Latest Updates
Latest Updates
Enhanced Labor Cost Visibility for Jobs and Maintenances
We’ve enhanced how labor cost visibility is controlled in Jobs and Maintenances. Depending on permission settings, certain cost data can now be hidden by default.
What’s new: When permission Service Labor Costs – Allows users to view cost information for labor in Jobs and Maintenances is set to false, the system now hides:
Labor cost data on all Job and Maintenance screens (markup, profit, margin)
Entire Job Costing tab
Job Costing Tab of Job:
Overview Tab of Quoted Job Report:
Visit Tab of Job Report
This ensures users within your team only see cost data they’re permitted to access, helping control sensitive labor cost visibility.
Action required:
Go to Roles and Permissions > Financials
Enable Service Labor Costs to users who should see labor costs
Disable the permission for users who should not see labor costs
Sage 300 Accounting Integration: Vendor Document Limit
BuildOps now supports Vendor Document Numbers up to 15 characters when exporting PO receipts to Sage 300.
Previously, exports would fail if the Vendor Document Number exceeded 10 characters, often without a clear explanation.
With this update, our export logic aligns with Sage 300’s character limit, ensuring smoother exports.
If the Vendor Document Number field is left blank, BuildOps will automatically use the receipt number instead. And if more than 15 characters are entered, a clear error message will appear to help you correct it before export.
Sage 300 Accounting Integration: Ability to Archive Cost Codes for
You can now archive unused cost codes in BuildOps > Project Settings. This update helps you keep your job costing list clean and organized without affecting your integration. Archiving has no impact on your data in Sage—it simply removes clutter from your view in BuildOps.
Service Agreement: Improved Step 1 Layout
We’ve removed the old accordion-style interface and replaced it with a single, streamlined view that displays all required fields at once. No more extra clicks or jumping between sections. Now, you can enter information in any order and move forward as soon as all required fields are filled.
This update helps you create agreements faster, with fewer interruptions and a smoother experience overall.
Updated Step 1 Layout
Validation complete and Next Step button to move to Step 2
Unified Asset Type Creation
We’ve improved the way you create Asset Types by making the process consistent across both the Checklist Library and Asset Settings. It’s now easier and faster to enter all the details you need in one streamlined view.
The Checklist Library has been updated to use the same enhanced modal as Asset Settings, allowing you to enter key details such as expected lifetime, rating, and whether the asset type includes refrigerant.
You’ll also see usability improvements like disabled save buttons until required fields are filled out, and a new “Save & Add Another” option to speed up data entry.
Flexible Asset Type Fields
We’ve heard you! We’ve updated Asset Type creation and editing so that Rating and Expected Lifetime are no longer required. This change gives your team the flexibility to add only the fields that matter for your operation, without compromising data accuracy or usability.
If these fields aren’t relevant to your setup, you can skip them without affecting performance or usability.
When editing existing Asset Types, you’ll also have the option to clear values for all assets or leave them unchanged. This change reduces friction and helps you maintain cleaner asset data while still supporting more detailed tracking when needed.
NetSuite: Bi-directional Bill Syncing
You can now create vendor bills in BuildOps and sync them to NetSuite—or vice versa. This new bi-directional syncing option brings flexibility and efficiency to your billing workflow.
We’ve expanded our NetSuite integration to support bi-directional syncing for vendor bills.
Previously, bills had to be entered in NetSuite before syncing back to BuildOps, which created extra work for teams that typically manage billing from the field. With this update, you can now create vendor bills in either BuildOps or NetSuite, and have them automatically sync to the other system.
1. Create bills directly in NetSuite from the following:
a. Purchase Orders
b. Purchase Order Receipts
c.Bills
2. Introduced an export button on Bills
3. Bill status now updates to “Exported” with a new sync status field to help identify any accounting integration errors.
Please reach out to your IM/CSM to enable this feature.
NetSuite: Edit POs After Successful Sync
BuildOps now allows you to edit purchase order and manage line items even after a PO has been successfully synced to your accounting system.
Previously, users had to create duplicate POs just to make updates due to a technical limitation in our original integration setup.
With this update, you can simply open the synced PO, enter edit mode, and make any needed changes to the header or line items.
Note: Editing is still restricted for Closed purchase orders.
Visibility to Project's Accounting Sync Status
A new "Sync Status" column has been added to the Projects table in BuildOps, along with an "Accounting Software Sync Status" field on individual Project records.
These enhancements provide clear visibility into the sync state of project data with your ERP system.
Status indicators include: In Sync, Syncing, Not Synced, and Sync Failed.
This new “Accounting Sync Status” is also available on the Project Page.
This update helps you quickly identify project records that may be causing export failures.
Generating Job Report Update
We've made a couple of changes to improve clarity and reduce confusion when generating Job Reports.
Updated Label: The field previously labeled “Show costs associated with Job” is now called “Include non-visit Job Costs”.
This better reflects its purpose, displaying costs not tied to a specific visit on the Job Report.
Default Department for Visit Creation
To streamline your workflow, the Visit Department will now default automatically when creating a Visit from a Job.
What’s New: When creating a Visit from the Scheduling tab of a Job, or when selecting “Create Visit #1” while creating a Job, the Department will be pre-filled—no need to manually select it.
This auto-default applies when the Job has only one Department.
Dashboard: New Interface Update for Creating/Editing Report
An update to our Dashboard module brings a more optimized interface designed to remove clutter and improve accessibility. See below for a summary of the changes.
New Element Bar - Moved from left side panel to center of the screen floating menu.
Old
New
Refined Editor Panel - Now located on the right side of the page, the new editor panel makes it easier to quickly make formatting changes while also managing data sources.
Old
New
Enhanced Bluon Integration on Web
We’ve super-charged the BluOn integration!
Field techs have enjoyed BluOn’s deep equipment library on mobile, but office staff were stuck hunting for the same information—slowing down approvals, estimates, and parts orders. Critical documentation lived on phones, not in the back office.
What's new: When a technician matches an HVAC asset to BluOn out in the field, all the rich equipment data now flows back to the office. Dispatchers, project managers, and estimators can pull up the asset on the web and get one-click access to PDFs, wiring diagrams, and up-to-date parts list.
The BluOn match made on mobile now unlocks “Manuals and BOM” button on the asset’s page.
Manuals, parts, and asset information can now be accessed on web.
Note: Only available to HVAC customers in the Bluon trial. Contact us to join the waitlist.





















