CAST Strategies
Development Services

Built for Vista.
Built for You.

Off-the-shelf Vista can only take you so far. Josh's development team builds the custom reports, automations, integrations, and tools that make Vista work exactly the way your business needs it to.

Led by Josh Teele
AppXchange Specialists
Vista Web Dev
Technologies
SSRS Crystal Reports Power BI AppXchange Vista API Flat Files SQL Vista Web
01

Custom Reporting

Vista's out-of-the-box reports cover the basics — but most companies quickly find they need something more specific. Whether it's a job cost summary formatted exactly how your PMs want it, a certified payroll report for a government job, or a financial dashboard your executives can actually read, we build it.

Our primary reporting tool is SSRS (SQL Server Reporting Services), which integrates directly with Vista's database and gives us full control over layout, data, and delivery. We also work in Crystal Reports for clients who already have that infrastructure, and Power BI for teams who want interactive dashboards and self-service analytics.

If you can describe what you need to see, we can build it.

What We Build

  • Job cost & WIP reports
  • Certified payroll reports
  • AP aging & cash flow reports
  • Custom financial statements
  • Power BI dashboards & visualizations
  • Scheduled & automated report delivery
  • SSRS, Crystal Reports & Power BI
02

Process Automation

Every company has at least a handful of tasks in Vista that someone has to do manually every single day — exporting data, copying records, running the same sequence of steps over and over. It's tedious, it's error-prone, and it's exactly the kind of thing we love to eliminate.

We look at your most repetitive, time-consuming Vista workflows and figure out how to automate them. That could mean scheduled jobs that run in the background, triggers that fire when certain conditions are met, or scripts that replace a 20-step manual process with a single click. Your team gets that time back.

Common Automations

  • Scheduled data exports & file transfers
  • Automated invoice processing
  • Month-end close task sequences
  • Payroll & timesheet pre-processing
  • Custom email & alert notifications
  • Record creation & batch updates
  • CPR report generation & submission
Preferred Integration Platform

Integrations & AppXchange

Getting Vista to talk to other software used to mean expensive, complicated custom code that was hard to maintain. AppXchange changes that. It's Trimble's preferred integration platform — a modern, low-code tool that makes connecting Vista to other systems faster, cheaper, and easier to manage long-term.

Think of it as a smart connector that sits between Vista and the other tools your business uses. When something happens in one system — say, a new project gets created in ProjectSight — AppXchange can automatically push that information into Vista without anyone touching a keyboard. No double entry, no delays, no mistakes.

We're active AppXchange developers currently building integrations with ProjectSight, Salesforce, flat file systems, and CPR reporting tools. And for situations where AppXchange isn't the right fit, we also do traditional API and file-based integrations.

Active Integrations

  • ProjectSight ↔ Vista
  • Salesforce Work Orders ↔ Vista
  • Salesforce Potential Projects ↔ Vista
  • Flat File imports & exports
  • CPR (Certified Payroll) reporting

AppXchange vs. traditional API: Trimble still offers a direct API, but AppXchange is significantly more cost-effective and requires less ongoing maintenance. For most integration needs, AppXchange is the right call — and it's where Trimble is investing for the future.

Beyond the Core

From custom web applications to Vista Web portal work, our development capabilities extend well beyond standard ERP customization.

Vista Web Customizations

Portal Development

Vista Web is more than a window into your ERP — it's a platform you can extend. We build custom forms directly in the Vista Web portal that are accessible from any browser or mobile device, pushing the data your team captures straight into Vista automatically.

  • Custom data entry forms & checklists
  • Custom email notifications & alerts
  • Field-accessible workflows
  • Data pushed directly into Vista records
  • Role-based access & visibility controls

Custom Web Apps

Web Application Development

Sometimes the right solution is a standalone tool built specifically for your team. We design and build lightweight web applications for data entry, approval workflows, or reporting — purpose-built to solve a specific problem and connect back to Vista where needed.

  • Tailored data entry interfaces
  • Approval & review workflow tools
  • Field crew data capture apps
  • Vista-connected back-end
  • Browser-based, no install required

Traditional Integrations

API & File-Based

When AppXchange isn't the right fit, we build traditional integrations using Vista's API or file-based data exchange. Whether it's connecting a legacy system, a third-party payroll provider, or a custom in-house tool, we make sure data flows cleanly between Vista and the rest of your stack.

  • Vista REST API integrations
  • Flat file & CSV data exchange
  • Scheduled batch processing
  • Third-party payroll & HR systems
  • Legacy system connectivity

Things We've Built

A representative slice of the custom work we've delivered — reports, integrations, and tools built to solve specific problems for real construction clients.

Power BI · Vista

WIP & Job Cost Dashboard

Real-time job cost vs. budget across every active job, drillable by project manager, phase, and cost type — so leadership can spot overruns before they happen.

Power BI SQL Vista
Integration

DataForma Integration

Connects DataForma service management with Vista so work orders, costs, and invoicing stay in sync — keeping the service team and accounting on the same data without double entry.

DataForma Integration Vista
AppXchange

ProjectSight ↔ Vista Sync

A two-way AppXchange integration that keeps projects and changes in sync between ProjectSight and Vista — no double entry, no lag between the field and accounting.

AppXchange ProjectSight Integration
AppXchange

Salesforce ↔ Vista

Pushes Salesforce work orders and potential projects straight into Vista automatically, keeping sales and operations working from the same data.

AppXchange Salesforce Vista
Vista Web

Field Data Capture Portal

Custom Vista Web forms accessible from any browser or phone, pushing field-entered data directly into Vista records with role-based access controls.

Vista Web Custom Forms Mobile
Crystal Reports

Executive Financial Statements

Board-ready custom financial statements and AP aging reports, formatted exactly the way leadership wants to read them — built straight off the Vista database.

Crystal Reports Financials Reporting
Integration

Benefit Carrier Feeds

Automated feeds that push employee enrollment and deduction data from Vista to benefit carriers — health, dental, and retirement — eliminating manual spreadsheets and keeping every carrier in sync each cycle.

Vista Integration Benefits
Web Development

Custom Web Portals

Branded, browser-based portals for customers, vendors, or field crews — built to capture and surface exactly the right data and connect straight back to Vista, with no software to install.

Web Apps Vista Custom

Have a Problem
We Can Build Away?

If there's something tedious, broken, or just missing in your Vista environment — tell us about it. Chances are we've built something like it before, or we know exactly how to approach it.

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