Build Flows
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Construction stack mapper

Pick the systems you run and what slows you down. See which integrations connect them, what each one moves, and which three to build first. Runs in your browser; share the result with a link.

1. What do you run?

Showing an example stack. Change it to yours.

ERP & accounting
Project management
Scheduling
Estimating & field
CRM
Reporting
Files & spreadsheets

2. What hurts?

Your stack, connected

Hover or select a flow to see what moves. Dashed nodes are recommended additions.

PROJECT MANAGEMENTProcoreERP & ACCOUNTINGViewpoint VistaRecommended · REPORTINGFabric + Power BISCHEDULINGPrimavera P6CRMHubSpotFILES & SPREADSHEETSExcelRecommended · AI LAYERMCP + governed agents

Scroll the map sideways to see all of it.

Flow detail

Nightly reporting model

What moves
Cost, commitments, change orders, billing and project data, matched across systems with a crosswalk and checked before anything publishes.
How often
Nightly, refreshed only when data-quality checks pass
What it saves
Assembling the monthly or WIP report by hand, and arguing about whose numbers are right.

Go deeper

Your first three builds

Ranked by the pains you picked and how much each flow unlocks for the next. A starting point for a conversation, not a quote.

  1. Build 1

    Nightly reporting model

    Addresses: Slow month-end and WIP, No single view of job health

    Start with: Pick the one report people wait for, map its sources, and rebuild it on a nightly pipeline.

    Procore data in Power BI

  2. Build 2

    Project management ↔ ERP sync

    Addresses: Slow month-end and WIP

    Start with: Agree the system of record for each object and build the job and cost-code crosswalk.

    Procore and Vista integration

  3. Build 3

    Schedule next to cost

    Addresses: No single view of job health

    Start with: Match schedule projects to accounting jobs and add schedule health beside cost in one report.

    Schedule data in your reporting

Next step

Walk through this map with Charley

Thirty minutes on your systems, which flow to build first, and whether there is a practical fit. Or send the map as a brief and get a written response.

Book a 30-minute call Send this map as a brief

Frequently asked questions

How are the flows chosen?

Each flow is a pattern we build regularly, such as project management to ERP sync, a nightly reporting model, or schedule data next to cost. A flow appears when you run systems on both ends. Recommended nodes (dashed) appear where a flow needs a destination you don't have yet. The ranking weights the pains you pick.

Is my selection sent anywhere?

No. The map runs in your browser. Your selection lives in the page address so you can share it. Nothing is sent unless you choose to send the map as a brief.

Does the plan include timelines or prices?

No. Scope depends on your data, access, and how each system is configured. The plan is a starting order for a conversation, not a quote.