We can’t help you time travel (yet), but we have been hard at work building new features to help you earn straight up superhero status. Let’s dive into the newest tools to add to your toolbox.
Laying the groundwork for future success just got a whole lot easier. With our new Forecasting tool, you’re no longer navigating in the dark. Say goodbye to assumptions and hello to strategic planning that lets you anticipate project outcomes and take control like never before. Mid-April, we’ll make this available to all customers, so get ready to meet your project management fairy godmother.
Our Credit Hold feature is the sidekick you didn’t know you needed, helping you wield the power of custom credit limits and risk alerts to protect your hard-earned cash. Whether it’s keeping your earnings secure or setting strategic restrictions, this tool is your financial Bat-Signal.
Imagine having X-ray vision, but for your inventory. Our Inventory Valuation Report lets you see the true value of your inventory with unbelievable precision. It’s like having a financial advisor, but for your products, giving you the scoop on where your assets stand, down to the last nut and bolt. Ready to make smarter, long-term decisions? Look no further.
We’ve revolutionized the quoting process, making it faster, clearer, and more efficient. Here’s how we’ve elevated your quoting game:
1. Streamlined Creation: We’ve cut down the clicks and clutter, making it as easy to generate quotes as a superhero slicing through obstacles.
2. Scope of Work, Defined: Our latest Quotes enhancements bring clarity to the scope of work, integrating it into both jobs and prospects. This new level of transparency ensures every member of your team is on the same page.
3. Full Asset Visibility: Every asset is now at your fingertips, detailed and unmistakable, leaving no room for oversight.
4. Estimation At A Glance: We’ve made some changes to the interface. Now, adding labor and material line items is as straightforward as checking off a to-do list.
5. Smooth Saving Experience: You spoke. We listened. Following customer feedback, we’ve upgraded our autosave function to ensure a seamless workflow — without interruptions.
Equipment Tracking: Know Your Arsenal (Beta)
Our new module for managing tools, vehicles, and equipment is like having a high-tech equipment tracker at your disposal. From logging usage on jobs to tracking costs, this feature ensures that every piece of your inventory is accounted for, boosting your ROI and keeping your operations sharp (reach out to CSM for beta access).
Pick up, drop off, and transfer equipment — right from your phone.
Gone are the days of tedious manual data entry, prone to errors and inefficiencies. By using the camera on your mobile device to scan an asset’s nameplate, our tech leaps into action, automatically extracting make, model, and serial number with pinpoint accuracy.
Imagine the impact — what used to be a slow dance of typing and double-checking turns into a swift and painless process, freeing your team up to do the work that truly matters.
Mobile – Better Asset Search: We’ve fine-tuned our asset search on mobile, so now when you look for “ABC,” you won’t get “XYZ.” Precision is key, and we’re locking it down.
Service Agreement – Show Service Agreement Billing Type on Maintenance Report Page: Now you can see all the nitty-gritty details of your service agreements right on the maintenance report page. Transparency for the win!
Mobile – Job Department Field Required Based on Account Settings: We’ve added a sprinkle of customization to job creation on mobile. If your settings demand it, so shall it be!
New Advanced List Views on Warehouses List and Warehouse Items: Our warehouse lists got a major facelift, and now they’re not just pretty; they’re smart, too, with enhanced searching, filtering, and sorting capabilities.
So, there you have it — your toolbox just got a major upgrade with features designed to fortify your financials, streamline your inventory, and forecast your projects with superhero precision.
Here’s to the heroes of the construction world—here’s to you. Let’s build extraordinary futures together.
FIELD SERVICE MANAGEMENT SOFTWARE
BuildOps connects every part of your business. #1 all-in-one Field Service Management and Project Management Software for commercial service contractors. Streamline your dispatch, quoting/invoicing, service, projects, and reports.
