Lists and Tasks on Mobile (Early Access)
Field teams can now create and manage project lists and tasks directly from the mobile app, instead of relying only on web or separate tools like paper checklists or spreadsheets.
This is ideal for:
Punch lists during closeout
Safety checks and daily walk‑throughs
Quality inspections and QA/QC workflows
Any repeatable set of project tasks your team needs to track in the field
How it works on mobile
From the Project screen in the mobile app:
Open a Project.
Go to the new Lists & Tasks section.
Tap Create List to create a checklist (e.g., “Level 3 Punch Walk”, “Safety Inspection – Week 10”).
Add tasks to your list, including:
Task title
Status
Assignee (where configured)
Notes for additional context or instructions
As work is performed: Complete tasks when finished using a structured completion flow.
All activity (completions, rejections, notes) is synced back to web so project managers can review progress.
Working offline
Technicians can create lists, add/edit tasks, complete/reject tasks, and add notes while fully offline.
When the device reconnects, changes are automatically synced back to BuildOps, so no work is lost even in low‑connectivity environments like basements or remote job sites.
This feature is still in Early Access. If you’d like this turned on, please contact your Customer Success Manager.
Create Lists/Tasks from Drawings (Early Access)
You can now create and reference tasks directly from project drawings on mobile. Tasks can be “pinned” to exact locations on a plan so everyone knows precisely where the work is needed.
How it works on mobile
Open a Project, then open a Drawing in the mobile app.
Start an annotation on the drawing (for example, marking a door, panel, or room).
Choose Add Reference > Tasks
Select an existing task from a list, or
Create a new task and link it to that spot on the drawing.
From the drawing screen:
Use the References panel to see all tasks pinned to the current drawing.
Tap a task reference to open full task details, including notes, status, and history.
If a task is no longer relevant to that location, you can remove the reference from either:
The annotation flow, or
The drawing’s reference list.
You can also filter task references by list, making it easy to focus on items for a specific inspection or trade.
This feature is still in Early Access. If you’d like this turned on, please contact your Customer Success Manager.
Sync Improvements – Faster, More Reliable Syncs
What’s changing
We’ve upgraded how mobile sync works so the app starts faster and is less likely to get “stuck” or need to restart, especially for customers with a lot of data.
What your team will notice
Faster startup: Technicians can get into the app and start working sooner, with key data (like today’s visits and active projects) loading first.
More reliable syncs: If there’s a weak connection or a temporary issue, the app is better at recovering without forcing a full restart.
Smoother experience for large accounts: Customers with many projects, assets, and historical records should see more consistent performance when opening the app or refreshing data.
No action is required on your end. The new sync behavior is automatically enabled once you update to this version of the mobile app.
Ship To on Purchase Orders (GA)
Previously, mobile purchase orders did not include a Ship To field, forcing teams to:
Add delivery instructions only in notes, or
Rely on office staff to correct the address on web before sending to vendors
With Ship To on mobile, technicians can specify the correct destination up front, keeping POs cleaner and more accurate.
What’s changing:
When creating purchase orders on mobile, technicians can now select a Ship To address so materials are delivered to the correct location, just like on web.
Supported Ship To options may include:
The job or project site where work is being performed
A warehouse or central stocking location
Other configured locations used by your organization
How it works on mobile
From the mobile app, create a Purchase Order (for example, from a job or project).
On the PO creation screen, you’ll now see a Ship To field.
By default:
The Ship To value is set to the job or project site you are creating the PO from.
If needed, you can:
Tap the Ship To field to choose a different supported address.
When the PO is submitted:
The selected Ship To address is sent to the web app along with the order.
If your account is integrated with Avalara, taxes are recalculated based on the final Ship To address (where applicable).
This enhancement is generally available and is automatically included once you update to this version of the mobile app.