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Construction business software

Move your construction data into HHM Core PM

Bring the job details and cost lists your team needs. Keep copies of your project files.

Built by active general contractors and master tradesmen, from real project management.

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How it works

Bring over the people and job records you need, then start with one project.

Gather your contacts, cost lists, templates, supplier details, and active-job files.

  1. Choose the records to keep. Review your cost codes, price lists, estimate templates, people, and job details.

  2. Set up your company. Add your company details, load starter templates, and assign people to the right projects.

  3. Run your first job. Check the estimate, schedule, daily logs, approvals and client view before moving more jobs.

  4. Keep your job history. Share the job's estimates, photos, and files with the people who need them.

Project setup help explains the steps.

HHM Core PM team · Updated October 6, 2026

Set up your company and people

Get your team ready. Use the Getting started checklist for profiles, assigned jobs, Dashboard, and Chat.

Make it your company

Add your logo and business contact information.

Offer financing

Add Foundation Finance or your own lender’s application link to the quote.

Invite your people

Add people, choose their roles, and send invitations.

Start your first project

Choose a template or start blank. Add the address, work, and project team.

Bring your cost list, people and job files

People

Gather contact details, roles, and project assignments before inviting people.

Cost lists and templates

Start with 80 ready-to-edit templates for common jobs. Check your units, quantities, and current prices before using a cost list or template.

Supplier catalogs by CSV

Bring a supplier catalog CSV. Check its columns, supplier names, item numbers, units, and prices before estimating.

Photos

Add job photos to the project with the location, trade, date, and work shown.

Check the first import. Review what you bring into HHM Core PM before moving more work. Get the free starter pack for checklists and a cost-code list.

Check your first job before the crew starts

Review the first job. Confirm the customer, address, people, estimate, signed proposal, and Schedule before ordering materials.

Follow each job step for the full process, from inquiry through handover and warranty.

Take your data with you

Project CSV export

Open the project overview and choose Export project CSV. Save the file and check it before using it elsewhere.

Signed proposal PDFs

Download signed proposal PDFs with the exported job details.

Documents

Keep the project Documents you need. Store the CSV with PDFs and photos so the job stays together.

Get ready for your first job

Check what you bring

Check formats, quantities, prices, roles, and assignments before using imported details.

Confirm how the work will run

Keep the team in charge. PM retries photo uploads when the signal is weak, and HHM Intelligence drafts text and photo guidance for review.

Check what your plan includes

Set up customer tools before their inquiries or appointments appear in PM. Review the customer history from the lead. See how the tools work together.

Questions before you switch

Can I leave?

Plans are month to month. You can cancel anytime from Billing and export any project as CSV.

Is it hard to learn?

Each person sees tools for their role and assigned projects. An administrator completes Onboarding, then the team tries one real job.

Can I get my data out?

Open the project overview and export the CSV. Keep it with signed PDFs and downloaded Documents.

Do I have to pay for leads that don't turn into jobs?

Unbooked HHM leads are free, with no monthly cap. You pay $69 only when HHM already booked the appointment before offering it. Each lead goes to one contractor and is never shared. See the published lead program terms for details.

Does it work with a weak signal on site?

PM compresses project photos and tries each upload three times. Failed uploads stay selected until the signal improves.

Keep the job moving

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Related pages

Contractor project management softwareConstruction scheduling softwareContractor CRM softwareEstimate templates for contractors

Start your next job in HHM Core PM.