Quote to Contract

Win more work.
Protect every margin

Build proposals with pricing pulled from your pricebook, track approvals in real time, and turn won quotes into scheduled work, all without leaving the platform.

Quote for RTU Replacement with pricing details for labor and materials totaling $8,438.64.

Trusted by 1,500+ commercial contractors across North America

Built for how you sell

From first scope to signed work, no handoff gaps

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Consistent pricing

Pull labor and materials from your pricebook so every rep prices the same way.

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Same-day turnaround

Create and send quotes the same day work is spotted from the field or office.

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Real-time tracking

Know when a customer clicks and reads your quote and follow up before they go cold.

The quoting advantage

Built for every step of the quote

In a disconnected toolkit, quotes get built in spreadsheets, emailed as PDFs, and tracked nowhere. BuildOps keeps every quote - scope, pricing, photos, and approval status - in one connected system from start to close.

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.

Quote from Field or Office

Techs create quotes on-site with auto-filled job and property details. The office refines and sends. Customers approve with a signature, no delays.

User interface showing job details for Job #1702 with status, assignment, notes, and a popup form titled Create Quote with fields for quote title, property, department, expiration, customer PO number, and issue description about flickering LED lights.

Your Pricebook, Built In

Add labor and materials from your pricebook. Duplicate sections in one click. Consistent pricing, every time.

User interface showing a quote titled '2258-RTU-2 Install' with project details and a pricebook management screen listing pricing books like 'In n Out Pricebook 1' and 'MSA - Southwest Gas'.

One Click = One Job

Approved quote? Schedule the work or convert to a project with a single click. No re-entry required.

Software interface displaying details for Quote 2258-RTU-2 Install including project manager Glen Tipton, mechanical projects department, installation job type, and quote due by 4/30/2026.

From first quote to signed contract

From estimate to signed job, faster

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The Estimator

"Our quoting output has increased 80%."

— Dormatech Mechanical

Create quotes with photos, your pricebook, and field context built in.

Two people discussing a blueprint on a wooden table with a calculator and a yellow safety helmet nearby.
The Sales Manager

"We’re aiming higher. That means being more organized, more transparent, and way more responsive."

— Sloan Mechanical

Track every quote status and close rate across your team.

Construction worker wearing a yellow hard hat and plaid shirt using a red power planer on wood inside a wooden frame building.
The Owner / Ops Leader

"Quotes are getting approved 63% faster."

— B&L Glass

Won quotes auto-convert to jobs, projects, or service agreements.

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.

Sales CRM interface showing a large HVAC job for Company Corp with opportunity amount $25,000, budgeted cost $10,000, and 200 budgeted hours, marked as closed won on March 10, 2026, with a closing call from 7:50 am to 8:50 am.

Where quoting meets the platform

Quoting is just the starting line

Quote data doesn't live in a silo. It feeds your pipeline, your dispatch board, and your ledger. Explore the other modules that turn a won proposal into a completed, invoiced, and profitable job.

Sales & CRM features

Sales Pipeline

Visual Kanban board with custom stages and weighted forecasts.

Pull-Through Work

Turn field visits into new opportunities for existing customers.

Sales to Ops Handoff

Won deals auto-convert to projects or service agreements.

Customer Mgmt

Track accounts, contacts, properties, and full asset history.

integrations

Your quotes sync directly with your ledger

BuildOps integrates deeply with leading ERPs to keep quote data, job costs, and revenue in sync so switching won't disrupt your accounting.

Common Questions

Your questions on 

field ops, answered

What quoting features does BuildOps offer for commercial contractors?

BuildOps includes a pricebook with labor, materials, and equipment pricing; multi-version quoting with direct version editing; internal approval workflows; margin-aware line items; mobile quoting; photo and video attachments; and one-click conversion to scheduled work.

Can techs create and send quotes from the field?

Yes. Mobile Quotes let technicians and sales reps build estimates on-site, auto-fill property and job details, add labor and materials, and present to customers for signature all from their phone. The office can review and refine before or after.

How does BuildOps help improve quote close rates?

Quotes pull from field context (photos, asset details, visit notes, and recommendations) so proposals include the detail customers need. Detailed line items with labor, materials, and margin give a clear cost breakdown. Same-day mobile quoting gets proposals out while the need is fresh.

Does BuildOps support internal quote approvals?

Yes. Managers can approve or reject quotes before they reach customers. Statuses are visible system-wide, with notifications for "Quote Needed" and "Quote Rejected." Recommendations from the field can also be reviewed and dismissed rather than automatically converting to quotes.

What happens after a quote is approved?

Approved quotes convert directly into jobs, projects, or service agreements with one click. Customer, property, scope, and pricing data carry through automatically, so operations has full context and work starts without re-entry or lost details.

How does quoting connect to the rest of the BuildOps platform?

Quoting in BuildOps connects to your CRM pipeline, dispatch board, invoicing, and ERP. Won quotes become operational records (jobs, projects, or service agreements) so context flows from sales to field to finance in one connected system.