Company and customer records
Maintain the company, customer, and job-site information that begins each workflow.
For office administrators
Keep the records behind the work ready when the team needs them
Maintain company settings, customers, catalogs, vendors, subcontractor records, invoices, and operating defaults that make a connected contractor workflow possible.
Build the operational foundation once
Keep reusable company data and workflow configuration available so estimating, project, field, and financial teams do not need to recreate it job by job.
Catalogs and vendors
Keep reusable item, pricing, cost, vendor, and material information ready for estimating and purchasing.
Operational records
Support invoicing, subcontractor compliance, tenant branding, tax, and workflow defaults with central records.
Next in the lifecycle
Explore the connected work around this role.
Follow the job record across estimating, field execution, financial context, and role-aware access instead of treating one role’s workflow as an isolated system.