Heritage Integration: Browse & Order Materials

Heritage Pool Supply provides pool and spa products across the United States. Use the JobTread + Heritage integration to browse catalog items, add materials directly to your budgets, and place orders without leaving JobTread, helping you keep pricing accurate and streamline your estimating and purchasing workflow.

Get Started

1. Navigate to the Integrations tab within Settings to connect your HeritagePlus account.
2. Open a Job Budget and use the Global Catalog to browse Heritage products.
3. Add items to your budget and use a mass action to refresh pricing as needed.
4. Link to your existing cost items or add new products to your catalog.
5. Create and submit a Heritage Vendor Order for delivery or pickup.