Procore Integration

Make Your Procore Data Actionable

Pair Procore with TopBuilder to forecast, predict, and plan for your construction company’s success. By combining TopBuilder’s business development platform with Procore’s project management excellence, you can drive more profitable projects, streamline workflows, and enhance team collaboration.

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Benefits of TopBuilder Procore Integration

Full Project Visibility

Gain comprehensive insights into every aspect of your projects, from initial bids to final completion.

Enhanced Collaboration

With integrated data, your team can access up-to-date project information, ensuring everyone is on the same page and working towards common goals.

Improved Profitability

Track project financials in real-time, ensuring that projects remain profitable and on budget.

Real-Time Synchronization

Accounts | Contacts
Companies | Contacts | Users
Jobs | Job Contacts | Revenue
Projects | Contacts | Revenue
Job Documents & Photos
Project Documents
Account Documents & Photos
Company Documents
Vendors | Vendor Contacts
Subcontractors | Architects | Engineers
Bid Opportunities | Plans
Projects | Documents
Quotes | Proposals | Budget Items
Estimates | Takeoffs | Budget Items

Comprehensive Construction Project Management

The integration between TopBuilder and Procore offers a robust feature set designed to enhance every phase of the project management process.

See All Project Details

Ensure all your project data is up to date by connecting TopBuilder with Procore directories. Stay informed about new projects and quickly allocate resources to ensure timely project kickoffs and smooth execution.

See Job History

See detailed records of past projects, including performance metrics, timelines, and outcomes. Use this historical data to improve future project planning and execution.

Estimating & Bidding Data

Create quotes and proposals faster with estimating and bidding data, including individual budget items, that automatically populates in TopBuilder.

Understand Job Financials

Monitor and manage the financial health of your projects with real-time access to financial data. Track expenses, budgets, and profitability to ensure projects stay on track and within budget. You can easily create and review invoices and financial summaries, as well.

Receive Work Order Updates

Receive instant updates on work orders, ensuring your team is always aware of the latest changes and requirements.

Documents in One Place

Centralize all project-related documents, ensuring that important files are easily accessible and securely stored. This reduces the risk of lost documents and improves overall project organization.

Assign Resources Efficiently

Optimize resource allocation, including labor, materials, and equipment. Ensure that resources are used efficiently and effectively to maximize project outcomes.

How Our End-to-End Process Works.

As your team collects job requirements and prepares quotes, they can send these documents to Procore so they’ll be there once your team wins the bid. You can also send job costing information directly into your ERP so you’ll have a complete record of every job for accounting purposes.

Phone Email
Bid Invitation
Website
Job Boards
Calendar Integration
This integration includes Outlook, Google, and Apple
Documents
Send company and job documents and plans to Procore.
Procore Estimating
Send documents for Take-off Software/Return Take-off Quantities.
ERP Integration
Send ERP/Job Cost Accounting/Project Management Information.
1
Lead Capture
2
Score & Prioritize
3
Collect Job Requirements
4
Prepare Bid/Quote
5
Prepare Final Proposal/Quote
6
Email Final Proposal/Quote
7
Job Awarded
8
Post Job Follow-up
ERP Integration
Collect customer, job, and financial data from ERP.
Quote Items
Capture quote items, budget items, costs, markup, etc.
ERP Integration
ERP updates TopBuilder with change in status and financials.
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Bid Better and Grow Faster With Solutions Built for You

With TopBuilder, you can prioritize your most profitable opportunities and stay on top of every potential project.