BuildOps

Angelene Rosario

Holly Moreno

Jennylyn Salao

The foundation of operational workflows can be found here

Operations

Job Costing

How To Create A Job Report PDF

Job Closeout

Jobs & Visits

Job Health

Job and Visit Templates

Transferring Costs from a Job to a Project

Understanding and Resolving "Partially Invoiced" Job Billing Status in BuildOps

This article explains how to create invoices in BuildOps, review the customer-facing version before sending, and resolve common invoicing issues.

Create, Manage, and Troubleshoot Invoices in BuildOps

How to Resolve Common Invoice Configuration Errors in BuildOps

Jobs

Maintenance Overview

How To Schedule A Maintenance

Help content for preventive maintenance, recurring service, and maintenance planning in BuildOps.

Maintenance

Learn what Inventory Issues are, how they're created, and how to review and post them to keep your stock counts accurate.

Inventory Issues

A practical guide to BuildOps Inventory that explains how to track materials across warehouses and trucks, manage purchasing and transfers, record usage, support project workflows, and maintain accurate stock counts.

Inventory

Changing an Inventory Item's Valuation Method

This glossary explains common inventory terms used in BuildOps.

Inventory Glossary

This article explains how Inventory Transfers work and how to create a transfer from the Transfers page.

Inventory Transfers

Help content for tracking stock, transfers, replenishment, and inventory workflows in BuildOps.

This article outlines how to create a Quote in BuildOps.

Quotes

This article explains how to create and manage Recommendations in BuildOps using both Web and Mobile.

Recommendations

This article outlines the steps and options available for handling modifications to approved quotes, including managing assets, labor, and job associations.

Managing Approved Quotes

Help content for estimating, quoting, proposals, and sales workflows in BuildOps.

Sales

Receipt State Machine - Improved Receipt Workflow with Separate Post and Export Actions

Why Can’t I Generate a Receipt for a Purchase Order in BuildOps?

How-To Guide: Subcontracts, Commitment Change Orders, AP Retainage

How do I import additional line items to an existing purchase order?

Blanket POs

Procurement (Inventory Off)

Field Order Workflow
Mobile Field Order Creation Turned Off (Item Categorization Turned Off) (Inventory Turned Off)

How To Approve A Vendor Invoice

Processing A Purchase Order (Non-Inventory Items)

Help content for purchasing materials, managing vendors, and procurement workflows in BuildOps.

Procurement

How can I Resolve Activation Errors in service agreements in BuildOps?

Service Agreements 2.5 Bulk Invoicing

How To Revise A Service Agreement

This article explains how to create, review, and activate a Service Agreement in BuildOps.

Service Agreements 2.5

Help content for creating, managing, and billing Service Agreements in BuildOps.

Service Agreements

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