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An office coordinator with a headset and project plans.

HHM Connect

Construction marketing software connected to each lead.

Set up your customer tools, keep customer updates with the lead in PM, and review each follow-up before you send it.

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Willow Creek job

Contact and property
Kept with the inquiry
Conversation history
Kept with the job
HHM Connect
Built into the job
CaptureForms and chat
SellContacts and pipelines
BookBooking calendars
CommunicatePhone and workflows
ReputationReview requests

Starter includes built-in HHM Connect marketing tools in HHM Core PM. Growth and Pro add websites and funnels, email and social marketing. All-Inclusive includes the full marketing tools and HHM Intelligence Receptionist in HHM Core PM.

Willow Creek - Primary bath

How it works

Connect your HHM Connect account and choose the customer tools you want to use in PM.

  1. Set up Connect. Choose the forms, calendar, phone, and customer tools your team uses.

  2. Bring in customer updates. Available messages and appointments appear in PM.

  3. Follow up with customers. Read available messages and visit history before following up.

  4. See customer history. Your office sees lead, message, and appointment history in PM.

Read the step-by-step Help Center article

HHM Connect

One system from inquiry through the job

HHM Connect + Core PM

HHM Connect brings in the work. PM runs the job.

Bring customer conversations into the job. Your office reviews available lead and appointment updates in PM.

Built for contractorsConnect your company accountAll-Inclusive tools available
Leads

Free leads, offered one contractor at a time

HHM runs the advertising. Unbooked leads are free, no monthly cap, offered to one contractor at a time and never shared. Read the lead program terms.

HHM Connect

How a customer moves through HHM Connect and into the job

  1. 1

    Give customers a place to reach you.

    Publish your website, forms, and chat so visitors can ask about their next job.

  2. 2

    See new inquiries beside the customer history.

    Connected sources bring lead and appointment details into PM for your office to review.

  3. 3

    Send the follow-up your customer needs.

    Your team reviews messages before sending; automated follow-ups use your administrator's rules.

  4. 4

    Book a time for the site visit.

    Customers choose available times from your connected calendar; your office sees the appointment with the lead.

  5. 5

    Fully integrated

    Start the job with the lead's details.

    Your team creates the estimate or project and manages the Schedule and Budget in PM.

  6. 6

    Keep in touch after the job.

    Send review requests and campaigns to the customers your team chooses.

See every Connect tool
HHM Connect

Set up customer tools for your company

HHM Connect

Questions

How do HHM Core PM and Connect fit together?

Set up the Connect tools your team uses. Forms, chat, calendars, phone, and follow-up stay with the lead and job in PM.

What customer tools are included?

Your plan shows the forms, chat, calendar, phone, follow-up, and review-request tools you can use. Your office reviews every HHM Intelligence draft before sending it.

What can I set for the Receptionist?

Set the greeting, services, area, hours, questions, booking rules, calendar, transfers, and after-hours handling. Review call summaries and status in Receptionist setup.

Keep the job moving

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Related pages

Contractor project management softwareConstruction scheduling softwareContractor CRM softwareEstimate templates for contractors

Start your next job in HHM Core PM.

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