Make it your company
Add your logo and business contact information.
Construction business software
Bring the job details and cost lists your team needs. Keep copies of your project files.
Built by active general contractors and master tradesmen, from real project management.
Bring over the people and job records you need, then start with one project.
Gather your contacts, cost lists, templates, supplier details, and active-job files.
Choose the records to keep. Review your cost codes, price lists, estimate templates, people, and job details.
Set up your company. Add your company details, load starter templates, and assign people to the right projects.
Run your first job. Check the estimate, schedule, daily logs, approvals and client view before moving more jobs.
Keep your job history. Share the job's estimates, photos, and files with the people who need them.
Project setup help explains the steps.
HHM Core PM team · Updated October 6, 2026
Get your team ready. Use the Getting started checklist for profiles, assigned jobs, Dashboard, and Chat.
Add your logo and business contact information.
Add Foundation Finance or your own lender’s application link to the quote.
Add people, choose their roles, and send invitations.
Choose a template or start blank. Add the address, work, and project team.
Gather contact details, roles, and project assignments before inviting people.
Start with 80 ready-to-edit templates for common jobs. Check your units, quantities, and current prices before using a cost list or template.
Bring a supplier catalog CSV. Check its columns, supplier names, item numbers, units, and prices before estimating.
Add job photos to the project with the location, trade, date, and work shown.
Check the first import. Review what you bring into HHM Core PM before moving more work. Get the free starter pack for checklists and a cost-code list.
Review the first job. Confirm the customer, address, people, estimate, signed proposal, and Schedule before ordering materials.
Follow each job step for the full process, from inquiry through handover and warranty.
Open the project overview and choose Export project CSV. Save the file and check it before using it elsewhere.
Download signed proposal PDFs with the exported job details.
Keep the project Documents you need. Store the CSV with PDFs and photos so the job stays together.
Check formats, quantities, prices, roles, and assignments before using imported details.
Keep the team in charge. PM retries photo uploads when the signal is weak, and HHM Intelligence drafts text and photo guidance for review.
Set up customer tools before their inquiries or appointments appear in PM. Review the customer history from the lead. See how the tools work together.
Plans are month to month. You can cancel anytime from Billing and export any project as CSV.
Each person sees tools for their role and assigned projects. An administrator completes Onboarding, then the team tries one real job.
Open the project overview and export the CSV. Keep it with signed PDFs and downloaded Documents.
Unbooked HHM leads are free, with no monthly cap. You pay $69 only when HHM already booked the appointment before offering it. Each lead goes to one contractor and is never shared. See the published lead program terms for details.
PM compresses project photos and tries each upload three times. Failed uploads stay selected until the signal improves.
$797 one-time
Choose this service if you want HHM to set it up for you.
See what is included in Job setup & data move