BuildOps

Angelene Rosario

Krystal Allen

Web and mobile release notes published as software releases occur.

Release Notes

Dashboard

Holly Moreno

Jennylyn Salao

The foundation of operational workflows can be found here

Operations

Foundational guide to all of your operational workflows

Dispatch & Scheduling

Adrian Lao

Guide to all accounting integrations that BuildOps supports

Accounting Integrations

Manage the core records your team uses across BuildOps, like Customers, Properties, Assets, Vendors, and Pricebooks.  

Projects

Kaye Rosario

Mobile App

Use the Settings pages to customize and configure the information in your BuildOps account

Settings

Time Tracking

CRM+ 2.0

Payments+

Fleet+

Support

Guide to all AI-Powered Features in BuildOps

OpsAI

Nina Ahl

Additional Resources

A library of BuildOps webinar recordings and resources to help you get more from the platform

BuildOps Webinar

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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