BuildOps for Finance

Know where every dollar stands

Stop chasing paperwork after the job is done. BuildOps connects labor hours, materials, and invoicing to every job as work is logged, so finance sees what's happening mid-job, not weeks later.

Job report interface showing Jefferson Highschool project details and invoice generation options.
2x
Faster invoicing
75%
Time Saved In Receivables
50%
Increase in Revenue

PEOPLE OVER PAPERWORK

Your numbers should match the work

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Bill the day the job closes

Labor hours, materials, notes, and progress come in from the field and tie to pay apps. Ready when the work closes, not weeks later.

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Stop cleaning up data

What field teams log on-site flows straight to invoicing or job costing. No re-keying, no chasing, no end-of-week surprises.

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See the margin mid-job

Know if a job is making or losing money while the work is happening — whether it's a service call or a multi-month project — not weeks later in a spreadsheet.

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Built for the trades, not the masses

BuildOps was designed for commercial service and project billing — T&M, fixed price, progress billing, AIA pay apps, and service agreements. Not adapted from tools built for someone else's business.

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Field and office on the same number

Every hour, every part, every PO ties back to the job. Finance and ops finally agree on the same data.

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OpsAI handles the manual steps

Invoice Summary Generation creates billing descriptions automatically. Bulk Payment Recognition matches incoming payments to open invoices.

ALL IN ONE PLACE

One system. The whole job

Projects, in real time

From contract to closeout, the BuildOps gives you the financial and field visibility that multi-phase commercial construction demands.

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Field Execution
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Resource Planning
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Document Control
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Materials & Subcontracts
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Project Financials
Purchase order auto-filled screen showing vendor Greybar, item OEM Replacement Fan Blade, ship to Warehouse, and date Nov 22.

Service that scales

Every service job on track from first dispatch to final invoice. Match the right tech to the right call, track SLAs, manage assets, and close out work orders without the fire drill.

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Work Order Closeout
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Asset Management
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Preventative Maintenance
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Schedule & Dispatch
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Purchasing & Inventory
Maintenance dashboard showing scheduled service tasks for properties including Fortinos, Outpatient Center, and Yum Brand.

Field to invoice

Labor hours, materials, and POs flow from the field to the books as work completes. Invoices go out the day the job closes, not three weeks later. Stop chasing paper and let the money follow the work.

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Invoicing
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Procurement & Inventory
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Time Tracking
Software interface showing job report for Jefferson Highschool with options to generate invoice and select data range.

Quote to close

Quote faster. Follow up before the customer calls someone else. Close the work and hand it to ops with full context so nothing gets dropped.

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Quote to Contract
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Customer Relationship Mgmt
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Sales Pipeline Management
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Pull Through Work
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Sales to Operations Handoff
Quote 1282 for RTU replacement showing pricing details including installation hours and costs.

AI that's built in, not bolted on

OpsAI is built into your workflows. It summarizes field activity — from service visits to daily reports — so your team gets the story without reading every entry. Less time on admin, more time on the work.

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OpsAI for Field
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OpsAI for Service
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OpsAI for Finance
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OpsAI for Sales
Digital job summary screen showing an OpsAI summary for AC unit service with options to save or sign and submit.

What Changes

Get paid faster. See the real cost

Invoices and pay apps go out when work closes

One contractor cut billing time from 30 days to 8. Another went from 120-day receivables to 30. The difference: service invoicing and progress billing that move with the work.

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See WIP before month-end

Track labor hours, materials, and subcontractor costs by phase as work happens — so Controllers can trust WIP reports before the close, not after.

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Your ERP stays clean without the cleanup

Field data syncs to your ERP automatically. No double entry. No mismatched GL codes. No month-end fire drills to fix what should have been right from the start.

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Hours come in right the first time

Time comes in from the field with the right job, the right rate, and the right code. Export it to payroll without rekeying or arguing over hours.

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"We've cut down our receivables from about 120 days to 30 days on average. BuildOps is infinitely better than any system we've used. We're able to see the big picture all in one place no matter where we are."

Jonathan Clark,
Omnia
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What makes BuildOps different

Built from the ground up for contractors who run projects, service, and everything in between. Not adapted. Made for the work.

Commercial work isn't an add‑on

Most platforms started in residential and stretched to fit. BuildOps starts with the complexity of commercial work.

Run the work in one connected system

Field, office, finance, and sales — all in one place. No duct-taped tools, no double entry, no dropped balls.

OpsAI is built in, not bolted on

OpsAI is already in your workflows. It recaps the day, calls out risks, and gives every role a clear next step.

CONNECTED ACROSS YOUR BUSINESS

Every team on one system

Dashboard widget with financial data showing $60,378.32 in open accounts receivable and $184,373.98 in revenue billed over an orange industrial background with ducts.

Service Operations

Service techs see the full asset history and parts they'll need. Crews show up informed, so work gets completed right the first time.

Project management screen showing files and drawings for Hotel Omega with progress status and folder listings including Drawings, Specifications, and Project Photos.

Field Technicians

Full job history, asset data, and parts info on mobile, so techs fix it right the first time.

Dashboard interface showing rooftop unit RTU-11 details including manufacturing date Aug 11, 2024, installation date Jun 14, 2025, expected lifetime 15 years, and service history with dates, properties, technicians, and visit descriptions.

Construction Operations

Track costs, schedules, subs, and field progress across every phase of a commercial build.

Project dashboard for Chanani High School mechanical project showing address, completion percentage, AR balance, labor hours and budget bars, photo of performing arts center building, and key financial metrics including actual and projected blended rates.

Sales & Marketing

Track every lead from first call to signed contract. Hand off to ops with the full picture.

Dashboard screen showing details of a large HVAC job for Company Corp, including opportunity amount $25,000, budgeted cost $10,000, budgeted hours 200, and a timeline with a Closed Won status and a closing call in March 2026.

Owners

Revenue, margins, and crew performance across service and projects in one view.

Dashboard screen showing operations efficiency with charts of job efficiency and billing efficiency by month for the maintenance department in 2026.

Common Questions

Your questions on
finance software,
answered

How does BuildOps handle integration with my existing ERP (Sage, Viewpoint, etc.)?

BuildOps sends field data — labor hours, POs, and invoicing — to your ERP's job costing and payroll modules. Integration depth is configured to your ERP during onboarding, keeping financials accurate without manual re-entry.

What is the typical implementation timeline?

Most finance teams are live within weeks. We map your chart of accounts, configure your billing workflows, and connect your ERP — then train your team on how it all works together.

Is the platform's AI (OpsAI) ready for use now?

Yes. OpsAI is live today. For finance, Invoice Summary Generation creates billing descriptions automatically. Bulk Payment Recognition matches incoming payments to invoices — saving time on manual invoice prep and payment matching.

How does BuildOps handle complex billing models?

BuildOps supports T&M, fixed price, progress billing, AIA pay applications, service agreement billing, and milestone billing. Each job or project can use a different model — and they all flow to the same ledger. Integration with your ERP (Sage Intacct, Viewpoint Spectrum, Viewpoint Vista, QuickBooks, NetSuite) ensures job costs stay aligned.

Can BuildOps manage both service billing and project billing in one system?

Yes. Service jobs and construction projects use the same financial backbone. Time, costs, and invoices all roll up to one view — so your team isn't reconciling between two different systems.

Does BuildOps process payroll?

BuildOps tracks labor hours by job, cost code, and classification — then exports payroll-ready data to your payroll system. For certified payroll, prevailing wage, and union rules, BuildOps exports structured time data that works with the payroll platform your business already runs.

Does BuildOps support three-way matching for AP?

Yes. BuildOps supports three-way matching workflows: POs created in the field flow to material receipts and vendor bills. How the data syncs to your ERP depends on your integration setup — our team configures this during onboarding to match your AP process.

How does BuildOps handle subcontractor billing?

Subcontractor invoices tie to subcontract purchase orders and schedule of values (SOV), with progress tracking and retainage management. Compliance workflows — including lien waiver tracking and certificate of insurance management — are currently handled via manual attachments and are planned for future releases.