BuildOps reporting: service agreement profitability and job cost joined to Sage or QuickBooks.
Service and project management for commercial HVAC, plumbing, electrical, and mechanical contractors: dispatch, service agreements, quotes, job costs.
Get service agreement profitability, job cost by cost code, and a duplicate-invoice catch out of BuildOps joined to Sage or QuickBooks. Built for commercial HVAC, plumbing, and electrical. Omadli Group, Boston.
Read-only into BuildOps. Nothing gets replaced.
How do I get better dashboards out of BuildOps?
Better dashboards out of BuildOps come from joining BuildOps service agreements, jobs, quotes, and technician time to the costs and invoices in Sage or QuickBooks, then reconciling the result before it is shown. Omadli Group built exactly this for an HVAC and plumbing company on Sage and BuildOps: a custom job P&L across jobs, service agreements, and projects, a customer summary, and a duplicate-invoice catch that joins the invoice number to the amount the two systems could not match on their own. On that company's data, 67 of 353 service agreement visits were losing money against a 41% blended margin, and HVAC labor sat $326,168 over budget while plumbing sat under. The dashboard refreshes on a schedule, an agent flags the agreement or job that dropped below margin, and Vickie handles the calls that BuildOps dispatch depends on. Omadli Group is based in Boston, Massachusetts, works read-only into BuildOps, and a dashboard averages about 18 days to go live.
BuildOps with Omadli, at a glance
| What we pull | Service agreements and visits, jobs and quotes, technician time, invoices, customers. |
|---|---|
| What you get | Service agreement profitability, job P&L by cost code, customer summary, duplicate-invoice catch. |
| Proof | Built in production for an HVAC and plumbing company on Sage and BuildOps. |
| Connection | Read-only, the way the platform allows. |
| Pairs with | Sage, QuickBooks, Vickie for calls, isolved for payroll hours. |
| Time to live | About 18 days to a dashboard, measured average. |
What data Omadli reads from BuildOps.
- Service agreements, visits, and renewals
- Jobs, quotes, and change orders
- Technician time and dispatch
- Invoices and payments
- Customers and locations
What gets built on BuildOps first.
Service agreement profitability
Every agreement, visit, and customer ranked by true margin against your blended target.
Duplicate-invoice catch
Invoice number joined to amount across BuildOps and accounting; duplicates flagged before they pay.
Labor vs plan by trade
HVAC, plumbing, and electrical hours against estimate, so one trade cannot hide another.
Write-back, and what BuildOps's own tools already cover.
| Can Omadli write into BuildOps? | Omadli reads BuildOps the way the platform allows and works read-only by default. Where an action would help, the automation prepares it and a person posts. |
|---|---|
| Built-in reporting and AI | BuildOps' own reports cover what happens inside BuildOps. Accounting actuals, payroll, and the CRM sit outside it; joining them produced the job P&L and the duplicate-invoice catch described above. |
| Trades this fits | general contractors, HVAC and mechanical companies, electrical contractors, plumbing companies |
BuildOps and Omadli, answered.
Yes. A live job P&L across jobs, service agreements, and projects for an HVAC and plumbing company on Sage and BuildOps, including a customer summary and a duplicate-invoice catch. Company name withheld; ask on the call and we walk you through it.
Vickie answers and qualifies the call and books the visit into the calendar or CRM it is connected to; today that list is QuickBooks, Salesforce, HubSpot, Jobber, Housecall Pro, and GoHighLevel. Handing the booked call into BuildOps dispatch is scoped per client based on the access BuildOps allows.
No. Omadli connects read-only using the export or API access your current BuildOps subscription already allows. If a paid API tier would make the data fresher, we tell you what it costs before you decide.
As fresh as the platform allows. Where there is an API, refreshes run on a schedule during the day; where the platform only exports, the dashboard shows the export time so nobody mistakes yesterday's numbers for today's.
Bring the BuildOps report you rebuild every week.
A 30-minute call. We time it, map where it pulls from, and tell you what the automated version looks like.