Through SmartInsight’s integration with SmartBid, subcontractors using SmartInsight can be found more easily by general contractors sending invitations to bid from SmartBid.
With the SmartBid and SmartInsight integration, subcontractors can:
- Merge SmartBid profiles into a single profile for centralized organization of bid project invitations & documents
- Quickly, easily and accurately submit project and qualification information from SmartInsight to interested contractors
- Submit more bids in less time using centralized information and forms
- Receive more invitations to bid and connect with contractors looking for SmartInsight subs building in their areas of work and expertise
Through SmartInsight’s integration with Marsh SubSecure, users gain access to the industry’s premier Subcontractor Financial Benchmarking Service for qualifying businesses.
With the Marsh SubSecure integration, subs can:
- Access Marsh’s team of dedicated risk underwriters who continue to drive the industry in identifying and understanding evolving risk factors allowing for a significant access to industry leading intelligence
- Maintain a consistent risk score throughout their organization
- Purchase individual SubSecure Quick or Comprehensive Rating Reports on themselves and others to show the strength of the organization and see how they stack up against others – identifying potential risks factors and manage risk more effectively
- SubSecure is a recognized prequalification process by various SDI programs – allowing for potential premium discounts
- Generate a contractor portfolio report, to analyze the credit and financial quality of potential project partners
- Generate increased intelligence by accessing expert evaluation on potential contractors’ financial position against financial reporting benchmarks and guidelines including: Z-Score Analysis | Bank Rating Review | Surety Rating Review | EMR Rating Review | D&B Credit Analysis | And other key metrics
Through SmartInsight’s integration with Dun & Bradstreet, companies in SmartInsight are able to order D&B Credit Reports on their current and potential partners. Whether you’re looking for more credit information on a tiered sub, general contractor, owner or a key business partner, the D&B and SmartInsight integration will allow our users, without an annual contract, to order credit reports as needed.
With the D&B integration, users can:
- Verify companies using the D&B DUNS number – a unique nine-digit identifier for businesses. It is used to help predict the reliability and/or financial stability of the company in question – provided on over 265M businesses globally
- Purchase any of three types of D&B reports from within the system on themselves to show potential general contractors their worth early in the bidding process
- Purchase any of three types of D&B reports from within the system on any D&B verified business they are currently working with or interested in partnering with
- Receive 5% discount on all reports pulled within SmartInsight – with no annual commitment
Through SmartInsight’s integration with STACK, subcontractors can perform simple estimating tasks on files synced to their SmartInsight Projects plan room from invitations to bid for increased project cost accuracy.
With the STACK integration, subs can:
- Open and view project plans with the STACK viewer
- Use from anywhere, nothing to download
- Perform advanced take-offs and markups on project plans
- Accurately and quickly estimate material volume and costs
Through SmartInsight’s integration with ConsensusDocs, the industry standardized CD 721 – Project Specific Construction Prequalification Form, is integrated directly into the system for easy use and submission for project bids.
With the ConsensusDocs integration, subcontractors can:
- Generate and download a completed CD721 form from their SmartInsight profile information with one click
- Centralize, organize and quickly share their qualification, compliance, safety data
- Adhere to industry standards for subcontractor information collection
Through SmartInsight’s integration with Plans4Less, subcontractors are able to access affordable reprographer options to order printed construction documents from their project plan room.
With the Plans4Less integration, users can:
- Print construction plan files affordably
- Send plans quickly anywhere in the U.S
- Order plans directly from the SmartInsight project plan room
PipelineDeals is our recommended customer relationship management (CRM) platform that is designed to help contractors effectively manage their bid pipeline and relationships with strategic vendors. With bid tracking technology and essential integrations, PipelineDeals is an essential tool for contractors looking for reliable business growth.
With PipelineDeals, users can benefit in the following ways:
- Adoption – PipelineDeals is straightforward to use, which makes it easy for your team to see an ROI.
- Organization – PipelineDeals organizes client information so it’s accessible by anyone that needs it.
- Scalability – Centralizing where you track your bids to maximize sales success and business growth.
We recommend Citrix ShareFile for centralized storing, organizing and sharing project documents for bid proposals and project management.
With Citrix ShareFile subcontractors can:
- Securely sync, store and share large project documents – CAD files, blueprints, drawings and more
- Keep files and folders up to date across all devices, and file check-in/check-out makes collaboration easier
- Send and request files right from your inbox – bypass file-size restrictions and add security with ease
eSUB is our recommended project management software for subcontractors. eSUB’s easy to use, software-as-a-service solution helps self-performing contractors increase standardization, accountability, productivity, and profits.
With the eSUB project management software, subcontractors can:
- Easily document and manage tasks, connecting the field and office in real time
- Proactively track labor productivity and project progress to mitigate risk
- Get paid for the work they document, not for the work they do
FreshBooks is our recommended accounting software for subcontractors. With FreshBooks subs are able to automate tasks like invoicing, organizing expenses & following up with general contractors on projects in just a few clicks.
With The FreshBooks Accounting Software, Subs Can:
- Create Professional Looking Invoices in Seconds – FreshBooks makes creating professional looking invoices for your business ridiculously easy. It’s simple to create and customize your invoice, add your logo and personalize your thank you email.
- Accept Payments Online and Get Paid 2x Faster – Put an end to payment delays with online payment processing. Accept credit card payments, give great customer service and get paid faster.
- Put Your Contracting Business On Auto-Pilot – Be more efficient. Automate tasks like invoicing, organizing expenses and following up with contractors in just a few clicks.
Check Out These Integrations Today
Become A Tech Partner Of The SmartInsight Marketplace
By getting your product in the SmartInsight Marketplace, you’ll be able to connect your offering with the data of thousands of contractors around the world. You’ll not only have focused attention on your product, service or offering, but you’ll also have access to the fastest growing network of professionals in the construction industry!
Benefits:
- Brand Presence on SmartInsight
- Exposure of your product to leading contractors around the world
- Use of the SmartInsight Logo
- Contribute to Market Study and Research Articles
- Invitation to Participate in Podcasts, Webinars, and Events
