Integrations

Connect ProjectSight and Closeout Pro

Bring Trimble ProjectSight's project records into Closeout Pro automatically — so every RFI, submittal, and inspection is already in place the moment closeout begins.

View Documentation
app.projectsight.com / closeoutpro-sync

ProjectSight — Records

RFI-118 Curtain Wall DetailClosed
Submittal 22-B ElevatorsApproved
Daily Report — Jul 8Logged

Closeout Pro — Package

RFI-118 Curtain Wall DetailSynced
Submittal 22-B ElevatorsSynced
Daily Report — Jul 8Queued
What Is Integration

What Is the ProjectSight Integration?

The ProjectSight + Closeout Pro integration keeps owner-facing capital project records connected from first RFI to final turnover. Documentation captured in ProjectSight carries straight through into a structured, searchable closeout package — with nothing re-keyed and nothing left behind.

500+

Projects Synced

45%

Faster Closeout

Real-Time

Sync

Trimble Technology Partner

What It Syncs

Connected project records. From daily work to final handover.

Automatically synchronize RFIs, submittals, daily reports, punch lists, and inspection data between ProjectSight and Closeout Pro to support a seamless closeout and turnover experience.

  • Eliminate duplicate data entry across platforms
  • Ensure closeout packages reflect the latest approved records
  • Reduce risk of missing documentation at project handover
  • Give owners a single, searchable record of the entire project
  • Keep warranty and asset data connected long after substantial completion
01

RFIs

Open, answered, and closed RFIs with full response history and attachments.

02

Submittals

Submittal log with revision status, approvals, and linked spec sections.

03

Daily Reports

Field logs and progress records tied to each closeout deliverable.

04

Punch List

Open and closed punch items with assignees, status, and photo attachments.

05

Inspections

Inspection records and sign-offs mapped to closeout requirements.

06

Contacts & Companies

Vendor directory, subcontractor contacts, and project team roster.

Workflow

From daily field records to a ready-to-hand-over package.

Closeout Pro reads your ProjectSight records as they're created and builds the closeout register automatically — flagging missing items before they become a problem at turnover.

Integration Workflow

01

Connect ProjectSight Account

Navigate to the Integrations tab in your Closeout Pro dashboard and select ProjectSight to initiate the connection.

02

Choose Project

Select the specific ProjectSight projects you wish to map to your existing Closeout Pro instances.

03

Authorize Access

Grant the necessary permissions to allow secure data transfer between the two platforms.

04

Start Synchronization

Configure your sync preferences and initiate the first automated data transfer.