Each connection is set up by the company that uses it, with its own account. Here is what moves between BuilderVP and each one.
Project management
Connect your JobTread account and BuilderVP keeps customers, jobs, schedules, files and comments in step both ways, with one job number in both apps. Your JobTread catalog, templates and formulas come into the BuilderVP catalog in one import.
Accounting
Invoices post to Xero against the client’s existing contact, your revenue account and your items, on your own invoice template and numbering. Payments recorded in Xero come back to BuilderVP. Your Xero items can also become your BuilderVP catalog.
Payments
Clients pay invoices online by card, or by bank transfer on larger invoices. Refunds and disputes reconcile back to the invoice they belong to.
Scanning
Import a RENDR DXF or a RoomPlan scan from an iPhone or iPad with LiDAR and it becomes an as-built drawing on the job, ready for takeoff.
Design files
Upload whole Chief Architect project folders with their plans, layouts and DXF exports. DXF drawings preview in the browser and every version is kept.
Measurements
Upload an EagleView report on a job and its measurements are read into the takeoff.
Calendar
Each person gets a private calendar address their iPhone, Google or Outlook calendar subscribes to, showing their appointments and schedule. It stops working the moment they leave the team.
Phones and texting
Connect your own RingCentral account. Texts to your numbers land in the BuilderVP inbox and replies go out from them. Calls placed from BuilderVP ring your phone first and show the company number. Missed calls can text the caller back, and every call, voicemail and recording is filed on the client and the job.
Site visits
Site visits recorded on Pocket are matched to the job, written up as a brief from what was said, approved by you, and sent to your designer with the job files.
Lead sources
Lead forms and lead services post into your pipeline through a private address per source, with the campaign, ad and click details kept on the lead.
These connections are built and tested, and are being turned on for companies now. Until then they are not part of what a company can connect.
CalendarBeing switched on
Each person connects their own Google or Outlook calendar. Their BuilderVP bookings go onto a calendar of their own within seconds of a change, and the times they are busy there come back so nobody books them then. Video appointments get a Google Meet or Microsoft Teams link. BuilderVP reads only when they are busy, never what the time is for.
PaymentsBeing switched on
A company connects by signing in to PayPal from Settings, with no developer keys. Clients can then pay an invoice with PayPal next to card, the money goes straight to the company’s own PayPal account, and each payment and refund is recorded on the invoice once.
Messages and lead adsBeing switched on
A company connects by signing in. WhatsApp, Messenger and Instagram messages come into the BuilderVP inbox on the person’s conversation, beside their texts, and replies go back the same way. Facebook and Instagram lead ads become leads in the pipeline with where they came from.
FilesBeing switched on
A company that connects its Google Drive gets a folder for the company and one for each project, and every file added to a job is copied in. BuilderVP stays the record, and it can see only the folders and files it made.
AccountingBeing switched on
Invoices and payments mirrored to QuickBooks Online the same way they are to Xero. A company uses one accounting system at a time.
Show us how your company works now, in JobTread, spreadsheets or anything else, and we will walk through how it moves into BuilderVP.
