Repeatable project setup
Build reusable templates for different home types and project types, order the included work, and choose the best template when a CRM deal becomes a project.
Standalone project and field operations
Run CRM, projects, tasks, calendars, work orders, field photos, files, workforce time, costs, and integrations as a standalone workspace with no home showroom required.
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Barton Digital Project Operations gives contractors, builders, and service companies a shared operational record without requiring a public showroom. Work can start in CRM or directly as a project, then carry ordered items, tasks, milestones, calendars, work orders, assignees, photos, files, forms, assets, and financial information through completion.
See the workflow before you sign up
No account, sales call or app download needed. This is an interactive workflow illustration, not a connected company workspace.
Step 1 of 3
Start a project directly or carry a won CRM opportunity into a repeatable project template.
Sample information only. Actions stay in this page and cannot change records, send messages or create charges.
Try the example action to see what happens next.
Build reusable templates for different home types and project types, order the included work, and choose the best template when a CRM deal becomes a project.
Assign tasks and work orders to employees, set priority and due dates, use individual calendars, and let management review the full company schedule.
Track estimated and actual values, work-order costs, project financial details, purchase information, and accounting synchronization status.
Employees can clock in, record breaks, link time to work, and submit time for manager approval before an authorized Gusto synchronization.
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Connections with clear expectations
QuickBooks workflows require company authorization and supported record types. Stripe handles subscription checkout. Separate provider accounts and charges may apply; these names do not imply endorsement.
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Frequently asked questions
Yes. Project Operations is a standalone subscription for CRM, customers, projects, work orders, scheduling, time, files, reporting, and supported integrations. It does not include or display a public home showroom or model catalog.
Yes. Template matching can use both the home type and project type, with a generic fallback when an exact template is not available.
Yes. Field employees can view their assigned tasks and schedule. Management roles can review a broader calendar across the company, subject to role permissions.
Yes. Archived work orders remain available through search and an include-archived filter. Authorized users can restore them if needed.
The platform includes tenant-specific Gusto OAuth, employee or contractor mapping, approved shift synchronization, and payroll-period sync controls. Live payroll use requires Barton’s Gusto production approval and each company must authorize its own Gusto account.
Yes. Each company authorizes its own QuickBooks Online connection. Authorized users can queue customer records, customer sub-projects, estimates, invoices, linked payments, vendors, and purchase orders through a retry-safe background process. Project contract, invoicing, payment, committed-cost, actual-cost, margin, external IDs, and sync errors remain visible in the company workspace.