BuildOps API: Verify Job and Cost Coverage

Preserve the hierarchy before aggregating

The source may distinguish customer, property, work order, job, visit and invoice. Collapsing that hierarchy can turn repeat work orders into imaginary new customers or make one property appear to be several independent accounts. Define the grain of each table before joining it to an ERP.

BuildOps publicly describes ERP integration setup and validation. That establishes a product relationship, not proof of every tenant mapping or current data extract. Check the authorized source objects, date coverage and cost population. For the next step, compare these source records with the actual accounting system: QuickBooks, Sage Intacct or Spectrum.

A completed field job can still have an open financial handoff

Our closeout classification treats operational completion and financial readiness as separate states. An open draft invoice is one reason a finished job still needs review. Unresolved purchasing, receiving or cost evidence can be another. The draft is not automatically the final invoice, and a completed status is not proof that all revenue and costs reached accounting.

Take one completed job and build its closeout packet: source job ID, invoice roster and status, purchasing/receipt exceptions, posted accounting references and the cutoff used. Identify which item prevents a defensible margin or collectible invoice. Assign that item to billing, purchasing or accounting with a next action. This produces a useful exception list rather than another dashboard of completed jobs.

Test agreement value by billing model

A recurring-billing agreement and a bill-on-completion agreement need separate mapping tests. Verify whether the selected source field represents the total commitment, a periodic charge, issued invoices or remaining value. A field that explains the recurring population may not answer the completion-billed population. This is a verification question for the current account, not a claim that BuildOps universally omits an agreement type.

Keep separate denominators in the result: agreements inspected, agreements with a usable value field and agreements reconciled to billing. Otherwise a report built from the easier billing model can look like complete renewal or revenue coverage. The BuildOps playbook preserves the native collection path; the ERP-specific guides show the next accounting comparison.

{
  "fictional": true,
  "unit": "USD cents",
  "id": "report-population",
  "linkagePct": 100,
  "missingCostIds": [
    "C"
  ],
  "profitAvailable": false,
  "limitation": "This is teaching arithmetic from supplied invented inputs, not source authenticity, financial assurance or authority to post."
}

Compare the closed-job packet with QuickBooks

Open the related financial check when the next question concerns that workflow. The Financial Systems Field Guide holds the named-system collection notes, pitfalls and bounded prompts.

Sources and method

Field Guide; BuildOps integration documentation. Product documentation checked October 6, 2026 where linked. This guide shows how to check whether the numbers are ready to use. The examples use made-up numbers, clearly labeled and available to download. They do not include private customer documents or measured customer results. Before using the method, check that your account has the required access and that your reports count the same things.