PINS + Viewpoint Vista
Compliance Automation You Can Trust With Confidence
This feature automatically pulls the company name and email for the main point of contact from Trimble Viewpoint Vista into PINS. If the Vendor's company name is updated within Vista, then the update will automatically be reflected in PINS.
This feature automatically pulls the job name and number from Vista into PINS. Changes and deletions of jobs within Trimble Viewpoint Vista will automatically trigger a warranty period for the record within PINS.
This feature automatically pulls the company name, contact email, and subcontract number from Trimble Viewpoint Vista into PINS.
This feature automatically pulls the desired record status for a given Insured from PINS and uses that information to update the compliance notes within Trimble Viewpoint Vista. This runner includes configuration options during the implementation phase to ensure that policy, document, and record statuses within PINS are properly mapped to compliance codes within Vista.
This feature automatically updates vendor compliance within Trimble Viewpoint Vista based on the overall status of the insured within PINS.
Compliance Automation You Can Trust With Confidence
Easy Interface
Subcontractors, vendors, drivers, and agents can all easily log into PINS to provide Insurance documentation, at no extra cost.
Email Automation
Automatically set renewal emails to trigger whenever renewals are needed, looping in Agents and Insureds for seamless updating.
Insurance Templates
Create Insurance Requirements as Templates that can be applied across groups, or Projects, saving time and increasing compliance.
Important Notes
- This integration is built, sold, and supported by PINS using App Xchange.
- A subscription to PINS is required for this integration (not sold by Trimble). If you are not a customer, and do not have any sales conversations in motion, we can help with an introduction to their biz-ops sales experts. Let’s talk.
- On-prem users: Data Xchange does not guarantee version support for either system beyond the current version available and the previously available version. Older versions may still work, but are not actively supported and may become obsolete.
Helpful Resources:
Built on App Xchange
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