Project management and field operations
Buildertrend
Buildertrend connects to the broader automation ecosystem through its Marketplace integrations and Zapier, which we use to build custom workflows for automated client notifications, bid follow-up sequences, and intelligent job documentation. Buildertrend manages your projects. We make more of it happen automatically.
JobTread
JobTread is one of the best tools available for small to mid-size contractors and we are a proud JobTread referral partner. JobTread supports Zapier and QuickBooks integration, and we build custom workflows directly connected to it via those pathways. Automated estimate creation from field notes, smart client communication triggers, and job costing alerts that catch margin problems before they become real money.
Jobber
Jobber has a full public API with webhook support and is one of the best-connected platforms in the home service space. We build custom workflows that connect directly into Jobber to automate scheduling notifications, follow-up sequences, invoice triggers, and client communication. We are a Jobber partner and can help you get set up on Jobber as part of your engagement with SRWorks.
Housecall Pro
Housecall Pro supports API, webhook, and Zapier connections, giving us multiple pathways to build custom workflows for automated dispatch notifications, voice note to work order flows, and intelligent follow-up sequences that keep your pipeline moving without manual effort.
CoConstruct
CoConstruct was acquired by Buildertrend in 2021 and is being consolidated into that platform. If you are currently running CoConstruct, we can automate workflows around it via Zapier connections and can also help you think through your migration path to Buildertrend when the time comes.
Houzz Pro
Houzz Pro has limited integration capabilities outside its own ecosystem, with basic QuickBooks connectivity being the primary connection point. For Houzz Pro users, our most practical automation work focuses on connecting field communication and client update workflows through SMS and email triggers alongside your Houzz Pro activity rather than direct platform integration.
Fieldwire
Fieldwire has a full REST API and Zapier integration, giving us solid connection points for syncing field data, photos, and task completions into broader office systems automatically. Field updates trigger downstream actions without anyone manually transferring information between platforms.
Contractor Foreman
Contractor Foreman connects cleanly into the automation ecosystem, giving us solid triggers and actions around leads, customers, and file uploads. We build custom workflows that extend it into voice-driven estimating, automated client notifications, and intelligent job cost monitoring. Your team keeps using what they know and gains capabilities they did not have before.
JobNimbus
JobNimbus has a public API and strong Zapier integration covering contacts, jobs, and attachments. We build custom workflows connecting JobNimbus for lead management automation, estimate follow-up, job status notifications, and field documentation. Nothing falls through the cracks between field and office.
Jobkore
Jobkore is a field-first construction management platform built specifically for contractors who want clean job tracking, estimating, and crew coordination without the bloat of enterprise software. SRWorks has deep knowledge of the Jobkore platform and can implement it for companies that need a modern, purpose-built foundation. For clients starting from scratch or migrating off spreadsheets and paper, Jobkore paired with the custom work we do is one of the most powerful combinations available for small to mid-size construction and renovation companies.
ServiceTitan
ServiceTitan has a full developer API with robust webhook support, making it one of the most integration-friendly platforms in the home service space. We build custom workflows on top of ServiceTitan for intelligent dispatch optimization, automated client communication, and reporting that runs without anyone manually pulling data.
Accounting and finance
QuickBooks and QuickBooks Online
Nearly every contractor in our target market uses QuickBooks in some form. QuickBooks has a well-documented public API and we connect it into your automation workflows so job cost data, invoices, and change orders flow automatically without manual entry. Real-time margin alerts, automated invoice triggers, and job cost summaries delivered to your inbox without anyone running a report.
Xero
Xero has a robust public API and we build the same intelligent financial automation flows for Xero users. Job cost monitoring, automated invoice creation, and budget variance alerts that catch problems early rather than at month end.
Communication and documents
DocuSign
DocuSign has a full API and is one of the most automation-friendly platforms available. Change orders, contracts, and client approvals can all be automated through DocuSign. A field note triggers a draft, AI writes the scope, and DocuSign sends it for signature without anyone sitting at a desk.
Google Drive and Google Workspace
Google's APIs are among the most well-documented available. Daily logs, job photos, field reports, and client documents all organized automatically into the right Google Drive folders by job, date, and crew. No more hunting through a shared drive full of files named IMG_4823.
Dropbox and Microsoft OneDrive
Both Dropbox and OneDrive offer full developer APIs. Same intelligent document organization for teams running either platform. Photos and field notes go where they belong automatically.
Slack
Slack has a full API and webhook support. Internal alerts, job status updates, and automated notifications delivered directly to your Slack channels. Your office team always knows what is happening in the field without calling anyone.
Twilio SMS
Twilio is the industry standard for SMS automation and has one of the most developer-friendly APIs available. Our workflows use SMS as the most friction-free communication channel for field crews. Workers text a job number and a photo. Everything else happens automatically behind the scenes. No apps to download, no logins, no new software to learn.
Estimating and takeoff
STACK Construction
STACK connects into the automation ecosystem and we build workflows that bridge the gap between your takeoff data and your project management and client communication systems. Estimates and takeoff completions can trigger downstream actions automatically.
PlanSwift
PlanSwift connects into automation workflows so your estimating data triggers downstream actions automatically, from client notification to job creation in your management platform.
Joist
Joist is popular with smaller contractors for fast mobile estimating and connects into automation workflows so estimates trigger follow-up sequences, client notifications, and job creation automatically.
Scheduling and CRM
Google Calendar
Google Calendar has a full public API. Automated scheduling workflows push job assignments, crew schedules, and client appointments directly into Google Calendar without anyone manually entering them.
HubSpot CRM
HubSpot has one of the most robust APIs and webhook systems available. For contractors using HubSpot to manage their sales pipeline we build custom lead nurturing sequences, automated bid follow-up workflows, and intelligent reporting that connects your CRM data to your field operations.
Zoho CRM
Zoho CRM has a full public API and strong Zapier integration. Zoho users get the same custom automation work. Lead follow-up, estimate tracking, client communication sequences, and pipeline reporting that runs automatically.