Pull-Through Work

Your techs see the work.
Now close it

Turn every service visit into a revenue opportunity. BuildOps gives your techs a direct path from field observation to quoted work. No phone calls, no sticky notes, no revenue left on the table.

Digital form titled Create Quote with fields for quote number, job association, title, property assets, department, expiration, and issue description overlaid on a yellow pipe against a yellow wall.

Trusted by 1,500+ commercial contractors across North America

From field eyes to office action

Stop losing revenue between the truck and the office

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Field-identified revenue

Techs log pull-through from the jobsite in seconds. Photos, labor estimates, and asset details all attached.

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No more dropped leads

Every opportunity for more revenue hits a central list the office can act on. Nothing dies in a text thread or voicemail.

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Service becomes pipeline

Your crew has more customer face time than your sales team. BuildOps turns those touchpoints into quoted work.

Where Sales Meets the Field

From observation to quote in minutes

Your tech spots a cracked condenser on a PM visit. In BuildOps, they log it as a Recommendation with photos, the asset, and a labor estimate. The office sees it immediately and can send a quote the same day.

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.

Quote From the Field

Techs can create and send quotes from the mobile app. Recommendations flow into quotes with customer info, asset details, and pricing already attached. Your proposal reaches the customer while the tech is still on-site.

Interface showing job details for Job #1702 with status and notes, alongside a Create Quote form for Quote 24-Q2923 with fields for quote title, property, department, expiration, customer PO number, and issue description about LED lights flickering and power supply issues.

OpsAI Catches What's Missed

Techs don't always use the dedicated Recommendations section. Sometimes they bury upsell opportunities in their work order notes. OpsAI can scan those notes and surface hidden pull-through opportunities so nothing falls through the cracks.

Dashboard interface showing active property maintenance recommendations with status labels like 'OpsAI Recommended' and 'In Quote'.

Pull-Through Dashboards

See pull-through revenue by technician, customer, and agreement. Track conversion rates from the field to quoted work. Know which techs are driving the most added revenue and which customers are saying yes.

Dashboard showing 68% pull-through margin, total agreement revenue of $312,017.20, technician pull-through performance, and comparison of pull-through versus agreement revenue.

Sales, Operations and Finance, together

One workflow. Every role covered

Technician wearing gloves working on a turbocharger in a workshop with another person in the background.
The Field

"Now, we flag opportunities that we would have missed before."

— Technician

Log Recommendations from the mobile app with photos, assets, and labor estimates in seconds.

Two people discussing a blueprint on a wooden table with a calculator and a yellow safety helmet nearby.
The Sales Rep

"BuildOps makes it easy to turn recommendations into quotes and follow on work."

— The Sales Rep

Review, tag, and route Recommendations from a central list. No calls needed.

Construction worker wearing a yellow hard hat and plaid shirt using a red power planer on wood inside a wooden frame building.
The Sales Leader

"With the pull-through dashboards in BuildOps, I have all the data I need, when I need it."

— The Sales Leader

Track pull-through revenue by tech, customer, and agreement in real time.

Proven Results

Real revenue found by real crews in the field

50%
increase in revenue

"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."

75%
time saved in receivables

"We've cut down in our receivables from about 120 days to 30 days on average."

30%
growth in staff

"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."

30%
increase in revenue

"With BuildOps, we feel like we can go after anything. The sky is the limit as far as the size of the project."

50%
increase in efficiency

"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."

300%
growth

"Our consulting division increased 300% because we were able to free up more time from the office to help other customers."

Service 1st
2x
faster invoicing

"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.

Sales CRM interface showing a large HVAC job for Company Corp with opportunity amount $25,000, budgeted cost $10,000, and 200 budgeted hours, marked as closed won on March 10, 2026, with a closing call from 7:50 am to 8:50 am.

Your Whle Business in One Place

Pull-through is just the beginning

Recommendations connect to your CRM, service agreements, quoting, and reporting. A Recommendation made on a Tuesday PM visit becomes a signed quote by Thursday, and the revenue is tracked back to the tech who found it.

Project Management features

Sales Pipeline

Visual Kanban board with custom stages and weighted forecasts.

Quote to Contract

Price it, propose it, and capture signatures — all in one spot.

Sales to Ops Handoff

Won deals auto-convert to projects or service agreements.

Customer Mgmt

Track accounts, contacts, properties, and full asset history.

integrations

Pull-through data flows into your whole stack

Recommendations tie to assets, customers, and service agreements in BuildOps then sync to your accounting system so the revenue shows up where it matters.

Common Questions

Your questions on pull-through work, answered

What is pull-through work?

Pull-through work is the added revenue that comes from service visits: repair needs, replacement recommendations, and upgrade opportunities your techs identify while on-site. BuildOps gives that work a structured path to a quote.

How do technicians submit Recommendations from the field?

Techs use the BuildOps mobile app to log Recommendations during any visit. They can add the asset, a description, photos, labor estimates, and priority level. The Recommendation appears instantly in the office for review.

What happens if a tech only flags pull-through opportunity in their work order notes?

OpsAI can scan technician work order notes and find potential pull-through opportunities that were written in notes instead of the dedicated Recommendations section. The office can review and convert them so nothing gets missed, even when techs skip the form.

Can I track which techs are driving the most pull-through?

Yes. BuildOps reports show Recommendations by technician: how many they've submitted, how many converted to quotes, and how much revenue resulted. Use it to coach, incentivize, and reward your top performers.

How does pull-through work connect to preventative maintainence agreements?

When a tech makes a Recommendation during a maintenance visit, BuildOps ties that work back to the service agreement. You can see pull-through revenue by agreement and by customer, so you know exactly which contracts are really paying off.

How do Recommendations get to the customer?

Recommendations can be shared with customers as part of a job report emailed from BuildOps. For formal proposals, you can convert any Recommendation into a quote and send it directly to the customer for electronic approval, all within the platform.

Can I measure pull-through ROI by customer?

Absolutely. BuildOps tracks contractual revenue versus pull-through revenue by customer and by agreement. You'll see which customers are generating added work and which ones might need a different approach at renewal.