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Feature directory · 8 tools
Construction team management
Put the right people, trades, and suppliers on the job. Give each one the access they need.
Start with the inquiry and build its quote. Open the project to plan dates, log field work and check costs. Keep documents and warranty history with the job. Search below for the tool you need.
How it works
Give your crew, trades and homeowners the job access they need.
Invite your team and trades. Add each person or vendor and invite them to the jobs they work on.
Set each person's access. Set role and project access in People.
Show the right details. Each person sees the projects and details you assign.
Check outside views. Preview the homeowner, trade, and supplier dashboards before sharing a job.
Feature group
Give every person the right job access
Put the right people, trades, and suppliers on the job. Give each one the access they need.
Plug and play: sign in and it works. Your plan, permissions and project assignment apply.
8 tools match.
Set roles and company details
People
Add your team and their role details in People. Use those people for project assignments and permissions.
Plug and playSign in and it works. Add people and their role details, then assign them to their projects.
Learn howVendors and companies
Add a company’s trade, insurance, and contact details so your team can select it for POs and bids.
Learn howInsurance tracking
Add a vendor certificate and expiry date to the vendor details.
Learn howPositions
Assign a saved job title or role to a person in People.
Plug and playSign in and it works. Create company positions to organize people and assignments.
Learn howGive people access and check their view
Permissions
Choose each person’s access and project assignments to control the records they can open.
Learn howProject assignments
Assign a person to a project so their dashboard and project views show that job.
Learn howPortal previews
Open a role preview to check the client, trade, or supplier view before you share it.
Learn howCall routing
Set team routing and availability. HHM Connect uses those settings for incoming calls.
Learn how