Capability directory
Verified software support for construction customer and site to service records, with the operational details and caveats behind each answer.
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ServiceTitan projects, service locations, equipment, jobs, and agreements use shared customer and location records, preserving the operating site across workflows.
Simpro documents customers, sites, jobs, projects, and assets in the same CRM and site-management model.
Acumatica projects use shared customer and location records, and the same project can be referenced on service orders.
Jonas describes service work orders, customers, job costs, and construction operations on one integrated platform.
Sage 300 CRE shares accounting, customer, location, project, and service information across its integrated modules.
Spectrum uses shared customer and site records across its integrated construction accounting and service workflows.
BuildOps presents service and construction as one connected platform, but the reviewed source does not fully document record-level customer and site deduplication during the handoff.