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Data and security

Let Rex run the back office.Your records are yours.

Headquarters connects to your CRM, accounting, photo apps and email through access you authorize. It copies the records you share, writes back approved updates and runs scheduled jobs under rules you set. You can revoke access whenever you choose.

Your tech stack

System of record

Headquarters

A copy of your records

The connection

You authorize the connection and control what's shared.

You create the connection in your own account. What Headquarters can reach depends on what you share and what each provider's permissions allow.

  1. 01

    Authorize.

    Create the connection in your own account, such as an access key in your CRM, and choose what to share. Your CRM stays the system of record.

  2. 02

    Read and copy.

    Headquarters reads what you shared and keeps a copy, so Rex can answer questions across jobs, estimates and invoices.

  3. 03

    Act and schedule.

    Approved updates and scheduled jobs run through documented integrations. Headquarters identifies itself when it connects.

  4. 04

    Revoke.

    Revoke access and the connection stops. Records already copied stay in Headquarters and remain yours.

What gets copied

Headquarters copies what your team created.

Software, templates and licensed data from your CRM vendor are excluded by design and can't be selected.

Copied.

  • Leads, jobs and job history
  • Contacts, schedules, team roles and lead sources
  • Estimates as your team wrote them
  • Invoices, payments and job financials
  • Uploaded notes, photos and documents

Left with your vendor.

  • Templates and workflow definitions
  • Licensed catalogs and pricebooks
  • Report definitions
  • Vendor software and designs

Ownership

XBuild holds your records as your service provider.

Records in Headquarters, and the connected records behind them, belong to your business. We don't sell them or use them to build products for other customers.

A standing vault.

Keep a standing copy of your records, held by XBuild or in storage you own.

A free, complete export.

Request a complete export in a standard format, with links between jobs, contacts, estimates and invoices preserved. Photos and documents arrive as original files, sent to you or to storage you own.

Questions & answers

Common questions.

Do I need a CRM to use Headquarters?

No. Headquarters can serve as your business record, and our solutions team can help import from systems you no longer use. If you do run a CRM, it stays the system of record.

Does someone have to approve every action?

No. Your rules decide which work runs on its own, like a nightly sweep of unpaid invoices, and which waits as a draft for sign-off. Access follows each person's role, and actions are logged.

Does disconnecting delete my records?

No. Revoking access stops the connection but doesn't delete records already copied into Headquarters. To request an export or ask about removal, write to privacy@x.build.

How does XBuild use my data?

To run Headquarters for your business. Our privacy policy describes how specific connections, such as Google, are handled.

Questions before you connect.

If you're planning a connection, we can walk through what will be shared before anything is set up.

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