Product
Centerpoint Connect
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About
Centerpoint Connect is a web and mobile business platform for commercial roofing contractors. It tracks leads, captures inspections with annotated photos, and builds proposals from a preloaded commercial roofing price book. It then runs service tickets, technician scheduling, production and invoicing, and gives building owners a portal to their roof records, inspections and proposals.
How teams use it
By audience
- Business Development
- Roofing sales reps track leads and opportunities by rep and location, with a client timeline of notes, files and past jobs.
- Reps build branded, photo-rich proposals with a drag-and-drop builder for property managers and building owners.
- Specialty Contracting
- Commercial roofing contractors log roof inspections with annotated photos and turn them into proposals priced from a preloaded commercial roofing price book.
- Service departments schedule technicians, capture repair photos in the field and invoice service tickets from the same system.
- Crews order QXO materials from the job with live account pricing through the QXO integration.
By phase
- Pre-Construction
- Estimators build commercial roofing proposals from inspection data and a preloaded price book, then turn an approved proposal into a live project in one step.
- Construction
- Production managers carry scope, pricing, photos and notes from the sold proposal into the project, so the field works from the same information as the office.
- Closeout & Operations
- Roofing contractors run ongoing service and maintenance for building owners, who see roof records, inspections and progress in the client portal.
Integrations (12)
| Integrates with | Connection | Details |
|---|---|---|
 | Native1 type of dataCenterpoint Connect Acumatica integration | |
| –1 type of dataCenterpoint Connect batch invoice file for ComputerEase | ||
 | –1 type of dataCenterpoint Connect batch import/export files for Foundation | |
 | iPaaS4 types of dataMindCloud Centerpoint connector | |
 | Native3 types of dataCenterpoint Connect QuickBooks Desktop integration (QuickBooks Web Connector) | |
 | Native4 types of dataCenterpoint Connect QuickBooks Online integration | |
| Native1 type of dataCenterpoint Connect QXO integration | ||
| –Centerpoint Connect batch files for Sage 300 | ||
| NativeCenterpoint Connect Sage Intacct integration | ||
| NativeCenterpoint Connect Spectrum integration | ||
| Native1 type of dataCenterpoint Connect Vista integration | ||
| iPaaS2 types of dataCenterpoint Connect Zapier app |
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