BuildOps

Guide to creating and managing Customers in BuildOps.

Customers

How To Customize & Assign An Invoice Preset To A Customer

Guide to creating and managing Properties in BuildOps, including contacts and page navigation.

Properties

How To Create And Manage Assets

Checklist Library

Manage multiple customers per property while keeping history intact. Learn how Property Transfers work and how to set roles and defaults.

Property Transfers

This article covers the enhanced Asset Management features available in BuildOps.

Enhanced Asset Management

Contacts and Messages

Customer Portal

Unified Vendor & Subcontractor

Angelene Rosario

Krystal Allen

Manage the core records your team uses across BuildOps, like Customers, Properties, Assets, Vendors, and Pricebooks.  

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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