AI Bulk Payment Recognition (Beta)
Payment processing just got a turbo boost. With AI Bulk Payment Recognition, you can drop in a customer’s remittance sheet and watch BuildOps instantly recognize invoice numbers, match them to the right records, and apply payment amounts automatically. Whether you help large property managers or store chains, this turns an error-prone chore into a one-click breeze—faster posting, fewer mistakes, happier finance teams.
Why It Matters
Handling bulk payments is often a big task for finance teams. By simply uploading a remittance sheet, BuildOps takes care of scanning, matching, and applying payments—even across long invoice lists. This reduces manual entry, speeds up reconciliation, and ensures accuracy for high-volume accounts.
How It Works
Start creating the payment as usual by entering the payment number, customer, and date, then click View Invoices.
Upload as you create a payment – In the Create Payment flow, add the customer’s remittance sheet to kick off AI recognition. Use a simple drag-and-drop (or browse) to add the remittance file.
AI recognition & matching – BuildOps reads invoice numbers and amounts, matches them to the customer’s invoices, and auto-applies the amounts. (Note: you still need to manually update the Amount field above the View Invoices button.)
Beyond pagination – Matching searches across the entire invoice list for the customer, not just the visible page, ensuring every referenced invoice is found and correctly applied.
Now, high-volume remittances that once took ages to post are handled in moments—upload, review, apply, done.
This feature is currently in Beta. If you’d like access, please reach out to your Customer Success Manager.
Improved Timesheets in Daily Report
We’ve made it easier to manage timesheets in Daily Reports on the web.
Timesheets will now remain separate, even when they share the same user, phase, department, or cost code.
Each timesheet will display its source (either Daily Report or Project Visit).
Empty timesheets generated from Project Visits will no longer appear within Daily Reports.
These changes bring the web experience in line with mobile and remove the confusion that could happen when Daily Reports and Project Visits were used together. You’ll now have a clearer view of time entries, making it simpler to enter, edit, and review time.
Process Update
To add time to an existing entry with the same phase, department, and cost code:
On mobile, open Crew Time in the Daily Report and select Edit.
On web, open the corresponding Daily Report timesheet and make edits directly.
Enhanced Technician Profitability Report
We’ve made several updates to improve the performance and usability of the Technician Profitability Report:
Improved performance – report load times are now significantly faster.
New control: Timesheet Approval Status – filter results by approval status, with the default set to Approved.
Enhanced sorting and limiting options – dynamically sort and limit metrics in both the Tech Profitability and Tech Actions tabs, defaulted to Top and 50 respectively.
Updated ReadMe – reflects the latest changes for easier reference.
New “Sold By” Control in Sales Commission Dashboard
We’ve added a new “Sold By” control to the Sales Commission Dashboard.
This enhancement allows you to filter results by the individual who sold the job, making it easier to view commission data based on sales ownership.
With this update, you can quickly analyze performance and commissions by salesperson, giving you greater flexibility and insight.
Upgrade to New Sigma Workbook Layout
Sigma has introduced a new workbook layout, and all existing reports are being migrated from the classic layout.
Why This Matters
Reports still using the classic layout may encounter functional errors when adding or removing elements. To ensure continued stability and access to the latest features, upgrading to the new layout is required.
How to Upgrade
You can upgrade your reports to the new layout in either of these ways:
Prompt on load – When opening a report, select Upgrade in the modal that appears.
Settings – Navigate to Workbook Layout Settings and click Upgrade to new layout.
