With BuildOps, the quoting process is seamless, whether coming from the tech, the office, or both.
Forget messing with 10 different versions of a single quote or struggling to find the most recent one. BuildOps automatically tracks all changes in one file, so you have a complete quote history at all times, and communications between you and the customer are clear.
This is completely customizable.
Quotes are sent to the customer’s preferred email. BuildOps also enables your customers to access current and past quotes with an online portal. Quotes include photos and videos the technician took on-site to provide visual proof of recommended work (the customer doesn’t have to take your word for it). After approval, the quote automatically turns into a job in BuildOps, and you’re off to work.
The faster you get a quote in front of a customer, the more likely they are to approve it. With BuildOps, there’s no need to wait.
Industry benchmark surveys show that techs quoting in the field are a top indicator of success for commercial contractors—yet only about 60% promote it. With BuildOps, the quoting process is seamless, whether coming from the tech, the office, or both.
When technicians identify pull-through work, they can quickly:
All the customer has to do is hit “Approve,” provide a PO number, and you’re ready to work. Customers say it’s “as easy as DocuSign.”