Native Salesforce Construction Project Management Platform
TaskRay gives construction companies a native Salesforce project management platform that connects estimating, project delivery, and client communication in one place. No bolt-ons. No workarounds.
2×Faster onboarding
50%Less onboarding time
+15%CSAT & NPS boost
Salesforce NativeConstruction Project TrackingNo Data MigrationKanban & Gantt Views
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Can Salesforce Do Project Management for Construction?
Yes. TaskRay makes it possible.
TaskRay is built 100% natively inside Salesforce, giving construction companies a single platform to run sales, project delivery, and client communication without switching tools.
Enterprise Data Security
As a 100% Salesforce-native app, all data lives inside your Salesforce org. Zero external access, full compliance. The safest salesforce onboarding solution on the market.
Built for Construction Workflows
From bid won to project closeout, TaskRay maps directly to how construction teams work — milestones, subcontractors, inspections, and client sign-offs.
Automate Project Kickoffs
The moment a deal closes in Salesforce, TaskRay auto-launches your construction project template, assigning tasks, setting deadlines, and notifying the crew. No manual setup.
Crew & Resource Planning
Assign field crews, subcontractors, and project managers based on availability and skills. Forecast capacity across multiple active construction projects simultaneously.
Real-Time Project Visibility
Track progress across every active job site from a single Salesforce dashboard. Spot delays, resource conflicts, and budget risks before they become escalations.
Real-Time Project Visibility
Give owners, clients, and inspectors a branded portal to track project milestones, approve deliverables, and submit documents. All connected back to Salesforce.
The Salesforce Construction Project Flow
How TaskRay's Salesforce Construction Software Works
From signed contract to project closeout, all managed inside your existing Salesforce environment. No new tools to learn.
1
Contract Signed in Salesforce
TaskRay detects the closed opportunity and instantly triggers your construction project template. No manual data entry.
2
Project Spins Up Automatically
Tasks, milestones, crew assignments, and subcontractor deadlines all populate from your pre-built construction template.
3
Team & Clients Collaborate
Field crews, PMs, owners, and clients all work from the same live project, natively inside or alongside Salesforce.
4
Project Closes, Data Stays
Final inspections, punch lists, and closeout documents all captured in Salesforce, ready for future bids and reporting.
Salesforce Construction Tools & Features
Everything a Construction Company Needs Inside Salesforce
TaskRay brings together the project management components construction teams need, from automated project setup to real-time crew tracking and client portals.
Project Setup
Construction Project Templates
Pre-built templates for general contracting, heavy construction, and specialty trades. Every job starts the same right way, every time.
✓ Templated milestones for each project phase
✓ Auto-assign crew roles on project creation
✓ Trigger from Salesforce opportunity stage
✓ Template versioning and rollout tools
Project Views
Gantt Charts & Kanban Boards
Manage construction schedules the way PMs think. Switch between interactive Gantt timelines, Kanban task boards, and portfolio views across all active jobs.
✓ Drag-and-drop Gantt scheduling
✓ Dependency tracking across phases
✓ Multi-project portfolio view
✓ Calendar and list views included
Client Portal
Owner & Client Collaboration Hub
Give project owners a live window into progress without extra logins. Approve submittals, review milestones, and upload documents. All connected to Salesforce.
✓ Branded external client portal
✓ Submittal reviews and approvals
✓ Document uploads and sign-offs
✓ Automated milestone notifications
Resource Management
Crew & Subcontractor Planning
Assign crews, subs, and PMs based on real-time availability. Forecast capacity across all active construction projects to avoid over-allocation and costly delays.
✓ Visual resource planner across all jobs
✓ Skill and certification-based assignment
✓ Subcontractor workload tracking
✓ Capacity forecasting and alerts
Analytics
Construction Project Dashboards
Track every active job from a single Salesforce view. See project health, % complete, budget variance, and open RFIs in real time, at the portfolio level.
✓ Project health and risk scores
✓ Budget vs. actuals tracking
✓ On-time completion rates
✓ Custom Salesforce reports and dashboards
AI + Agentforce
AI-Powered Construction PM
Combine TaskRay with Salesforce Agentforce to proactively flag project risks, auto-prioritize crew tasks, and surface schedule conflicts before they escalate on the job site.
✓ AI-driven risk and delay detection
✓ Automated task prioritization
✓ Intelligent crew rebalancing
✓ Natural language project queries
Everything a Construction Company Needs Inside Salesforce
TaskRay brings together the project management components construction teams need inside Salesforce. From automated project templates to crew planning to client collaboration.
What to Expect
Your personalized construction demo
In 30 minutes, you'll see exactly how TaskRay fits your construction workflows inside Salesforce. No generic slides. No fluff.
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