AI for Commercial Sales
Turn field data into pipeline
OpsAI reads what your techs write up including aging equipment, recurring failures, missed agreements and surfaces a ranked list of opportunities your sales team can act on the same day.
Trusted by 1,500+ commercial contractors across North America
From the Field to the Pipeline
Every visit is a sales opportunity. OpsAI finds it
Opportunities, not guesses. Professional Confidence
OpsAI reads what the tech actually wrote, aging equipment, recurring failures, and surfaces what to quote next while the relationship is still warm.
Act before they call away
Repair and replacement opportunities surface from real job data while the relationship is warm, not after the customer has already started shopping around.
Stronger ticket value
Pull-through revenue sitting inside completed jobs gets surfaced and acted on instead of walking out the door with the paperwork.
AI That Turns Data Into Deals
Built for revenue, not reports
Your techs note the aging RTU, the corroded backflow preventer, the unit that's been patched three times this year. That data has revenue in it. OpsAI makes sure someone acts on it.
AI Recommendations
When a tech writes up a visit, OpsAI reads the notes and surfaces repair, replacement, and service agreement opportunities, ranked and ready for your sales or service team to act on.
From Notes to Revenue
OpsAI spots aging equipment, recurring issues, and work that belongs on a service agreement, from the visit data your team is already capturing.
No More Missed Margin
Without AI, upsell opportunities live and die in visit notes nobody reads twice. OpsAI changes that so the work your techs see in the field turns into quotes before the window closes.
From the Visit to the Quote
One pipeline, every team aligned
"We used to find $10K quotes buried in visit notes nobody followed up on. Now OpsAI flags them same day."
Revenue opportunities surfaced before the next truck rolls, not next quarter.
"I don't have to dig through visit notes anymore. OpsAI hands me a list of opportunities that came straight from the field."
Leads that come from real job data, not cold outreach.
"Every visit our techs run is a chance to sell the next job. Now we actually capture it."
Pull-through revenue that compounds without adding sales headcount.
Proven Results
Real-world impact for commercial sales leaders
"We've seen an increase in day-to-day operations efficiencies that's going to add up to significant savings in time and energy over the course of a year."
"If we didn't have BuildOps and the additional cyber security they give our company, we would be dead in the water."
"The ability to produce reports either on an individual job basis, a quarterly basis, or a project basis is something we'd never seen before in other software that we've used."
"We've cut down in our receivables from about 120 days to 30 days on average."
"Before we knew it, we were seeing quicker turnaround times on job closeout and a huge improvement in the time it took for quotes to be accepted by our customers."
"With BuildOps, we feel like we can go after anything. The sky is the limit as far as the size of the project."
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"BuildOps gave us an all‑in‑one system for both service and projects. Once we saw that, it was a no‑brainer."
"With the integration of BuildOps and Sage Intacct, our accounting system, we've been able to speed up the time it takes for us to bill customers."
"Our consulting division increased 300% because we were able to free up more time from the office to help other customers."
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"Sometimes systems promise you the moon, then you use them and see the weaknesses. It's been the exact opposite with BuildOps. Everything we wanted it to do, it could do."
"We used to be two weeks behind on job costing. Now we're up to date daily."
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.
Beyond the Pipeline
Your sales data powers every workflow
When OpsAI flags a replacement opportunity, the signal connects to field execution, service agreements, and financial forecasting. A quote becomes a job. A job becomes an invoice. All in one system.
OpsAI features
Common Questions
Your questions on sales AI, answered
How does OpsAI for Sales help commercial contractors find more revenue in the work they're already doing?
OpsAI reads completed visit notes and surfaces aging equipment, recurring failures, and work that should be under a service agreement. Your team gets a prioritized list of opportunities from jobs already in the system with no digging through notes and no relying on a tech's memory.
Does OpsAI replace my sales team or change how they work?
No. OpsAI surfaces the opportunities. Your team decides what to quote, when to follow up, and how to approach the conversation. It is a pipeline built from real field data and your people still close the deal.
How does OpsAI power Recommendations in the platform?
When a tech writes up a visit, OpsAI reads the notes including equipment age, repair history, issue frequency. It flags any repair, replacement, upsell, and agreement opportunities. Your sales or service team sees them the same day, and can then take action by following up with Quotes and formal proposals to customers quickly.
How does OpsAI differ from a standard CRM upsell feature?
Standard CRMs flag opportunities based on account age or deal stage. OpsAI flags opportunities based on what the tech actually saw on the job like a compressor on its last legs, or a unit patched three visits running. Other generic CRMs don’t understand the logic of commercial field service work, so can’t identify opportunities like this.
How does OpsAI improve reporting for Sales team members?
OpsAI surfaces patterns your team would otherwise have to dig for: overdue invoices, upsell signals, productivity gaps, and job data that feeds cost tracking and reporting. Instead of spending time sorting through data, your team acts on what OpsAI already surfaced.
Can OpsAI for Sales work alongside OpsAI for Field, Service, and Finance?
Yes, that is how OpsAI is built. Won deals from sales turn into jobs. Field visit notes feed invoice generation. Job data from service or project work informs billing. Payment matching closes the loop on AR. One intelligence layer, one source of truth across every workflow.
How does OpsAI for Sales help businesses scale without adding headcount?
OpsAI handles the busywork across service, projects, and finance including dispatch, notes, data entry, and invoicing, so your team runs more work without growing back-office overhead. The more data flows through, the smarter it gets.
Is the platform's AI (OpsAI) ready for use now?
Yes. BuildOps already has AI solutions available today across the full workflow, supporting teams from the field to the office with solutions like Smart Dispatch, Smart Recap, Purchasing Document Scanner, Revenue Finder and more.