HubSpot for Construction, Roofing and Contracting Firms
A contractor's pipeline is not a sales pipeline with different labels on it. Work is bid rather than sold, an award is not a start, and the margin on a job is decided by change orders that happen long after anybody looked at the deal record.
This is the smallest body of published work on the site, and it is listed here rather than left scattered because the two studies and the recorded build cover the parts that recur.
The decision this sector turns on
Where the job lives after it is won. Construction management systems own the project, the schedule and the cost, and they own them properly. What they do not hold is the commercial history: who else bid, what was quoted, why a bid was lost, and which general contractors send work that is worth having.
Joining the two means deciding what the deal record is for once the job has started. The answer that holds is that the deal stops being a forecast and becomes the commercial history of a relationship, while the project system runs the work.
Published work in this sector
3 pieces, each documenting a specific engagement or argument.
A recorded build for this sector
The HubSpot for Industry series includes a full portal build for this sector, from object model through to reporting.
Watch the buildSystems this sector runs on
Each entry states the decision that integration turns on. The full directory covers 123 systems.
Construction projects joined to the deal and its change orders.
Project financials read back without moving the system of record.
Jobs and estimates reconciled with the pipeline that created them.
Field jobs and quotes surfaced against the customer record.
Invoices and payments against the deal, with identity reconciled before anything syncs.
Common Questions
Frequently Asked Questions
Because it has more than one way to end. A submitted bid can be awarded and then not proceed, awarded elsewhere, or cancelled before any award is made. A pipeline with a single lost stage records all three identically and destroys the only evidence that explains a win rate.
The project system runs them, and the deal needs to know they happened. A change order alters the commercial value of a relationship, and a deal record frozen at the value it closed on will misreport the account for as long as the job runs.
Less than in manufacturing or legal, and that is stated plainly rather than padded. Two case studies and a recorded build cover bid pipelines, response intervals and the project boundary. The mechanics transfer from the industrial work, which is more extensively documented.
Other sectors
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