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Contractor workflow integrations

Connect ProJobCalc to the tools that run the job.

ProJobCalc is being built as an automation-friendly contractor platform: proposals, client views, signatures, invoices, payments, and voice-to-bid drafts all map to a clear integration contract.

Start freeView JSON manifestView OpenAPI

12

stable routes

6

event types

8

builders

proposal.created

A new draft proposal was created from the dashboard, API, voice capture, or estimate conversion.

proposal.sent

A proposal was sent to a client by email, SMS, or share link.

proposal.viewed

The client opened a tracked proposal link or view pixel.

proposal.signed

The client accepted and signed a public proposal.

CRM follow-up

Create or update deals when proposals are created, sent, viewed, signed, won, or lost.

Accounting sync

Push invoices, deposits, paid status, and monthly revenue records into finance workflows.

Field operations

Notify owners and crew leads when a client signs, pays, or opens a proposal after hours.

Integration recipes

Start from a workflow, not a blank webhook.

These recipes are published in the JSON manifest and OpenAPI extension so builders can turn common contractor workflows into automations without reverse-engineering the product.

proposal.viewedproposal.sentproposal.viewed

Viewed proposal follow-up

Notify the estimator and create a same-day follow-up task when a client opens a proposal.

  1. Receive proposal.viewed with proposalId, status, viewedAt, and viewCount.
  2. Move the CRM deal to Viewed or Hot Lead.
  3. Post a Slack or SMS-style alert to the estimator with the proposal link and view count.
Zapier webhooksHubSpot custom code actionsSlack incoming notifications
proposal.signedproposal.signedinvoice.created

Signed proposal kickoff

Turn an accepted proposal into invoice, folder, and crew-kickoff work without waiting for manual admin.

  1. Receive proposal.signed with proposalId, signedBy, and signedAt.
  2. Create or update the customer/project record in the shop CRM.
  3. Create a deposit invoice or invoice draft from the won proposal amount.
Make custom webhooksn8n HTTP RequestPipedream workflows
payment.receivedinvoice.createdpayment.received

Payment bookkeeping handoff

Reconcile Stripe payments against invoices and keep accounting exports current.

  1. Receive payment.received with invoiceId, proposalId, amountPaid, paidAt, and provider.
  2. Mark the related accounting row or invoice as paid.
  3. Append the transaction to a monthly revenue sheet with source, amount, and paid date.
QuickBooks middlewareGoogle Sheets app scriptsPipedream workflows
POST /api/voice/transcribe-bidproposal.created

Voice bid review queue

Route voice-to-bid drafts into a review queue so field notes become clean proposals.

  1. Send field audio to the voice-to-bid draft endpoint from an authenticated workflow.
  2. Capture the transcript, extracted scope, materials, labor, and draftProposalId.
  3. Add a review row for the estimator with missing fields and confidence notes.
n8n HTTP RequestPipedream workflowsGoogle Sheets app scripts
Contract-first API posture

Built for Zapier now, durable APIs next.

The manifest publishes route names, methods, event payload examples, HMAC signing guidance, and automation targets so integration work can start before every private API-key surface is turned on.

GET

List proposals

/api/proposals?all=1
POST

Create proposal

/api/proposals
PATCH

Update proposal status

/api/proposals/{id}/status
POST

Create client share link

/api/proposals/{id}/share
GET

Read proposal events

/api/proposals/{id}/events
GET

List invoices

/api/invoices

Compatible with contractor automation stacks.

Zapier webhooksMake custom webhooksn8n HTTP RequestPipedream workflowsHubSpot custom code actionsQuickBooks middlewareGoogle Sheets app scriptsSlack incoming notifications

Release readiness note

ProJobCalc already exposes dashboard-backed proposal, invoice, voice, share, signature, Stripe, and Twilio surfaces. The public manifest makes those capabilities easier to evaluate, document, and wire into launch partner workflows.

JSON manifestOpenAPI 3.1

Integration FAQ

Clear answers for builders and buyers.

Is the ProJobCalc API live today?

Public API metadata is live today through the JSON manifest and OpenAPI 3.1 spec. Authenticated data routes are dashboard-session backed now, with API-key automation planned for Zapier, Make, n8n, Pipedream, and private backend workflows.

Which webhook events should builders start with?

Start with proposal.created, proposal.sent, proposal.viewed, proposal.signed, invoice.created, and payment.received. Those events cover the core contractor workflow from bid creation through payment.

Does ProJobCalc directly sync with QuickBooks?

Direct QuickBooks Online sync is not live yet. CSV export, invoice routes, payment events, and the OpenAPI contract are the current handoff surfaces for accounting middleware and custom workflows.

Can I connect ProJobCalc to a CRM or spreadsheet?

Yes. The public contract documents proposal events, invoice surfaces, and workflow recipes for CRM deals, follow-up tasks, Slack alerts, and Google Sheets-style export rows.