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BuildOps Reporting

by BuildOps

Last updated Mar 29, 2026 · 1 revision

Fully customizable field service dashboards built for commercial contractors with real-time data from every job.

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About This Product

BuildOps provides built-in reporting and analytics as part of its commercial contractor platform, allowing HVAC businesses to build custom dashboards from any operational metric in real-time. Commercial contractors using BuildOps report 73% faster billing, 30% revenue growth, and 250% profit increases through data-driven insights on technician performance, job profitability, and SLA compliance.

Capabilities

How this product is delivered and what's included out of the box.

Mobile app
Available
Free trial
No
Free tier
No
Public API
Yes
Deployment
Cloud

Trust & Privacy

Each statement below was extracted directly from the vendor's privacy policy or terms of service. Click "source" to read it in context.

Shares data with third parties

"To third parties to market their products or services to you if you have not opted out of this disclosure, these disclosures."
Confidence: high Source

Data deletion honored on request

"You may also send us an e-mail at info@buildops.com to request access to, correct or delete any personal or business information that you have provided to us."
Confidence: high Source

Primary policy document: https://buildops.com/privacy-policy

FSH Score Breakdown

Ease of Use
7.0
Features
7.6
Support
5.0
Value
4.0
Integrations
8.0
AI Capabilities
1.5

Features

119 features confirmed across 15categories· Showing confirmed capabilities only

Reporting & Analytics18features

ReportingAnalyticsProposal Status TrackingCall TrackingCall trackingCustomer Profitability AnalysisCustomer profitability analysisEnriched Permit Data and Quality MetricsData DictionaryJob Type and Margin Performance TrackingJob type and margin performance trackingMap Based Data VisualizationMap visualization
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Customer Profitability TrackingAsset-level profitability trackingDesign Your Own ReportsPlanned vs Actual Maintenance Spend ComparisonQuote Volume And Close Rate TrackingRevenue and Trend TrackingPlanned vs. actual maintenance spend comparisonDepartmentalized Performance TrackingJob type and margin performance trackingUnbilled Project Revenue Aging ReportsProject AnalysisRole-Based DashboardsCustom dashboards for every roleCustomizable Data Views and FilteringFiltering by date, customer, or zip codeReal Time Project Dashboards with Cost to Complete and Schedule Variance

Platform & Customization18features

Custom API AccessREST APIDocument ManagementDocument sharingDouble Entry PreventionElimination of manual exports and double entryExcel and Google Sheets IntegrationGoogle Apps integrationImport Files Via Project BrowserProject Planning Import from Excel, MS Project, or Primavera P6Integrations MarketplaceExternal integrationsKanban ViewKanban boardsMulti-LocationMulti-location management
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Role-Based Access ControlRole-based permissionsScheduling And Dispatch IntegrationDispatch and schedulingBatch Updates for Multiple EntitiesBatch permissions and accessCommercial WorkflowsData ExportSnowflake data shareCustom FieldsField-adjustable job statuses (e.g., Quote Needed, PO Needed, Review Needed)Platform Development Environment for Custom Applications and ObjectsTwo-Factor Authentication2-factor authenticationCustomizable GUIsPlatform customizationData ImportAutomate data transfer

Scheduling & Dispatch14features

SchedulingBulk schedule jobs with a single clickDispatchingWork OrdersGantt ChartsGantt chartsOnline BookingAppointment schedulingProject ManagementProject managementRFI And Submittal ManagementProject Management RFIs & Submittals with custom numbering and VOID statusRFI And SubmittalsRFIs From Drawings
Show 6 more
Scheduling OptimizationGroup visits by location to reduce drive timeJob Task Creation During SchedulingTask scheduling/trackingLinked TasksPre-loaded workflows for techniciansJob Management and BillingJob History AccessSite history trackingRecurring Job SchedulingPredefine tasks and parts for recurring work

Invoicing & Payments8features

InvoicingInvoicingPrice BookAuto-apply customer-specific pricing on every jobAutomatic Rounding of Billable HoursInvoice and Collection MonitoringMass Generate Invoices for All Payments Due at OnceQuoting And InvoicingQuoting and invoicingAuto Apply Customer PricingAuto-apply customer-specific pricingInvoice Status TrackingReal-time invoice status monitoring

Mobile & Field Tools8features

Offline ModeAccess site plans, manuals, and job details on the goDigital FormsCustom data formsTechnician Mobile AppTechnician mobile appAuto Data EntryCapture job data that flows straight into the systemField-Adjustable Job StatusesGated Work SequencesUse gated workflows and custom forms to guide each stepLink Notes And Photos To Customers, Sites, Work Orders, Or EquipmentMobile Time Capture with Automated T&M Billing

CRM & Sales8features

CRMCRMLead ManagementPull-through work captureMarketing ToolsSocial media integrationSales AutomationSales automationMaintenance Agreement ManagerAd ManagementCampaign managementAd Platform IntegrationSocial media integrationProperty ProfilesQuickly access the right contact for any property

AI & Automation8features

AI Automation for SchedulingBulk scheduling of jobsAI Field Auto-FillOCR auto-fills info from equipment data platesAI SupportOpsAIAutomation RulesWorkflow managementAI Driven Task Deviation Alerts and Timing AnalysisAI Driven Workflows with TemplatesPre-loaded technician workflowsAI Powered ScoringLead management and scoringAI Generated Work Order Summaries and Prioritization Recommendations

Technician Management7features

Certification ManagementSkills & Certifications trackingChecklistsPre-loaded technician workflowsTechnician Skill TrackingTechnician productivity trackingTime TrackingTime trackingAutomated Work SummariesPull-through work captureSubcontractor ManagementConnected workflow for fire contractorsAutomated Onboarding and Offboarding Workflows

Customer Communication6features

Auto DialerClick-to-dialEmail IntegrationEmail integrationNotificationsAutomated customer communicationsAutomated Status UpdatesGet real-time updates from the officeCall Search and FilteringVoIP Phone SystemClick-to-dial

Accounting Integration6features

Job CostingAccounting IntegrationExpense trackingBusiness Travel Booking and ManagementTravel managementCorporate Card ManagementSpend controlAccounts ReceivableOpen invoice monitoring and collection speed trackingBudgetingSpend Control

Estimating & Quoting5features

Quoting & EstimatesChange OrdersChange order managementProposal ManagementQuote Management ToolsCustomizable Job TemplatesPredefined task and parts schedulingConfigure, Price, Quote (CPQ)Time & Material quoting

Equipment & Asset Management5features

Equipment TrackingAsset trackingRefrigerant Charge And Service History TrackingEnhanced Asset Management with refrigerant type and service history fieldsAsset ManagementDetailed Asset Information TrackingRemote MonitoringLive data visibility

Inventory Management3features

Inventory ManagementNative inventory managementParts And Materials PurchasingPurchasing & InventorySupplier ManagementSupplier management

Compliance & Safety3features

Code Enforcement TrackingCompliance and Safety Data ManagementMulti-State Tax ComplianceMulti-State Tax ComplianceAudits And ComplianceCompliance and Safety Data Management

Fleet & GPS Management2features

GPS TrackingFleet+ Geo-Fenced Time Tracking AlertsGIS RoutingRoute optimization

Integrations 16 across 7 categories

Accounting 8
Avalara

Avalara

NetSuite

NetSuite

QuickBooks Desktop

QuickBooks Desktop

QuickBooks Online

QuickBooks

Sage

Sage 300 CRE

Sage Intacct

Sage Intacct

Viewpoint Spectrum

Viewpoint Spectrum

Viewpoint Vista

Viewpoint Vista

Field Service 2
ServiceChannel

ServiceChannel

Spectrum

Spectrum

Industry-Specific 2
Bluon

Bluon

Kojo

Kojo

Productivity 1
Google Workspace

Google Apps

HR & Payroll 1
Miter

Miter

GPS & Fleet 1
Coast

Coast

Data & Automation 1
Snowflake

Pricing

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