Every job in your pocket

If you focus on commercial service and projects, a technician app should have core features that help cut manual time and redundant tasks tied to the complexity of commercial-scale work. Here are the key things that are especially useful to enable commercial contracting work when it comes to a field tech app:

• Offline Capability & Data Sync—A field service app is useless if it doesn’t work when the tech loses Internet access or cell service. Data should save locally, and then sync when signals return.
• Smart Dispatch Alerts—A platform that can read the proximity and availability of techs, optimize the schedule, and then send real-time alerts to techs to help their day run smoother.
• Nameplate Scanner—Snap a photo of an asset, and have the app fill in necessary details like model and serial number for you, turning a 3-minute task into 10 seconds.
• Smart Recap for Field Notes—Techs speak. App listens. Voice notes become clean and customer-facing records of field work, and are ready to send without re-typing, fixing grammar, or waiting until techs have time to fill out paperwork.
• Custom Workflows & Checklists—Custom forms built right into the app that field techs can check off step-by-step so nothing is missed, including critical industry requirement steps.
• Built-in Time Tracking—Fill out time worked right on the job so there’s no billing errors or questions about who was where.
• Photo & Video Capability—Attach media to field notes, invoices, quotes. Helps get recommended work approved more, and shows customers detailed records and proof of the work that was done.
• Asset & Jobsite History Information—All records, accessible to everyone, anytime. Techs can pull up previous job history, old photos, what the asset requires, and more, all in the app and while on the job.

Yes. BuildOps saves all data locally, even in basements, on rooftops, or in dead zones. Everything syncs to the office the moment your tech reconnects. No lost entries. No double work. The app was designed offline-first for the realities of commercial field service.

The entire BuildOps platform (app and desktop) is built so that even the least tech-savvy field tech 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 field techs actually use based on the work your business does. That way, when your techs are getting started with the app, they’re learning how to use it to complete the exact type of work they are going to do out in the field, and they feel confident on day one.

When your field techs see how much BuildOps is going to cut down the manual time on tasks they do every day, they’ll jump at the chance to use it. With the ability to snap a photo of a nameplate and have details filled in automatically or turn their voice notes into clean field notes, the only thing they’ll be complaining about is why they didn’t have this app before.

Of course you can create quotes and invoices from the app, and this is one of the most powerful use cases for the app, and something our customers love. Techs build and send quotes on-site for faster customer approval. They can also generate and email invoices from the app, cutting the lag between completing a job and collecting payment. You can get paid before you even leave the parking lot.

Another feature our customers love is the ability to attach photos and videos to quotes because they find customers approve them much faster. When a boots on the ground tech is on the job and can snap photos and videos that highlight issues when recommending work, it gets in front of the customer before they go looking elsewhere.

The field service app allows effortless asset management from end to end. Snap a photo, and BuildOps uses OCR to automatically pull and store make, model, and serial numbers for every equipment type. Your entire team can easily access a complete audit trail of recommended and completed repairs.

Field techs can also pull up a full asset history including previous work done on the asset when on the job, which helps them determine what steps to take next, or what additional work to recommend to your customers.

For commercial contractors running HVAC, electrical, plumbing, refrigeration, or fire and life safety, BuildOps is the only field service app that’s built from the ground up for multi-trade complexity. It connects service, projects, and financials all in one system, keeping field and office completely in sync.

It’s more than just field techs that benefit from a field service app. Here are some of the biggest benefits by roles across the business.

• For Field Techs—Getting Time Back: The small, repetitive, and overly manual tasks cost techs a lot of time, and a field service app gives that back.
• For Service Departments & Office Admin—Automatic Notifications to Techs: Stop answering the phone constantly, or calling to notify techs one at a time to sort out issues. The platform pushes notifications to techs in real-time, significantly cutting down time spent on this.
• For Sales—Pull-through Work: When techs can identify work recommendations on the job and sync photos and info to the office instantly, sales teams can generate quotes much faster—sometimes even before the tech leaves the jobsite, making it much more likely the work is approved quickly.
• For Finance—Faster Work Closeout: When techs can instantly turn voice notes into invoice summaries and confirm the work done through custom forms, invoices go out much faster, and even sometimes before the tech leaves. They can also email invoices and collect payments, so a job is closed out that day, not weeks later.
• For Business Owners—Real-time Data Sync for Reporting: When work completed is updated in real-time, owners have a much better overview of how long-term projects are going daily, and can identify margin leak or issues before they become big problems when a project is already done and there’s no time to fix it.

We have so much proof. Using BuildOps:

• Omnia Mechanical Group reduced their accounts receivable period by 75%, from 120 days down to just 30
• Jolma Electric saw a 50% leap in overall efficiency
• Jackson Mechanical saw a 100% increase in tickets handled with no headcount added, a 50% reduction in time taken to create a job and get it scheduled, and a 30% growth in revenue
• Service 1st went from 3-4 systems down to 1, saw 2x faster invoicing, and had a record year
• Certified Fire saw service employee billable time increase from 75% to over 95%, monthly service billing rose 54%, and an incredible 250% increase in profit margins
• JL Minter Inc. slashed billing time by 73%
• Dane Electric cut invoicing time by over 30%

There’s a clear reason that scaling commercial teams love BuildOps.

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 field techs, for dispatchers, for the service department, for sales, 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 field tech to see their individual job performance stats, but you want a different dashboard for leadership to compare job profitability for all your techs. BuildOps lets you do that.