Willow Creek job
- Contact and property
- Kept with the inquiry
- Conversation history
- Kept with the job
- Customer messages
- Saved with the project record
HHM Connect
Construction marketing software connected to each lead.
Keep approved customer messages with the lead in PM and review each one before you send it.
Keep the customer conversation, project details and next action together in HHM Core PM.
How it works
Use HHM Connect messaging from PM to keep approved customer texts and project email with the job.
Open the customer record. Open the lead or project that needs a customer update.
Write the message. Prepare an approved text or project email and check the recipient before sending.
Review the saved history. Read saved customer messages with the lead or project.
Choose the next step. Assign follow-up work or create the project from the saved customer details.
HHM Connect
One system from inquiry through the job
HHM Connect + Core PM
Keep customer messages with the job.
Bring approved customer conversations into the job. Your office reviews the saved customer record in PM.
Built for contractorsCustomer recordsProject messaging
Leads
Free leads, offered one contractor at a time
HHM runs the advertising. Unbooked leads are free, no monthly cap, offered to one contractor at a time and never shared. Read the lead program terms.
HHM Connect
How a customer moves through HHM Connect and into the job
- 1
Add the customer inquiry.
Create an inquiry in Leads or Deals and save the customer details.
- 2
Keep the customer history together.
Your office reviews saved lead details and customer messages in PM.
- 3
Prepare the customer message.
Your team reviews an approved text or project email before sending.
- 4
Choose the next job step.
Assign follow-up work or add the visit details your office confirms.
- 5
Fully integrated
Start the job with the lead's details.
Your team creates the estimate or project and manages the Schedule and Budget in PM.
- 6
Keep the project history together.
Save the customer conversation with the estimate, schedule, and job.
HHM Connect
Keep customer updates with the job
Keep customer updates with the job. Use approved customer messages from PM and review the saved history with the lead. Read the messaging guide.
HHM Connect
Questions
How do HHM Core PM and Connect fit together?
HHM Connect keeps approved customer texts and project email with the lead and job in PM.
What customer tools are included?
Your plan shows the available PM tools. Your office reviews every HHM Intelligence draft before sending it.
Website & funnel build
$1,497 one-time
Choose this service if you want HHM to set it up for you.
See what is included in Website & funnel build