Company Settings

The following information is broken down into the sections found on the Company Settings page. When you log into BuildOps, you will land in Company Settings.

Company Info Fields

Company Name
Company Logo (appears on customer-facing documents)
Business Address (actual business location)
Billing Address (where paper mail is received)
Phone (primary customer service contact)
Email
Website
Invoice Terms of Service (default language at the bottom of every invoice)
Purchase Order Terms and Conditions (default language at the bottom of every purchase order)

To edit Company Info, click "EDIT COMPANY INFO" in the upper right.

Departments

View, edit, or delete a Department by clicking the three dots on the right side.

Add a Department logo, designate team members, choose a default Quote template, and add a company/billing address (if applicable).
To add a new department, click "ADD DEPARTMENT".

After Hours Settings

Allows "on-call" Technicians to perform work or schedule jobs outside of regular business hours.
Set up different "after hours" schedules and assign them to specific Technicians.
To edit a schedule, click "EDIT" on the right side.
To add a new schedule, click "ADD SCHEDULE".

External Message Templates

Default email language for Quotes, Invoices, and Purchase Orders.
Saves time by eliminating repetitive email drafting.
To edit or delete, click the three dots on the right side. Additionally, templates must be assigned to relevant departments in the External Templates section to ensure their visibility during invoice creation or email sending.

To add a template, click "ADD EXTERNAL MESSAGE TEMPLATE".

Type in the name of the template and select the department it’s for. Choose whether it will be used for a Quote or an Invoice. Add your message in the text box, then click Save to complete.

💡 Ensure the associated Department(s) are selected; otherwise, the template will not appear as an option in the dropdown.

Troubleshooting Missing Invoice Templates

If templates are missing, consider the following steps:

Verify that a department is assigned when creating an invoice. Invoice templates in BuildOps are tied to departments, and leaving this field blank can cause them to not appear.
The external template may not apply if an ad-hoc invoice is created without selecting a department. In such cases, the messaging would need to be added directly to the invoice.
Check the External Templates section in Company Settings:
- Ensure that the department assigned to your invoice has a properly configured external message template.
- If missing, add the department to the template configuration.

2. Navigation, Pages, & Objects

Depending on a user's Roles and Access rights, they may or may not

see the different tabs found in the top navigation bar.

Settings Tabs

Hover over your company name in the upper left to access various settings tabs.
More details will be provided in future training.

Dashboard V2 (Reports)

Dashboard is our robust reporting module powered by a software called Sigma Computing. Sigma can help business owners make informed decisions and gain

business insights by providing comprehensive data analysis, real-time

reporting, customizable reporting, collaboration, and visualizations.

Operations

View day-to-day work in different sections:
- Jobs
- Maintenance (Service Agreement Jobs)
- Sales (Quotes, Recommendations)
- Inventory
- Procurement (Purchase Orders, Receipts & Bills)
- Service Agreements (Referred to as "Maintenances")
  - All Service Agreement Jobs are referred to as "Maintenances" in
    BuildOps.
    Maintenance and Service Agreements go hand in hand. A Maintenance
    is a Job that is specific to a Service Agreement.

Dispatch

Dispatch Board is the central scheduling tool.
View Visits and their statuses.
Access the Visits tab to see a table format of all Visits.

Accounting

Create and review:
- Invoices (Jobs and Maintenances)
- Payments tied to Invoices
- Adjustments to Invoices
- Time Tracking Reports

Projects

Two major modules: Service & Projects.
Projects are construction jobs longer than 2 weeks.
WIP Reports (Work-in-Progress) show overall project health and performance.
Forecasting (to see comprehensive overview of all your Projects budgets and forecasts)

Global Search

Find all related objects (Jobs, Visits, Invoices, Quotes, etc.).
Apply filters to refine results.

Notifications

Alerts for actions taken within the Quote module.
Get notified when:
- A customer approves/rejects a Quote.
- A Quote is converted into a Job.
- A new Quote is needed.
Enable or disable notifications based on preferences.

Shortcuts/Ad hoc

Click the + icon to quickly create:
- New Job
- Quote
- Invoice
- Payment

Help Desk & Learning Center

Click the ? icon on the top right to access our support tools. From here, you can:

Browse the Help Center – Find product articles and learn about key features.
Check Release Notes – Stay up to date with the latest software updates.
View System Status – See if everything is running smoothly.
Track Tickets & Conversations – Access your current and past conversations with the BuildOps Support Team.

Roles + Permissions

Create Custom Roles – Set up roles tailored to your team's responsibilities.
Control Permissions – Define what each role can view or do within BuildOps to ensure the right level of access for every user.

Profile

Click the top-right icon to:
- Update notification preferences (Quotes, Jobs, Procurement)
- Sign out
- Change password
- View current web version. Example: v7.18.2 (92d52d0)