Turn field data into financial truth

When it comes to commercial work and large-scale projects, one-size-fits-all reporting doesn’t cut it. These are the reporting features that are critical for commercial teams:

• Real-time operations dashboard—Sales pipeline, service volume, and labor utilization, all connected, all in one place, all with up-to-date data.
• Financial source of truth—All team members see the same information, because it’s all up to date for everybody. All teams update data in one place, even through integrated tools like QuickBooks through a bidirectional sync, so everyone sees the same financial truth.
• Custom saved views—Build your own saved views by role and quick filter what you need. No need for manual exports.
• AI-powered insights—A tool that can surface overdue invoices, recommended work techs can upsell, and can answer any financial questions on the spot.
• Job health metrics—You want the ability to track costs, margin creep, labor usage, and billing progress inside your jobs before you send invoices.
• Project analysis reports—Month-by-month billing, costs, profitability, and over/underbilling all in one connected report.
• Labor analytics—Track profits, tech usage, and productivity how you need: by job, by location, by crew, and so on.

Real-time field reporting cuts end-of-month surprises, eliminates manual exports, and helps you identify margin issues before they compound. Field service reporting software connects field data to financials automatically, so you make faster decisions without waiting on finance.

Yes. you can filter, save, and share report views that are completely tailored to your role, and the roles of your team members. Whether you're tracking overdue invoices, technician profitability, or job cost variance, you can stop with  spreadsheet exporting or manual rollups.

The level of customization available in BuildOps for reporting is one of the features our commercial customers love the most, because they find that other tools often just don’t fit for commercial work. As our customer Austin Hamlin from Certified Fire puts it: “A lot of alternatives treat a $1m project the same as a $2k service.” We think that just doesn’t cut it when it comes to the needs of commercial construction reporting.

BuildOps integrates with the ERPs frequently used by financial 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 financial teams to build on top of, no matter what other tools are in your tech stack.

OpsAI surfaces patterns your team would otherwise have to dig for: overdue invoices, upsell signals, productivity gaps, and job data that feeds cost tracking and reporting. Instead of spending time in sorting through data, your team acts on what OpsAI already surfaced.

Techs log time, capture photos, and complete forms from mobile. That data feeds directly into dashboards and reports, giving the office real-time field visibility without waiting on paperwork or callbacks.

Yes. BuildOps reports span service, maintenance, and construction, all from the same data layer. One reporting view across dispatched calls, ongoing service agreements, and long-cycle construction projects.