Level + BuildOps
Level for BuildOps users
BuildOps is the operational system of record for commercial mechanical, electrical, plumbing, and fire/sprinkler contractors. Level is the financial layer on top — CFO advisory, bookkeeping, retainage and AIA handling, and the integrations that make your accounting system reflect what BuildOps actually shows.
Field Service Management for commercial mechanical, electrical, plumbing, fire/sprinkler contractors
What BuildOps does
- Dispatch, scheduling, and field operations
- Job, customer, property, and service-agreement management
- Invoicing, quotes, and PO workflows
- Technician timesheets and dispatch logs
- Service agreement billing cadence
- Reporting on operational KPIs
What BuildOps can't do alone
- Run your bookkeeping or close your month-end
- Reconcile job-level costs against the GL with labor burden and overhead
- Track retainage as a managed liability sub-account
- Produce CFO-level cash forecasts and benchmark you against 2,200 peers
- Handle AIA G702/G703 production end-to-end through accounting
- Coordinate AP automation, AR collections, and tax-ready year-end
What Level adds on top
- Bookkeeping that preserves BuildOps job, customer, property, and agreement structure in the GL
- Real job-level profitability with labor burden and overhead allocation
- Rolling 6–8 week cash forecasts built monthly by your CFO
- Retainage tracked properly; AR aging reports net of retainage
- Service agreement P&L by agreement, customer, and property — every month
- AP automation tied to BuildOps PO data with 3-way match
- Tax-ready year-end and CPA coordination
- Benchmarks against 2,200+ commercial contractors on every monthly review
What you see with BuildOps alone vs. with Level on top
BuildOps is the operations system of record. Level is the financial system of insight that sits on top.
| Capability | BuildOps alone | BuildOps + Level |
|---|---|---|
| Job-level profitability | Operational view by job; cost detail depends on what's coded in BuildOps | ✓Real margin with labor burden, equipment, overhead, and WIP timing reconciled monthly |
| Service agreement P&L | Revenue visible by agreement; GL cost allocation is manual | ✓SA P&L by agreement_id, customer, and property — automated monthly |
| Retainage tracking | Retainage shown on invoices; not separately tracked in GL | ✓Retainage as separate liability sub-account; AR aging reports net of retainage |
| Cash forecasting | Not the product | ✓Rolling 6–8 week forecast with collections cadence and seasonality baked in |
| Month-end close | Not the product | ✓Closed in ~5 days for $5M+ contractors (vs. 15–25 days without) |
| Benchmarks | Internal trends only | ✓Compared monthly against 2,200+ peer contractors on margin, DSO, utilization, SA mix, pull-through |
| AIA G702/G703 billing | Progress invoicing available in BuildOps | ✓AIA production end-to-end with GL posting clean; reviewed monthly |
| 1099 / sub compliance | Sub vendor master in BuildOps | ✓1099 tracking and lien waiver / COI gating tied to AP release in your accounting system |
BuildOps runs ops. Level runs finance.
BuildOps is the system of record for what happens in the field. Level is the system of record for what those operations mean financially — and the team that turns those numbers into decisions.
Native syncs collapse the data.
Out-of-the-box, BuildOps' native QBO/Intacct sync compresses jobs, agreements, and property hierarchy into the GL in ways that break job-level profitability. Level's data layer preserves the full structure.
Sam knows BuildOps cold.
Sam Young (Level's founder) was Director of Growth Product at BuildOps for ~4 years, building financial tooling used by 1,000+ commercial contractors. Level was founded separately and runs its own proprietary benchmark research.
Specific BuildOps integration pairs
Specific integration pairs we've built or productized. Each links to a deep page covering the API, the failure modes of the native sync, and how Level's data layer makes it work.
BuildOps + QuickBooks
The most common pair. Where job costing typically breaks and how Level fixes it.
BuildOps + Sage Intacct
Preserves full dimension chain for multi-entity commercial contractors.
BuildOps + Spectrum (Viewpoint)
The hard one — no native integration; Level's data layer bridges the semantic gap.
BuildOps + HighRadius
Live customer engagement — AR automation that actually works on commercial AR.
BuildOps + Bill.com
AP automation with job-aware coding and PO matching.
Frequently Asked Questions
Does Level have a partnership with BuildOps?
BuildOps is a system we connect to and that many of our clients use. Level's founder previously worked at BuildOps; today Level operates independently and Level's benchmark research is Level's own.
Do I need to switch off BuildOps to use Level?
No. BuildOps stays as your operational system; Level connects to it as part of our standard engagement.
Will Level replace my BuildOps reports?
No. BuildOps reports stay for operational use. Level produces a different layer — the financial reports and dashboards an owner or buyer uses to make decisions.
What's included in the integration work?
Custom integration work between BuildOps and your accounting/ERP is included in most Level engagements. See /pricing for tier details.
Related pages
Simple pricing
Three tiers, one ladder.
$99/mo
Books
Clean monthly books, tax-ready year-end. Same flat rate for catch-up.
$1,500+/mo
Fractional CFO
Cash forecasting, profitability analysis, monthly strategy calls.
$3,000+/mo
CFO + Operations
Dedicated CFO, AI-native workflows, dashboards, and integrations.
A Level CFO can read your BuildOps data fluently
Free profitability audit — we'll connect to BuildOps and show you what's hiding in your numbers. Free audit included.
No commitment. Real numbers, not generic advice.