improveit 360 API
improveit 360 is a CRM and business management platform built on Salesforce for home remodeling and home improvement contractors, covering lead management, appointment scheduling, quoting, project management, and invoicing and payments. An unofficial API lets you programmatically pull leads, prospects, appointments, jobs, estimates, invoices, and payments—and push updates like new leads, scheduled appointments, quotes, and project status back into improveit 360.
What is improveit 360?
improveit 360 is a CRM and business management platform built on Salesforce for home remodeling and home improvement contractors. Used by thousands of remodelers and home improvement businesses, it lets teams track, estimate, schedule, quote, report on, and manage projects in one system—spanning lead and customer management, appointment scheduling, sales and quoting, project management, online invoicing and payments, and business intelligence dashboards.
Core product areas include:
- CRM & Lead Management (duplicate lead prevention, automated activity tracking, web-to-lead and email-to-lead)
- Marketing & Communications (call center integrations, lifecycle emails, two-way texting)
- Scheduling (drag-and-drop calendars, block scheduling, mobile calendar syncing, appointment notifications)
- Project Management (Gantt-based scheduling, task dependencies, custom project templates, automated costing and progress tracking)
- Financial Tools (online invoicing with PCI-compliant payments, homeowner financing, lending, payment processing)
- Reporting & Analytics and the RemodelerGo mobile sales app (quoting, GPS navigation, mobile payments)
Common data entities:
- Leads, Prospects, Contacts, Accounts
- Appointments, Calendar Events, Sales Reps
- Quotes, Estimates, Proposals, Contracts
- Projects/Jobs, Tasks, Project Templates, Costing
- Invoices, Payments, Financing Applications
- Documents, Photos, Marketing Campaigns, Reports
The improveit 360 Integration Challenge
Remodelers run their entire sales-to-cash pipeline on improveit 360, but turning its Salesforce-based, configuration-heavy workflows into reliable API-driven automation is non-trivial:
- Salesforce platform layering: improveit 360 is a managed package on Salesforce, so its objects, custom fields, and business rules sit on top of org-specific Salesforce configuration that varies by contractor
- Per-tenant customization: Custom fields, page layouts, project templates, and reports are tailored per business—generic integrations break across orgs
- API access and licensing gates: Salesforce API access depends on edition and license tier, and many smaller contractors don't have API-enabled seats provisioned
- Mobile-first field data: Quotes, photos, and payments captured in the RemodelerGo app need careful handling to surface consistently through an API
- Authentication complexity: Salesforce OAuth, session tokens, and MFA are common in these environments and complicate headless automation
- Fragmented integrations: Payments, financing, lending, and call-center tools each plug in separately, leaving no single unified data surface
How Supergood Creates improveit 360 APIs
Supergood reverse-engineers authenticated browser flows and the underlying Salesforce-based surfaces of your improveit 360 org to deliver a resilient API layer—across leads, appointments, projects, quotes, invoices, and payments.
- Handles Salesforce OAuth, username/password, and MFA (SMS, email, TOTP) securely
- Maintains session continuity with automated refresh and change detection
- Normalizes responses across Leads, Appointments, Quotes, Projects, Invoices, and Payments so you integrate once and rely on consistent objects
- Aligns with your org's custom fields, project templates, and entitlements to ensure compliant access
Use improveit 360 with AI agents: improveit 360 MCP Server →
Getting Started
- Schedule Integration Assessment
Book a 30-minute session to confirm your modules, custom objects, and authentication model.
- Supergood Generates and Validates Your API
We deliver a production-ready improveit 360 adapter tailored to your org configuration and entitlements.
- Deploy with Monitoring
Go live with continuous monitoring and automatic adjustments as improveit 360 evolves.
API Endpoints
Authentication
/authenticateAuthenticate to an improveit 360 org using Salesforce OAuth, username/password, or MFA and obtain a session token for downstream calls.
Leads
/leadsList leads and prospects with filters for source, status, sales rep, and created date range.
Leads
/create_leadCreate a new lead or prospect with contact details, marketing source, and project interest.
Scheduling
/appointmentsRetrieve appointments and calendar events with rep, status, and date filters.
Scheduling
/create_appointmentSchedule a new appointment for a lead or job with rep assignment and notifications.
Projects
/jobsList projects and jobs with status, template, and costing details.
Billing
/invoicesPull invoices and payments with status, amount, and customer filters.
Use Cases
Sync leads and appointments into your sales stack
- Pull new leads and prospects from improveit 360 into a central warehouse or BI tool - Stream appointment and calendar events to downstream scheduling and dispatch systems - Reconcile contact and account records across marketing, sales, and CRM tools
Automate quoting and project workflows
- Push new quotes and proposals from external estimating tools into improveit 360 - Pull project, task, and costing data back for reporting and forecasting - Trigger project status updates and template-driven tasks without portal clicks
Reconcile invoicing and payments
- Sync invoices, payments, and financing applications into accounting and general ledger systems - Surface delinquent or pending balances to retention and collections workflows - Match payment processing and homeowner financing activity against job records
Unify marketing and call-center data
- Feed call-center and two-way texting activity back into lead records for attribution - Pull campaign and marketing-source data for closed-loop reporting - Keep lead status and lifecycle stage in sync across marketing automation tools
Technical Specifications
Authentication
Salesforce OAuth, username/password, and MFA (SMS, email, TOTP) handled in a managed session
Connectivity
Authenticated browser flows plus underlying Salesforce-based surfaces of your improveit 360 org
Response format
Normalized JSON across Leads, Appointments, Quotes, Projects, Invoices, and Payments objects
Rate limits
Adaptive throttling tuned to your org to stay within Salesforce platform API limits
Session management
Automatic session refresh, MFA replay handling, and credential rotation
Data freshness
Near real-time pulls for leads, appointments, and payments with optional scheduled batch syncs
Security
Encrypted credential vault, scoped access tokens, SOC 2-aligned controls, and audit logging
Webhooks
Event-style callbacks for new leads, appointment changes, project status updates, and payment events
Latency
Sub-second reads on cached entities; multi-second writes when posting through quoting and billing workflows
Throughput
Horizontally scaled workers sized to high lead and appointment volume across multiple branches
Reliability
Retry, backoff, and idempotency keys for lead creation, appointments, and payment transactions
Adaptation
Continuous monitoring of improveit 360 releases and org-specific Salesforce configuration drift
Frequently asked questions
Yes. Supergood authenticates against your improveit 360 org's authenticated surfaces and Salesforce-based objects, so you get a consistent API even when native Salesforce API seats aren't provisioned or the managed package limits direct access.
No. Supergood works with your existing improveit 360 authenticated sessions and entitlements, so you don't need to purchase additional API-enabled Salesforce seats to integrate.
Yes. Quotes, photos, and payments captured in the field surface through the same normalized API as the web platform, since they write back to the same underlying records.
Each org is profiled against its configured custom fields, page layouts, and project templates. Supergood preserves your org-specific fields and lifecycle states rather than forcing a generic schema.
Yes. The API supports both reads and writes—create leads, schedule appointments, post quotes, and update project status and payments back into improveit 360.