Catch Sync Errors Early with Accounting Validations
The new Accounting Validations service is a centralized way to manage integration-specific validation rules. With this update, you’ll see errors earlier, avoid downstream failures, and experience smoother syncing between BuildOps and your accounting system.
What’s New:
Early error detection – BuildOps now runs validation checks before sync/export.
Clear, user-friendly messages – You’ll see exactly what needs to be updated, with simple guidance in-app.
Faster updates to rules – Our team can quickly roll out new validations, ensuring your integrations stay up-to-date.
Examples of Validation Messages
“Customer name exceeds 41 characters” (QuickBooks)
“Invoice Summary must be less than 4000 characters” (Intacct)
“Payment number exceeds 20 characters” (Intacct)
“Code contains unsupported characters [<>&’’”]” (Intacct)
When creating or editing records, BuildOps will surface validation messages instantly. This ensures you can quickly fix issues, save time, and avoid disruptions when syncing to your accounting system.
Accounting: Display Customer Code with Customer Name
You can now see Customer Codes directly in BuildOps, making it easier to quickly identify and match customers across systems.
Customer Codes now appear alongside customer names in the Customer List.
Each Customer Record Page also shows the Customer Code for easy reference.
This update gives you a faster way to confirm you’re working with the right customer without switching between BuildOps and your accounting system.
Project Visit Indicator on Timesheets
You can now quickly see when a timesheet originated from a Project Visit. Within Web Time Tracking, the timesheet title will include a clear indicator whenever it’s tied to a Project Visit.
What’s New:
Timesheets generated from Project Visits now display “Visit” in the title.
This makes it simple to distinguish between time submitted via Project Visits and time logged through Daily Reports.
Bluon AI Gets Smarter
We’ve released a major upgrade to the Bluon FSM Plugin, making the AI more powerful and field-ready than ever. With smarter reasoning, streamlined workflows, and expanded manual access, technicians can now get answers faster and spend less time searching.
Ask Manuals Mode
Rapid, AI-powered access to manuals—no more keyword searches.
Now, techs can toggle between troubleshooting and manual search directly in the AI chat interface.
Agentic AI Reasoning
The AI now thinks ahead and takes action using built-in tools.
Bluon AI can now proactively call calculators and diagnostic tools to answer complex questions—no more manual input or switching screens.
Tools now available:
Airflow calculator
Subcool/Superheat calculator
Duct calculator
Pressure set points
Nitro test recommendations
Enhanced UI & Error Handling
Simplified experience with retry buttons and smoother performance.
If there’s a timeout, users can simply tap “Retry” instead of reloading the page.
Parts & Thermostat Overhaul
Manuals now added to parts, and thermostats included in parts search.
Parts pages now resemble model pages for consistency
Many commercial parts now include manuals
Thermostats have been moved into the Parts tab for better visibility
Nameplate Scanner Improvements
More accurate results thanks to smarter model search behavior.
We’ve removed the brand filter from model searches to prevent false negatives due to shared models or brand mismatches.
More Manuals, More Models
Expanded coverage with 3,000 new water heater models and cleaner manual naming.
Manuals now have specific names (e.g., “Unit Control Board Operations”), and thousands of new models, especially water heaters, have been added to the Bluon database.
Smarter Profitability Insights for Service Agreements
We’ve upgraded the Profitability tab in Service Agreements to give you a clearer, faster, and more powerful way to track performance. Instead of a static table, you’ll now see a dynamic, interactive Sigma report that pulls everything into one view—budgets, costs, revenue, and profitability.
What’s New:
Comprehensive insights – See budgets, costs, revenue, and profitability together.
Dynamic filters – Drill down by date range, property, work type, or cost type.
Data updates – Data refreshes automatically, typically every 30 minutes, with a clear “last updated” timestamp.
Scalable performance – Handles large service agreements with ease, no more long load times.
Updated ReadMe for Tech Profitability Report
We’ve refreshed the ReadMe for the Tech Profitability Standard Report to make it easier to understand the numbers behind the report.
What’s New:
Expanded descriptions of the metrics and KPIs used in the report
Clear explanations of calculation methods for each metric
Better guidance to help you interpret the Tech Profitability Report with confidence
New AR Aging Report Without Retainage
We’ve added a new version of the AR Aging Report for customers who prefer not to include retainage in their total active AR calculations.
What’s New:
New AR Aging Report option: Excludes retainage from total active AR.
“As of Date” filter is now required, ensuring consistent reporting.
ReadMe updated with details on this new report and filter change.
CRM+ Opportunity Pipeline: View Actual vs. Weighted Revenue
We’ve added a tabbed container to the Opportunity Pipeline dashboard, so you can now switch between Actual Revenue and Weighted Revenue views.
This is for customers with CRM+ enabled.
Two tabs available:
Actual Revenue – shows raw dollar amounts across different milestones.
Weighted Revenue – shows revenue adjusted by probability.
