Your chillers. Your crews. One connected system

If your HVAC business is focused on commercial work, an HVAC software should have core features that can actually handle the complexity of that work. Here are the things to be on the lookout for:

• AI Powered Time-Saving Mobile Tools for Your Techs—A mobile app with built-in features like asset nameplate capture where a tech can snap a photo of a unit, and have the serial plate information fill in automatically for them. Or an integration with Bluon troubleshooting manuals where you can pull up spec details and know what to do next.
• Asset History—Refrigerant type and amounts at the asset level can be logged by techs using digital forms, so everyone has the information they need, and compliance is followed to the letter. You have digital proof of the work that was done since day 1.
• Real-time WIP—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 find out you lost money when the project is done, because you can see how you’ve been tracking against your estimates every day, even with the complexity of multiple jobsites and project locations.
• Customizable Workflows—Build your own templated workflows with built-in forms that techs work through on the jobsite, so HVAC industry requirements and compliance are followed, and work is closed out instantly when they complete the workflow.
• Advanced Reporting & 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 HVAC 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 also integrates with Bluon, the technical data repository for commercial HVAC businesses.

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

Most HVAC shops are fully live and running on BuildOps within 8-12 weeks. We map your legacy data, configure custom workflows that match your HVAC 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 HVAC business owners, dispatchers, and technicians.

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 HVAC teams. Teams have seen 80% less data entry using our PO scanning tools, saved hours every month using our Smart Dispatch and invoice automation, and turned tech voice notes into structured field notes in seconds—all powered with OpsAI. 

OpsAI learns from your HVAC job 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 HVAC operation across roles:

• In the Field: Sends the right HVAC tech to the right job, briefs the foreman 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 techs have the skills required for each 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 HVAC 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 commercial HVAC business actually uses, so when your techs are becoming familiar with the platform, they’re really learning how to use it based on the exact type of work they are going to do 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 field techs, 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 HVAC tech to see their job stats so they can work to improve, but you want a different dashboard for leadership to compare job profitability for all your techs. With BuildOps, you can 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 HVAC techs to jobsites talks to the dashboard that covers your recurring maintenance contracts. The boots on the ground tech flagging HVAC system deficiencies on the jobsite can pull up the full service history for that location and see what recommendations were already made.

Everything lives in a central system built for the scale of commercial HVAC 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:

• 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
• Sloan Mechanical hit a 75% quote approval rate
• Omnia Mechanical Group reduced their accounts receivable period by 75%, from 120 days down to just 30

There’s a clear reason scaling commercial HVAC 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 HVAC work so you can get more done.

BuildOps automates your HVAC operations from end-to-end: quoting, dispatching, visit notes, PO scanning, invoicing, and more, all through a platform that is built to already understand commercial HVAC 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 HVAC workflows. BuildOps and OpsAI already understand it, so it can help each team member when taking their next action.