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
BuildOps Service Agreements
by BuildOps
Last updated Mar 29, 2026 · 1 revision
Commercial HVAC service agreement management at scale with multi-site contracts, asset tracking, and automated renewals.
Highlights
Capabilities
Trust
Media
buildops.com
About This Product
BuildOps is built exclusively for commercial HVAC contractors, providing a powerhouse platform for managing service agreements at scale. Streamlines recurring maintenance scheduling, contract tracking, and invoicing for long-term, multi-site clients with asset tracking and high-volume service call management. Connects to quoting, CRM, and field reporting.
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.
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 6.5
Features 8.0
Support 5.0
Value 4.0
Integrations 8.0
AI Capabilities 1.5
Features
107 features confirmed across
16categories· Showing confirmed capabilities only
Reporting & Analytics18features
AnalyticsReportingCall TrackingCall trackingEnriched Permit Data and Quality MetricsData DictionaryMap Based Data VisualizationMap visualizationPlanned vs Actual Maintenance Spend ComparisonPlanned vs. actual maintenance spend comparisonCustomer Profitability AnalysisSee total profitability by customer including pull-through workCustomer Profitability TrackingCustomer profitability tracking including pull-through work
Show 10 more
Departmentalized Performance TrackingDesign Your Own ReportsCustomizable Reporting & DashboardsEnd-to-End Performance VisibilityQuote Volume And Close Rate TrackingRole-Based DashboardsGoal TrackingJob type performance trackingUnbilled Project Revenue Aging ReportsProject AnalysisExecutive DashboardKPI dashboards for executivesCentralized DashboardRole-specific views for Dispatchers, Service Managers, Accounting, and ExecutivesESG & Sustainability ReportingTotal profitability reporting
Platform & Customization14features
Custom API AccessWebhook callbacksDocument ManagementDocument sharingExcel 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 managementPlatform Development Environment for Custom Applications and ObjectsPlatform Customization
Show 6 more
Role-Based Access ControlAdmin Password ResetScheduling And Dispatch IntegrationDispatch and schedulingTwo-Factor Authentication2-Factor AuthenticationDouble Entry PreventionEliminate manual exports and double entryCustom FieldsCustomizable FormsData ImportAutomate data transfer
Scheduling & Dispatch12features
SchedulingWork OrdersComplete work orders and collect signatures in the fieldDispatchingGantt ChartsGantt chartsOnline BookingAppointment schedulingProject ManagementUse gated workflows and custom forms to guide each stepScheduling OptimizationRFI And Submittal ManagementRFI & Submittal management
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Job Task Creation During SchedulingTask scheduling and trackingAuto Assign JobsJob VisibilityLinked Tasks
CRM & Sales9features
CRMQuickly access the right contact for any propertyLead ManagementPull-through work captureMarketing ToolsSocial media integrationSales AutomationSales automationMaintenance Agreement ManagerAd ManagementCampaign managementAd Platform IntegrationSocial media integrationAI Lead ScreeningLead scoring
Show 1 more
Property Profiles
Accounting Integration8features
Job CostingAccounting IntegrationExpense trackingBusiness Travel Booking and ManagementTravel managementCorporate Card ManagementSpend ControlBudgetingSpend ControlTax FilingMulti-State Tax ComplianceBurden Rate And Margin CalculationMargin trackingCash Flow Management
Invoicing & Payments7features
InvoicingAuto Apply PricingPrice BookQuoting And InvoicingQuoting and invoicingAuto Apply Customer PricingAuto-apply customer-specific pricingAutomatic Invoice Creation from Quotes, Bookings, and Completed JobsInvoice generation from completed field workInvoice Status TrackingAutomated invoice monitoring
Mobile & Field Tools6features
Offline ModeAccess site plans, manuals, and job details on the goDigital FormsCustom data formsTechnician Mobile AppMobile appGated Work SequencesGeo-Located Photo Capture of Installed EquipmentPhoto Capture & Auto-OrganizationAuto Data EntryElimination of manual exports and double entry
Customer Communication5features
Auto DialerClick-to-dialEmail IntegrationEmail integrationNotificationsReal-time updatesAutomated Status UpdatesGet real-time updates from the officeVoIP Phone SystemClick-to-dial
Technician Management5features
Certification ManagementSkills & Certifications trackingChecklistsTime TrackingTechnician Skill TrackingSkills & Certifications tracking with 0-5 proficiency scaleAutomated Work SummariesPull-through work capture
AI & Automation5features
AI Automation for SchedulingBulk scheduling of jobsAI Field Auto-FillOCR auto-fills info from equipment data platesAI SupportOpsAIAutomation RulesWorkflow managementAI Driven Workflows with Templates
Estimating & Quoting4features
Quoting & EstimatesMobile QuotesChange OrdersChange Order ManagementCustomizable Job TemplatesPredefined tasks and parts for schedulingProposal ManagementQuote Management Tools
Equipment & Asset Management4features
Equipment TrackingAdd photos and videos for complete job documentationAsset ManagementRefrigerant Charge And Service History TrackingEnhanced Asset Management with refrigerant type, service history, and parts trackingDetailed Asset Information TrackingAsset-level cost and work history tracking
Fleet & GPS Management3features
GPS TrackingFleet+ Geo-Fenced Time Tracking AlertsGIS RoutingRoute optimizationGeofencingLocation-based grouping
Inventory Management3features
Inventory ManagementInventory trackingParts And Materials PurchasingPurchasing & InventorySupplier ManagementSupplier management
Compliance & Safety3features
Code Enforcement TrackingCompliance and Safety Data ManagementMulti-State Tax ComplianceMulti-State Tax Compliance (Beta)Audits And Compliance
Training & Education1feature
Skills Based Training ManagementSkills & Certifications tracking with 0-5 proficiency scale
Integrations 13 across 5 categories
Accounting 7
Avalara
NetSuite
NetSuite
QuickBooks Online
QuickBooks
Sage
Sage
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
HR & Payroll 1
Miter
Miter
GPS & Fleet 1
Coast
Coast
Pricing
- Model
- Quote Only
- Starting at
- Contact for pricing
