HVAC technician at work

HVAC/Mechanical

Your chillers. Your crews. One connected system

From RTUs and VRF systems to chillers and boilers, BuildOps connects service, maintenance, and projects in one AI-native platform. Built for commercial mechanical, where a down chiller on the hottest week of the year is everyone's emergency.

Trusted in Commercial HVAC

HVAC shops that run on BuildOps

Case Study
2x

faster invoicing

Close-up of a white service truck with the red and blue Service 1st logo on the side, parked next to another service vehicle.
75%
service repair quote approval rate
Sloan company logo
Case Study
30%
increase in revenue
Logo for Jackson Mechanical Service Inc. with a horizontal line underneath.
Case Study
Case Study
75%

time saved in receivables

Back view of a person wearing a black shirt featuring logos and services of The Omnia Mechanical Group Companies, including sanitary plumbing, Calray boilers, Bolt electric, Antler pumps, and AEC contracting.
30%
growth in staff
Logo of Northwest Mechanical, Inc. with bold uppercase letters and a horizontal line underneath 'NORTHWEST'.
Case Study
50%
increase in revenue
Dormatech Mechanical Solutions logo with a circular gear graphic on the left.
Case Study

HVAC operations

Precision work deserves better than patchwork tools

The problem
The Solution
The problem

Paper tickets get lost. Time entries come in late. Invoices stall.

The Solution

Instant field-to-office sync

→ Techs capture time, materials, and photos on mobile — synced to your office the moment the job closes.

The problem

Manual EPA refrigerant logs are a liability nightmare and a massive time-sink.

The Solution

Asset history at your fingertips

→ Log refrigerant type and amount at the asset level using digital forms and inventory items — so your records live in the system, not on a clipboard.

The problem

You only realize a project lost money after the final invoice is paid.

The Solution

Real-time WIP guard

→ Track labor hours and material costs as the job progresses — so you can see budget drift mid-project, not at month-end.

TRUSTED BY

Service to Closeout

One system, every workflow

AI that already knows your business

OpsAI is built into BuildOps. It already knows your jobs, your crews, and your data. It handles the busywork, flags what matters, and keeps your team focused on the work that actually moves the needle.

OpsAI field icon
OpsAI for Field
OpsAI service icon
OpsAI for Service
OpsAI finance icon
OpsAI for Finance
OpsAI sales icon
OpsAI for Sales
Chat interface titled 'OpsAI Smart Recap Generated' showing a user query about last 3 visits, with steps analyzing visits and creating summary, and details of two visits describing maintenance and system checks.

Service that scales without slipping

More service work only pays off if margins hold and customers come back. BuildOps keeps every job on track from first dispatch to final invoice, so growth doesn't come at the cost of control.

Work order closeout icon
Work Order Closeout
Asset management icon
Asset Management
Preventative maintenance icon
Preventative Maintenance
Schedule dispatch icon
Schedule & Dispatch
Purchase and inventory icon
Purchasing & Inventory
Dispatch schedule table with worker names, job sites, and service types from 7am to 11am.

Full visibility across every job

Most contractors find out about problems when they're over budget. BuildOps flags what's slipping across every job in real time, so you can act before it hits the margin.

Field execution icon
Field Execution
Resource Planning
Document control icon
Document Control
Materials and subcontracts icon
Materials & Subcontracts
Project financials icon
Project Financials
Project management screenshot

Get paid as fast as your crews work

Too many contractors finish a job and chase paperwork for days. BuildOps keeps time tracking, procurement, and invoicing moving in real time, so the money follows the work, not the other way around.

Invoicing icon
Invoicing
Procurement and inventory icon
Procurement & Inventory
Time tracking icon
Time Tracking
Financials screenshot

Find, quote, and close more work

Good contractors lose deals not because they can't do the work, but because follow‑ups slip and quotes go cold. BuildOps keeps your pipeline moving so the right jobs don't get away.

Quote to contract icon
Quote to Contract
Customer relationship management icon
Customer Relationship Mgmt
Sales pipeline icon
Sales Pipeline Management
Pull through work icon
Pull Through Work
Sales operations handoff icon
Sales to Operations Handoff
CRM screenshot

Proven Results

Real-world impact for HVAC contractors

"Our very ambitious goal is going nationwide. I know BuildOps is going to take us there. We have the system. There is nothing that's going to stop us now."

Alfred Molina, Service 1st

"BuildOps stood out from the rest owing to its simple and intuitive user interface."

Matt Wright, Davis & Plomin Mechanical

"Before BuildOps, we weren't able to gather any real-time input on each job. Now, we have real-time hours worked on a daily basis."

Brent Larson, BP Mechanical

"We've seen an increase in day-to-day operations efficiencies that adds up to significant savings in time and energy. We see BuildOps as a strategic partner that can provide a platform for growth."

Mark Mulholland, Dormatech

"We no longer have to rely on insight from multiple applications to build an invoice—it's all right there, rolled into one single platform."

Liz Howard, Northwest Mechanical

"BuildOps covers every aspect of both project management and service jobs, and has really helped our company organize our day-to-day workflow."

Beth Morris, JL Minter

"We're able to see the big picture all in one place no matter where we are. It's allowed us to feel a lot more comfortable stepping away if we need to for any given reason."

Jonathan Clark, Omnia Mechanical Group

"If we were still on the legacy system we used at my old company, we'd already need another person. BuildOps gives us leverage. Full stop."

Dave Sloan, Sloan Mechanical

"We selected BuildOps because their UI was superior to anything we had seen."

Randy Smith, DSI

"With the integration of BuildOps and Sage Intact, our accounting system, we've been able to speed up the time it takes for us to bill customers, which also impacts our cash flow."

Arik DeCleene, Rabine Group

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.

integrations

Your systems stay connected. Always

BuildOps integrates deeply with leading ERPs like Sage, Vista, and QuickBooks so your field and financial data stay perfectly in sync.

Common Questions

HVAC operations
questions, answered

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

BuildOps syncs field data (time, POs, invoicing) directly with your ERP's job costing and payroll modules. Data flows both ways, keeping financials accurate without manual re-entry.

What is the typical implementation timeline?

Most HVAC shops are fully live within 8–12 weeks. We map your legacy data, configure workflows to match your operation, and train your crew, office staff and field techs alike.

BuildOps was created specifically for commercial HVAC companies and continues to be guided by input from owners, dispatchers, and technicians.

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

Yes. OpsAI is live across dispatch, invoicing, and job documentation. It learns from your data to flag issues, suggest actions, and cut busywork. It gets sharper with every job.

How do you ensure high adoption rates among field technicians?

The mobile app was built so even the least tech-savvy tech can use it. Gated workflows guide every step. Most crews are comfortable within one or two training sessions.

How secure is our operational and financial data?

BuildOps is SOC 2 Type 1 compliant with enterprise-grade encryption for data in transit and at rest. Role-based permissions ensure your team only sees what they need. Your data stays yours.

Can BuildOps manage both high-volume service and complex build phases?

That's the core of what we do. Service, PM, and construction all run on one platform with shared data. Your dispatch board and project dashboard talk to each other natively.