Sales & CRM

Sell faster. Win cleaner. Hand off right

BuildOps gives sales and ops one view of every deal. Track the pipeline, quote with confidence, and hand work to the field without rework. Close more, protect margin, and keep customers for life.

Dashboard screen showing a 'Large HVAC Job' for Company Corp with an opportunity amount of $25,000, budgeted cost of $10,000, and 200 budgeted hours; status marked as Closed Won on March 10 at 9:07 am and a closing call from 7:50 am to 8:50 am.
50%
Increase in Efficiency
75%
Quote Approvals
80%
Increase in quoting

One System, Every Workflow

One system, every workflow

From first call to job kickoff, sales and ops stay in sync. No double entry. No lost notes. Every quote, asset, and site detail lives in one place.

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.

Sales Pipeline

See every opportunity by stage. Forecast revenue. Set next steps that trigger alerts so follow-ups happen on time.

Sales pipeline interface showing a large HVAC job for Company Corp with $25,000 opportunity amount, $10,000 budgeted cost, 200 budgeted hours, and March 2026 activities including a closed won status and closing call.

Quote to Contract

Build accurate quotes fast with price lists and scopes that flow into contracts.

Screenshot of a quote titled 'Quote: 1282 - RTU Replacement Quote' showing pricing details, including labor type, descriptions, hours, unit cost, markup, and margins for RTU replacement and filter materials.

Customer Management

One file for every customer, site, and contact shared by sales and ops.

Digital customer management interface showing a list of customers with service agreement numbers, status, billing type, credit limit, outstanding balance, and number of transactions.

Pull-Through

Turn field findings into approved quotes in minutes, right from the visit.

User interface form titled 'Create Quote' with fields for quote association, title, property assets, department, expiration, and issue description, plus a yellow Create Quote button.

Sales to Ops Handoff

Kick off jobs with clean scopes, docs, and contacts without hunting or rework.

Table showing service agreements with columns for service agreement number, agreement name, billing customer, department, and status with color-coded status bars.

Proven Results

Real-world impact for
commercial leaders

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.

Zero-Downtime Migration

Switch without the scramble

Our implementation team runs discovery, aligns your fields, and validates data before cutover. Customers, contacts, and opportunity history carry forward.

01

Migration with a plan

We follow a structured rollout for field mapping, reconciliation, and QA sign-off, so your team knows what to expect before anything goes live.

02

Works with your stack

BuildOps connects to your email, ERP, and estimating tools. Your team keeps using what they know. BuildOps just ties it together.

03

Support included with every account

Implementation, customer success, and support come standard. When something comes up, reach our team by phone, chat, or email.

One System, Every Workflow

CRM is just one layer

In BuildOps, your sales and CRM feeds service, projects and financials, all in one connected platform.

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Sales & CRM

One clear view. Pipeline, quotes, and handoffs. Nothing falls through.

Service Management

Dispatch, assets, and maintenance. One connected loop.

Financials

Invoicing, time tracking, and procurement, all unified.

Project Management

Full job visibility, from budget to closeout.

OPSAI

AI that flags, recommends, and handles the busywork.