I will buildertrend procore jobtread acculynx houzz pro construction crm data migration
The bridge between your business and your software
About this Gig
Construction software works best when it is set up around the way your busines
runs.
At Bridgewell Systems, we help contractors, builders and remodelers set up their
construction software and bring their data across. Before we configure anything, we
take time to understand how you handle jobs, from first lead to estimate to closeout.
Then we build your system around that.
Platforms we work with
Buildertrend, Procore, JobTread, AccuLynx, Houzz Pro
What we can help with
- Account setup and company configuration
- Users, roles and permissions
- Lead pipelines, job stages and statuses
- Cost codes, cost catalogs and estimate templates
- Data migration from spreadsheets, QuickBooks or another construction CRM
- Data cleanup and deduplication before import
- Integrations with QuickBooks, Xero and other tools
Switching from another system?
We map your old fields to the new platform, test the import on a sample first, then
move your clients, leads, vendors, jobs and cost data across.
Please message us before ordering so we can talk through your setup and agree o
the right scope.
Software:
Procore
