Hubspot Integration for Construction Business

Job ID: 39756869

Budget: $750 – $1,500 USD

I am looking to integrate Hubspot in my construction company. I would like it to keep track of all leads in, calculate jobs closed and give me at a glance perspectives into which advertising dollars are being spent best based on leads in, appointments scheduled, jobs closed vs lost and performance metrics for each rep with regards to their closing percentages etc. I would also like to replace my current estimating software with this, but I need to put controls in place for my reps so they are no longer guessing at pricing and margins. I would like these estimates to come from the sqft measurements they input for various service we offer but then have all the costs and labor already calculated so the final costs would already have my desired profit margins baked in. On top of that I would like this number to be sent to pandadocs where it would take that information and upload it to a custom template so that i could show homeowners 3 distinct offer packages based on the sqft measurements and multiple items from my reps meeting and populate 3 tiered packages they could choose from. With their selection I would want to be able to select that one, have them have the agreement ready to sign right there on the spot ( so the information from what they choose would have to push to the contract). The idea is to get my reps to be able to give an estimate right there and close the job, the customer to get the signed agreement back and that based on the package amount they select the proposal agreement they sign would already have their progress payment amounts calculated. I also have zapier which can be used to push information as needed but would prefer to have as much of this done within just these two systems as possible.