquiry to completed work and the next client request.
We scope the plan around the clients you want to serve, the work you want to take on, your geographic coverage, and the processes your teams already use.
Configure routing around client type, service area, specialty, project size, and other agreed criteria. Direct suitable incoming opportunities to the right office or contact for a consultation, site visit, inspection, or estimate.
Support recurring work and multiple projects with property owners, property managers, associations, institutions, and other business Clients. Keep project contacts, requirements, communications, and handoffs connected.
Scope intake questions, site-visit requests, estimating steps, internal reviews, follow-up tasks, and the handoff from sales to operations so work does not lose context between teams.
Give leadership an overview while branch managers see their territories and staff see their assigned work. Configure office roles, routing, responsibilities, and reporting across locations.
Invite Clients to see the project information relevant to them: required decisions, milestones, documents, progress updates, and outstanding requests. Keep internal notes and unrelated client records restricted.
Invite approved subcontractors, request project-specific credentials, assign tasks, and track paperwork and progress. Tailor qualification requirements and recheck intervals to your standards and the Client’s requirements.
Connect delivery dates, material status, requested documents, and dependencies to the relevant project. Share appropriate updates with the Client without exposing unrelated supplier pricing or internal business information.
Track licenses, insurance, agreements, and other required paperwork through submission, review, correction, and approval. An agreed managed verification service can support specified source checks, renewals, and exception follow-up.
Follow milestones, due dates, changes, responsibilities, outstanding issues, and completion records. Keep teams informed as work moves between phases and preserve relevant project history.
Assess CRM, estimating, scheduling, project, accounting, and document-system connections where supported. We identify the specific records, direction of data flow, permissions, and handling of exceptions before implementation.
A business invited into an organization’s custom workspace can participate in eligible projects there under the agreed sponsored access. Your own custom business subscription can support your broader client and delivery operation. Marketplace membership, organization-specific access, and custom operational services are defined separately so your team knows what is included.
We can map an incoming commercial inquiry through the right branch, a consultation or estimate, internal handoff, subcontractor onboarding, supplier delivery, Client updates, and completion. Sample projects at different stages make it easier to assess the workflow and decide what belongs in your initial scope.
We quote the setup and monthly service around your offices, users, outside participants, workflow complexity, system connections, verification responsibilities, and support needs. A focused pilot can establish the process and measures before wider rollout.
No. Discovery identifies which parts of your process belong in the custom workspace and which should remain in your existing tools. Integration feasibility and scope are assessed with you.
Yes. A custom workflow can focus on direct inquiries, inspections, consultations, and estimates based on the client relationships and project types you want to develop.
Yes. Your proposed access model can include existing Clients, approved subcontractors, and suppliers for relevant projects. Onboarding, sponsored participation, and limits are set in the custom agreement.
Yes. We can scope different territories, routing, permissions, checklists, and approvals, with leadership oversight across the organization.
We can propose a managed service for the agreed document collection, credential checks, renewal tracking, and follow-up. Verification criteria, available sources, exceptions, responsibilities, and final approval authority are agreed with your team.
Give your business a way to send invoices and receive payments from clients, and make payments to subcontractors and suppliers through your custom platform.
Payment features can be added to your integration based on your business needs, subject to payment-provider availability, approval, and applicable fees.
This add-on is scoped separately and is not included in every custom plan. Ask us about the payment workflow you would like to support.
Tell us how you work today, the systems you use, and where work gets held up. We’ll use that conversation to shape a tailored demonstration and proposal.
Request a custom demo