BuildOps

Pros: There is 24/7 help available if needed. I also appreciate being able to ask AI something and get an answer quickly.

Cons: There were some glitches that made the program run slow but other than that, it has been great! We were able to reach out and get help right away.

Pros: -Ease of use for techs in the field -AI recommendation generation -Auto fill assets from data tag pictures

Cons: -Limitations on mobile app from a management / dispatch standpoint -Inability to separate customer lists by department / location

Pros: I love having all the history in photos available to go back and look at on each asset. you can look in history and find out what other texts have done at this customer site.

Cons: Having to clear the cash and restart Build Opps when it is getting glitchy or locking up. Many times I have lost information when I had to restart the app.

Pros: The Project Management module is not user-friendly. Completing a change order requires too many steps, which discourages us from utilizing this module. While it is cheaper than other operational software, it does offer good value for the money. However, the application of sales tax to invoices is inconsistent. Each month, we have to reconcile to determine which invoices were incorrectly charged sales tax despite being exempt. Additionally, the syncing between our operations and finance software is not consistently reliable. The Purchase Order workflow lacks the necessary automation for manual tasks. We need a bi-directional flow between SAGE and BuildOps. Furthermore, the payment processing system does not allow the business to choose how to handle the absorption of processing fees.

Pros: I like how streamlined it is, how easy it is to see job costs and ease of invoicing. It has cut down on our time to invoice greatly. We have also increased our quoted repairs as the quote to job feature is seamless.

Cons: I think the PR area is weaker and I wish the Purchasing module allowed you to pick the payment date or offered better terms.

Pros: when inputting data from the web, how quickly it updates across the whole data base and the app. Within seconds

Cons: The onboarding process was very rough. When entering assets from the app, it can take a long time to load. almost not worth doing while onsite for walk throughs. Not being able to quote PM contracts in the software

Pros: It's a great tool to share with prospective customers on how easy it is for the technicians to have information on each of the assets.

Cons: BuildOps, could be a little more user friendly when inputting assets into the program, there is too much going back and forth and nothing that gives you an opportunity to copy.

Pros: Ease of use, flexibility with different scopes of work service vs construction. AI functions are helpful when shortening workflows.

Cons: Project functions need a bit more development. They can be clunky and not in line with how quoting is performed in the platform.

Pros: The dashboard are easily customizable! Once it is setup you don't have to spend hours searching for some information. Also, [sensitive content hidden] is so helpfull! for small question he always have the right answer so we don't need to bother support only for small information! Support is quick to reply (sometimes less than 10 minutes and I've been answered! ) The payments section is clear and easily useable by seeing all invoices for one customer and to keep track of the payment if a payment agreement is done with a customer. When we sent Live with BuildOps, it took me only a week to learn how to use it!

Cons: Some things should be easily customizable but arent, like the Pay Application. And the fact that once something is exported to our accounting system, can't be exported again if some modification were done.

Pros: Project forecasting is a big plus for us. I also like some of the customer reports we have created for us.

Cons: The tasks functionality needs work. It's basically unusable as it sits. We also do not have a good way to print or export an individual job's forecast. There are a number of pages I have stumbled on that create a table with no way to print or export the data. I would think this functionality would be easy to add. I also think that you should create a self-service web page that allows users to submit a support ticket rather than having to use your phone center. The last time I called, I got the impression that it has been relocated to south Asia?

Pros: I like that everything is in one place. I can easily navigate and find things that I need. It is very convenient.

Cons: It is consistently slow. Sometimes I have to log out and back in to get it to work. There are times that documents or actions are not saved.

Pros: I like how buildops is easy to navigate through and nicely organized for me to use. I can move through everything quickly while multitasking with my emails.

Cons: Sometimes it can lag, and customer support can be better. I feel like it takes several days for an issue to be resolved. A year or two ago, it was easier to get a hold of somebody through a phone call.

Pros: Ease of storage and utilizing files on app. Easy to navigate between screens and fields. Responsive customer service.

Cons: Janky if not on strong signal. Multiple issues over the past few weeks. I would like a way to modify after the fact after I close job.

Pros: We’ve had a very positive experience using BuildOps for our operations. One of the biggest improvements we’ve seen is in our invoicing efficiency. The platform has streamlined our workflow, reduced delays, and helped ensure invoices are completed and sent out much faster and more accurately. The addition of Payments+ has also been a great benefit. It provides a fast, customer-friendly way to process payments, which has improved our overall customer experience and helped us get paid more quickly. Another major advantage is how easy it is to track quotes and work orders. Having everything in one place gives our team better visibility, improves communication between office and field staff, and helps us stay organized from start to finish on every job. Overall, BuildOps has been a valuable tool in improving efficiency, organization, and customer satisfaction across our business.

Cons: While BuildOps has been beneficial in many areas, there are a few challenges we’ve encountered. Reporting can be difficult to create and customize. It often takes extra time to build reports that provide the specific data we need, and the process isn’t as intuitive as it could be. This can make it harder to quickly pull insights or track performance without additional effort. Another limitation is the lack of a default customer statement feature for collections. Having automated statements available to send to customers would greatly improve efficiency in managing past-due accounts and streamline our collections process.

Pros: I liked the simplicity of it. It didn't seem so complicated and I liked that. When you are on call you need it to create and move things along quickly.

Cons: I think some things should " auto fill" to avoid so many steps in making a service ticket. I also think it's lacking like a reminder pop up or like quick reference for customers

Pros: Dispatch Search features for job, project, PO, etc. Time tracking Ability to quote jobs within BuildOps Job cost reports

Cons: Lack of AP Automation. Most of the large third party AP automation providers integrate with Sage Intacct but none integrates with BuildOps. AP Automation would be an excellent addition to Buildops. Also, it would be helpful if BuildOps calculated the open $ amounts on PO's. Currently, we have to manually subtract the receipts from the PO amount.

Pros: The ease of invoicing with the autocorrection of the invoice summary. It helps to explain in layman's terms that is easy to understanding for the AP department.

Cons: Cost-very expensive Overcomplication of service contracts and seeing pricing Lots of steps for PO's, entering the service contracts, and adding new job/visits Profitability is difficult to determine on contracts

Pros: quote generation and sending quotes is easy. I would like to see an automation addition to that function though. it would make life much easier

Cons: reporting functions need work to help with clarity need more crm functions - it is difficult to search a person or property

Pros: Personally, I don't like BuildOps at all. I really don't see any pros to using this system..........

Cons: Almost daily there is an issue with one thing or another and it takes forever to get the issue resolved.

Pros: Just had a few months to work with but i think the most i like about is being able to add information of ac units to account

Cons: Takes longer to close ticket as there is alot if information we can input and things we can see on ticket , and longer to find ticket in past present and future.

Pros: $7f

Cons: One of the more challenging aspects is when system updates or changes are made during working hours. These can disrupt workflows, especially in accounting and invoicing where timing and consistency are critical. Additionally, some updates feel like they could benefit from more thorough beta testing before being released, as occasional issues or inconsistencies arise that require extra time to troubleshoot. Advance notice and more off-hours deployments would help minimize these disruptions.

Pros: It has been a way easier system than our previous CRM. Learning to use it was a quicker adjustment than expected and the esthetics of BuildOps is pleasing.

Cons: There has been a few bugs with it for my techs and we have to clear cache way more often than I would expect to get things to work better again.