BuildOps + Viewpoint Vista

Technician Empowerment, Real-Time Updates, and Simplified Reporting
BuildOps + Viewpoint Vista
Integration Feature

This feature ensures that all active Viewpoint Vista Vendor data is represented appropriately within BuildOps. Vista Vendors are automatically synchronized to BuildOps every 30 minutes.

Integration Feature

This feature ensures that all active Viewpoint Vista Tax Codes are represented appropriately within BuildOps. Vista Tax Codes are automatically synchronized to BuildOps every 30 minutes.

Integration Feature

This feature ensures that all active Viewpoint Vista Payment Terms are represented appropriately within BuildOps. Vista Payment Terms are automatically synchronized to BuildOps every 30 minutes.

Integration Feature

This feature ensures that all active Viewpoint Vista GL Accounts are represented appropriately within BuildOps. Vista GL Accounts are automatically synchronized to BuildOps every 30 minutes.

Integration Feature

This feature ensures all jobs created in BuildOps are accounted for within Viewpoint Vista's JC module. BuildOps Jobs will automatically sync to Vista.

Integration Feature

This feature ensures that all Viewpoint Vista Contracts are accounted for within BuildOps. Vista Contracts are automatically synchronized to BuildOps every 30 minutes.

Integration Feature

This feature ensures that all Viewpoint Vista Contract Items are accounted for within BuildOps. Vista Contract Items are automatically synchronized to BuildOps every 30 minutes.

Integration Feature

This feature ensures that all Viewpoint Vista Job Phases are accounted for within BuildOps. Vista Job Phases are automatically synchronized to BuildOps every 30 minutes.

Integration Feature

This feature ensures that all Viewpoint Vista Cost Types are accounted for within BuildOps. Vista Cost Types are automatically synchronized to BuildOps every 30 minutes.

Integration Feature

This feature ensures that customer data is accounted for in both systems. Users can create a customer account in one system and trust that the other system will be notified of the new account at the next 30-minute mark in the sync schedule.

Integration Feature

This feature ensures that all Viewpoint Vista Departments are represented within BuildOps. Vista Departments are automatically synchronized to BuildOps every 30 minutes.

Integration Feature

This feature ensures that all BuildOps Purchase Order Receipts are accounted for within Viewpoint Vista's PO module. BuildOps Purchase Order Receipts will automatically sync to Vista.

Integration Feature

This feature ensures that all Viewpoint Vista Posted AP Invoices are reflected in BuildOps. Vista AP Invoices are automatically synchronized to BuildOps every 30 minutes.

Integration Feature

This feature ensures that Viewpoint Vista's AR module has an accurate accounting of all invoices created in BuildOps. BuildOps Invoices will automatically sync to Vista.

Integration Feature

This feature ensures that Viewpoint Vista AR Payments (cash receipts) are accounted for within BuildOps. Vista AR Payments are automatically synchronized to BuildOps every 30 minutes.

Integration Feature

This feature creates Vista JC Contracts from BuildOps Service Agreements allowing users to aggregate multiple maintenance jobs under a signle contract. BuildOps Service Agreements will automatically sync to Vista.

Integration Feature

This feature creates Vista JC Jobs from BuildOps Maintenance Jobs allowing track activity for a given maintenance visit. BuildOps Maintenance Jobs will automatically sync to Vista.

Technician Empowerment, Real-Time Updates, and Simplified Reporting

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Better Data, Better Decisions

Report across any metrics you need. Empower your team to monitor technician success, identify trends, and make data-backed decisions.

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Tools for an Exceptional Customer Experience

Show the work and back up recommendations. Seamlessly attach photos, videos, PDFs, and custom forms directly to quotes and invoices.

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Coordinate Effortlessly for the Way Your Team Works

Automate the flow of work orders, customer data, invoices, project KPIs, and more - from the office to the field, and back again.

Important Notes

  • This integration is built, sold, and supported by BuildOps using App Xchange.
  • A subscription to BuildOps is required for this integration (not sold by Trimble). If you are not a customer, and do not have any sales conversations in motion, we can help with an introduction to their biz-ops sales experts. Let’s talk.
  • On-prem users: Data Xchange does not guarantee version support for either system beyond the current version available and the previously available version. Older versions may still work, but are not actively supported and may become obsolete.

Helpful Resources:

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Availability

United States