Change Orders V2
The Change Orders experience has been redesigned to make it easier to enter data, track progress, and manage approvals. This update introduces a modern layout, new workflow statuses, and several usability enhancements that streamline how teams create and review Change Orders.
Simplified Page Layout & Navigation
Organized into four tabs for smoother navigation: Scope & Pricing, Attachments, Communication History, and Activity.
The Attachments tab now includes a clear table view with columns for File Name, Date Added, and Added By, plus a visible Remove button for easy file management.
Scope & Pricing and COR Details are now separated, each with their own Edit and Save buttons, allowing changes without interrupting approval workflows.
Faster Data Entry & Configuration Options
Introduced a modern data grid for faster, more efficient entry of line items.
Added searchable dropdowns for Phase, Department, and Cost Code fields to simplify selection.
Added Custom Tags for easier categorization and filtering of CORs.
Enhanced the Generate Preview experience with a new configuration panel and live PDF preview.
Pricing information remains visible even after billing against a Pay App, providing continued visibility post-approval.
Improved Workflow Controls & Status Visibility
Added new workflow statuses for better tracking: Draft, Sent for Approval, Approved, Responded, Rejected, and Voided.
Added an optional Tentatively Approved status (configurable in tenant settings) for teams that want to reflect projected approvals before formal sign-off.
When enabled, Tentatively Approved behaves like Approved for cost and revenue calculations but cannot be billed against.
Custom Tags
Navigate to Company Settings → Custom Fields → Project COR Tags to create tags.
Add tags to a COR using + Add Tag on the COR page.
Remove tags by clicking the x next to each tag.
Filter CORs by tags within the Change Order Requests table.
Generate Preview Updates
The Generate Preview button now includes both Email and Add to Files options.
New configuration options allow you to control how pricing appears:
All Details – show line items with quantities and prices
Section Subtotals – group totals by cost type
Grand Total – display one total for all costs
For more details about this feature, visit: Change Order V2
NetSuite Integration: Vendor Code Mapping Enhancement
BuildOps is enhancing the NetSuite to BuildOps vendor integration to better align with how vendors are configured in NetSuite and to support auto-generated vendor numbers. With this update, Vendor Name and Vendor Code are now managed as separate fields in BuildOps, ensuring both the readable vendor name and the system identifier are preserved accurately.
What’s New:
When creating vendors directly in BuildOps, you can now manually enter a Vendor Code
When vendors are created or updated in NetSuite, the Vendor Number will automatically sync into the Vendor Code field in BuildOps
Vendor names and vendor codes are now handled independently, improving clarity when viewing and managing vendors in BuildOps
This update makes it easier to work with vendor records, especially if you use NetSuite’s auto-generated vendor numbers or manage vendors with similar names. You’ll see clearer, more consistent vendor information across both systems, without losing important identifiers.
Duplicating Quote Sections
Creating quotes with repeated or similar scopes just got easier. You can now duplicate sections within a quote, helping you build pricing faster while keeping everything consistent.
What’s New:
You can now duplicate any section directly from the Pricing tab in a quote.
With one click, BuildOps creates a copy of the section that includes:
The section title (automatically labeled with “- Copy”)
The section description
All labor, items, and pricing details
The duplicated section is placed immediately below the original, so it’s easy to review and adjust as needed.
Use the Duplicate Section action on any quote section
The copied section appears directly below the original
You can edit the duplicated section independently without affecting the original
This makes it easier to reuse pricing structures while still tailoring each section to your customer’s needs.
Editing Quote Versions
Managing quote versions is now faster and more intuitive. This update improves how you identify, edit, and switch between quote versions, with fewer steps and a cleaner experience across desktop and mobile.
What’s New
You can now set a Primary quote version directly from the version dropdown
All quote versions are now editable, not just the Primary version
The Primary version is clearly labeled with a Primary tag next to the version number
Informational banners on non-primary versions have been removed for a cleaner interface
Previously, switching between quote versions required extra steps, including setting a version as Primary before making edits. This slowed down workflows, especially when managing multiple versions or presenting different options to customers.
With this update, you can move between versions more easily and focus on refining your quote without interruptions or unnecessary clicks.
How It Works
Set Primary from the dropdown
Quickly assign the Primary version directly from the version selector without leaving your workflow.
Edit any version
All versions are now editable, giving you more flexibility when comparing or refining quote options.Clear visual indicators
The Primary version is clearly marked, making it easy to see which version is currently in use.
Cleaner layout
Removed non-essential banners reduces visual clutter and improves readability, especially on mobile.
Standard Create Quote Modal
Creating quotes is now more consistent and intuitive. The Create Quote modal has been standardized to include Property and Customer selections wherever a quote is created, with smart prefills based on context and full flexibility to make changes when needed.
What’s New
The Create Quote modal now includes Property and Customer fields across all quote entry points. These fields are intelligently prefilled depending on where the quote is created, while remaining fully editable.
This update applies when creating a quote from:
The Navigation Bar
The Quotes list view
A Property detail view
A Customer / Account detail view
Before
After
Proposal Generation in CRM+
Proposal creation in CRM+ is getting a major upgrade. We’re introducing a new proposal experience built with PandaDoc, giving you a more modern, flexible way to create, edit, and manage proposals directly from your Opportunities.
What’s New
CRM+ now includes a purpose-built proposal workflow that lets you:
Create and manage proposal templates in CRM+ Settings
Generate proposals directly from Opportunities
Use dynamic fields to pull in CRM data automatically
Build structured, professional proposals with a modern editor
With this update, proposal creation is more reliable, consistent, and easier to use, helping sales teams move faster and present a more polished experience to customers.
How It Works
Template Management
Create standardized proposal templates that your team can reuse across Opportunities. Templates help ensure consistent formatting, reduce manual effort, and make it easier to scale proposal creation as your team grows.
Go to Settings > Sales > Templates > Create New Template
Proposals on Opportunities
Generate proposals directly from an Opportunity so they stay connected to the deal lifecycle and underlying CRM data.
Generate Proposal from Opportunity Proposal editor
CRM+ Creating Opportunities with a Side Drawer
The Create Opportunity experience has been updated from a center pop-up modal to a side drawer, helping prevent accidental loss of progress while you work.
What’s New
The Create Opportunity flow now opens in a side drawer
The drawer stays open unless you intentionally close it
New Create Opportunity side drawer where user must click X to close the drawer
New Standard Report: Finance Dashboard
The Finance Dashboard gives you a comprehensive, pre-tax view of your business’s financial performance in one place. It brings together billings, profit, and cost data across jobs, service agreements, and projects, so you can quickly understand how the business is performing today and where it’s headed.
You can track billings, margins, and forecast accuracy over any date range, with flexible breakdowns by department, job, service agreement, and project. The dashboard also highlights detailed cost and labor variances against budget, making it easier to spot trends and stay on top of performance.
A detailed ReadMe is included within the dashboard to help guide you through the metrics and views.
New Beta: Report Feature in Sigma Embed
We’re introducing a new beta Report feature in Sigma Embed that makes it easier to export clean, well-formatted PDFs without content being cut off.
Reports are a new document type designed specifically for exports. They let you build tables, charts, and visualizations directly on standard printer-ready page sizes, such as A4 or A5, giving you more control over layout and pagination when exporting.
What’s new
With Reports, you can design your data with export in mind from the start:
Content is placed on printer-ready pages, so exported PDFs include all elements without cropping.
Elements can be sized and styled using pixels instead of the workbook grid, making layout adjustments more precise.
Pagination and automatic page numbering are built in, which is especially helpful for large tables and multi-page reports.
Things to keep in mind
Since this feature is currently in beta, there are a few limitations:
Tables and inputs support vertical pagination only, up to 10,000 rows.
Horizontal pagination is not supported.
Reports do not include an Explore view and do not support actions such as buttons.
This beta feature is a great option if your priority is creating polished, print-ready reports with reliable PDF