BuildOps CRM

BuildOps CRM is a complete sales system that is based on time proven service sales processes. BuildOps CRM is designed to guide your team through the sales process from suspect development to a closed sale and turnover to operations. BuildOps CRM contains tools to streamline the sales process, these tools include a mobile surveying tool, service contract and project estimating, proposal generation.

With the mobile application, sales reps and managers will be able to manage their sales funnel, view and track their activities, access historical information on current and potential clients.

First in the industry, designed to meet the needs of the mechanical service contractor, our mobile surveys cover building operations, equipment, and financial information. BuildOps CRM designed the tool to improve accuracy and detail of information and decrease the time it takes to complete a survey.

Combine multiple surveys into one
Improve accuracy and detail
Export Survey as Equipment List for Service Management Software
Pushes to BuildOps CRM Estimating tool

Designed for in the field, easily collect detailed information on any piece of equipment and attach pictures.

Make / Model / Serial / Belts / Filters / Refrigerant / Tonnage / HP
Condition Report
Take Pictures
Take Notes / Special Needs