Dashboards and Analytics for BuildingConnected®

Dashboards and Analytics for BuildingConnected®

, English

TopBuilder
Enhance Autodesk® BuildingConnected® with Dashboards and Analytics for Contractors

General Usage Instructions

  1. Grant ContractorBI access to your BuildingConnected account, set your custom rules for matching, scoring, and routing, and watch as every bid seamlessly flows into your Construction CRM using a link TopBuilder provides
  2. Setup your matching, scoring and assignment rules/criteria using easy to use pick lists.
  3. Your team will automatically receive alerts, reminders, and even Outlook or Google Calendar appointments, so nothing slips through the cracks
  4. Automatically set intent to bid status or manually change the status in our Bid Board
  5. Track all bidding activity and performance in Contractor

Screenshots

Commands

Installation/Uninstallation

Additional Information

To forward bid invitations to BuildingConnected from other sources, you will need a BuildingConnected Pro account.

Known Issues

No known issues

Contact

Company Name: TopBuilder

Author/Company Information

TopBuilder

Support Information

1. Unlimited email and phone support directly from our support team in Houston, TX

2 . Unlimited live daily web-based training (Monday through Friday).  Training is offered at two different times each day.

Version History

Version Number Version Description

25.5.1

Enhanced ability to setup matching, scoring, routing and assignment rules.
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