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What is SFI Central?

Experience unparalleled customer service coupled with prompt delivery of tailor-made agile software development that aligns seamlessly with your lead program requirements and budgetary constraints, all through our innovative online platform, SFIcentral. We provide adaptable solutions capable of scaling to meet the demands of any lead generation effort, whether it’s for an emerging startup or a vast national network of manufacturers and distributors. Our clients benefit from tried-and-true software code and industry best practices we've gathered throughout our extensive experience, ensuring a frictionless integration process. Additionally, our system automates lead distribution based on your specific territorial guidelines and includes notifications via email and SMS. You can track lead progress in real-time, from initial capture to final closure, with options for immediate filtering. Our platform is designed with customized reporting features for key categories, complemented by visual dashboards that highlight your most critical metrics. Moreover, you can manage your entire network information—covering contacts, territories, communications, documents, and beyond—all from a single, user-friendly interface. This comprehensive approach not only streamlines operations but also empowers your organization to enhance efficiency and achieve its objectives with greater effectiveness. In a rapidly evolving market, leveraging such integrated solutions can significantly boost your competitive edge.

What is BuildOps?

Comprehensive operational software designed specifically for commercial contractors encompasses everything from service tasks to project management and beyond! Make Informed, Data-Driven Choices Utilizing automated real-time reporting, your data actively supports your decisions. This allows managers to pinpoint trends, keep tabs on technician performance, and uncover potential revenue streams. Deliver an Exceptional Customer Experience Accelerate the approval process for customers by providing complete job histories. You can attach images, videos, PDFs, and personalized forms directly to work orders, ensuring clarity on the tasks that have been accomplished. Effortlessly Link Your Office with Technicians Enhance efficiency and minimize mistakes. BuildOps streamlines work orders, customer information, invoices, and more — facilitating seamless communication from the office to the field and back again. Whether you need software for commercial HVAC, electrical, or plumbing services, BuildOps adapts to your operations while enhancing communication and coordination. In addition to improving your revenue and maximizing profits, BuildOps fosters a stronger connection between field operations and back-office functions, ensuring a more integrated workflow.

Media

Media

Integrations Supported

DataXchange
Miter
QuickBooks Online
QuickBooks Online Advanced
Sage Intacct
Viewpoint Spectrum
Viewpoint Vista
hh2

Integrations Supported

DataXchange
Miter
QuickBooks Online
QuickBooks Online Advanced
Sage Intacct
Viewpoint Spectrum
Viewpoint Vista
hh2

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

PlanRight Software

Company Location

United States

Company Website

www.planrightsoftware.com

Company Facts

Organization Name

BuildOps

Date Founded

2018

Company Location

United States

Company Website

buildops.com

Categories and Features

Construction CRM

Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management

Categories and Features

Construction CRM

Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management

Construction Management

Accounting Integration
Budget Tracking/Job Costing
CRM
Change Orders
Commercial
Contract Management
Contractors
Equipment Tracking
Estimating
Incident Reporting
Mobile Access
Offline Access
RFI & Submittals
Residential
Subcontractor Management
Timesheets

Construction Scheduling

Bid Management
Change Orders
Gantt Charts
Job Scheduling
Project Scheduling
Rescheduling
Staff Calendar
Task Management

Electrical Contractor

Billing & Invoicing
Commercial / Industrial
Contract Management
Customer Database
Electronic Signature
Mobile Access
Quotes / Estimates
Scheduling
Time Tracking
Work Order Management

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Fixed Asset Management

Asset Budgeting
Asset Lifecycle Management
Audit Trail
Barcoding / RFID
Depreciation Management
Disposal Management
Document Management
Inventory Tracking
Tax Management

HVAC

Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Maintenance Scheduling
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management

Plumbing

Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Service Dispatch

Billing & Invoicing
Call Center Management
Contract Management
Customer Database
Inventory Control
Job Management
Job Tracking
Mobile Access
Routing
Scheduling
Self Service Portal
Service History Tracking
Technician Management
Work Order Management

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

Work Order

Contract Management
Customer Database
Dispatch Management
Inventory Control
Job Management
Preventive Maintenance
Quotes / Estimates
Recurring Appointments
Routing
Scheduling
Task Management

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