TopBuilder Enhances Capabilities with Autodesk Construction Cloud Integration

TopBuilder Solutions
October 19, 2023


Tina Merritt


TopBuilder Enhances Capabilities with Autodesk Construction Cloud Integration

Integrating with Autodesk Construction Cloud gives TopBuilder customers a new unified view to keep their crews aligned and manage jobs efficiently and effectively.


HOUSTON, TEXAS – TopBuilder Solutions is pleased to announce a new integration with Autodesk Construction Cloud, a portfolio of software and services that combines advanced technology, a builders network and predictive insights for construction teams.


Now, project stakeholders can access TopBuilder’s CRM and preconstruction software directly within their Autodesk Build Insights or BIM 360 Project Home dashboards. The new integration will help customers keep their teams and business partners on the same page by centralizing their sales and marketing information alongside their critical project information and workflows in Autodesk Construction Cloud.

“We’re excited about this integration with Autodesk Construction Cloud because it will allow customers to electronically capture, organize by job, and score bid invitations within Autodesk Construction Cloud,” said Dave Knowles, Founder & President at TopBuilder “This adds tremendous value to the preconstruction process.”

“Lack of alignment between construction crews and stakeholders can create inefficiencies and unnecessary friction across the project,” said James Cook, director, industry and technology partnerships, Autodesk Construction Solutions. “TopBuilder’s new integration with Autodesk Construction Cloud will help users consider key project metrics and data as they manage customer relationships, which is key to smooth project delivery and winning repeat business.”

TopBuilder customers can learn more about this integration by contacting their TopBuilder representative or by visiting:


TopBuilder, established in 2011, provides sales, marketing, and quoting software to specialty contractors and the construction industry. TopBuilder has distinguished themselves in the construction software industry by building the best implementation and customer service programs to help customers maximize their software and optimize their businesses.


Autodesk, Autodesk Build, Autodesk Construction Cloud, and BIM 360 are registered trademarks or trademarks of Autodesk, Inc., in the USA and/or other countries. All other brand names, product names, or trademarks belong to their respective holders.

Upcoming Trade Shows

NECA | October 16 – 18, 2022
Austin Convention Center | Austin, Texas
Visit us at booth 2841
Play to Win Sponsor – Collect a stamp from our booth for your chance to win a raffle!

Groundbreak – 2022 Construction Technology Conference | November 8 – 10, 2022
Ernest N. Morial Convention Center | New Orleans, Louisiana
Visit us at booth 506
TopBuilder is a proud Silver Sponsor!

NAHB International Builder’s Show – IBS 2023 | January 31 – February 3, 2023
Las Vegas Convention Center | Las Vegas, Nevada
Visit us at booth W1255

Defining, tracking, and setting KPIs has never been easier

Construction companies and home builders that do not effectively define and track key performance indicators (KPIs) often fail to meet sales targets linked to their strategic plan, incurring unnecessary sales and marketing expenses. Failing to track your company’s progress can lead to missed sales targets that often are not realized until it is too late to adjust.

Companies that effectively implement and monitor KPIs, using the right tools, see a significant increase in sales and a reduction in costs. They can respond to a changing marketplace by focusing or refocusing their strategies, teams, and marketing dollars in the right areas. TopBuilder makes it easy to define, track, and analyze KPIs in real-time – across your entire organization.

Our analysis tool starts with historical data to identify and define realistic KPIs for your sales, marketing, and operational teams. Companies can get sidetracked if they’re not tracking the right data points or too many data points. We make it easy to drill down to the key indicators for the organization, the divisions, and the team members, establishing annual, quarterly, and monthly metrics.

In real-time, you can monitor progress and identify trends, measuring your KPIs by revenue, sales volume, and conversions. We provide an easy-to-use dashboard to monitor your progress as well as send a daily KPI report directly to your inbox – keeping KPIs at the forefront.

What makes TopBuilder the #1 CRM in Construction

TopBuilder is not just a CRM for construction, we provide all the tools needed to increasing collaboration, communication, organization, efficiency, sales, and profitability throughout the entire business development process. From bid scoring, bid tracking, quoting, job/appointment scheduling, workflow to post job follow-up.

To accomplish this, we obtain input from over 1,000 construction companies a year through trade shows, speaking engagements, webinars, and demos. And we have real-world experience with former positions in construction, engineering, and global/enterprise CRM management.

Any side-by-side comparison with competitive software will clearly show that TopBuilder is unmatched.

Topbuilder Comparison Table

Easy Implementation – Our implementation plan includes consolidating, deduping, and cleansing your data from multiple data sources and systems, branding your emails, and blacklist/spam report checks on your company’s domain.

Seamless Integration – Our software integrates with the calendar and email system of your choice (Outlook, Google, Apple, Yahoo – just name it). All notifications go directly to your calendar – so everything is in one place and synchronized through the cloud – no plug ins. This includes all bids due dates, appointments, tasks, projects, scheduled crews/subs, follow-up plans, and alerts.

Our software integrates with dozens of the leading accounting, ERP, project management, estimating, and lead generation applications.

Frequent Enhancements and New Features – We never stop improving with major and minor enhancements and new features deployed each month based on the changing needs of our customers and the marketplace.

Unlimited Training – We provide our customers with live daily training classes and unlimited email and phone support at no additional cost. We also extend complimentary custom training courses and CRM best practices led by our CRM experts with over 35 years of industry experience.

Competitive Pricing – Our prices are competitive to the marketplace, and we are loyal to our customers – never having raised our prices.

At TopBuilder, we stand by our product, using our software every day and following our own best practices. And while we listen to our customers, we also answer to them as a 100% employee-owned company proven with 14 years of continuous growth.


The Benefits of CRM Preconstruction Software

When quoting a construction job, using a manual process or outdated technology is time-consuming, produces sloppy, unprofessional quotes, and leads to costly mistakes. TopBuilder’s cloud-based CRM preconstruction software allows you to quickly and accurately create, track, and follow up on quotes and proposals, reducing the time by 85%. And it’s proven to increase the closure rate by 10% through complete and accurate quotes.

Top Builder CRM Quote Preview

Some key benefits to TopBuilder’s preconstruction software include: 

  • Produce quotes directly from the Lead in TopBuilder which automatically populates the customer, contact, and job information.
  • Create quotes easily with the familiar Excel-like worksheet that allows the estimator to select items and quantities to be included as well as adjust costs, markup, price, and add notes.

Quote Worksheet

  • Get a summary of the items selected including the cost, overall markup, applied discounts, and tasks as quotes are built. 
  • Streamline the quoting process and ensure no items are omitted, by saving quotes in Assemblies with default quantities and pricing. 
  • Reduce time and eliminate mistakes by copying an existing quote for similar or existing clients.
  • Generate complete and professional proposals that can include attachments such as project specifications and designs, the scope of work, cover letter, job photos, inclusions/exclusions, and addendums in Excel, PDFs, Word, etc.
  • Customize your quote design with your company’s logo and your custom template. Or, add your logo to one of the many quote templates on the site. 
  • View, download, print or email a completed, professionally designed quote PDF to send directly to your customer for electronic signature with real-time tracking and alerts so you know when the quote was received, reviewed, and accepted or declined.  

Quote Tracking


Job Scheduling & Calendar Integration

TopBuilder |  03.10.2022

12. Scheduling & Monitoring

We are launching all-new scheduling capabilities! Last year we released the ability to sync TopBuilder with your Outlook, Gmail, and Apple Mail accounts. This year, we are building on that functionality with new interfaces, new drag-and-drop capabilities, and easier appointment management. We invite you to join us on Thursday, March 10th to see these new features! This webinar will explain each new feature in detail and how it can help your team.
Construction Webinar | Recording
Discover TopBuilder’s New Key Performance Indicators Software.