Here’s What’s New in BuildOps: January 2025

More control, better visibility, and tools designed to empower your team to tackle work with confidence.

Hey Admins, You’re in Control: Roles & Permissions Framework

Managing roles and permissions just got a major upgrade. Our new framework makes assigning, adjusting, and organizing access seamless and straightforward.

• Roles List: See all roles in one view, complete with descriptions, user counts, and recent updates.
• Categories & Sub-Categories: Grouped permissions make it quick to find and apply bulk actions where needed.
• Bulk Actions: Archive roles, reassign users, or adjust access in just a few clicks.

Why It Matters: Tighten security, simplify admin tasks, and lay the groundwork for upcoming fine-grained permissions for Accounting, Quotes, and Inventory.

No More Waiting: Password Reset by Admins

Admins, we’ve got your back. You can now reset team passwords directly from the Personnel page. Just select an employee, click “Edit,” and choose “Reset Password” to get them back on track.

Your Team, Right on Track: Fleet+ Geo-Fenced Time Tracking Alerts

Worried about clock-ins happening outside the job site? Fleet+ now flags timestamps outside a property’s geofence, giving you instant clarity.

• Instant Alerts: See off-location timestamps at a glance.
• Interactive Map: Quickly pinpoint where your techs were in relation to the property.

Why It Matters: Save time on payroll reviews, ensure accuracy, and maintain compliance without the hassle of manual checks.

Quotes That Close the Gap: New Quote Management Tools

Managing quotes is now easier and more efficient than ever.

• Approval Workflows: Track quote statuses from review to approval at a glance.
• Enhanced Notifications: Keep stakeholders in the loop with updates like “Quote Needed” or “Quote Rejected.”
• Job Quote Statuses: See progress directly from Job Details and Reports pages for smooth collaboration.

Why It Matters: Faster approvals and clearer communication mean fewer delays and more deals moving forward.

Quote on the Go: Beta Release of Mobile Quotes

Field techs and sales teams, this one’s for you. With Mobile Quotes, creating and presenting quotes in the field is a breeze.

• Generate Quotes Anywhere: Auto-fill job and property details for quick creation.
• Real-Time Presentations: Walk customers through quotes on-site for instant approvals.

Why It Matters: Close deals faster and build trust by delivering answers on the spot.

Details That Work for You: Bulk Invoicing Email Update

Bulk invoicing just got smarter. Invoices now align with your custom sender email settings, adding professionalism and consistency. Plus, senders are automatically CC’d for easier tracking.

Why It Matters: Spend less time managing admin tasks and more time focused on your customers. Contact your Customer Success or Implementation Manager to enable customer sender email addresses.?

Stay Ahead of Tax Changes: Multi-State Tax Compliance (Beta)

Our Avalara integration is here to make multi-state tax compliance simple. Available in Beta for Sage Intacct users, this feature ensures real-time accuracy for Sales and Use Tax calculations.

Your Go-To Resource: Release Notes in the Knowledge Base

Release Notes are now just a click away in the BuildOps Knowledge Base.

• What’s Changing: Say goodbye to email updates.
• Where to Find Them: Click the “?” icon in the top-right corner of any BuildOps page to see current and past notes.

Why It Matters: Find all updates in one place—no more digging through emails.

Building the Future of Your Operations

From smarter admin tools to empowering your field teams, these updates keep your business moving forward. Whether it’s faster approvals, more accurate tracking, or streamlined compliance, BuildOps has you covered.

Let’s keep building smarter, together.