BuildOps

Company Settings & Basic Navigation

Personnel

Table Views and Filters

Learn how to set up and manage Custom Fields in BuildOps — including tags, types, and dropdown options for jobs, customers, projects, and more.

Custom Fields

Forms

Accounting Settings

Credit Hold Settings

This article explains how to set up and manage pricing for items and labor rates in BuildOps.

Pricebooks

Item List

Item Types

Vendors

Labor Settings

Quote Settings

Notifications

Custom Sender Email Address

Item Categorization and Item Types

How can I resolve password reset and login issues for BuildOps?

Password Reset on BuildOps Web

How to Get Email Headers

Fixed Fees in Pricebooks

Unblocking PDF View in BuildOps

How to Fix the “Failed to Fetch” Error in BuildOps

How-To Guide: PO & Subcontract PDF Templates

Roles and Permissions

How Logos Work in BuildOps

How Labor Cost is Calculated in BuildOps

Nina Ahl

Angelene Rosario

Jennylyn Salao

Use the Settings pages to customize and configure the information in your BuildOps account

Settings

Find answers and get help from Intercom Support and Community Experts

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