Connect

Keep every tool you have.

Foreman reads your booking system, point of sale, books & ad accounts & builds one record per customer.

BookingPaymentsPayrollBooksAdsCustomer listMaria RiveraOne customer(469) 555-0142[email protected]SourceGoogle AdsCost$41Value$2,340EXAMPLE DATA

Six questions

Six questions on the first call.

You tell us what you run. That is the whole discovery.

  1. 1

    What do you book in?

    The calendar & who is already a customer.

  2. 2

    What do you take payment in?

    Tickets, deposits & refunds, so a booked job becomes a paid one.

  3. 3

    What do you run payroll & the time clock on?

    Labor, so a busy day shows what it cost.

  4. 4

    Where do you keep the books?

    Invoices, paid status & costs.

  5. 5

    Where do you run ads, & what tracks calls?

    Spend & the source of every lead.

  6. 6

    Where does the customer list live, & how many locations?

    Who to unify, & one view per location.

Each answer is looked up in the catalogue & lands in one of three outcomes. You hear which one on the same call.

Three honest outcomes

Every tool lands in one of three places.

We would rather tell you which one on the call than find out at setup.

API

Connected

A public or customer-granted API exists. Foreman connects it during setup & names exactly which objects it reads, such as customers, appointments, invoices & ad spend. 279 of the 329 tools in the catalogue list a verified API. A tool is marked Connected only after an adapter has synced for a real business, which is 0 today.

Plan or partner

Partner or plan

Access depends on your plan or a program Foreman must join. We say so on the call, check your plan, file the partner request that week with a status you can see, & read scheduled exports in the meantime.

Export

Export

No usable API (12 tools have none verified, 38 more are on request). A weekly report goes to a Foreman inbox address, we confirm the parser on the first file, & the Monday report marks which lines came from an export.

One customer record

Same person, three tools, one record.

Foreman joins customers by phone & email across your tools. Every number on the record carries the system & id it came from, so you can trace it back.

Booking toolM. Rivera469-555-0142
PaymentsMaria R.[email protected]
Ad clickNew lead(469) 555-0142

One customer record, example

Maria Rivera

Phone & email
Joined, one person
Source
Google Ads, click to text
Paid
3 invoices, $2,140
Traces to
Booking #4821, payment, ad click

What we never do

Keep your tools. Keep your control.

  • Ask you to switch tools. Foreman reads the ones you run & does not replace them.
  • Write to a tool unless you allow it. Access is read-only by default.
  • Store card numbers or the passwords to your tools.
  • Say a connection works before it has synced. Until then the integrations page says what a tool covers & how we would read it.
  • Charge you to disconnect. You can revoke access at the tool, any time.

Catalogue

Look up your tools.

329 tools across 11 categories. We confirm what each connection covers before you sign & build it during setup.

Questions.

Do I have to switch tools?

No. Foreman reads the booking, payment, books & ad tools you already run & builds one record per customer on top. It does not replace them.

What if my tool has no API?

Then it is an export. A scheduled report goes to a Foreman inbox address, we confirm the parser on the first file, & the Monday report marks which lines came from an export. We also log an API request with the vendor.

How often does it sync?

It depends on the tool. Where a tool offers webhooks, bookings arrive as they happen. Books & payroll are read on a nightly schedule. We tell you the schedule per tool before you sign, & the Monday report shows when each source last synced.

Can I disconnect?

Yes, any time. Access is read-only by default & you can revoke it at the tool itself. When the account ends we delete your data after 30 days, as the privacy policy sets out.

Who sees my data?

Our staff, under access controls, when needed to deliver or support the service. Hosting & other subprocessors are listed on the privacy page, & what we read & store is set out on the security page.

See what your customers are worth.

A 20 minute call. You tell us the tools you run, we tell you what each connection covers & what Foreman would show you each Monday.