About
This app streamlines the sales process for mechanical service contractors. It offers tools for surveying, estimating, and generating proposals, helping teams manage their sales funnel and client information from initial contact to closing.
What's New in BuildOps CRM
2.9.0
November 13, 2023
Changed images in app
FAQ
What is BuildOps CRM?
BuildOps CRM is a sales system designed for mechanical service contractors. It guides teams through the sales process, from lead development to closing, and offers tools for surveying, estimating, and proposal generation.
What devices does BuildOps CRM support?
BuildOps CRM is available for iPhone, iPad, and iPod devices.
How often is BuildOps CRM updated?
The latest version, 2.9.0, was released on November 13, 2023. Updates are frequent, ensuring the app remains current with new features and improvements.
What is the age rating for BuildOps CRM?
BuildOps CRM has an age rating of 4+, making it suitable for a wide range of users.
Does BuildOps CRM have ads?
No, BuildOps CRM is ad-free, providing an uninterrupted user experience.
How does BuildOps CRM improve survey accuracy?
The mobile surveys are designed to capture detailed building operations, equipment, and financial information, improving accuracy and decreasing the time needed to complete a survey.
Can BuildOps CRM export survey data?
Yes, surveys can be exported as an Equipment List for Service Management Software and also pushed to the BuildOps CRM Estimating tool.
What kind of information can be collected during a field survey with BuildOps CRM?
Users can easily collect detailed information on any piece of equipment, including Make, Model, Serial, Belts, Filters, Refrigerant, Tonnage, and HP. Users can also record condition reports, take pictures, and add notes for special needs.
