Ensite is a site survey provider that allows sales reps to streamline site data collection and speed up project timelines. By integrating Ensite with SubcontractorHub, your team can request site surveys directly from within proposals, saving time and reducing manual coordination.
This article walks you through the steps to integrate your Ensite account with SubcontractorHub. Once the integration is complete, you’ll also need to enable the Ensite Site Survey setting to make the scheduling option available in proposals.
Step 1: Go to “Manage Integrations” and then click “Integrations”.
Step 2: Navigate to “Ensite Site Survey” and click “Connect”.
Step 3: Enter Base URL, Client ID, Username and Password. Click “Submit”.
Ensiite Site Survey is now connected to your organization.
Note: You can access Ensite Site Survey after creating your proposal by clicking the “Schedule Site Survey” button. This button becomes available after the proposal reaches the Closed Won Documents Signed stage.
