HHM Core PM
Construction software product tour through a real job
See how an inquiry becomes a finished job. Choose a tool or read from lead to closeout.
How it works
Start by opening a tour screen, then follow its link to the related tool.
Choose a tour screen. Choose the product tour for the role or job step you want to see.
See the tool on a job. See what each tool does on the job, then follow its link to learn more.
Try it on your project. Add your own job details in the tool and choose who can see them.
Review generated work. Review an HHM Intelligence draft before you send or save it.
1. Leads pipeline
New leads2
Contacted1
Site visit1
Next action: book the site visit
Estimating1
Quote sent1
Won0
Review each inquiry, choose the next action, and keep its details together.
How it works
- Capture the inquiry. Add it in Leads and set the next action.
- See the lead history. See available contact and appointment history from connected sources.
- Choose the next step. Review a follow-up draft before sending or starting the project.
2. Add client
Add client
Keep the client's name, contact information and property details with the inquiry.
- Contact
- Save the details needed to reach the client.
- Project
- Carry reviewed contact and property information into the working job.
Add the client and job details to the lead, then review them before you start an estimate or project.
How it works
- Add the details. Add contact and job details in Leads.
- Keep details together. Saved details stay with the lead.
- Start the work. Begin an estimate or project.
3. Projects overview
Willow Creek bath remodel
Active42% complete · next task: Tile
$26,209.17Signed total
1Open RFI
3Punch items
Recent activity
- Daily log posted with 4 photos
- Purchase order sent: LVL headers
- Rough-in inspection scheduled
Open a job to see its status, activity, and next work.
How it works
- Open the job. Create or open a project and assign access.
- See your job details. The project list and Dashboard show what your role can access.
- Take the next step. Open the project and add the next action.
4. Takeoff review
Takeoffs
- Floor tile
- 96 SF
- Shower wall tile
- 120 SF
- Drywall
- 160 SF
- Status
- Review quantities before use
Use reviewed quantities in Quotes, Budget and ordering.
Check the measured quantities and assumptions before you use them in an estimate.
How it works
- Add measurements. Enter or upload measurements in Takeoffs.
- Build the draft. Use saved quantities to fill estimate lines for review.
- Check the details. Confirm units, quantities, and assumptions before using them.
5. Estimate builder
Itemized estimate
- Each line
- Quantity times unit price
- Grouped work
- Trade and category subtotals
- Next step
- Review prices and send the proposal
Review every estimate line before you share the proposal.
How it works
- Build the quote. Enter or review the quantity, price, work, and recipient.
- Fill draft lines. Templates and reviewed takeoffs fill estimate lines for your review.
- Share the proposal. After you publish the proposal, homeowners choose items and sign.
6. Selections
Vanity and countertop
Published to clientBudget in the proposal: $2,200.00
The client's choice and the time it was made are recorded with the selection.
Review product options, publish the choices you approve, and keep the client’s decision with the project.
How it works
- Add the options. Open Selections and add products, budgets, and options for review.
- Publish the choices. Only choices you publish appear in the homeowner portal.
- Save the client's choice. The homeowner records a choice, then your staff checks it before ordering or changing the job.
7. Schedule
Schedule
Task dates guide the work and its material ordering dates.
- Plan the work
- Review tasks and dates with your team.
- Coordinate materials
- Keep supplier lead times beside the scheduled task and approve each order when it is ready.
Set task dates and dependencies. PM calculates the material order-by date for you to review.
How it works
- Set the schedule. Save task dates, dependencies, and assignments in Schedule.
- See order-by dates. Linked materials use the saved timing.
- Place the order. Review the date, then send the order.
8. Inspections and photo review
Framing · second floor
Framing tradePhotographed from the stair opening; header over the kitchen opening and 16 in. stud spacing.
Likely passLikely failNeeds on-site verification
Guidance for your team. Your team saves the decision.
Review history
- Marked failedHeader bearing short at the left jamb. Notes stay with the review.
- Repair submitted2 photos from the framing trade.
- Marked passedFollow-up decision stays with the original review.
The trade submits photos. HHM Intelligence gives your team a likely result and suggested corrections. Your team records the quality result and reviews repair photos.
How it works
- Submit photos. An assigned trade opens Inspections and uploads work photos.
- Review the guidance. HHM Intelligence gives photo guidance on likely results and corrections.
- Record the result. Your team saves pass or fail and linked repairs; the building inspector decides permit approval.
9. Permit notices
Permit and inspection notices
1 to review- Building departmentRough framing inspection scheduledMatched to Willow Creek
- SupplierDelivery confirmation, LVL headersFiled to documents
Your team reviews inspection notices, then the project team and assigned trade get the update through their chosen channels.
Forward permit notices to PM, then review the matched job and inspection.
How it works
- Connect the email. Forward inspection emails to your connected project inbox.
- Match the notice. PM files confident job matches and marks uncertain notices for your office.
- Confirm the inspection notice. Confirm the notice before permit inspections change or PM alerts the assigned trade.
10. Dashboard
Your projects
6Total projects
4Active
$612,400Total budget
17Open tasks
2Overdue tasks
3Needs your attention
Inspections: Framing review failed — Willow Creek
Open a Dashboard card to see the job and choose the next step.
How it works
- Open the dashboard. Open Dashboard and select a card linked to your project work.
- See your work. Dashboard shows the jobs and details your role can access.
- Choose the next action. Open the linked job and decide what needs attention.
11. Client portal
Your project
- ProposalSigned
- Selections2 to choose
- NextTile starts Day 66
- InvoiceRough-in complete · $7,862.75
Homeowners see the proposals, selections, progress, invoices, Documents, and updates you share.
How it works
- Share the project. Assign the homeowner and publish the proposal, selections, progress, invoices, documents, or updates.
- See the shared job details. The portal shows the published records for the homeowner’s assigned project.
- Review the request. The homeowner submits a decision or request, and your staff reviews it before acting.
12. Roofing report
Roof measurements
- Source
- EagleView or other roof report
- Measurements
- Area, pitch and roof-edge lengths
- Estimator review
- Confirm quantities and waste before quoting
- Quote
- Create a draft from this report
Enter or upload roof measurements, review them on the job, then use the details to prepare a quote.
How it works
- Add roof measurements. Enter site measurements or values from a report you own.
- Keep measurements with the job. Use the measurements in a draft roofing quote.
- Prepare the quote. Review quantities and prices before sharing the proposal.
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