Quotes Tab on Customer and Account Pages
You can now view and create quotes directly from the Customer and Account pages using the new Quotes tab.
This update gives your team a centralized view of all quotes tied to a customer or account (on CRM+), making it easier to track quote history and understand ongoing sales activity without jumping between properties.
From the Quotes tab, you can:
See all quotes associated with the selected customer or account
Create new quotes directly from the customer or account page
Access to this tab follows your existing quote permissions:
If you can create quotes, you’ll see the Create Quote button
If you have view-only access, the button will be disabled
If you don’t have quote access, the tab will still appear, but you won’t be able to view the content
This helps keep customer-level sales activity organized and easier to manage in one place.
Flexible Quote Attachment Transfers to Jobs & Projects
You can now manage and transfer Quote attachments to Jobs or Projects at any point, even after a quote has been approved or associated.
This update removes previous limitations around attachment handling and gives you more control over how documents move from Quotes into Jobs and Projects—especially helpful for teams managing bids, drawings, and project documentation.
With this update, you can:
Upload, edit, delete, or transfer quote attachments at any time
Transfer attachments to both Jobs and Projects
Clearly see whether a file has already been added, using the new Added to Job/Project status
Manually transfer attachments using the Add to Job/Project action
Keep transferred files organized, with attachments added to Projects stored in their respective quote folders
Once all attachments from a quote have been transferred, the Add to Job/Project action will automatically be disabled to prevent duplicates.
How to transfer a Quote attachment
Open the Quote and go to the Forms & Attachments tab
Select the document(s) you want to transfer
Click Add to Job/Project at the top of the table
You can confirm whether a document has already been transferred by checking the Added to Job/Project column.
Transferred files can be found in:
Forms & Attachments on the Job
Files & Drawings on the Project
Permissions
This update follows your existing quote permissions:
Users with quote view access can see the Forms & Attachments tab and transfer status
Users with quote edit access can upload, edit, delete, and transfer attachments
CRM+ Milestone-Based Required Fields for Opportunities
You can now require specific fields to be completed at each stage of an Opportunity.
This update lets admins control when key information is captured as opportunities move through the sales process, helping keep data complete and consistent from start to close.
What’s new:
Admins can now set required fields per milestone within each sales process. When a sales rep moves an opportunity forward, they’ll be prompted to complete any required fields before proceeding.
This helps ensure important details are filled out at the right time rather than being missed or added too late.
Admin Settings Page
How it works:
Required fields can be configured for each milestone in a sales process
When moving an opportunity to the next milestone, a prompt appears asking for any missing required fields
If required fields are set on the first milestone, they’ll appear during opportunity creation
If an opportunity switches to a different sales process, required fields for the new milestone will apply
Closing an opportunity as Won or Lost will also prompt required fields before finalizing
This applies across:
Opportunity Details Page - Required fields modal appears when advancing to the next milestone.
Kanban Board - Required fields modal appears when advancing to the next milestone.
Opportunity List View - Required fields modal appears when advancing to the next milestone.
Permissions and notes
Some fields (such as Account or Opportunity Type) are always required and can’t be removed
Certain fields that don’t apply to all opportunity types may not be available as required fields initially
Vista Integration: Service Agreement Contract Numbers Now Support Special Characters
You can now use special characters in your Service Agreement contract numbers without affecting the sync between Vista and BuildOps. Contract numbers like MC1094.1 or M14-22/1 will sync correctly, and all related contract items will appear in BuildOps as expected.
This update gives you more flexibility when naming contracts and removes the need for workarounds or manual cleanup.
What’s improved
Contract numbers can include periods, dashes, and slashes
All contract items now sync correctly into BuildOps
No more manual formatting or troubleshooting after syncs
Note
This is applicable for customers with Vista Accounting Integration
Before using special characters, make sure your contract number mask in Vista allows them.
If certain characters are blocked by the mask, syncing may still fail. If you’re unsure, your implementation consultant or support team can help confirm your setup.
Intacct Entity Required on Service Agreements and Draft Invoices
We’ve added stronger controls around Intacct entities to help prevent accounting sync issues before they happen.
What’s New:
Intacct entity is now required when creating a Service Agreement
This ensures all related maintenance jobs and invoices start with complete accounting information from the beginning.
Intacct entity can be edited while an invoice is in Draft
If something needs to be corrected, you can now update the entity before exporting or syncing to Intacct.
Entity locks once the invoice moves out of Draft
After that point, the entity stays fixed to protect accounting accuracy during sync.
This is applicable for customers with Intacct Accounting Integration