Your coolers.
Your compliance.
One connected system

Yes. In BuildOps, you can track refrigerant type, amount, and activity at the asset level. All records are digital and accessible to any team member that needs them. You can also pull reports by customer, property, or equipment to support audits and drive proactive equipment replacement conversations with your customers.

If your refrigeration business focuses on commercial service and projects, a refrigeration contractor software should have core features that handle the complexity of that type of work. Here are the key things you should look for that enable commercial refrigeration work:

• Tracking EPA logs at the asset-level—When compliance requires this for appliances over 50 pounds, you can’t have a disconnected system or records that aren’t up to date. Every team member needs to be able to pull this information up not just by the jobsite, but by each individual appliance, and update as needed when in the field.
• Smart Dispatch By Contractor Certification—With refrigeration, you need different techs to go to different jobsites based on their certifications. A tool that can optimize your dispatch board—even when there’s an emergency—by tech certification and skill cuts down manual work significantly. 
• Customizable Workflows—Build your own templated workflows that match the type of commercial refrigeration work and projects your team actually does, using built-in forms that contractors work through step by step on the jobsite. Each contractor will check off work requirements including compliance step by step so refrigeration industry requirements are followed with a perfect record of what was done.
• Time-Saving AI Powered Mobile Contractor Tools—These features would be things like automated PO scanning and mobile document scanning that work in the field, and update data across the platform in real time, cutting down on manual work, and helping closeout jobs faster.
• Real-time WIP Tracking—Labor, hours, materials, asset usage, everything you need across the length of a project is tracked and documented, living in the platform in real-time every day. You don’t wait until the project is done to realize you spent too much, because every day you have clean timelines and reports that show you how you’re tracking against even the most complex multi-site projects.
• Advanced Reporting & Custom Dashboards—Commercial work requires the ability to look at the smallest data point all the way to the big picture. In BuildOps, you can build your own reports using every single data input in the platform. Your dashboards, your way.

BuildOps integrates with the ERPs frequently used by refrigeration contracting teams including Sage, Viewpoint, and Quickbooks. BuildOps syncs field data (time tracking, POs, invoicing, etc.) directly with your ERP's job costing and payroll modules. Data flows both ways, keeping financials accurate without manual re-entry.

BuildOps is an operational backbone for commercial refrigeration teams to build on top of, no matter what other tools are in your tech stack.

Most refrigeration businesses are up and running on BuildOps within 8-12 weeks. We map your legacy data, configure custom refrigeration workflows that match your specific operation and the work you do, and we train your crew—office staff and field techs alike. Our integration specialists will be with you every step of the way to help you build out your new operational architecture.

BuildOps was created specifically for commercial companies, and continues to be guided by input from refrigeration service business owners, dispatchers, and contractors.

OpsAI is ready for use right now, and isn’t just a chatbot or bolted on feature. It was built to truly understand and automate the work of commercial refrigeration teams.

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

OpsAI learns from your refrigeration 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.

Here are the key ways OpsAI would help a commercial refrigeration operation across roles:

• In the Field: Sends the right refrigeration contractor to the right job, provides briefs about the work before the crew gets there, captures visit voice notes and turns them into work summaries, and summarizes daily reports from jobsites.
• In the Office: Turns visit notes into invoice summaries to close out billing faster, provides summaries and daily reports from jobsites, optimizes dispatch boards and scheduling based on which refrigeration contractors have the skills needed for each job—even when there’s an emergency job.
• For Finance Teams: Generates invoice summaries that customers can actually read and understand, matches bulk payments to open invoices, and pulls line items from PO photos.
• For Sales: Reads completed visit notes to look for replacement, repair, and upselling opportunities your team can act on in the future, and recommend to customers before someone else does.
• For Owners: Surfaces jobs, trends, and risks you might not catch before it’s too late, so you spend time making decisions, not looking for information.

The BuildOps platform was built so even the least tech-savvy refrigeration contractor can use it effectively, and most team members become comfortable with BuildOps with only 1-2 training sessions. During implementation, we help you build the custom workflows your commercial refrigeration business actually uses, so when your contractors are starting out with the platform, they’re learning how to use it to complete the exact type of work they are going to do out in the field.

Role-based permissions ensure your team only sees what they need to, and you are in full control of that. You can set permissions for refrigeration contractors, for dispatchers, for office admin, for leadership, for business owners—whatever you need. BuildOps is a platform where all the data is accessible to anyone, whether they’re using a desktop or using their phone, but you are in total control of who sees what.

Maybe you want to build a custom report for each refrigeration contractor to see their individual job performance stats, but you want a different dashboard for leadership to compare job profitability for all your contractors. BuildOps lets you do that.

BuildOps is also SOC 2 compliant with enterprise-grade encryption for data in transit and at rest, so you can be assured: your data is secure, and your data stays yours.

BuildOps was purpose-built from day one to handle commercial-scale work—we didn’t tack those features on later. In BuildOps, service work and project management all run on the same platform with shared data. The same board that dispatches your refrigeration contractors to the jobsite talks to the dashboard that covers your recurring maintenance contracts. The boots on the ground refrigeration contractor that’s flagging system deficiencies can instantly pull up the full service history for that location, and see what recommendations were already made and what work was done previously.

Everything lives in a central system built for the scale of commercial refrigeration work, for recurring maintenance contracts, and for large-scale, multi-location projects, so each team member knows exactly how to take immediate action.

Of course we can. Using BuildOps:

• Classic Electric unified their whole operation in a single platform, achieving 300% growth
• Service 1st went from 3-4 systems down to 1, saw 2x faster invoicing, and had a record year
• JL Minter Inc. slashed billing time by 73%
• Layer One fixed their job costing process, saving 1 week of manual work every month
• Jolma Electric saw a 50% leap in overall efficiency
• Sloan Mechanical hit a 75% quote approval rate

There’s a clear reason scaling commercial refrigeration shops trust BuildOps.

Legacy systems and ERPs are a system of record, showing you what happened last month and leaving you to put the pieces together yourself. BuildOps isn’t a platform that records events—it's a system of action that understands commercial refrigeration work so you can get more done.

BuildOps automates your entire commercial refrigeration operation from end-to-end: quoting, dispatching, visit notes, PO scanning, invoicing, and more, all through a platform that is built to already understand commercial refrigeration workflows out of the box without you prompting it.

Your legacy ERP is telling you what happened, and doesn’t understand your dispatch logic or refrigeration workflows. BuildOps and OpsAI already understand it, so it can help each team member when taking their next action.