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
Partnership means working alongside your existing systems. Formal vendor affiliations are identified separately. Connections depend on edition, permissions and agreed scope.
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
Workflows to verify in your BuildOps setup
Check your edition, configuration, people and connected tools. This list is a review scope, not a vendor-wide capability exclusion.
- Run your bookkeeping or close your month-end
- Reconcile job-level costs against the GL with labor burden and overhead
- Track retainage receivable (held back by your customers) and retainage payable (held back from your subs) in separate GL sub-accounts
- Produce a CFO-reviewed cash forecast or select matched external contractor benchmarks
- 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 (Scale or Platform scope, per signed engagement)
- 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 where POs and receipts are recorded and the AP tool supports it
- Tax-ready year-end and CPA coordination
- Level Index benchmarks (2,200+ contractors analyzed across trades; sample size and definition stated per metric) on monthly reviews where a matched metric exists
What you see with BuildOps alone vs. with Level on top
BuildOps remains the system of record for the work it manages. Your accounting ledger remains the books of record. Level adds financial insight across the records connected in your engagement.
| 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; GL treatment depends on how your accounting sync is configured | ✓Retainage receivable and retainage payable in separate sub-accounts; AR aging reported 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 | ✓Target close: about 5 business days after month-end once source data is clean; track your actual close days each month to compare |
| Benchmarks | Confirm the benchmark or peer reports included in your BuildOps plan | ✓Compared monthly against Level Index metrics where a matched definition exists (for example job gross margin, collection rate, billing speed, SA gross margin, SA pull-through); each metric carries its own sample size |
| AIA G702/G703 billing | Progress invoicing available in BuildOps | ✓AIA production and GL posting with review, per signed engagement scope |
| 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.
Check what your native sync carries.
Depending on configuration, a native accounting sync may summarize jobs, agreements, or property hierarchy in the GL, which limits job-level profitability. Test yours: pull 20 synced invoices and bills from last month and check whether job, agreement, and property survive in QBO or Intacct. Where they don't, Level's data layer is built to carry that structure.
Sam knows BuildOps cold.
Sam Yang (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
Integration pairs supported by our reporting and reconciliation work. Each guide explains documented vendor capabilities, known failure modes and the installed records to verify. Built workflows are scoped to the engagement, licensed products and permissions; a listed pair is not a promise of a universal connector.
BuildOps + QuickBooks
An accounting 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. Check current connector listings; where none fits, Level's data layer bridges the semantic gap.
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 Level connects to. 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 within the signed engagement and available export/API access.
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?
Integration work between BuildOps and your accounting/ERP is scoped by tier and set in your signed engagement. See /pricing for tier details.
Related pages
Simple pricing
Three tiers, one ladder.
$500+/mo
Bookkeeping
The clean data layer: monthly books, reconciliations, and organized financials AI can work with.
$1,500-$5,000/mo
Scale
The full AI operating layer: custom agents, weekly actions, and benchmarks to grow margin per hour.
Custom
Platform / Multi-Office
Multi-branch benchmarking and scorecards for PE-backed and multi-location groups.
The Level team can read your BuildOps data fluently
Free profitability audit. Start with your priorities and the records needed. A connected review of BuildOps follows where edition, access and agreed scope allow.
No commitment. Real numbers, not generic advice.