Integration Overview

Viewpoint Spectrum

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TopBuilder Integrations

Benefits of Viewpoint Spectrum

This robust interface ensures all your critical data is in-sync with your Spectrum ERP/Accounting software reducing data entry time and the possibility for mistakes. This integration provides the following:

  • New Jobs/Work Orders added to Spectrum when awarded
    • Includes the use of Quick Job Templates and UDF’s
  • Multiple Spectrum Company Codes
    • By Division/Location & User
  • New Customers and Contacts added to Spectrum
  • Job status updated from Spectrum (Workflow Applied)
  • Data conversion option pulls in all your Customers and Contacts from Spectrum
  • New customers and jobs added to Spectrum and added to Spectrum CRM Nightly
  • Job History, Job Financials, and Job Summary updated from Spectrum
    • Including start/end dates, and contract amounts
  • Financial Summary updated from Spectrum
  • Invoice History Updated from Spectrum
  • New customers in Spectrum added to TopBuilder
  • New Jobs added to Spectrum added to TopBuilder as Job/Lead with new workflow

Interested in learning more?

If you have any questions about our software or integrations, please schedule a one-on-one with our support team to see how we can help. 

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5/5
The customer service we’ve received with Spectrum CRM team has been top notch so far. We look forward to integrating more of TopBuilder Solutions CRM into our business."
Drew Robbins
VP Operations | JayHawk Fire Sprinklers