MarketSharp
Proposed use: bring customer and job context into JobPacket and associate approved evidence with the originating CRM record.
Not publicly available. Vendor access, permissions, and a complete live workflow must be verified before use.Integrations
Plan the handoff to your existing tools.
The current product brings job photos, checklists, and office review together. Connections to CRM, estimating, and project tools are being evaluated separately and are not publicly available.
01CRM / estimatingCustomer, address, scope, and assignment
02JobPacketRequirements, capture state, review, and packet
03Production / closeoutProposed destination for approved evidence
Connector status
Three systems being evaluated.
Asana
Proposed use: connect assigned project work with field photos and return an approved packet link to the corresponding task.
Not publicly available. Account access and the complete handoff must be verified for each approved pilot.One Click Contractor
Proposed use: carry estimate and job context into the field checklist, with a defined connection back to the office record.
Not publicly available. Vendor access, permissions, and a complete live workflow must be verified before use.What a connector must prove
Verify the destination before calling it delivered.
Match the right job.
Confirm that incoming data identifies the right customer, address, scope, and assigned job.
Confirm the result.
Check the receiving system for the expected record or attachment. A successful upload alone does not confirm the final handoff.
Check retries.
Test interrupted requests and retries to confirm they do not create duplicate records in the receiving system.
Product boundary
Every connector needs a defined job.
Start with one source.
A pilot begins with the system that owns the job context. That reduces matching errors and unnecessary setup.
One source recordKnown field mapping
Define the finish line.
The team agrees on the exact packet, attachment, task update, or record state that proves delivery is complete.
Named destinationVisible receipt
Validate before promising.
Additional systems are evaluated for authentication, stable access, data mapping, and commercial permission before onboarding.
Validation required
Which system owns the job today?
Bring the current handoff. We will identify what comes in, what belongs in the packet, and where completion must return.