Close the deal. Start the job

In field service, a sales to operations handoff platform enables sales teams to keep track of and follow up on opportunities for new business or upsell opportunities in the field, storing and organizing customer details during the prospect stage of the customer lifecycle, but then automates the following stages by leveraging the information collected by sales for use by other roles within the field service business.

Customer detail information like property manager and contacts names, addresses, phone numbers, and security/jobsite access information becomes accessible to all team members with no double or triple entry, which helps work on a job begin nearly instantly, rather than being delayed by an information blocker.

The sales to operations handoff will normally be featured within a larger field service management platform that directly connects the work sales is doing to dispatching, the tech mobile app, field report notes, invoicing, and reporting, unifying everything in a single source of truth so each team member can automatically take next steps.

Field service management tools are built for different industries and different use cases, so most aren’t built for the needs of commercial contractor field service sales teams. If you do commercial scale field work, these are the sales to ops handoff features most important to look for in a field service management platform:

• When a deal is marked as “Won”, it can immediately be converted to a project or service agreement
• Contacts, budgets, work scope, files, and any other information is carried forward automatically
• Sales managers can set required fields at each sales stage so all essential information must be included before the deal moves to ops
• Sales and ops share the same customer, property, and asset records in one platform
• Hierarchical organization of customer details that map to multi-location, large-scale commercial projects
• Pull-through work recommendations where techs can identify work on the job & sales can follow up immediately with a Quote
• Custom reporting so sales teams can build the reports they need based on what they need to track
• Photos and videos can be attached to Quotes so customers are more likely to approve

We have tons of examples. Here are some of the biggest benefits teams have seen using BuildOps for sales to ops handoffs:

• Layer One fixed their job costing process, saving 1 week of manual work every month
• Jackson Mechanical saw a 50% reduction in time taken to create a job and get it scheduled and 30% growth in revenue
• Certified Fire saw service employee billable time increase from 75% to over 95%, monthly service billing rose 54%, and an incredible 250% increase in profit margins‍
• Classic Electric unified their whole operation in a single platform, achieving 300% growth

There’s a clear reason that sales teams love BuildOps.

OpsAI is live and in production today. Teams are using it now across dispatch, field documentation, asset capture, invoicing, and payment matching. It ships as part of BuildOps, not as a separate add-on.

Our customers have seen results like 80% less data entry using our PO scanning tools, have saved hours every month using our invoice automation, and love the ability to turn tech voice notes into structured field notes that convert to invoice notes in seconds—all powered with OpsAI.

OpsAI learns from your jobs and project data to flag issues, identify recommended work, suggest next actions, and cut busywork, getting sharper with every visit. It turns your legacy system of record (showing you the history of what was done) into a modern system of action, guiding every team member from field to office on what steps to take next.

More specifically, here are the top ways OpsAI automates sales tasks, enabling a more efficient sales to ops handoff:

• Identifies pull-through revenue and work recommendations from completed visit notes to make faster recommendations to customers for additional work
• 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
• Surfaces jobs trends and risks that can lead to changes in quoting or updated change orders for customers
• When OpsAI flags a replacement opportunity, the signal connects to field execution, service agreements, and financial forecasting so a quote becomes a job and then an invoice and then a new quote for pull-through work, all in the same system

When you close a deal in CRM+, you can convert it directly into a project, service agreement, or job. Customer details, budgets, contacts, and files carry over automatically. No re-entry required.

No. CRM+ is built into BuildOps. No separate login, no sync issues, no duplicates. Sales and ops work from the same platform and the same records. One system of action.

Yes. Create custom sales processes with configurable stages and required fields at each milestone. Guard rails keep your data clean so ops gets everything they need when the deal closes.

Every handoff captures structured, clean data: customer details, scope, budgets, and files. That structured foundation is what powers OpsAI to surface insights and recommendations across your operations.

Most contractors re-enter every closed deal into their ops system. CRM+ removes that step. Sales and ops live in one platform, so what's sold flows directly into delivery. In BuildOps, your sales team shares the same customer, property, and asset data as ops with no integrations and no duplicate records. It's a CRM made for how commercial construction contractors actually sell, not a generic sales platform that can’t understand contractor workflows or construction estimating.

Yes. From a closed-won opportunity, you can create a service agreement, project, or job, depending on the work type. Budgets, contacts, files, and scope transfer automatically every time.

Handling both of these use cases is what BuildOps is built for, so we support multiple sales processes, each with its own stages, required fields, and workflows. Today, closed-won opportunities convert directly into service agreements, quoted jobs, or projects inside BuildOps. For service work and special projects like tenant improvements or retrofits, CRM+ handles the full pipeline-to-handoff workflow. For larger new construction bids with dedicated estimating needs, CRM+ manages the pipeline while estimation is handled through your preconstruction tools.

New accounts created in CRM+ automatically default to "Prospect" status. Once a deal is won, the account converts to "Active." This keeps sales data clean and prevents prospect info from cluttering your ops environment.

Yes. CRM+ and BuildOps share the same database. Your reps can see every past job, service agreement, property note, and asset record for existing accounts, so they sell with full context, not a blank screen.

Each account in CRM+ links to multiple properties. Each property links to its assets, service history, and contacts. Your team can drill from account to property to asset in seconds without digging through spreadsheets.